We are pleased to invite you to join your fellow members and industry colleagues April 28th and 29th at the Las Vegas Hilton for FSTC's "Business Technology 2004 Workshops".

FSTC is pleased to provide an extraordinary opportunity to gain keen insights into "what's next" for financial services - in the business and technology of identity management and disaster recovery and business continuity. Each financial institution sees enormous business opportunity from getting it right - and much risk from a misstep. At FSTC's "Business Technology 2004 Workshops" we help you gain the insight and understanding you need - as a top business decision maker or technology executive in your institution - to make the right move now.

As our members know, FSTC is a focused, action-oriented, and tactical organization. Why should our workshops be any different? With parallel tracks covering Identity Management and Business Continuity and Disaster Recovery, this event will remain true to our charter:

Focused:

Over the past year, these two risk management-related areas have become a priority for our members, and have been the subject of numerous knowledge-sharing events, industry profiles, and projects in our Standing Committees and other forums:

• Identity Management
• Business Continuity and Disaster Recovery

In each of these areas, FSTC members have been sharing tactical best practices, discussing shared opportunities and challenges, and defining what collaborative action they should be taking under the FSTC umbrella to cut costs, reduce risk, and open new business opportunities.

FSTC's Business Technology 2004 will run two parallel tracks, holding a focused set of presentations, panels, and interactive sessions in each of these areas. In essence, each track will be its own event with an opportunity for attendees to pick and choose, or follow one track.

Action-Oriented:

FSTC prides itself on being a venue for our members to come together to network and discuss shared challenges and opportunities, as well as providing the forum to take the dialog into action through FSTC projects, learning events, and other activities.

Similarly, this event will not only provide compelling content, presented by leading financial institutions, technology firms, and other industry colleagues, but also discuss and plan specific follow-up meetings, project discussions, and committee events that will continue the dialog, and take action under the FSTC umbrella, after the event is over.

Tactical:

Our agenda in each of these areas will focus on the types of tactical issues, case studies, and lessons learned that will allow attendees to incorporate what they learn into their own businesses. The discussion will be focused not only on "what" the strategic challenges, trends, and issues are, but also drill into "how" institutions, vendors, and others are solving these problems in their own organizations today. In addition, the dialog will include tactical project ideas and other activities that FSTC members might take on to jointly address shared challenges where appropriate.

Who Should Attend?

• Financial services security, architecture, and risk management professionals, with responsibilities for developing enterprise identity solutions and disaster recovery/business continuity plans and operations:
  • Line managers responsible for managing strategies and budgets.
  • Technology infrastructure managers supporting these core activities
  • Risk managers and auditors
  
  
• Financial services line-of-business owners seeking tactics and new technology enablers for identity management and DR/BC
  
  
• Technology vendors, consultants, and service providers interested in first-hand dialog on current issues, approaches, and trends in the financial services identity management space and DR/BC

Meeting Track Details

Business Continuity / Disaster Recovery Track:  back

The FSTC Business Continuity Standing Committee (SCOM), co-chaired by Tom Hirsch, US Bank, and Damian Walch, IBM, has become a unique and valued resource for FSTC member institutions and technology partners to collaborate on the tactical implementation challenges and opportunities of business continuity and disaster recovery in the financial services industry.

This track's panels, presentations, and interactive sessions will include three key themes: current and future collaboration under the FSTC umbrella, regulatory trends and implications, and case studies and presentations on innovative strategies.

1. Best Practices and Industry Collaboration:
   • FSTC Business Continuity Standing Committee: 2004 Vision and Plan
   • Panel: External Interdependencies: Planning and Testing
   
   
2. Financial Industry Issues and Trends:
   • Regulatory Analysis: Current Status and the Tactical Implications for Financial Services
   
   
3. Innovative Strategies:
   • Case Study: Innovative Approaches to Pricing and Allocating Recovery Seats at JPMorgan Chase
   • Case Study: Midrange and Distributed Systems Disaster Recovery at US Bank
   • At-Time-of-Disaster (ATOD) Options and Opportunities Workarea Recovery: The Opportunity for Industry Action

Identity Management Track:  back

The FSTC Security Standing Committee (SCOM), chaired by Mike McCormick of Wells Fargo and David Jackson of IBM, has been active in the identity management space since early 2003, when the committee published a use-case review of the Liberty Alliance and SAML specifications to fellow FSTC members.

For this event, the group will take a step back and look at enterprise identity management as a foundation for opportunity, and subject to growing threats to trust and digital identity. Case studies and examples of how institutions have approached enterprise identity management will be followed by discussions of current and future opportunities for the industry to leverage federation as a source of new opportunities. Finally, phishing and identity theft will be covered in the context of industry action to potential threats, and what can be done today to protect the trust our customers have in online channels.

1. The Foundation: Enterprise Identity Management:
   • Panel: Developing an Enterprise Identity Management Framework
   • Case Study: Implementing an Enterprise Identity Solution
   
   
2. The Opportunity: Federation and Single-Sign-On:
   • Panel: Federated Identity: Unlocking the Business Opportunity
   • The E-Authentication Initiative and Proposed Action Plan
   
   
3. The Threat to Digital Identity and Trust:
   • Panel: Phishing: Best Practices and Industry Action
   • Identity Theft: What About Prevention?

As an industry we will discuss the issues, concerns and some of the solutions currently available to us. These discussions may plant the seeds for additional projects or focused team efforts.