Open Source Strategy Forum 2017

Official 2017 Event Info PDF

Event Summary

The Open Source Strategy Forum was a one-day conference for executives and senior technologists from financial services seeking to drive industry innovation through open source. Attendees included C-level executives from most of the world’s largest and most important financial services firms as well as open source and enterprise thought leaders. A world-class speaker roster led a dynamic conversation about leveraging open source as a key part of a corporate technology strategy.


Wednesday, November 8, 2017 – Next Year: Wednesday, November 14, 2018


Check-in and on-site registration opened at 7:30 am ET on the morning of November 8. Programming on the main stage began at 9:00 am ET sharp and continued until approximately 5:00 pm ET. Programming was followed by a networking social from 5:30 to 7:00 pm ET.

Host City

The event took place in New York City’s downtown financial district, the epicenter of financial services and fintech in the United States.

Conference Location

The conference took place at the BNY Mellon office located at 101 Barclay Street, New York, NY 10007. The Open Source Strategy Forum was located on the 16th floor of the building.


Morning programming, which took place from 9:00 am ET to 11:45 pm ET, consisted of single session, TED style 10-20 minute talks from some of the most well known thought leaders in open source and financial services. After a one-hour lunch/networking break afternoon programing consisted of 45 minute sessions spread across 4-5 tracks. Tracks will include case studies/demos, technical/tools, legal, and community/culture oriented talks.

Types of Talks Featured

Talks included both 10-20 minute TED style plenary sessions in addition to longer 45 minute track sessions. Types of talks featured included:

1. Business strategies – the business justifications and strategies for leveraging open source.

2. Processes – inner-sourcing, compliance, governance, and collaboration.

3. Tools – technologies and technology policies to enable successful open source implementation.

4. Culture – how to further corporate goals while playing by community rules like transparency, autonomy to contribute, etc.

5. Case study/demo/success stories – successful examples of open source implementation and best practices.

6. Executive – why modern enterprises should consider engaging in open source communities.

7. Technical – challenges and best practices to effectively embrace the open source development model.

8. Legal – identifying and solving the legal compliance issues around open source supply chain and contribution.


Registration is closed but will reopen in 2018. Sign up for updates.


Every effort has been made to make this event as affordable and as accessible as possible. The conference was free to members of the Symphony Software Foundation. For non-members the cost was just $99 USD.


Coffee, beverages and a boxed lunch were provided as part of your registration fee. For any additional needs, there was a restaurant onsite open from 7:00 am – 3:00 pm with a variety of options that attendees can purchase separately.

Who Should Attend?

  1. CIOs, CTOs, COOs, Directors of Technology, Computer/Information Systems Analysts, IT Directors, IT Managers, MIS Directors, Technical Operations Officers
  2. Compliance Officers, Software Supply Chain Managers, IP Counsel, DevOps Managers
  3. Architects, designers, developers, programmers, analysts, engineers

Why Attend?

If you’re an executive or senior technologist in the financial services sector, or an open source or enterprise thought leader, here’s why you should attend OSSF:

1. OSSF is the only Open Source Event for Financial Services in the U.S.
There are dozens of open source events every year, but only one focuses exclusively on financial services. OSSF will feature content you can’t get anywhere else.

2. Executives and senior technologists from most of the world’s largest financial services firms will attend and participate.
The event will host and feature the industry leaders actually responsible for their firms’ open source strategy and implementation. Their insight and experience is unmatched.

3.The sessions will explain the open source value proposition clearly. Attendees will leave understanding the “why” of open source engagement.
While open source adoption is now at an all-time high across industries, financial services trails other industries in open source contributions. Understanding the value of collaboration is the starting point for any future action.

4.Sessions will also answer the “what” and “how.” What does open source in financial services look like? How can firms get started or make their programs more effective?
Attendees will have access to the latest data, best practices, and technologies. Peer thought-leaders will share successful strategies for launching or engaging with open source development projects.

5. Presenters will demonstrate and discuss technologies to enable successful open source implementation.
Our speakers have solved the technical and implementation problems unique to the financial services sector and will share their experience.

6. Some of the most well-known thought leaders in open source and financial technology will attend and speak.
We’ll feature sessions by recognized open source community leaders, executives and senior technologists from the world’s largest banks, and attorneys with decades of experience advising financial services and enterprises on open source issues.

7. The networking opportunities will be second-to-none.
Dedicated networking time will be built into the schedule throughout the day. We understand networking, and the connections that result, often provide the greatest value to attendees.

8. The center of the world’s financial services sector:
The event will take place in downtown New York City, the epicenter of financial services and fintech in the United States.