Biographies of the speakers - ISO

Biographies of the speakers
1

Johan van Hall (09:00am)
Karla McKenna (09:00am)
Jan Wesseldijk (09:00am)
James Whittle (09:40am)
Stig Korsgaard (09:40am)
Axelle Wurmser (09:40am)
Nourredine Yous (09:40am)
Robert Blair (10:50am)
Gerard Hartsink (11:10am)
Maria do Ceù da Silva Pereira (11:30am)
Patrice Hertzog (11:30am)
Liliana Fratini Passi (11:50am)
André Casterman (11:50am)
Dana Kissinger-Matray (14:00am)
Paul Hojka (14:15am)
Sergio Sorgi (14:30am)
Michelle Hoskin (14:45am)
Ruggero Lensi (14:45am)
Michael Chapman (15:20am)
Jean-Yves Garnier (15:35am)
2

Johan van Hall
Johan van Hall (1960) has a background as a chartered accountant and
registered IT Auditor.
After holding a number of positions within Group Audit he moved to the Program Director
role of developing and integrating the distribution channels of the bank (a.o. internet, call
centre).
Subsequently he was appointed COO within the MT of business unit Netherlands.
Since February 2009 he is member of the Managing Board of ABN AMRO Bank N.V. as
COO and is now responsible for IT, Operations, Property and Integration.
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3

Karla K. McKenna
Director, Market Practice and Standards
Global Transaction Services
Karla McKenna is Chair of the International Organization for Standardization Technical
Committee 68 (ISO TC68), Financial Services, a position she has held since 2006. Her
current term ends in December 2012.
When not handling ISO assignments, Karla McKenna, Director, Global Transaction
Services, Securities and Fund Services, manages Market Practice and Standards for these
businesses for Citi.
In addition, she is Chair of the Securities Market Practice Group (SMPG), serves on the
Board and Executive Committee of Accredited Standards Committee X9 (ASC X9), the
Board of International Securities Association for Institutional Trade Communication (ISITC)
and on the International Steering Committee (ISC) of XBRL International . She also
participates in committees and working groups of industry organizations such as the Society
for Worldwide Interbank Financial Telecommunication (SWIFT) and in supporting standards
initiatives such as Issuer to Investor: Corporate Actions.
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4

Jan Wesseldijk
As Managing Director of NEN, the Netherlands Standardization Institute, Jan Wesseldijk
has doubled NEN‟s societal impact and speeded up its growth. He has been twice elected
Member of the ISO Council and twice as Vice-President of CEN.
Jan has a broad industrial experience. As President of Royal Cosun (1994-1999), the
Netherlands agrifood multinational, he focused on international growth and on integration
along the food chain. Royal Cosun became a major European sugar producer and supplier
of many other food ingredients.
Earlier he was President of AkzoNobel Base Chemicals (1989-1994), the worldwide basechemical
business of AkzoNobel. International cost leadership has been realized and
environmental performance improved. During this time Wesseldijk was also chairman of
Eurochlor, the European industry association for basic chemicals.
He has an international career. He worked and lived in 9 different counties: from Japan to
Argentina, and from France to Venezuela. With three multinational companies he worked in
11 different industries: from sugar to salt, and from plastics to home appliances. For him
„people make the difference‟.
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5

James M Whittle
Head of Standards, UK Payments Council, London,
Office: +44 (0) 020 3217 8209
Email: James.Whittle@ukpayments.org.uk
James heads up a small team of experts based in the UK who are establishing standards
policy within the UK payments industry and helping to drive standards developments
internationally. His experience in developing industry standards ranges from e-invoicing
through to Card standards at ISO and JTC1. He is UK Head of Delegation to ISO/TC68 and
convenor of the ISO LEI Working Group 6.
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6

Stig Korsgaard
Since 1999 Head of Standards in the Danish Bankers Association
Responsibility:
Overall strategic monitoring of international development within IT-standards and message
standards with the primary purpose of reporting business opportunities and protecting
Danish Banks interest and possibilities primarily in the payments, cash management, direct
debits, eInvoicing corporate/consumer to bank, bank to bank, and bank to
corporate/consumer. SEPA, SWIFT, ISO20022 UNIFI and ISO15000 ebXML area.
Responsible for the coordination and development of all Danish Banks development of ebanking
message standards with focus on the business related side (payment, cards,
securities, trade services).
Responsible for following and representing Danish Banks in all relevant national and
international standards and developing efforts in relation to financial and supply chain
messages including contact to vendors.
Responsible for following and representing Danish Banks and the National SWIFT
community in the standards work related to interbank communication nationally and crossboarder.
Project Leader, responsible for Danish Payments Infrastructure Strategy and SEPA
(Single European Payments Area).
International expert in business and standards modeling and data definition.
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7

