12:00pm  - 5:00pm

Registration is Open

Tuscany Ballroom Foyer (Lobby Level)

2:00pm

Financial Mobility Summit 2008 Officially Opens

2:00pm - 2:45pm

Pyxis Mobile New Release (6.1) Overview

Marc Rosenbaum, from Pyxis Mobile Professional Service Group, will Demonstrate several of the new features available in Pyxis’ recent 6.1 release. With features ranging from graphical menus to picture support, Pyxis Mobile’s 6.1 comes packed with the features you need to bulk up and smooth out your app’s UI.

3:00pm - 3:45pm

Real-Time CRM Integration Via Web Services

A review of how Pyxis Mobile can be integrated with web services for real-time data access. The session, led by experts from Innoveer, will focus on two real world examples: integration with Siebel web services and Salesforce.com. Attendees learn the ins and outs of integration via web services.

Bernard Drost, Chief Technology Officer, Innoveer Solutions

T.L. Neff, EVP Client Services, Pyxis Mobile

4:00pm - 5:00pm

Thomson One Mobile User Group Meeting

What’s new from Thomson Reuters: Thomson ONE Mobile

Join us for a discussion, demonstration and Q&A session on the next generation of mobile offerings from Thomson Reuters. In this session we will present the product strategy and roadmap for Thomson Reuters and provide a discussion forum on how mobile applications can best address the business challenges faced by market data managers.

Brian Becker, Director, Mobile Solutions, Thomson Reuters

William Riordan, Commercial Manager, Mobile Solutions, Thomson Reuters

5:00pm - 6:00pm

Pyxis Mobile’s Customer Advisory Board Q4 Meeting

2008 Customer Advisory Board Members

6:00pm – 9:00 pm

Opening Night Reception-Tuscany Ballroom
Please join us for a welcome reception to kick off the 2008 Financial Mobility Summit. The reception will be held at the Ritz-Carlton Hotel in the Tuscany Ballroom. This is an excellent chance to meet fellow attendees and visit our sponsor booths.

7:30am  - 12:00pm

Registration is Open

7:30am  - 8:15am

Breakfast with Exhibitors - Tuscany E-H

8:15am – 9:00am

Vision Session – The State of Mobility for Financial Services
Bob Mazzarella, Chairman and CEO, Pyxis Mobile, will introduce
Todd Christy, President and Chief Technology Officer, Pyxis Mobile. Todd examines the state of mobility, looking at devices, applications and technologies that affect the enterprise.

9:00am – 9:45am

The Analyst Morning Show featuring Michael J. King of Gartner Research
Margie Hughes, Director, Financial Services Industry Solutions, Mobility Practice, AT&T will put Michael King, Research Director, Gartner in the hot seat on the main stage. As a central player in the mobile space, King has his finger on the pulse of the mobility industry.

9:45am – 10:15am

Morning Break with Exhibitors - Tuscany E-H

10:15am – 11:00am

Business Track

Mobility for Competitive Advantage

Are you looking to grow smarter and faster than your competitors? This panel discussion brings together leaders from the advisor, insurance and lending industries to share how they use mobility to give them a competitive advantage in their respective fields.

Technical Track

Standards & the Mobile Application rEvolution

Speaker: Rick Bylina

The framework for computing standards can be traced back to the 1970’s. Technology we take for granted today all emerged along similar evolutionary paths. In this session; take a tour of technology’s “mutations”, see how the “standards gene” affected previous markets, and hear how those trends apply to mobilizing applications in 2009 and beyond. You may even get a glimpse of a new species with “standards” in its DNA!

11:00am – 11:45am

Bill Chambers, author of Go the Distance and Regional Vice President, Manulife Investments

Go the Distance shows us how to make strides towards achieving our dream goals, how to redefine finish lines as starting lines, and how to find the strength to take one more step.

11:45am – 12:00pm

Argus Award for Innovation Presentation
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.

12:00pm – 1:00pm

Lunch with Exhibitors - Tuscany E-H

1:30pm – 4:00pm

Mobility Round Table Discussions

Topics and Discussion Leaders TBD

If you are interested in leading a round table discussion please contact kmcrae@pyxismobile.com

12:30pm – 5:30pm

Financial Mobility Summit Golf Tournament Sponsored by Thomson Reuters

Ritz-Carlton Golf Course

Transportation to course and box lunch will be provided to all golfers

6:00pm – 9:00pm

Pyxis Mobile’s Annual Gala-Da Vinci Lawn and Terrace
Pyxis Mobile will be holding our Annual Gala at the Ritz-Carlton’s Da Vinci Lawn and Terrace. Join us for a fun night of entertainment, food, drinks and networking!

7:30am  - 8:15am

Breakfast with Exhibitors - Tuscany E-H

8:15am – 9:15am

The Analyst Morning Show featuring Sheryl Kingstone of the Yankee Group
Today, James Stankard, Practice Leader, Industry Solutions Mobility Practice, AT&T goes one-on-one with Yankee Group's Sheryl Kingstone, Director, Enterprise Research, Customer Centric Strategies. Kingstone's focus on mobility as method to improve sales effectiveness, customer loyalty and acquisition makes her a natural fit for FMS.

9:15am – 9:45am

Mobility as a Vehicle for Information Accessibility
With the sheer volume of data needed to be productive today, data providers have added mobility as a delivery channel.

Chris Perry, President of Americas Sales and Customer Service, Markets Division, Thomson Reuters

9:45am – 10:30am

MEGADEMO

T.L. Neff EVP of Client Services, Pyxis Mobile

10:30am – 11:00am

Morning Break with Exhibitors - Tuscany E-H

11:00am – 11:45am

Business Track

The Mobile Process of Insurance
Looking at distribution and beyond to include mobilizing claims processing, underwriting and more.

Business Track

Best Practices: Supporting the Mobile Sales Force
Industry insiders discuss their experiences supporting disparate sales groups through wireless connections to data.

Nikki Pall, Pyxis Mobile

Alan Lee, Legg Mason

Claudia Fogelin, Interactive Communications

Scott Kasper, Ivy Funds

11:45am – 12:30pm

ROI: Managing and Measuring the Value of Mobility

We will look at the return on investment model for a composite mobile application being used by a investment manager's annuity distribution team.  Industry experts will share their own ROI stories and there will be ample time for questions and group discussion at the end of the session.

Chris Willis, EVP, Sales and Marketing, Pyxis Mobile

Nick Volpe, Senior Vice President, AXA Distributors LLC

Mobility "Must-Haves"
Arun Nagarajan, Senior Engineer for Pyxis Mobile, will be introducing the latest, greatest and most exciting "must have" mobile devices.

12:30pm – 2:00pm

Lunch with Exhibitors -  Tuscany E-H

1:45pm - 2:30pm

Tracking Usage in Your Pyxis Mobile Application: Are they Really Logging In?

Are you relying on simple login history reports to dictate just how effective your mobile application is? Do more. Let Pyxis Mobile’s Marc Rosenbaum show you new and innovative ways to track usage and report on adoption of your Pyxis Mobile Application.

2:30pm – 3:15pm

Support 101: Troubleshooting your Pyxis Mobile App

Whether you’re troubleshooting a specific issue or just interested in seeing how data flows within you Pyxis Mobile application, this session will uncover the ins and outs of a Pyxis app. Marc Rosenbaum from Pyxis Mobile’s Professional Services Team will discuss how to interpret application logs, troubleshoot error messages, and review the best ways to pinpoint the source of an issue.