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UNIVERSITY OF RHODE ISLAND

Financial Services Symposium 2007

Tuesday, November 6, 2007
Rhode Island Convention Center, Providence, RI

Innovative Growth of Financial Services

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sponsor(s)
Sponsor
Symposium Organizers
Symposium Sponsors
Contact Information

Shaw K. Chen, Ph.D.
Professor and Associate Dean
Director, Sandra Ann Morsilli Pacific-Basin Capital Markets Research Center
College of Business Administration
University of Rhode Island
7 Lippitt Road, Kingston, RI 02881
Telephone: +1 (401) 874-4339
Facsimile: +1 (401) 874-4312
chenshaw@uri.edu

Program

7:45 a.m. Registration: Coffee, etc.
8:30 a.m. Opening Ceremony/Welcome
Mark Higgins, Dean, Business Administration, URI Robert Carothers, President, University of Rhode Island The Honorable Donald L. Carcieri, RI Governor

8:45 a.m. Keynote Speaker
Charlie Brenner, Founder, Fidelity Center for Applied Technology; SVP, Fidelity Investments “Technology, Innovation and the Impact on Financial Services Industry”

9:30 a.m. Business CEO Roundtable Discussion:
“Shaping the Future by Looking at the Trends”
Facilitator: Mark Higgins, Dean, College of Business Administration, URI
CEO Panelists:
William Hatfield, Market President, Bank of America
Gary Furtado, President & CEO, Navigant Credit Union
Robert DiMuccio, President & CEO, AMICA

10:45 a.m. Break

11:00 a.m. Industry Community Leaders Roundtable Discussion:
“Crafting a Climate for Financial Services Industry Success”
Facilitator: Christopher (Kip) L. Bergstrom, Executive Director, Rhode Island Policy Council
Panelists:
Laurie White, President, Greater Providence Chamber of Commerce
Saul Kaplan, Executive Director, Rhode Island Economic Development Corp
Dan Egan, CEO, Credit Union Association of Rhode Island
A. Michael Marques, Director, Rhode Island Dept. Business Regulation

12:15 noon Luncheon Speaker
David Sampson, President and CEO, Property Casualty Insurers Association of America; Former Deputy Secretary of the U.S. Commerce Department.
“The Role of the Insurance Industry in the Nation's Economic Fabric”