Axelle Wurmser
Ms Axelle Wurmser has been working in the financial industry in France, since around 30
years. After a few years as a consultant, she entered in PARIBAS Group in the early
eighties. She had different roles in support functions, including IT and Management Control
for instance. After the merge of BNP and Paribas, she joined the subsidiary SECURITIES
SERVICES. She is now leading the management support team in the Back Offices, in this
entity. She has been a member of the REGISTRATION MANAGEMENT GROUP (RMG) as
Alternate delegate for France since four years.
And also a member of the TC68. She has taken part in many occasions in the Standard
Evaluation Group evaluation teams for securities messages. She is a member of the TC68
Study Group for the LEI. And she is the convenor of the French National Market Practice
Group.
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8

Nourredine Yous
After my banking study at the Institut Technique de Banque in Paris I worked with banks like
BNP then moved to Switzerland where I started working for SIX Telekurs, the Swiss national
numbering agency and information provider. In between I completed my banking knowledge
with a degree as IT project manager. Till end of March 2011 I was Head of the Reference
Data Management I am now responsible for the implementation of the Data Strategy of the
company.
I started my ISO contributions in the early nineties as the convenor of ISO TC68/SC4/WG6,
then was appointed to the chair of SC4 in 2000.
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9

Robert Blair
Robert Blair, CCM
Managing Director, Channel Management
ISO20022 RMG Vice Convener
JPMorgan Treasury Services
Bob manages JPMorgan‟s Files and SWIFT ebanking channels products globally. He is
vice convener of the ISO 20022 RMG, vice convener of the ISO 20022 Payment SEG, and
involved in CGI, various other standards related efforts.
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10

Gerard B. J. Hartsink
Gerard Hartsink is Senior Advisor to the Managing Board of ABN AMRO Bank. During his
career as Senior Executive Vice President of ABN AMRO he has had managerial roles in
sales, product development, information management and operations in several of the Business Units.
He currently holds responsibility for the relationship with market infrastructures and industry standards
bodies in the securities, payments, forex and cards industry.
Gerard Hartsink has the following mandates:
Payments: European Payments Council, Chairman // COGEPS (ECB: Coordination Group European
Payments Strategy), Co-Chairman // CLS Group Holdings, Chairman // CLS Bank International,
Chairman
Securities: LCH.Clearnet: Board member // COGESI (ECB), Member // ECB Target2 Securities
Advisory Group, Member
Technology and Standards: SWIFT: Board Member // SWIFT: Dutch National Member Group, Chairman
// ISO: ISO Registration Management Group 20022 XML, Chairman (taking care of standardisation for
payments, securities, forex, trade and e-Invoicing) // Forum Standaardisatie: member (Advisory body of
the Dutch Government for e-Government Standards)
Academic Background: Master Degree : Political Economy, University of Amsterdam, 1977 // Master
Degree : Law, Free University in Amsterdam, 1979
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11

Maria do Ceù da Silva Pereira
Ceu Pereira is a Senior Payment Systems Expert in the Payment Systems Development
Group of the World Bank since May 2010. Her current responsibilities include a broad range
of issues such as technical advice to central banks in the field of high value and retail
payment systems, assessing countries financial sector infrastructure and payment systems
in the framework of the IMF/WB Financial Sector Assessment Program, financial inclusion,
and AML/CFT work in the field of payments. She has a wide regional experience in
European, African and Latin American Countries.
Ceu has many years experience in the financial sector, and specifically on payments. She
contributed to numerous initiatives in this field, such as the Payment Services Directive,
FATF standards in the field of payments and international work on remittances.
Previously, Ceu has worked for the European Commission, the European Central Bank, and
the Portuguese Ministry of Finance during the Portuguese Presidency of the EU in 2007.
Ceu has a Masters degree in European Integration by the College of Europe and speaks
fluently 5 languages.
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12

Patrice Hertzog
Patrice Hertzog is Manager, Payment Systems at Credit Mutuel, France. He joined the bank
in 1991as IT Project Manager and has been involved in the development of innovative
products including cards, new technologies, electronic and mobile payments. He
participates in industry work notably within the European Payments Council. He is currently
Chair of TC68/SC7 Core banking.
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13

