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Charlotte Financial Services Leaders Dinner

March 28th, 2019

SINC invites you to the upcoming FSI Leaders Dinner in Charlotte on March 28th, 2019 at Del Frisco's Double Eagle located at 4725 Piedmont Row Drive, Suite 170, Charlotte, North Carolina 28210.
The goal of the dinner will be to foster great relationships among new peers in the Charlotte Financial Services, IT, and Line of Business communities, all while enjoying education, open discussion on progressing IT and business strategy and delicious food and wine. 

Charlotte Financial Services Leaders Dinner Agenda 

March 28th, 2019 

Arrival (Refreshments available)

Session Begins

Introduction (10 minutes)
The peer executive will engage the audience for brief introductions and discuss the format and key take aways from the guided interactive conversation and dinner discussion.

Guided Interactive Conversation (35 minutes) 

KPMG & Microsoft — Give Em What They Want: Delight Customers And Build Relationships With Exceptional Experiences in Commercial Banking and other B2B and B2B2C sectors

Financial Services Companies that understand the market changes they face are better equipped to overcome them. In alliance with Microsoft, KPMG is helping Financial Services companies think differently about deepening client relationships, capturing CRM data, developing better market insights, and driving growth by increasing sales and providing world class service. Organizations that align their sales and service functions with these challenges empower their teams to improve customer experiences, ultimately adding value not only to customers and prospects, but also to the organization’s top and bottom lines. We’ll discuss these issues, as well as how companies can optimize their customer interactions by using data and analytics, and emerging cognitive technologies like artificial intelligence and machine learning.  

Jesse LoscalzoKPMG Dynamics CRM Global Center of Excellence Leader, and US CRM Leader for KPMG’s alliance with Microsoft

Walker Ellis, Senior Sales Leader at Microsoft

Open Dialogue Conversation (45 minutes)

This portion of the discussion will open the topics up to the audience. This will serve to learn the best practices that have been applied in real world scenarios from the group of leaders that have gathered for the dinner.

Dinner service by Del Frisco's Double Eagle Steakhouse



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Jesse is a KPMG Dynamics CRM Global Center of Excellence Leader, and US CRM Leader for KPMG’s alliance with Microsoft with a focus on Sales Transformation and Customer Relationship Management (CRM). Jesse has over 16 years of enterprise IT and management consulting experience. Jesse has worked with numerous industry leading technology, financial services and health and life science clients, helping them improve operations and increase marketing, sales and service effectiveness. Prior to joining KPMG, Jesse was Vice President of Delivery and CRM Practice Leader for a leading global system implementer. There he spent 8 years building and overseeing an Award Winning Dynamics CRM Team, responsible for the successful implementation of 100’s of CRM initiatives.


As Sr. Sales Director for Microsoft’s Americas Business Applications (Dynamics) business unit,  Walker is responsible for leading a strategic sales organization across all segments and industries, focused on delivering transformative outcomes with customers, partners and Microsoft’s field sales teams. Walker has accountability for sales and strategy within the Americas, and applies that through his organization, which cascades to partner and field sellers. Walker is passionate about building relationships and delivering meaningful customer value through the Microsoft Cloud.

Prior to Microsoft, Walker held various leadership positions at IBM across multiple areas in the organization. Walker was responsible for key financial services accounts both in New York and Charlotte, and also spent two years in Dubai, UAE, as a business development executive, helping build and execute a go-to-market strategy for IBM’s business process outsourcing segment across The Middle East and Africa.

Walker lives in Charlotte, NC with his wife and two kids (ages 4 and 2), with a third on the way.