EDUCATION SESSION #888
The Impact of Robotics and Automation
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Incorporating technology into business operations creates efficiency and growth for many companies, including financial services firms. Robotics and automated processes may expedite compliance, security, data management and other activities at lower cost and without human error. Learn how technology, automating processes and a virtual workforce create possibilities for reducing time, effecting change and promoting scalable solutions and local control. Bring your questions to learn how robotics may improve your front office, back office and support operations.
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5:30 PM Registration
6:00 PM Event Begins
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The program will begin
promptly
at
6:00 PM
; allow time to get through building security and to register before the event begins. Those arriving after registration has closed will NOT be admitted and will be subject to a "No-Show Fee" (see below).
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The Minikahda Club
3205 Excelsior Boulevard
Minneapolis
, MN 55416
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PARTICIPANTS
Michael Megaw
SS&C
Lores Schwind
EY
Lisa Choi
Moderator
EY
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If you have any questions about this event, please contact the
Minneapolis
committee.
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Michael Megaw
Managing Director and Global Head of Regulatory Solutions, SS&C
Michael Megaw has worked with SS&C GlobeOp since 2004. Most recently he headed SS&C’s launch of its Regulatory platform. SS&C’s Regulatory platform assists clients with their regulatory needs including Form PF, CPO-PQR, FATCA, Annex IV, 13F, and Solvency II, which has grown to over 400+ clients. Additionally, he manages SS&C’s new product suite of E-investor, Insight and Optimize. E-investor gives clients the ability to complete Investor documentation online. Insight is a product that allows Fund managers to do portfolio analytics and attribution analysis. Optimize is a tax solution that allows managers to view on a real time basis the tax implications of their portfolio, and assists in maximizing the tax efficiency of trading decisions. Prior to 2012 Mr. Megaw managed part of the SS&C GlobeOp fund administration business, helping it grow into one of the top three fund administration businesses in the world. Prior to joining SS&C, he worked in the assurance business of Eisner–Amper, (formerly Eisner LLP). Mr. Megaw earned a Master of Business Administration from the New York University Stern School of Business, and graduated from Franklin and Marshall College.
Lores Schwind
Senior Manager, Robotics and Intelligent Automation, EY
Lores is a senior manager at EY in the Robotics and Intelligent Automation (R&IA) practice.
She is an accomplished professional with more than 20 years of successful achievements leading business process and digital transformation. She provides clients with advisory support throughout the Robotic Process Automation (RPA), Intelligent Optical Character Recognition (iOCR), Enterprise Resource Planning (ERP), Global Business Services (GBS), Shared Services Center (SSC), and Strategic Sourcing.
She holds a Graduate School of Banking (GSB) degree from the University of Wisconsin, a Bachelor of Science in Finance from the University of Illinois, UiPath BA, WorkFusion SPA, ITIL V3, Prosci Change Management, and Six Sigma Certifications.
Lisa Choi
Principal, Financial Services Risk Management, EY
Lisa is a Principal in EY’s Financial Services Risk Management (FSRM) practice located in New York, where she specializes in financial risk management (regulatory reform agenda, structural change and advising on business solutions in the capital markets). Lisa is the co-lead of our Structural Reform and Enterprise Resiliency offerings which includes Resolution and Recovery Planning and related capabilities development (including financial, operational and structural capabilities). Lisa has held various management positions in financial services for over 25 years.
Lisa holds a BA from Smith College and an MBA from Columbia University.
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EY
EY is a leader in serving the global financial services marketplace.
Nearly 43,000 EY financial services professionals around the world provide integrated assurance, tax, transaction and advisory services to our asset management, banking, capital markets and insurance clients. In the Americas, EY is the only public accounting organization with a separate business unit dedicated to the financial services marketplace. Created in 2000, the Americas Financial Services Office today includes more than 6,900 professionals at member firms in over 50 locations throughout the US, the Caribbean and Latin America.
EY professionals in our financial services practices worldwide align with key global industry groups, including EY's Global Wealth & Asset Management Center, Global Banking & Capital Markets Center, Global Insurance Center and Global Private Equity Center, which act as hubs for sharing industry-focused knowledge on current and emerging trends and regulations in order to help our clients address key issues. Our practitioners span many disciplines and provide a well-rounded understanding of business issues and challenges, as well as integrated services to our clients.
With a global presence and industry-focused advice, EY's financial services professionals provide high-quality assurance, tax, transaction and advisory services, including operations, process improvement, risk and technology, to financial services companies worldwide.
SS&C
SS&C GlobeOp is the #1 fund administrator, delivering deep expertise and impeccable service, backed by the #1 technology-powered administrative platform. SS&C GlobeOp’s expertise in business process outsourcing supports complete lifecycle capabilities, available on a stand-alone basis to hedge funds, fund of funds, private equity funds, family wealth offices, and managed accounts.
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100 Women in Finance
100 Women in Finance
is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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This event is
NOT FOR ATTRIBUTION
. All 100WF events are private events and we require that no one reports publicly on any aspect of them
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Space is limited. No walk-ins will be permitted.
100WF No-Show Fee
Admission is free, but there is a $25 charge if you register and cancel OR do not show up OR arrive after registration is closed. Proceeds from No-Show Fees are donated to the beneficiary of 100WF's philanthropic initiatives.
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