FMS 2008

LinkedIn Group

Agenda:

Wednesday, November 12th

3:30pm-6:30pm

FMS Registration is Open

Registration will be open directly outside the Tuscany Ballroom. Please stop by, register, and pick up your Welcome Package and gift bag!

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.

Thursday, November 13th

7:30am  - 12:00pm

Registration is Open

Registration will be open directly outside the Tuscany Ballroom. Please stop by, register, and pick up your Welcome Package and gift bag!

7:30am-8:30am

Breakfast with Exhibitors - Tuscany E-H

8:30am-8:45am

Welcome Message and Presentation of the Argus Award for Mobility

Bob Mazzarella, CEO, Pyxis Mobile

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.

8:45am – 9:30am

Vision Session – The State of Mobility for Financial Services

Todd Christy, President and Chief Technology Officer for Pyxis Mobile examines the state of mobility for Financial Services in today’s market by looking at devices, applications and technologies that affect the enterprise. As Pyxis Mobile’s co-founder, creator and Chief Engineer of the original mPlatform, Todd speaks with customers, analysts and the press on a regular basis and is regarded as one of the foremost leaders in this space.

Todd and Arun Nagarajan, Chief Wireless Architect for Pyxis Mobile, will unveil Pyxis Mobile’s newest release 6.1 and provide a sneak peak of the new features and functionality now available.

Todd Christy, President and CTO, Pyxis Mobile

Arun Nagarajan, Chief Wireless Architect, Pyxis Mobile

9:30am-10:00am

Morning Break with Exhibitors - Tuscany E-H

10:00am-10:45am

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.

Michael King, Research Director, Gartner

Margie Hughes, Director, Financial Services Industry Solutions, Mobility Practice, AT&T

10:45am-11:30am

Best Practices: Supporting the Mobile Sales Force

Industry insiders discuss their experiences supporting disparate sales groups through wireless connections to data.

Nikki Pall, Product Analyst, Pyxis Mobile

Alan Lee,  Legg Mason

Claudia Fogelin, Interactive Communications

Scott Kasper, Ivy Funds

11:30am-12:15pm

Standards & the Mobile Application rEvolution

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!

Rick Bylina, Sr. Product Marketing Consultant, Motorola’s Good Technology Group

12:15pm-1:30pm

Lunch with Exhibitors - Tuscany E-H

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

1:30pm - 2:30pm

Mobilizing the Workforce with a Secure Infrastructure

Learn the keys to successfully planning, implementing, and managing mobility initiatives that address the needs of end users, IT, and the enterprise.  See how organizations can deploy and implement Microsoft technologies that will provide an optimal mobile device management, security and VPN connectivity experience.

Chris Hopson, Services Practice Director, Enterprise Mobile

2:30pm - 3:15pm

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.

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!

Friday, November 14th

7:30am-8:30am

Breakfast with Exhibitors - Tuscany E-H

8:30am-9:15am

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.

This session talks about change and the challenges you face when you are forced to adjust. Through my personal story, I focus on life challenges that I have experienced. I will share with you how I dealt with them, and also the tools that are available to you. Tools which will help you deal with your own challenges whether it be business or personal.
Life is demanding and sometimes overwhelming, but with positive thinking, and using the right tools such as the SMART program you will be better prepared when forced to deal with change.

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-10:15am

Morning Break with Exhibitors - Tuscany E-H

10:15am- 11:30am

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.

11:30am-12:15pm

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 and Pyxis Mobile, 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

Arun Nagarajan, Chief Wireless Architect, Pyxis Mobile

12:15pm-1:15pm

Lunch with Exhibitors -  Tuscany E-H

1:15pm-2:15pm

MEGADEMO

We’re combining three sessions into one in this year’s power packed MEGADEMO! First, is an in-depth demonstration of the new features and functionality available in Pyxis Mobile’s newest release 6.1 like “Click-to-Sort”, “Graphical Menu” and “Snap to App” to name a few. Next, we’ll demo Pyxis Mobile for Windows Mobile and finally a splash of last year’s popular “Pimp my Config” session and a review of the latest mobility gadgets. You won’t want to miss this!

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

Marc Rosenbaum, Client Services, Pyxis Mobile

Nikki Pall, Product Analyst, Pyxis Mobile

For more information on the conference, please contact Kylee McRae at kmcrae@pyxismobile.com or 781-997-0319.

*Agenda is subject to change.