Welcome to the Armstrong Wolfe Virtual Forum/Call Repository
MARKETS
COO VIRTUAL
FORUM
We are delighted to announce that EY will be supporting our
Global COO Virtual Forum on Wednesday July 29th 2020.
'Data Driven Insight and Digital Platform Strategy'

GLOBAL
COO & CCO
WEBINAR
We are delighted to announce that Matero Consulting, Philip Morris International and UK IDG in association with Sandhurt
will be supporting our Global COO & CCO Webinar
on Friday July 24th 2020.
'Surviving. Thriving. Resetting
The integration of military and commercial leadership (part 2)'
Lance Gerrard-Wright, (Former British Army Major), Director, UK IDG in association with Sandhurst
Stuart Tootal, (Former British Army Colonel), Partner, Matero Consulting
Chris Severson, (Former TOPGUN F/A-18 Pilot), Head of Transformation, Philip Morris International
MANAGEMENT
COO VIRTUAL
ROUNDTABLE
We are delighted to announce that KPMG supporting our
Asset Management COO Virtual Roundtable
held on Tuesday, July 14th 2020.
'Client engagement and adapting to the new normal'
Guest speakers included:
Ruby Paramanathan, Wealth and Asset Management Consulting Distribution & Transformation, KPMG / Carla Findlay-Dons, Asset Management Director, KPMG

GLOBAL
COO & CCO
WEBINAR
We are delighted to announce that Control Risks supported our
Global COO & CCO Webinar held on Friday June 26th 2020.
'How can the COO manage the threat and risk landscape
to support executive decision making in the future?'

COO VIRTUAL
FORUM
We are delighted to announce that Cognizant supported our
Markets COO Virtual Forum held on Thursday, June 25th 2020.
'The Financial Institution of the Post Pandemic Future: Resilience, Reopening & Re-emerging Stronger'
Guest speakers included:
Daniel Cohen, SVP, Banking & Financial Services NA
Philippe Dintrans, SVP, Cognizant Consulting, North America Industry Leader and BFS Leader
Robert Vatter, SVP, Global Sales

WCOOC
WEBINAR
We are delighted to announce that CBRE supported our
Women in the COO Community Webinar held on
Thursday June 25th 2020.
'Reopening the World's Workplaces'
Guest speakers included:
Theresa Bell, MBA, CBRE Senior Director, Facilities Management
Founding member and Chair of CBRE GWS Women's Network
Stephanie Kendall, CBRE Senior Director, Facilities Management
Chris Schroeder, CEO & Founder Bluerunner Solutions

MARKETS
COO VIRTUAL
FORUM
We are delighted to announce that Sionic supported our
Markets COO Virtual Forum held on Tuesday June 23rd 2020.
'Shaping the Operational functions of the future'
Guest speakers included:
Jim Monahan, Partner, New York, Sionic
Jenny Tatum, Partner, London, Sionic

COO & CCO
CALL
We are delighted to announce that Oxford Economics USA
facilitated our Global COO & CCO call
on Friday, June 12th 2020.
'Navigating through the nascent recovery phase and policy measures from the Fed and Congress'
Guest speaker:
Gregory Daco, Chief US Economist, Oxford Economics USA

