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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 12/17/2025 at 1:00 PM (EST)
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Presenter: Neil Peachey
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 11/19/2025 at 1:00 PM (EST)
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Presenters: Dana Miller & Kemail Dogan
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 10/22/2025 at 1:00 PM (EDT)
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Presenter: Mike White
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 09/17/2025 at 1:00 PM (EDT)
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Presenter: Ivan Blinov
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 08/20/2025 at 1:00 PM (EDT)
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Presenter: Matthew Pindral
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 07/16/2025 at 1:00 PM (EDT)
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Presenter: Stephanie Ramsay
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Contains 5 Component(s), Includes Credits Includes a Live Web Event on 06/18/2025 at 1:00 PM (EDT)
This webinar presents an update on the evolution and enhancements to the Guild’s Financial Services Reference Model (FSRM). It will provide an overview of the key changes made to the model, as well as introduce the new companion guide developed to support its use and application. As part of this work, the team explored the often-confused distinction between financial transactions and payments—an area of ongoing discussion and misunderstanding. This webinar will share the thinking and decisions behind how the model now distinguishes between the two. The goal of this session is to help participants get the most value from the FSRM and ensure it continues to serve as a practical, effective reference model for financial services organizations.
This webinar presents an update on the evolution and enhancements to the Guild’s Financial Services Reference Model (FSRM). It will provide an overview of the key changes made to the model, as well as introduce the new companion guide developed to support its use and application.
As part of this work, the team explored the often-confused distinction between financial transactions and payments—an area of ongoing discussion and misunderstanding. This webinar will share the thinking and decisions behind how the model now distinguishes between the two.
The goal of this session is to help participants get the most value from the FSRM and ensure it continues to serve as a practical, effective reference model for financial services organizations.
Presenters: Kirsty McGregor Omar Gawad, Tim Hale
Tim Hale
Enterprise Architect
Arvest Bank
Tim Hale is an Enterprise Architect at Arvest Bank, where he leads the Business Architecture practice. As he developed his financial services knowledge, he joined the Financial Services Reference Model team to accelerate his learning and to contribute his expertise to the Guild and its projects. Prior to Arvest, he has operated his own consulting firm; he spent 30 years at Walmart Technology with 20 of those years in Enterprise Architecture where he developed and guided their global enterprise architecture practice, and played a leading role in their agile transformation. Tim began his career as a consultant with Arthur Andersen and Co. He is also a Certified Public Accountant (retired).
Omar Gawad
Certified Business Architect and Digital Transformation expert
KPMG
Omar Gawad is a Certified Business Architect, TOGAF-certified professional, and Certified Digital Transformation Officer with over 12 years of experience across business analysis, business architecture, and digital transformation working with KPMG. His consulting career has allowed him to take on diverse roles in designing digital strategies, enterprise architecture frameworks, and capability-driven operating models for financial institutions, healthcare providers, and government entities throughout the Middle East. Since September 2024, he has contributed to the Business Architecture Guild’s Financial Services Reference Model team. Additionally, he co-hosts a thought leadership podcast that focuses on AI, business architecture, and strategic consulting. Omar also authors a monthly LinkedIn article series designed to empower analysts and architects in their professional development.
Kirsty McGregor
Lead Business Architect
NatWest Group
Kirsty McGregor is a Certified Business Architect ® as well as being TOGAF certified and leads a team of Business Architects within the central Architecture and Engineering department at NatWest Group. Kirsty has over 25 years experience within the financial services sector spanning HR & Payroll software implementation consultancy, business analysis, production support, testing and architecture. She has been a member of the Financial Services Reference Model team for over 2 years and supported the development of the new product map. Kirsty is passionate about supporting others to succeed and sharing knowledge and set up a Business Architecture meet-up in Edinburgh, Scotland in 2024 to help build the growing business architecture population within Scotland.
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Contains 5 Component(s), Includes Credits
Business architecture and data management have long shared three unfortunate characteristics: an absence from long-term systemic thinking, executive sponsorship and funding, and underrepresentation in educational curricula. Collectively, these issues present a situation where business professionals end up stumbling upon these disciplines versus having them integrated into standard management practices. This webinar will discuss data’s role in today’s modern enterprise, business architecture’s role in realizing high quality, well-architected data, and data and business architecture’s combined role in maximizing the value of AI.
