Learning Center

Webinar: Financial Services Reference Model: What’s New and Why It Matters

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.

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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Webinar
06/18/2025 at 1:00 PM (EDT)  |  60 minutes
06/18/2025 at 1:00 PM (EDT)  |  60 minutes 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.
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