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Anaplan Financial Services Summit

October 2, 2018

Event banner - FSI summit

London County Hall, Riverside Building | October 2 | All Day

The Anaplan Financial Services Summit is a premier event for leaders in banking, insurance, and investment management who must modernize their technology infrastructure to support profound and frequent changes in a highly regulated and volatile environment.

You will:

  • Hear how large financial institutions transformed their finance function with Anaplan’s Connected Planning
  • Learn from Anaplan experts and core industry partners how to solve significant compliance challenges such as IFRS 17 in insurance and stress-testing in banking
  • See how Connected Planning supports growth agenda and drives operational efficiencies in retail banking.

Check out the agenda below. Seats are limited—register today.

Register Now


9.00 Registration and coffee

9.30 Welcome/Agenda

– Nigel Gale, Vice-President, Financial Services

9.40 Finance Transformation in Financial Services

A panel of insurance and asset management experts will discuss the business drivers and strategic objectives of today’s finance transformation programs, the role of technology and benefits of the Anaplan platform.

– Andrew Carleton, Partner, Bain & Cie (Moderator)
– Ray Curbelo, Head of Group FP&A, Unum
– Jim Islam, Head of Group Finance, Lloyd’s of London
– Florian de Pontcharra, Head of Group FP&A, Natixis Investment Managers
– Chris Thomas, Financial Controller, Legal & General Retirement

10.20 IFRS17 implementations and FP&A opportunities

In this presentation, Deloitte will talk about the challenges of IFRS17 implementations and the related FP&A opportunities and demonstrate their IFRS17 solution leveraging the Anaplan platform

– Alex Panayi, Partner Actuary, Deloitte UK
– Thierry Lotrian, Partner, Deloitte
– Jason Makins, Director, Deloitte

11.00 Coffee Break

11.20 BPCE Digital Transformation ; ambitions, achievements and perspectives

Early 2017, BPCE launched a very ambitious and comprehensive 3-year digital transformation plan. This presentation will describe the ambitions of this plan, what has been achieved in the first 18 months, our learnings and how we are intending to orient our actions in the next 18 months.

– Mung Ki Woo, Senior Vice-President Digital Banking, BPCE

11.50 Digital disruption in retail banking

A panel of banking experts will discuss digital transformation initiatives, their impacts across the various functions of the banks, the role of technology and benefits of the Anaplan platform.

– Andy Davidson, Financial Services Sales Strategy Leader, Anaplan (moderator)
– Alex Barkley, Head of Fintech, Data Engineering and Cloud Procurement, HSBC
– Michael Downer, Manager Global Forecast and Planning, FCR and KYC Operations, HSBC
– Tom Skinner, Director, Deloitte

12.20 Anaplan innovation in financial services: Making smart predictions with Artificial Intelligence

This presentation will feature Anaplan’s state of direction in the area of Artificial Intelligence and Machine Learning, how it can apply to the financial services industry and what benefits to expect. The presentation will be followed by a live demo in Anaplan of a risk management use case in banking.

– Henri Wajsblat, Head of Financial Services Solutions, Anaplan
– Mark Deprez, Head of EMEA Solution Consulting, Anaplan
– Vincent Wiencek, Director, Chappuis Halder

13.00 : Networking lunch
14.00 : A Finance function focused on the future

Navigating Brexit, IFRS17 and improving operational efficiencies.

– Jim Islam, Head of Group Finance, Lloyd’s of London
– Adam Bimson, Director, Vuealta

14.30 : Performance Optimization in asset management

Learn how Natixis Investment Managers leveraged the Anaplan connected planning platform to transform its controlling function as a strategic function for the business and drive operational efficiencies in the performance analysis of the asset under management portfolio.

– Florian de Pontcharra, Head of Group FP&A, Natixis Investment Managers
– Adrien Meyer, Manager Finance & Risk, Accenture

15.00 : Coffee Break

15.20 : The road to FP&A transformation at Unum Group

How Anaplan is helping to enable transformation of the Global Financial Planning & Analysis team and their value delivered to the enterprise.

– Ray Curbelo, Head of Group FP&A, Unum
– Jacob Edds, Director FP&A, Unum

15.50 : ZBB: A superior way to manage costs in insurance

Zero Based Budgeting is gaining traction across many industries, including financial services, as a superior way to manage costs. Andrew will describe the key elements of an effective zero based budgeting capability, the typical benefits for insurers and the common pitfalls to avoid.

Andrew Carleton, Partner, Bain & Cie,

14.00 : Leveraging Anaplan to Transform the FTSE100’s Largest Private Equity Firm

3i Group started their Anaplan journey with a focus on operational expense planning to streamline the annual Group annual budget process. Based on the success of this initial deployment the Finance Team has undertaken a true transformation of modelling and forecasting across both corporate and lines of business.

– Jasi Halai, Finance Director, 3i
– Nick Moore, Executive Director, Lionpoint Group

14.30 : Retail Banking Branch transformation

Consumer Banking is undergoing a massive transformation. Digitalisation, demographic shifts, and competitive pressures are creating new opportunities – and complexity in planning for the future. Join us to see how Anaplan helps retail banking leaders drive informed decisions for future growth and profitability leveraging the power of Connected Planning.

– Andy Davidson, Financial Services Sales Strategy Leader, Anaplan
– Jonty Gethin, Financial Services Solution Consulting, Anaplan

15.00 : Coffee Break

15.20 : Enabling digital disruption in wealth management

Nutmeg is driving digital disruption in the investment management sector and use Anaplan to help plan a rapidly growing and successful business. Anaplan has transformed the ability to model and is a key FP&A tool. Nilesh is hands on in Nutmegs use of the Anaplan platform and will discuss how this journey has been for him and the business.

– Nilesh Gorsia, FP&A Manager, Nutmeg
– Neil Doyle, CEO, Bedford Consulting

15.50 Banking Stress Tests

Complying with the European Banking Authority’s stress testing guidelines and methodologies requires banks to adapt their organization and systems. In this presentation, Anaplan and industry-expert Chappuis Halder will address the stress testing challenges, best-practice methodologies of implementation and the benefits of the Anaplan platform, including a live demo of the solution.

– Jonty Gethin, Financial Services Solution Consulting, Anaplan
– Vincent Wiencek, Director, Chappuis Halder


October 2, 2018
Event Category:


County Hall
Riverside Building, Belvedere Rd, Lambeth, SE1 7PB
London, United Kingdom
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