WHAT: Forrester Research, Inc. (Nasdaq: FORR) Finance Forum “What’s Next: The New Realities In Retail Financial Services”

The retail financial services industry is at a crossroads, as several convergent forces are disrupting the current landscape. Fueling the change is a major shift in the needs of consumers. Baby boomers are preparing in earnest for retirement, while Generations X and Y are pushing for more online services. At the same time, the level of competition will intensify as new entrants push the envelope with innovative products and services. All of this is happening while existing technologies are enabling a host of new sales and service capabilities that cut across interaction channels and traditional product lines.

WHEN: May 22¿23, 2006

WHERE: Grand Hyatt New York
Park Avenue at Grand Central Terminal
New York, NY 10017

WHO: Featured speakers include:

  • Jane J. Thompson, President, Wal-Mart Financial Services; Senior Vice President, Wal-Mart Stores
  • James D. Weddle, Managing Partner, Edward Jones
  • Douglas K. Freeman, Chairman and CEO, NetBank
  • Susan Faulkner, SVP and Sales & Service Execution Executive, Bank of America
  • Paco Underhill, Author, Why We Buy and Call of the Mall; Founder and Managing Director, Envirosell
  • Justin Merickel, Finance Category Director, Yahoo! Search Marketing

Featured panelists include:

  • Becky Adriaenssens-Colucci, SVP, Meadowbrook Insurance Group
  • Mike Bailey, Managing Director, Financial Services Practice, Compete
  • Yvette Butler, Serious Investor Marketing, E*TRADE FINANCIAL
  • Sean Hagerty, CMO, Vanguard
  • Greg Holzworth, SVP & Managing Director, SunTrust
  • James Mendelsohn, VP, Corporate Strategy, Capital One
  • Catherine Muriel, CMO, E-LOAN
  • Robert W. O’Neill, SVP, Fidelity
  • Jessica Ordeman, Director, Consumer Experience, LendingTree
  • Anas Osman, Marketing Director, Discover Financial Services
  • Tim Rolfing, Business Process Management Technology, Allianz Life
  • Rob Shenk, VP, Retail Banking, E*TRADE FINANCIAL
  • Stan Szwalbenest, First VP, Consumer Risk Management, JPMorgan Chase & Co.
  • James Wironen, VP, Financial Products, AARP Financial, AARP

CONTACT: Complete Event information is available at:

MEDIA: To attend the Forrester Research Finance Forum, please provide your full contact information to press@forrester.com.