Liliana Fratini Passi
Liliana is Chief Executive Officer of CBI Consortium, created under the auspices of
ABI (Italian Banking Association). The CBI Consortium owns the governance of the
CBI Service, which is a system developed with the aim to facilitate the corporate
management of electronic multibanking connections and e-invoicing transmission.
She is also President of the Financial Intermediaries WG set up by the Ministry on Economic
Development for Trade Facilitation; member of the EC Expert Group on e-Invoicing; board member of the
ISO20022 RMG and of the International Payment Framework Association (IPFA); member of the
UN/CEFACT - TBG5 and of CEN Workshop on E-invoice; Country Information Manager(CIM) of einvoicing;
member of the Italian Committee for the SEPA migration promoted by ABI.
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14

André Casterman
Head of Trade and Supply Chain, SWIFT
André Casterman heads up SWIFT‟s “Trade and Supply Chain” initiative since October
2009. His responsibilities cover both the traditional trade and the supply chain markets in the
inter-bank and corporate markets.
André Casterman was previously Director of SWIFT France. France is SWIFT‟s fourth
largest country in terms of message volumes. André joined SWIFT France in 2006, initially
in charge of SWIFT's global relationship with BNP Paribas, SWIFT‟s fourth largest customer.
André joined SWIFT in 1991 in Information Systems, where he contributed to numerous IT
projects, including the roll out of SAP in support of SWIFT‟s back-office processes.
From 1997 to 2001, André contributed to the conception and commercialisation of SWIFT‟s
new IP-based messaging portfolio (SWIFTNet), which has now become the foundation of all
SWIFT activities.
From 2001 to 2005, André led SWIFT‟s business developments activities in low-value
payments and rolled out SWIFTNet FileAct in both ACH and corporate markets. SWIFTNet
FileAct has now become a recognised industry standard to exchange files of payment and
cash management data.
André Casterman has a Masters in Management and a Masters in Computer Science from
Vrije Universiteit Brussel, and an economics degree from ICHEC Bruxelles.
André Casterman speaks fluent French, Dutch and English.
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15

Dana Kissinger-Matray
Ms. Dana Kissinger-Matray
Secretary of the ISO Committee on consumer policy (ISO/COPOLCO)
Dana Kissinger-Matray (Bachelor of Arts, Bryn Mawr College, USA, 1986, and Certificate as
Assistant in Public Relations, Swiss Public Relations Institute, 1991) has been Secretary of
the ISO Committee on consumer policy since 2000. She was appointed Secretary of
COPOLCO after four years with ISO's Committee on conformity assessment (ISO/CASCO).
Prior to joining ISO, Dana was a technical translator and magazine editor for several
companies and associations in Geneva. She is also a certified teacher of English as a
Foreign Language and has taught in several private language schools in the Geneva area.
Dana is married to Jef Matray and has two lively daughters. She particularly enjoys reading,
travelling, music and sports, especially long-distance running and skiing.
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16

Paul Hojka
My work experience in IT and Payments processing covers over 25 years; it started at American
Express supporting Charge Card Point of Sale transactions on the earliest POS systems. I then
moved into an Information Engineering Project which was set up to revamp the worldwide retail
systems at Amex onto a single homogenous platform.
I worked in HSBC Bank as a Systems Analyst/Programmer working in a CICS/COBOL IBM
environment for the electronic payments area which required revamped payments architecture to
cater for new business requirements and a more efficient capture of data processing.
During early 2000 I became involved in a small team given the brief to set up Internet Banking at
HSBC for Corporates and encompassing PKI. This involved writing an Internal Design for a Digital
Certificate PKI system base on Identrus written in Java and HTML, then rolling out the product for
testing and delivery to the HSBC Group.
Another assignment followed on the BACSTEL_IP system using a new web based payments system
for banking customers in the UK, project managing user requirements and ensuring installation on
Internet and Fixed Extranet links. I also assisted in writing a Functional and Technical specification of
the project for a Security PKI outsourced solution provided by British Telecom.
Recently I have been working with UK Payments formally APACS in the Standards Unit. I have
become involved in payments messaging standards with bodies such as SWIFT and UNCEFACT. I
am a member of the Trade and Payments Standards Evaluation Groups and I am Vice Convenor of
the Technical Support Group for ISO 20022. Recent projects include the design and implementation
of a ISO 20022 Finance Invoicing message and work on the Business Application Header as well as
working on the new 1.5 ISO 200222 Standard which has just been submitted for Final Draft
International Standard at ISO.
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17

