12:00pm - 5:00pm

Registration is Open

6:00pm - 9:00pm

Opening Night Reception

Please join us for welcome cocktail reception to kick off the 2007 Financial Mobility Summit. The reception will be held at the Fairmont Copley Hotel in the Grand Ballroom. This is an excellent chance to meet fellow attendees and visit our sponsor booths.

7:30am  - 8:30am

Breakfast with Exhibitors

8:30am – 8:45am

Welcome message from CEO

Our 2007 program is packed with content, speakers and industry-leading sponsors, all who agree that now is the time to implement mobility across the enterprise. Shane Hughes, CEO and co-founder of Pyxis Mobile, is pleased to welcome all of our attendees and will kick off by introducing the FMS conference agenda.

Shane Hughes, President and CEO, Pyxis Mobile

8:45am – 9:30am

Vision Session – The State of Mobility for Financial Services

Todd Christy, Pyxis Mobile’s CTO, has his finger on the pulse of financial services mobility. As the creator and chief engineer of mPlatform, Todd routinely speaks with customers, prospects, analysts and the press. It is through these conversations that Todd can be referred to as one of the foremost leaders in the space. In this session, Todd will provide his annual update of the State of Mobility for Financial Services, as well as introduce new functionality that his team has delivered to support the industry.

Todd Christy, CTO, Pyxis Mobile

9:30am – 9:45am

Morning Break with Exhibitors

9:45am – 10:45am

Business Performance Panel Discussion

In this interactive session, Bob Mazzarella examines how firms measure and track their investment in mobile technology from several different viewpoints. Panelists representing IT, operations and line of business will discuss mobility’s ability to minimize costs and maximize benefits.

Moderator – Bob Mazzarella
Kevin Butscher, American Funds
Joe Piotrowski, MFS
Paul O’Brien, Evergreen Investments
Chris Seebeck, Sun Life Financial Distributors

10:45am – 11:00am

Introduction of the PHOENIX MegaDemo

Customers and prospects agree that mPlatform is the most configurable mobility platform available. With the introduction of PHOENIX, Pyxis Mobile takes configurability to a whole new level. In this short demonstration, Marc Rosenbaum of the Professional Services Group (PSG) will preview tomorrow's Mega Demo session with an overview of PHOENIX and will use attendee input to guide the creation of a custom application.

TL Neff, EVP of Client Services
Marc Rosenbaum, Professional Services Manager, Pyxis Mobile

11:00am – 11:45am

Adding Value to Mobility: 3rd - Party Technology - Oval Room
Technical advances are making it possible for administrators and managers to provide new and exciting features and functionality to their mobile users. Location-based services, speech recognition, image capture and other features are becoming competitive advantages to mobile professionals in the field.

Led by Arun Nagarajan, Senior Wireless Architect, Pyxis Mobile

11:45am – 12:00pm

Argus Award for Innovation Presentation - Oval Room
The Argus Award for Innovation is presented each year to a Pyxis Mobile customer and partner who have displayed an innovative use of one or more of our Pyxis Mobile applications. The recipient is nominated from the pool of Pyxis Mobile customers and partners to implement Pyxis Mobile applications in the current calendar year.

Shane Hughes will be presenting this award to Mark Esposito from The Hartford and Brian Becker from Thomson Financial.

12:00pm – 1:30pm

Lunch with Exhibitors

1:30pm – 2:15pm

“Pimp My Config” - Oval Room
Is your mobile application a “Pimp-mobile”?  Director of Product Management at Pyxis Mobile, Brian Macallister will take you through sample mobile applications highlighting their Wild and Flashy features that this generation of mobile users often demand from their “Pimp-mobile-s”.  First impression is everything and by the end of this session you will take away numerous ideas on how to enhance (“Pimp-Out”) your current/future mobile solutions with Pyxis Mobile’s Application Studio.  In recent years, mobile devices have become the new status symbol, replacing the Lincoln or Cadillac Eldorado.  So get ready to “Pimp-Out” your new ride “Application Studio”.