COO & CCO
WEBINAR
We are delighted to announce that Matero and the Inspirational Development Group (IDG) in association with The Royal Military Academy Sandhurst, facilitated our Global COO & CCO Webinar
on Friday, June 5th 2020.
Empowering and Sustaining Teams in Turbulent Times
– a learning perspective from military experience.
Leadership at all levels / Decision-making
Organisational culture / Looking after your people
Guest speakers included:
Stuart Tootal, (former British Army Colonel) Partner, Matero Consulting
Lance Gerrard-Wright, (former British Army Major), Director, UK IDG
Richard Westley, (former British Army Colonel) Director, International IDG
COO & CCO
COVID-19
CALL
We are delighted to announce that Microsoft supported our
Global COO & CCO COVID-19 closed call
on Friday 29th May 2020.
Compliant productivity in WFH environments and the guide to continuing operations with digital excellence
Guest speakers included:
Aishia Snider, US Capital Markets Sales Director, Microsoft
Mike Triolo, Head of Intelligent Cloud for Financial Services, Microsoft
Shaka Rasheed, Managing Director of Capital Markets, Microsoft
MANAGEMENT
COO CLOSED
CALL
We are delighted to announce that EY supported our
Asset Management COO COVID-19 closed call held on
Wednesday May 27th 2020.
1. Health & safety: case management, contact tracing and testing
2. Workforce: employee ‘listening” tools, sentiment surveys, and future workforce considerations
3. Risk: share insights on tools used and discuss how firms are tracking governing rules
Guest speakers included:
Susan Gunn, Managing Director, People Advisory Services, EY
Melaine Kimmel, Partner at EY
COO COVID-19
CLOSED
CALL
We are delighted to announce that EY supported our
Global COO COVID-19 closed call held on Tuesday, May 26th 2020.
1. Cultural considerations for Capital Markets
2. Culture implications for employee groups
3. Tools and diagnostics for culture reinforcement
Guest speakers included:
Micah Alpern, Principal, People Advisory Services, Talent Americas Culture Lead, EY & Jennifer Andrews, Senior Manager, Transforming Capital Markets, EY
WCOOC COVID-19
CLOSED
CALL
We are delighted to announce that Pipeline Equity supported our
Global WCOOC COVID-19 closed call held on Thursday 21st May 2020.
Why gender equity is the key to a strong economic recovery
Guest speaker:
Katica Roy, CEO & Founder of Pipeline Equity
COO COVID-19
CLOSED
CALL
We are delighted to announce that EY supported our
Global COO COVID-19 closed call held on Tuesday 12th May 2020.
Navigating through COVID-19: a look into real-estate design strategy, workplace health and safety, and digital monitoring capabilities
Guest speakers included:
Doug Gottschalk, Principal, National CRE-T Leader, Transaction Advisory Services / Velislava Ivanova, PhD, Principal, Americas Leader Climate Change and Sustainability Services - EY
MANAGEMENT
COO CLOSED
CALL
We are delighted to announce that EY supported our
Asset Management COO COVID-19 closed call held on Monday 11th May 2020.
Transition and Transformation - Take thoughtful steps to return to the workplace and capitalize to reimagine your organization
Guest speakers included:
Liz Collins, Senior Manager / Melaine Kimmel, Partner
/ Samer Ojjeh, Principle - EY
CCO COVID-19
CLOSED
CALL
We are delighted to announce that EY supported our
Global CCO COVID-19 closed call on Wednesday 6th May 2020.
Surveillance during the COVID-19 market impact
Guest speakers included:
Robert Mara
Principal, Lead Regulatory Compliance Technology and Operations
&
Igor Prizant
Managing Director, Financial Services, Focus Integrated Surveillance
COO & CCO
COVID-19 OPEN
FORUM
We are delighted to announce that Cognizant will be supporting our
Markets COO call on Friday 1st May 2020.
From Chaos to Catalyst – Surf the pandemic shockwaves
to keep your business relevant
Guest speakers include:
Daniel Cohen, SVP, Banking & Financial Services, North America
Philippe Dintrans, Global SVP BFS Consulting
Robert Vatter, SVP, Global Sales
COO COVID-19
CLOSED
CALL
We are delighted to announce that EY will be supporting our
Global COO COVID-19 closed call on Tuesday 28th April 2020.
Preparing a return to work strategy
Conducting a COVID-19 post-mortem review
Guest speakers include:
Lauren Cole
Senior Manager, Financial Services Risk Management
&
Matt Hammer
Senior Manager, Financial Services Risk Management
CONFERENCE
CALL
We are delighted to announce that Sionic will be our Market Insight Partner supporting the Global WCOOC Conference call taking place Thursday 30th April 2020.
Speakers include Deborah Challinor: Partner at Sionic, advising on the leadership mindset that delivers successful change. Aran Dadswell: Director at Sionic, specialising in using neuroscience, psychology and contemplative science to help leaders learn, grow and perform.
For more information on our virtual forums please get in touch:
FORUM
We are delighted to announce that Microsoft supported our
COO Technology and Innovation Virtual Forum, held on Thursday, April 23rd 2020.
The impact of the COVID-19 crisis has seen us working with Microsoft to restructure the forum to be virtual and to ensure we deliver value at this point of need.
Discussion points focussed around addressing the challenges of operational resilience and delivering front-to-back solutions.
COO & CCO
COVID-19
OPEN FORUM
We are delighted to announce that Oxford Economics supported our Global COO & COO COVID-19 Open Virtual Forum, held on Friday 24th April 2020.
Moderator by Maurice Evlyn-Bufton, CEO of Armstrong Wolfe
Facilitator by Gregory Daco, Chief US Economist at Oxford Economics