
Introduction
Navigating the coronavirus pandemic has been, for many financial institutions, an exercise of forced adaptations, creative workarounds, and difficult choices. One of the most striking consequences is that the traditional way of managing risk and compliance fails when tested by fast-moving, interconnected risks, and that it needs changing.
Financial institutions and regulators are finally in agreement on the fact that now everything is on the table, and we have the opportunity to create positive, productive, and lasting change that will make financial institutions more resilient to face whatever crisis will come next.
The Financial Services industry needs to think about operational resilience in terms of not only preventing disruption, but also of restoring business and providing services seamlessly and continuously, no matter what hits.
Financial services firms need to elevate their traditional business continuity planning and disaster recovery to a more strategic, holistic set of capabilities because there WILL be a next crisis, and it could look very different from this one. The question that all banks and FI across America are really asking now is: Are we ready? Is our company operationally resilient? What have we learned from the current worldwide crisis?
Key Topics & Agenda
A full conference agenda will be published in due course. Key topics to be addressed at EVOLVE 2021: Rethinking Operational Resilience for Financial Services, Americas include:
GOVERNANCE, REGULATIONS AND REPORTING
2
BUSINESS CONTINUITY PLANNING AND TESTING
4
INCIDENT MANAGEMENT
6
1
OPERATIONAL RISK MANAGEMENT – SURVEILLANCE AND REPORTING
3
CYBER SECURITY AND ICT
5
THIRD PARTY DEPENDENCY MANAGEMENT
Who will Attend?
Delegates will be CROs, CTOs, CISOs together with MDs, Senior Managers, VPs, Directors, Heads of – from the following functions:
- Operational Resilience
- Operational Risk
- Risk
- Technology & Cyber Risk
- Operational Organisational & Cyber Resilience
- Business Continuity
- Recovery Planning
- Third Party Risk
- Supply Chain Risk
- Outsourcing
Featured Speakers

Kevin Greenfield
Deputy Comptroller for Operational Risk Policy
Office of the Comptroller of the Currency (OCC)

Nita Kohli
Head of Business Resiliency
Freddie Mac

Rajat Baijal
MD, Global Head of Enterprise Risk
Cantor Fitzgerald

Amy Shanle
Managing Director, Head of Enterprise Change & Resiliency Office
Bank of New York Mellon

Mandar Rege
Managing Director, Operational Risk Management, Tech, and Cyber
Citi

Chris Olson
Head of Operational Risk Management
MassMutual

KPMG
A key priority for the Bank of England, Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA) is to put in place a stronger regul….

Orpheus
Orpheus is the only UK-government accredited cyber threat intelligence company providing threat intelligence and cyber risk rating services.

Clifford Chance

ServiceNow
Media & Partners

Cyber Rescue
Business development opportunities: Does your company have services, solutions or technologies that the conference delegates would benefit from knowing about? If so, you can find out more about the exhibiting, networking and branding opportunities available by contacting:Gareth Banks at grb@addenterprise.com
EVOLVE Operational Resilience has Successfully Delivered:
Operational Risk, Governance and Business Continuity Best Practices
Thursday 23rd July 2020
Registration
EVOLVE 2021: Rethinking Operational Resilience for Financial Services, Americas

Clifford Chance
Law Firm
Clifford Chance is one of the world’s pre-eminent law firms, with significant depth and range of resources across five continents.
As a single, fully integrated, global partnership, we pride ourselves on our approachable, collegial and team-based way of working.
We always strive to exceed the expectations of our clients, which include corporates from all the commercial and industrial sectors, governments, regulators, trade bodies and not-for-profit organisations. We provide them with the highest-quality advice and legal insight, which combines the Firm’s global standards with in-depth local expertise.
Last, but not least, we aim to be easy to work with, down to earth and approachable.

KPMG
Management Consultancy
A key priority for the Bank of England, Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA) is to put in place a stronger regulatory framework to promote operational resilience of firms and financial market infrastructures (FMIs).
While these proposals are tailored to the individual policy frameworks and supervisory approach of each respective authority, they share a common overarching approach to operational resilience. At KPMG we strongly encourage firms to take ownership of their own operational resilience and to prioritise based on the impacts to the public interest, as represented by the authorities’ objectives.
At KPMG we believe that strong operational resilience will provide strategic performance benefits to your firm, above and beyond regulatory compliance. KPMG can help your business understand and manage itself end-to-end, as a series of services, within the wider ecosystem, which will meet the regulators’ vision and which will identify opportunities for profit growth. We change the culture of your business to one where resilience is a strategic strength, essential to your organisation’s competitive advantage. The organisations we are have worked with to enhance their operational resilience include some of the UK’s largest universal and challenger banks, financial management infrastructure organisations, insurers and wealth managers. Our Operational Resilience practice is recognised as market leading.

Servicenow
Financial Services

Orpheus
Financial Services
Orpheus is the only UK-government accredited cyber threat intelligence company providing threat intelligence and cyber risk rating services. We hold the highest levels of accreditation including being one of only seven companies selected by the Financial Conduct Authority (FCA) and six by the Bank of England for what we do.
Our powerful and award-winning technologies collect huge volumes of cyber risk data, which we analyse deploying Machine Learning and predictive analysis and our highly skilled team to enable you to stop cyber risks before they happen.
We deliver SaaS subscriptions for cyber threat intelligence and cyber risk rating and are trusted by major global organisations to help protect their vital assets worldwide.
Outside our subscription services, Orpheus is one of a small group of companies accredited to conduct critical national infrastructure testing in the UK and around the world.
Our mission is to turn data into actionable insights so that our clients can clearly visualise the threat and understand the intent and capability that their adversaries have to target them given factors such as:
- Who they are
- What they do
- Where they operate
- The technology they rely on

Cyber Rescue
Cyber Attacks Specialist
Cyber Rescue is the leading European specialist in helping Boardroom Executives to measure, monitor and mitigate potential harm from cyber-attacks. Working for Chief Risk Officers, CISOs, COOs & Heads of Operational Resilience, the Cyber Rescue team supports firms like Mizuho, Nomura, Penguin, Sainsbury’s, Tesco Bank, Virgin Money, Vodafone, Swedbank, Whitbread, plus Regulators in several countries.
Cyber Rescue delivers executive dashboards that make cyber risks visible to non-specialists. Chief Risk Officers are given objective, timely & comprehensive assessments of how well their cyber resilience compares with their peers, today. As cyber risk is so dynamic, executives need dashboards to visualise:
- how well Digital Assets are protected, including assets held by its suppliers.
- how well Directors are prepared to lead business recovery during a breach.
Services include:
- Executive Simulation Exercises
- Operational Resilience Assessments
- Business Continuity Plans
- Cyber Crisis Coaching
- Cyber Essentials Consulting
- Penetration Testing (CREST Certified)
- Phishing and Online Training
- Executive Dashboards
Cyber Rescue’s advisors have helped business executives in four continents to manage cyber risks at the boardroom level, by providing actionable insights on governance and compliance. The experience of these advisors includes:
- Chief Risk Officer, Tesco Bank
- Head of Business Continuity, Barclays
- UK Board Director, Logica (now CGI)
- Head of Cyber Security, The Economist
- Head of Technology Risk, Virgin Money
- Chair of Cyber & Convergence, Security Institute
For a complementary dashboard of your cyber risks across your key suppliers, please email Assistance@CyberRescue.co.uk