Sergio Sorgi
Sergio Sorgi, 49 years old, is Vice President of Progetica and experienced in personal
finance, retirement an relations between welfare State and social security. He is senior
consultant and trainer for main Italian organizations and companies. He‟s author and
coauthor of eleven books, and his articles on welfare, pension system, financial literacy and
personal finance appear frequently on main newspapers and magazines. He‟s currently
involved in studies about relations between fear and decisions in financial planning. Since
2007 he is involved in UNI‟s workgroup GL 14 to define national standards in financial
education and personal financial planning. In 2009 he participated to ISO‟s 22222
Implementation Committee in Milan. He is convenor of UNI/TR 11403 “Guidelines for
selection of a personal financial planner” consistent with UNI ISO 22222:2008.
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18

Michelle Hoskin
Michelle Hoskin – Director, Standards International
Nearly a decade ago, Michelle Hoskin saw that the future road map for financial
services would not be an easy one. However, she believed that by changing your mind set,
differentiating yourself from your competitors and striving for continual improvement the
future would be bright.
As an expert in financial services, Michelle understands the challenges facing many
financial advisers within the profession today and as result in early 2006 after the desire to
raise professionalism within the market place became so strong, she co founded Standards
International which is proud to be the UK‟s first dedicated UKAS accredited certification
body to specialise in the assessment of ISO 22222 – The international professional standard
for personal financial planners.
Since this time Standards International and the interest in ISO 22222 continues to grow from
strength to strength.
Due to the current landscape of change there has never been a better time for financial
planners to raise their professional standing and the ISO 22222 standard is the only
professional standard that gives financial planners the recognition they truly deserve.
For further information please contact Michelle Hoskin on:
t: 01462 790 894
e: enquiries@standardsinternational.co.uk
w: www.standardsinternational.co.uk
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19

Ruggero Lensi
UNI – Director of External Relations, New Businesses and Innovation
Degree in Civil Engineering at the Polytechnic in Milan. He has been working in the field of
standardization since 1995 in UNI, the Italian National Standards Body.
At the beginning in UNI he was involved in the development of processes and tools for the
technical department. Since 2003, as Technical Director, he has contributed to the evolution
of the standardization towards the global society of services by participating in international,
European and national debates concerning topics as social responsibility, quality of tourism,
financial services and qualification of professions. In this regard he has organized in Italy
many working meeting among the public part, the private sectors and the citizens.
He has been the Italian Member of ISO/TMB by participating in the setting up of the WG SR,
of the MSS and of the Global Relevance Policy, where he has coordinated the
implementation at CEN level.
From the beginning of 2010 he has been given the role in UNI of Director of External
Relations, New Businesses and Innovation, a new structure for the carrying out of strategic
lines and the finding out of new potential markets and of new stakeholders. He has
coordinated the international works of ISO 22222 Implementation Committee and he has
developed the topic of the financial education of the citizen.
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20

Michael Chapman
Michael Chapman is a senior policy expert with the OECD Financial Education and
Consumer Protection Unit. He has responsibility for financial consumer protection work,
including G20 work streams and the OECD Financial Consumer Protection Taskforce. He is
contributing to the International Network on Financial Education work on credit and financial
education.
Previously he ran his own advisory consultancy specialising in financial capability and
financial inclusion policy and he spent three years as a member of the UK Financial
Services Consumer Panel. In the past he has been Director of the Scarman Trust in
Scotland, Associate Director of the Centre for Research into Socially Inclusive Services,
Financial Inclusion Officer for the City of Edinburgh, Senior Research Officer at the Scottish
Office and lecturer in urban and regional economics at the School of Planning and Housing,
Heriot Watt University.
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21

Jean-Yves Garnier
At present Mr. GARNIER is an independent consultant.
From 1988 till 2009 in the Group Banques Populaires in NATIXIS - the former Caisse Centrale
(C.C.B.P ), Mr. GARNIER managed the Interbank Relationships and coordinated the
developments on the payments and payment systems.
He acted as advisor on internal projects and took an active part in developing payment strategy for
the Group Banques Populaires, and he also intervened as adviser for the marketing, , the
Correspondent Banking and with the software development and with the project management
(user side).
He actively participated in national and international bodies in the area of payments, in which he
represented the Group Banques Populaires ( at EPC) or the French banking community, namely
in the following Boards (SWIFT, EBA). He chaired the E.C.B.S. and became chairman of the Sub-
Committee 7 of ISO TC68 related to Core Banking and Card related activities.
Previously, Mr. GARNIER was Director in charge of payments back-offices) (national,
international and electronic banking) as well as of the project management.
Before joining the Group Banques Populaires, Mr. GARNIER ran the Organisation Division at
BIAO. He worked in the Organisation Department and previously as a retail banker by Société
Générale.
Mr. GARNIER is 58 years old, married with two children and is graduate by the Business School
Audencia in Nantes (France) and in Economics by the University of Le Mans (France).
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