Led by Brian Macallister, Director, Product Management, Pyxis Mobile

2:15pm – 3:00pm

Business Intelligence Best Practices - Oval Room
Wireless access to comprehensive knowledge of the factors affecting the financial enterprise, such as metrics on sales, production and operations, can help employees at all levels to make better business decisions. Leading firms have adopted this concept and will discuss their use of dashboards to extend critical data to the field.

Moderator –  Frank Coates
David LefCourt – Eaton Vance
Tony Busacca – Alliance Bernstein
Nicholas Volpe – AXA Distributors LLC

3:00pm – 3:15pm

Afternoon Break with Exhibitors

3:15pm – 4:00pm

Securing Mobile Enterprise Data - Oval Room
Most financial firms need to become more competitive by making better, faster decisions while being away from the office.  This usually implies that firms must extend some of their applications and customer information to smartphones.  Firms are challenged with finding the right balance between providing the right tools for their employees while mitigating the risk of compromising their proprietary and confidential client information.

Moderator – Alain DeSouza, RIM
Jon Oltsik – Enterprise Strategy Group
Andrew Macpherson – TAG
Brian Macallister, Pyxis Mobile

4:00pm – 4:45pm

The Promise of Mobile Delivered:
Oval Room
Since its humble beginnings as an offline contact list, mobile technologies have truly evolved to the point where if you can dream it, you can (probably) get it.  The catalysts for change have been the usual suspects: an ever-more diverse group of professionals using applications coupled with the maturation of the underlying technologies.

A high-impact group of leading Financial Service sales and operations executives discuss their mobile strategies, including topics such as 'Why less is sometimes more' and the importance of 'Context' in their mobile strategy.

Moderator – Dave Sayles, Pyxis Mobile
Jay Rosoff – Allianz Global Investors
Mark Larose – The Hartford
Brian Becker – Thomson Financial

Pyxis Mobile Security and User Analysis:
Venetian Room
With mobile applications expanding in the enterprise, companies are faced with increased options for their employees as well as data security concerns for their company. In an ideal world, mobile software would be deployed seamless without any security breaches or interruptions to the end-user’s day.

Todd Christy will touch up on the technical details of all aspects of Application Studio security, including various authentication options, encryption, DataGuard and other features.

TL Neff will discuss how you can fully leverage Application Studio to track and monitor how users are using their applications. Having access to this data can provide valuable insight into future enhancements to the  configuration to ensure users continue to receive more value out of the Pyxis Mobile application.  

Led by Todd Christy, CTO, Pyxis Mobile, and TL Neff, EVP Client Services, Pyxis Mobile

4:45pm – 5:30pm

Reception with Vendors

5:30pm – 6:00pm

Transportation to Party

6:00pm – 9:00pm

Pyxis Mobile will be holding our Annual Gala at the award-winning Top of the Hub Restaurant, one of Boston’s finest dining destinations. The restaurant soars 52 floors above the Back Bay, and offers guests a spectacular view of the Boston skyline from anywhere in the room. Come listen to a delightful jazz trio serenade you as you experience outstanding cuisine, impeccable service, and a sophisticated ambiance. This is the perfect way to network with peers in a relaxed and intimate setting. Don’t miss your opportunity to experience this with us!

7:30am – 8:30am

Breakfast with Exhibitors

8:30am – 9:15am

Enterprise Mobility: Administrators and the CIO - Oval Room

Every story has two sides. In this session, you will hear from two different functional areas of enterprise mobility; the CIO who sets the strategy and the managers that own the systems.

Moderator – Julio Gomez, Global Head of Research, Financial Insights, an IDC company

Harry Moseley, CIO, Blackstone Group – Setting a strategy for the enterprise.

Dave Freeman, VP of IT, BlackRock and Adrian Iosifescu, VP of IT, Blackstone Group – Balancing the needs of the user with the capabilities of the technology and the direction of the firm.

