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Becoming the Financial Firm and Financial Professionals of the Future, hosted by BNY Mellon

  • BNY Mellon HQ 240 Greenwich Street, 10th Floor, West Assembly Room New York, NY, 10286 United States (map)



Becoming the Financial Firm and Financial Professionals of the Future

As companies across industries transform to perform and compete in the digital age, there are implications we should all be aware of to play our part in becoming the financial firms of the future and to realize our potential as financial professionals of the future.

Join BNY Mellon Executive Committee members and senior business leaders as we explore the megatrends driving digital transformation, the anticipated market shifts and changes in client demands, and the evolving expectations of talent. You will also:

  • Learn about BNY Mellon’s distinctive approach to "Digitizing This Very Bank” and

  • Gain an understanding of changing skills, experiences and new thinking that can open paths to professional growth


  • 5:00 pm - Registration

  • 5:35 pm - Partner Overviews and Opening Remarks (video conference)

  • 5:50 pm - Panel Discussion (video conference)

  • 6:35 pm - Roundtable Sessions (local, in NYC and Pittsburgh)

  • 7:50 pm - Closing Remarks and Networking Receptions (local)

  • 8:30 pm - Event Concludes

Featured Speakers and Attendees include:

  • Damian Rivera, CEO | Association of Latino Professionals For American (ALPFA)

  • Jeff Chin, President | Ascend Pan-Asian Leaders

  • Walter Smith, President and CEO | National Association of Black Accountants (NABA)

  • Catherine Keating, CEO of Wealth Management | BNY Mellon

  • Eric Boughner, Chairman of BNY Mellon Pittsburgh and Global Head of Business Development, Treasury Services | BNY Mellon

  • Frank LaSalla, CEO of Issuer Services | BNY Mellon

  • Jim Crowley, CEO of Pershing | BNY Mellon

  • Jolen Anderson, Global Head of Human Resources | BNY Mellon

  • Kevin McCarthy, Senior Executive Vice President, General Counsel | BNY Mellon

  • Lester Owens, Senior Executive Vice President, Head of Operations | BNY Mellon

  • Mike Santomassimo, Chief Financial Officer | BNY Mellon

  • Roman Regelman, Senior Executive Vice President, Head of Digital | BNY Mellon

  • Senthil Kumar, Senior Executive Vice President, Chief Risk Officer | BNY Mellon


Earlier Event: October 20
Making Strides Against Breast Cancer
Later Event: October 25
Market Update Webinar