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New York City Financial Services Leaders Dinner

March 21st, 2019

SINC invites you to the upcoming FSI Leaders Dinner in New York City at Cafe Boulud located at 20 East 76th Street, New York, New York 10021. 

The goal of the dinner will be to foster great relationships among new peers in the New York City 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. 

New York City Financial Services Leaders Dinner Agenda 

March 21st, 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.  

Michael HermanPrincipal, Advisory KPMG LLP US Lead for Sales Transformation and CRM

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

Renée Knee, GM Microsoft Dynamics, Americas, 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 Cafe Boulud



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Michael is a Principal, Advisory KPMG LLP US Lead for Sales Transformation and CRM in the Customer Advisory practice focusing on revenue generation and sales effectiveness.  Michael has 20+ years of experience in revenue growth strategy formulation, sales effectiveness and sales transformation delivery to global clients. 

Michael leads KPMG’s Sales Transformation and CRM practice in the US and Global Center of Excellence. He has had great success helping organizations improve their ability to generate revenue through the development of integrated and results oriented strategy, process, technology, and people programs. .

Michael is responsible for KPMG’s US Microsoft “Sell With” strategy and oversight

In addition to senior partner roles at other prestigious consulting firms, Michael recently was the SVP Global Market leader for the world’s leading security, intelligence and investigations organization.



As Vice-President Americas Dynamics at Microsoft, Renée Knee oversees an organization focused on delivering strategic outcomes aligned to our customer’s digital transformation journeys. Leading a group of Microsoft solution and industry experts across direct sales and channel engagement, the team works from the design of the art of the possible through to a deployable blueprint and platform. Renée is passionate about creating change and measurable value leveraging the combination of Microsoft’s expert resources, digital transformation platform and partner ecosystem.

Prior to joining Microsoft, she was an executive consultant delivering significant ROI on customer experience and employee engagement projects, held customer-facing executive roles at Hewlett-Packard, SAP, Peoplesoft, Oracle and was the Global CIO of the GAP Brand at GAP Inc. Renée was the lead executive on the merger and acquisition of JD Edwards at Peoplesoft and the HP executive on the merger and acquisition of the Enterprise Security assets for HP Software. She completed her Executive Development at INSEAD France and studied at University California Berkeley and California State University Hayward.

Renée is the Finance and Investments Chair in her board role at Dominican University of California, an advisor on the C-suite of – a global non-profit focused on women’s entrepreneurial development and an emeritus member of the Accenture Women’s Leadership Executive Committee. She is a frequent speaker at industry and technology conferences and engaged in Bay Area education programs dedicated to influencing young women to pursue technology careers and leadership roles. Renée lives in Marin County, California with her husband and son.


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.