Agenda

Four days that can change the course of your business.


Saturday, May 30

7:00 PM – 9:00 PM

Early Arrivals Gathering

Sunday, May 31

1:00 PM – 4:00 PM

Conference Registration

7:00 PM – 10:00 PM

Welcome Reception & Dinner

Monday, June 1

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 10:00 AM

General Session and Keynote Address

10:00 AM – 10:30 AM

Break

11:30 AM – 1:00 PM

Lunch

1:00 PM – 1:50 PM

Breakout Sessions and Solutions Pavilion

2:00 PM – 3:00 PM

Breakout Sessions and Solutions Pavilion

3:00 PM – 3:30 PM

Break

3:30 PM – 4:30 PM

Breakout Sessions and Solutions Pavilion

4:30 PM – 5:30 PM

Networking Reception

7:00 PM – 10:00 PM

Networking Dinner

Tuesday, June 2

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 9:00 AM

General Session

9:00 AM – 9:30 AM

Break

9:30 AM – 10:20 AM

Breakout Sessions and Solutions Pavilion

10:30 AM – 11:30 AM

Breakout Sessions and Solutions Pavilion

11:30 AM – 1:00 PM

Lunch

1:00 PM – 6:00 PM

Golf Tournament, Excursions, Free Time

7:00 PM – 10:00 PM

Dinner

Wednesday, June 3

7:30 AM – 8:30 AM

Breakfast

8:30 AM – 9:30 AM

Breakout Sessions and Solutions Pavilion

9:30 AM – 10:00 AM

Break

10:00 AM – 10:50 AM

Breakout Sessions and Solutions Pavilion

11:00 AM – 12:00 PM

Breakout Sessions and Solutions Pavilion


Below is a snapshot of topics covered at ENGAGE20. Check back regularly for updates.

Digitizing BNY Mellon

“Digitizing this Very Bank” is more than a catchy phrase, it’s the name of BNY Mellon’s Digital strategy that we believe will not only will make us successful, but also will soon be emulated by others in the industry.

Learn about the strategy that changes how services are offered, as well as how new Fintech solutions are being created. For 235 years, BNY Mellon has embraced change by playing a pivotal role in forming, and evolving with, the U.S. and global banking systems. With our brand, market position, and client base, we can create a digital enterprise to help lead our clients through the current times and beyond. By removing unnecessary complexity and processes, digital approaches enable us to become more nimble and help our clients deliver and maximize value. If we want to be in business for the next 235 years, we must use digital strategy to become even more relevant to our clients.

BNY Mellon Data and Analytics: Introduction to the Next Generation of Data Management

BNY Mellon has launched Data and Analytics Solutions to further develop fintech applications with an open architecture to support front-, middle-, and back-office data, as well as the analytic needs of a global client-base. Comprised of a public cloud-based data platform that offers both data storage and computing capabilities, Data and Analytics Solutions also provides clients with solutions to derive value and business insight through specific front-office applications.

During this session, we will dive into the Vault and Studio components of Data and Analytics Solutions. At a high level, Vault is the secure and flexible data store that ingests, tags, and tracks multi-format, multi-source data. Studio is the ecosystem where a variety of user personas can engage with and work on the data in the Vault to design, enrich, monitor, and analyze information.

BNY Mellon Data and Analytics: Introduction to the Next Generation of Business Applications

BNY Mellon has launched Data and Analytics Solutions to further develop fintech applications with an open architecture to support front-, middle-, and back-office data, as well as the analytic needs of a global client-base. Comprised of a public cloud-based data platform that offers both data storage and compute capabilities, Data and Analytics Solutions also provides clients with solutions to derive value and business insight through specific front-office applications.

During this session, as we dive into the business applications of Data and Analytics Solutions, we will introduce you to some applications that enable a best-in-class front office to have a rich set of data and analytics for making their investment and product decisions.

Client and Consultant Panel: Managing Legacy Technology after a Merger and Acquisition

A major acquisition is not only an opportunity to achieve synergies, but also an important time to effect real change. After a merger, when disparate systems, applications, and resources are combined, management’s next steps are critical. Post-merger integration is a period of uncertainty for the new organization. Join our distinguished panelists as they talk about their experiences managing these resources and legacy technologies while striking the correct balance necessary to transform their organizations into their future state.

Leading APAC Trends

Join us to hear from key influencers in the APAC market and learn their opinions on the future of their region. Discover how they are balancing their portfolios and applying the latest technology and service solutions to their pressing needs.

The Latest in Data Delivery, Client Reporting, and Self-Service Approaches

As a part of our ongoing investment in data delivery and an open architecture, we have seen many of our clients provide data and analytics to their consumers from the BNY Mellon Eagle products by using a variety of self-service and managed service patterns. In this session, you will hear from three panelists as they describe how leveraging the power of a data-centric framework and integration capabilities has benefited their firms.