Business architecture and data management have long shared three unfortunate characteristics: an absence from long-term systemic thinking, executive sponsorship and funding, and underrepresentation in educational curricula. Collectively, these issues present a situation where business professionals end up stumbling upon these disciplines versus having them integrated into standard management practices. This webinar will discuss data’s role in today’s modern enterprise, business architecture’s role in realizing high quality, well-architected data, and data and business architecture’s combined role in maximizing the value of AI.
Presenter: William Ulrich
Registration for this webinar is closed. Recording is available.
William Ulrich
William Ulrich of TSG, INC, is a strategic planning consultant. He has written several books, published hundreds of articles and papers, and has worked with numerous large corporations and government agencies. William participates in various industry events and is a featured speaker at many of these events. William latest book is titled Business Architecture: the Art and Practice of Business Transformation. William is Partner and Cofounder of Business Architecture Associates and Cutter Consortium Fellow. William serves on the Board of Directors, Editorial Board and is President of the Business Architecture Guild.
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Contains 1 Component(s)
April, 2025
Data management is a comprehensive discipline that encompasses the practices, processes, and technologies involved in collecting, storing, organizing, protecting, and utilizing data assets. It helps organizations achieve the goal that data is treated as a valuable resource, enabling organizations to make informed decisions, improve operational efficiency, and achieve strategic objectives.
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Contains 5 Component(s), Includes Credits
In today's rapidly evolving business landscape, strong alignment between Business Architecture and IT Architecture (Application Architecture, Data Architecture, and Technical Architecture) has become increasingly crucial for being successful. This webinar aims to explore the intricate relationships between these two domains and to provide insights into how organizations can achieve better alignment for improved strategy execution and overall business performance. Specifically, it will focus on showing alignments between Business Architecture models and elements in the Guild Metamodel with IT Architecture models and elements.
In today's rapidly evolving business landscape, strong alignment between Business Architecture and IT Architecture (Application Architecture, Data Architecture, and Technical Architecture) has become increasingly crucial for being successful. This webinar aims to explore the intricate relationships between these two domains and to provide insights into how organizations can achieve better alignment for improved strategy execution and overall business performance. Specifically, it will focus on showing alignments between Business Architecture models and elements in the Guild Metamodel with IT Architecture models and elements.
Presenters: Lloyd Dugan, Richard Lay, Pierre WienkeRegistration for this webinar is closed. Recording is available.
Lloyd Dugan
Lloyd Dugan is the Chief Architect for Serco-NA’s long-term contract with the Centers for Medicare & Medicaid Services to provide eligibility support processing under the Affordable Care Act, bringing to bear nearly 40 years of modeling and design experience. He has spoken at national and international conferences and been published on many topics over the decades, (including at the Guild’s Business Architecture Summits), specializing in BPM, the OMG’s BPM+ modeling languages of BPMN/CMMN/DMN, and Business Architecture. He has taught BPMN to hundreds of students. He is a long-term Contributing Member of the Guild, and serves as its voting representative on the OMG’s Business Architecture Core Metamodel (BACM) Task Force. He is the principal co-author of the Guild’s first and seminal white paper on BPM-Business Architecture Alignment, and is a long-standing member of the Metamodel Collaboration Team.
Richard Lay
Enterprise Architect, Methodologist
Context Consulting
Richard Lay is an Enterprise Architecture consultant and methodologist. He has hands on experience in KPMG Canada, designing building, populating and using real software knowledgebases to support strategic decisions, business architecture, transformation planning and estimating, requirements analysis, information design and management, portfolio rationalization and identifying software components. He brings a pragmatism to defining methods, knowing how hard it is to manage the real business information in a metamodel, so you can deliver traceable artifacts that expose the organizations intricacies. Currently, Richard is researching a simpler way of business description, solely based on decisions and how they are communicated.
Pierre Wienke
Certified Business Architect (CBA)® and Principal Consultant
FINIUS GmbH
Pierre Wienke is Principal Consultant at FINIUS GmbH, where he leads a team of business analysts and architects. He is an experienced trainer and passionate consultant for model-based Business Architecture Management and Business Analysis, and serves as Chair of the Business Architecture Guild’s Metamodel Team. Pierre also collaborates with Frankfurt University of Applied Sciences on practice-driven architecture projects.
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