9:15am – 10:00am

Mobility In Action: Case Studies - Oval Room
Some attendees see mobility as a new concept, while many have been seeing productivity gains in the field for years. In this session, speakers talk about their company’s use of mobility, how it affects business, drives productivity, and saves money.

Hazem Gamal, Oppenheimer Funds
Joe Porrazzo, Putnam Investments

Inside Track: The Carrier, the Manufacturer and the Platform Provider - Ballroom Foyer
As companies are investing more and more money into wireless technologies, the decision on infrastructure, devices, data services, etc. become critical.

Featuring AT&T Wireless (providing focused solutions for Financial Services), RIM (the leading device manufacturer to the industry) and Microsoft (following the CTIA announcement of their System Center Mobile Device Manager), this session will provide insight on specific advancements and offerings available for your business.

Moderator: Evan McDonald - AT&T
Mike Kirkup – Research in Motion
Prithvi Raj - Microsoft

10:00am – 10:30am

Morning Break with Exhibitors

10:30am – 11:15am

PHOENIX MegaDemo

Welcome to the power of mPlatform PHOENIX! This long-anticipated release gives customers and partners the ability to create new, custom-designed applications that meet specific business needs. Whether you want to modify an existing mPlatform application, add a new module, or build a brand new application from the ground up, PHOENIX gives you the flexibility to choose. Marc Rosenbaum of the Professional Services Group (PSG) will walk us through a new configuration and demonstrate the ease with which applications can be shaped in the world of PHOENIX.

Marc Rosenbaum, Professional Services Manager, Pyxis Mobile
Brian Macallister, Director of Product Management, Pyxis Mobile

11:15am – 12:00pm

Nuance

Speech-enabled mobile productivity solutions

The financial sector workforce is increasingly mobile. Employees on the road need access to current - and frequently time sensitive - information. Likewise they need to update corporate data (e.g. CRM, ERP data) in a timely and accurate manner. From an organizational perspective, increased mobility creates significant costs through lost productivity. Mobile line of business applications address these dual challenges by enabling mobile employees to interact with and update corporate systems while traveling. More recently, use of such business applications has been simplified through integration with voice-interfaces. Allowing users to speak commands and dictate open-ended input into mobile work force automation solutions reduces productivity costs and support timely information capture. This session describes the state of the art and near future for a new class of mobile productivity solutions.

12:00pm – 1:30pm

Lunch with Exhibitors

1:30pm – 3:00pm

Technology

CAB Group

Pyxis Mobile Application Studio 6.0 Deep Dive Demonstration

Customers have requested it, Enterprises demand it, and now Release 6.0 will provide it. Pyxis Mobile Design Studio 6.0 enables customers to create and configure wireless applications, screens, and data entities with no coding or software re-deployment. Release 6.0 powers these new applications via real-time access to enterprise systems, and automatic application generation via web services, SQL databases, HTTP, and more. This session will demonstrate these powerful new features of mPAC 6.0 in a detailed, visual, technically-oriented format.

Chris Garber– Pyxis Mobile

Fourth Quarter CAB meeting

Dialog with the Pyxis Mobile Leadership Team on company direction, business strategy and product plans.

Session by invitation only.

3:00pm – 3:15pm

Afternoon Break with Exhibitors

3:15pm – 4:00pm

Technology

CAB Group

PSG Hands-on Lab

We will be giving an overview of the mPlatform Admin Console (mPAC), the recent changes in version 5.2 and will be demonstrating how to utilize mPAC to configure a mPlatform environment. The Hands-On-Lab will include exercises that leverage resources beyond your CRM data; empowering your users with a more robust mobile app. Exercises will include configuring several new 5.2 features, such as collapsible separators, click-to-map and connecting to various industry data sources, as well as improving screen configuration and reporting capabilities.

Fourth Quarter CAB Meeting Continued

The floor opens up to a candid and interactive discussion including:
-Pyxis Mobile’s direction
-mPlatform applications in your firm
-Future needs and requests

A survey will be sent out prior to the event to ensure a valuable session.

Session by invitation only.