Performance and Analytics Thought Leadership

Over the last year, we have gained insights from meeting with clients, attending leading industry performance events, and gathering information from many sources around the world. Here we share emerging themes in investment analytics and invite you to an active discussion about them. Use of developing technology, such as natural language generation and virtual reality, is just one of the hot topics we will cover in this highly interactive session.

Consultant and Client Panel: Leading EMEA Trends

Join the key influencers from EMEA to learn about the current state of their market, discuss trends and predictions for the future, and learn how they plan to use the latest technology to deliver solutions.

Trends with Asset Owners and Sovereign Wealth Funds

Asset owner institutions, such as pensions, insurers, and sovereign wealth funds, face unique challenges in the front-, middle-, and back-office. During this session, we explore the implications of their challenges and their approaches toward solving them with modern solutions, and we look to a landscape of fintech offerings to support their needs.

The Evolving Cloud Architecture and How to Adopt in Your Organization

In the world of cloud-based products, customer and technical operations teams require the insights and telemetry to assess issues before clients experience them. Learn how BNY Mellon Data and Analytics Solutions has implemented an architecture, infrastructure, and tool set that allows visibility down to a specific customer experience.

Shark Tank: Opportunities to Expand Solutions

Listen to us pitch our latest and greatest incubation solutions Shark Tank style. As an audience member, you will be an active shark by providing feedback through live polling. It will be fun and highly interactive!

BNY Mellon’s Eagle Data Management Roadmap: Enabling Quality Data and Data-Driven Decisions

Understand the benefits of capabilities and planned enhancements to our Eagle Data Management product solutions. Learn about insights into major industry trends and how they influence the direction of data management solutions that both help ensure accurate information and enable data-driven decisions.

Derivatives Update from Instrument Engineering

BNY Mellon’s Eagle Instrument Engineering team will host this session to show how our clients have benefited from their support in derivative expertise, data enrichment, and they will cover hot topics like the LIBOR transition.

BNY Mellon’s Eagle Accounting Roadmap: Enabling Growth, Operational Efficiency, and Business Agility

Would you like to learn about current capabilities and planned enhancements to our Eagle Accounting product solutions? Come hear how we are investing in the accounting platform to help clients address changing regulatory standards, increase operational efficiency, and support global business growth.

BNY Mellon’s Eagle Performance Roadmap: Extend Capabilities, Improve Workflow, and Operational Efficiency

Benefit from a better understanding of recently released capabilities to our Eagle Performance product solutions. Included will be a review of our investment analytics capability for Performance Measurement, Attribution and GIPS® Composite Management. We will also share insights into the planned enhancements and direction of Eagle Performance.

Hot Topics—Peer Roundtables and Networking

Network with your peers to discuss a variety of topics, voted on by you, in a roundtable discussion. With a topic set and moderated dialogue at each table, you can get to know the conference attendees and begin your networking on topics that are important to you.

Latest Release and Continuous Adoption of BNY Mellon’s Eagle products

Hear about lessons learned and improvements that your peers have accrued through their upgrade to the latest BNY Mellon Eagle product release. Continuous adoption of services packs will also be discussed.


Agenda is subject to change. Check back for updates as new topics are added.

Saturday, May 30

7:00 PM | 2 Hours

Early Arrivals Gathering


Sunday, May 31

1:00 PM | 3 Hours

Conference Registration


7:00 PM | 3 Hours

Welcome Reception & Dinner


Monday, June 1

7:00 AM | 1 Hour

Breakfast


8:00 AM | 2 Hours

General Session and Keynote


10:00 AM | 30 Minutes

Break


10:30 AM | 1 Hour

Breakout Sessions and Solutions Pavilion


11:30 AM | 1 Hour 30 Minutes

Lunch


1:00 PM | 50 Minutes

Breakout Sessions and Solutions Pavilion


2:00 PM | 1 Hour

Breakout Sessions and Solutions Pavilion


3:00 PM | 30 Minutes

Break


3:30 PM | 1 Hour

Breakout Sessions and Innovation Center


4:30 PM | 1 Hour

Networking Reception


7:00 PM | 3 Hours

Networking Dinner


Tuesday, June 2

7:00 AM | 1 Hour

Breakfast


8:00 AM | 1 Hour

General Session


9:00 AM | 30 Minutes

Break


9:30 AM | 50 Minutes

Breakout Sessions and Solutions Pavilion


10:30 AM | 1 Hour

Breakout Sessions and Solutions Pavilion


11:30 AM | 1 Hour 30 Minutes

Lunch


1:00 PM | 5 Hours

Golf Tournament, Excursions, Free Time


7:00 PM | 3 Hours

Networking Dinner


Wednesday, June 3

7:30 AM | 1 Hour

Breakfast


8:30 AM | 1 Hour

Breakout Sessions and Solutions Pavilion


9:30 AM | 30 Minutes

Break


10:00 AM | 50 Minutes

Breakout Sessions and Solutions Pavilion


11:00 AM | 1 Hour

Breakout Sessions and Solutions Pavilion