The CIO Roundtable Boston
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Founded in 1996 by Alan Loss, the CIO Roundtable is a group of senior IT executive from many of the top asset management firms in Boston, MA.
Our monthly meetings combine networking, a quick lunch and words of wit and wisdom from a respected speaker.


Next Event
Date: Friday, April 21th, 12:00 – 1:45
Location: New England College of Business, 10 High Street, Suite 204, Boston (same building, second floor)
Topic: Digital Transformation Maturity in Financial Services Today
Topic Description:
In 2016, IDC conducted a worldwide survey of financial institutions to gauge how far the industry has come in digital transformation. Some of the results were as suspected, other surprised us. But the data IDC gathered is valuable to help guide future investments and behaviors in the quest to digitally transform.
  • Measures of digital maturity from institutions worldwide
  • Real world benefits from digital transformation
  • The organizational paradigms in digitally mature organizations
  • How fintech fits into the picture
Speaker: Jerry Silva, Global Banking Research Director, IDC Financial Insights
About the Speaker: Jerry Silva is research director for IDC Financial Insights Global Banking practice. Jerry's research focuses on technology trends and customer expectations and behaviors in retail banking worldwide. He draws upon over 30 years of experience in the financial services industry to cover a variety of topics, from banking infrastructures, back and front office systems, technology workforce optimization, security and fraud, IT work resources, enterprise mobility, and payments.
Previously, Jerry ran his own technology consulting company, PG Silva Consulting, assisting both vendors and institutions with the development, marketing, acquisition and deployment of technology solutions in financial services. Prior to that, Jerry was VP of product strategy for S1 Enterprise in Atlanta, creating solutions for consumer and small business online banking, mobile banking, and payments. His banking background includes 18 years of direct experience running technology shops and transformational projects for First Chicago, BayBank, and BankBoston.

2016 - 2017 Meeting Dates
Sep 30, 2016
Oct 21, 2016
Nov 11, 2016
Dec 16, 2016
Jan 27, 2017
Feb 24, 2017
Mar 17, 2017
Apr 21, 2017
May 19, 2017
Jun 23, 2017

Previous Meeting Topics Have Included:
  • The changing nature of institutional equity trading - Institutional Options Trading
  • Agile in the Enterprise: Making the Transition Performance Attribution
  • Navigating a Paradigm Shift: Risk and Regulation Take Center Stage
  • Dynamic Buy-Side Business Intelligence
  • The Influential Investor
  • Enterprise Mobility - An Update & Outlook
  • Enterprise Productivity & Innovation in the Era of Crowdsourcing and Open Innovation
  • Buy-side Tech Discussion
  • Leading the survival of central IT in the era of cloud computing
  • Why Spreadsheet Controls and Management is Fast Becoming Mainstream
  • Data Management - Some New Looks at an Old Challenge
  • The Influential Investor – How Investor Behavior Is Redefining Performance
  • Recruiting and Retaining IT Talent
  • Tangible Applications of Big Data Eco System in Financial Services
  • Managing Mobility: An IT Megatrend with Enormous IT Ramifications

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