1. KEYNOTE ADDRESS
IVI WINTER SUMMIT
Presentedby Tim Bidlack
Managing Director, Client Technology Solutions
Business Management Office
February 26, 2013
This presentation contains a selection of non-copyright
NASA images for communicative purposes.

2. IVI Winter Summit 20132
$26.2 TRILLION $1.4 TRILLION
Assets Under Custody/ Administration Assets Under Management
POWERING GLOBAL INVESTMENTS
SAFEST BANK IN THE US
(Global Finance World’s Safest Banks, 2012)
TOP 10 GREEN POWER
PURCHASERS FORTUNE 500
(US Environmental Protection Agency,2012)
100
36
TRILLION GLOBAL
PAYMENTS DAILY$1.4
COUNTRIES
MARKETS
#1 GLOBAL CUSTODIAN VS PEERS
#1 TRUSTEEFOR US DEBT CAPITAL MARKETS
#1 US CLEARING FIRM BY # OF BROKER-DEALER CUSTOMERS
#1 FUND ADMINISTRATORIN IRELAND
#7 LARGEST GLOBALASSET MANAGER
#3 LARGEST PRIVATE BANK IN THE US
#8 LARGEST ASSET MANAGER ACTIVE IN
THE EUROPEAN MARKETPLACE

3. IVI Winter Summit 2013
CLIENT TECHNOLOGY SERVICES
3
13,000 IT PROFESSIONALS
GLOBALLY
15-20
% ANNUAL NON-INTEREST
EXPENSE INVESTED IN
TECHNOLOGY
TECHNOLOGY IS AT THE CORE OF OUR PRODUCTS,
SERVICE, EXCELLENCE
*Third-party (vendor) assessment of performance of technical
infrastructure in each of four areas, rated from 1 (low) to 2.5 (good)
FTF News Technology Innovation Awards,2012
• Best IT Initiative for Hedge Fund Operations
• Service Provider of the Year
• Best Enterprise-Wide Outsourcing Solution
American Financial Technology Awards
• 2012 Best IT Team
• Five other BNY Mellon IT Teams named
finalists in various categories
2012 Financial World Innovation Award
BNY Mellon Connect Platform
2012 HP Software Award of Excellence
Project and Portfolio Management (PPM)/
Performance Engineering
Bank Technology News Top 10 Innovators, 2012
Shekar Pannala
Computerworld Premier 100 IT Leaders
2012 Suresh Kumar
2013 Lucille Mayer and Ram Nagappan

4. IVI Winter Summit 20134
WHERE HAVE I BEEN THAT BROUGHT ME HERE?

5. IVI Winter Summit 20135
A LITTLE CONTEXT…
14
CONSECUTIVE
UNMANNEDMISSIONS IN
A 6 YEAR PERIOD
FAILED1958 - 1964

6. I BELIEVE THAT THIS
NATION SHOULD
COMMIT ITSELF TO
ACHIEVING THE GOAL,
BEFORE THIS DECADE IS
OUT, OF LANDING A MAN
ON THE MOON AND
RETURNING HIM SAFELY
TO THE EARTH
JFK
MAY 25TH, 1961

7. …WE MEET IN AN HOUR OF
CHANGE AND CHALLENGE,
IN A DECADE OF HOPE AND
FEAR, IN AN AGE OF BOTH
KNOWLEDGE AND
IGNORANCE. THE GREATER
OUR KNOWLEDGE
INCREASES, THE GREATER
OUR IGNORANCE UNFOLDS.
JFK
SEPTEMBER 12, 1962

8. IVI Winter Summit 20138
LESSON #1
EXECUTIVE SPONSORSHIP
CLEAR OBJECTIVES EMPOWER THE TEAM

9. IVI Winter Summit 20139
FAST FORWARD TO 1969

10. IVI Winter Summit 201310
JULY 20TH, 1969- FIRST LANDING ON THE MOON
700MILES
PER HOUR
1202ERROR
CODE

11. IVI Winter Summit 201311
LESSON #2
ASSESS THE SITUATION
WHO HAS THEIR HANDS ON
THE CONTROLS?
WHERE IS YOUR 1202 ERROR
CODE?

12. IVI Winter Summit 201312
THE NEED FOR SPEED….(USED IN APOLLO 15, 16, 17)
1859THOMAS KITCHENS
PATENT

13. IVI Winter Summit 201313
TRANQUILITY BASE

14. IVI Winter Summit 201314
LESSON #3
INNOVATION TAKES MANY FORMS
DON’T REINVENT THE WHEEL BE CREATIVE

15. IVI Winter Summit 201315
PAYING IT FORWARD…

16. IVI Winter Summit 201316
LESSON #4
INVEST IN THE LONG GAME
ENGAGE AND EDUCATE
PROVIDE IMPROVEMENT
TOOLS

17. AND THE FINAL
LESSON
LEARNED....

18. HAVE FUN.....ENJOY THE RIDE
NASA imagery guidelines available at
http://www.nasa.gov/audience/formedia/features/MP_Photo_Guidelines.html