Contributing

The Open Source Readiness Special Interest Group (OSR SIG) is dedicated to helping financial services firms advance their open source programs.

Open Source Readiness SIG Vision

Be a trusted venue for our members and community in their open source journey and enable them to achieve the highest state of open source maturity.

Mission

• Providing a logical progression of events and activities facilitating FINOS’s members to efficiently achieve Readiness.
• To help our Members and Community attract the best talent by providing an environment where developers can work on open source projects in a safe and compliant manner where risk is controlled by adequate policies, processes, and tools.
• Enable contribution to open source projects with legal and commercial consideration.

Meetings

First Wednesday Every Month	Third Wednesday Every Month
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A show-and-tell covering important topics in open source. In 2024 we aim to have more guest speakers and monthly themes. Please suggest your own!	This meeting is more of a workshop session where we will try to work on articles for this site or organise further resources.

Meetings are open to anyone who would like to participate. Previous Meeting Minutes and Agendas are available on GitHub.

Everyone is welcome, FINOS members and non-members alike.

Leadership

There are several people fulfilling leadership roles within OSR, listed below. Their responsibilities are to:

• Shape and guide OSR strategy and goals
• Attend monthly meetings to plan and schedule speakers and topics, shape and guide the meeting format
• Attend monthly workgroup meetings to work on the actual documents together with the OSR participants
• Participate in monthly planning meetings
• Jointly lead and organize discussions online and in meetings
• Contribute to the production of draft documents/deliverables of the SIG
• Review and manage issues and pull requests on the SIG GitHub
• Cultivate and grow OSR community, including being active on the mailing list, Slack channels, and other communication media

OSR SIG Chairs

The Open Source Readiness Special Interest Group (OSR SIG) co-chairs are:

Brittany Istenes - Fannie Mae

Brittany Istenes started off her career as an elementary school educator which then led to a path of technology. Brittany has led advisory councils, open source ambassador programs, open source contributions, InnerSource initiatives and all the gray areas in between at scale within large companies. Now at Fannie Mae, Brittany is hopeful to share these best practices for OSS and InnerSource with the teams at Fannie Mae. Her main goal is to create a frictionless developer/centric environment where not only are we creating the best products for our customers, but we are doing so in a way that is better, faster, secure and more innovative within the FinTech world.

Peter Smulovics - Morgan Stanley

Peter Smulovics is an Executive Director of Enterprise Application Infrastructure focusing on Microsoft technologies at Morgan Stanley. He is a publicist for IDG and for Architecture Journal; author and co-author of several books and a returning presenter on TechEd, DevDays, Techready, Agile DevCon, TechNet. He is a founder member of AgileAlliance, Architecture Forum, Architect Academy and .NET forum, Technical Lead on several OSS projects like Novell/JBoss’ Hibernate, Apache Velocity and similar. He is Microsoft, Ariba, JBoss, and SiteCore certified and also a trainer on several technologies. Working in IT since 1995, has project experience in different fields (FMCG, public, financial, energy, telecom, pharmaceutical, mobile, music, security). He worked at Compaq as Oracle DBA, worked at Microsoft on C#, .NET, Dynamics, Visual Studio .NET, SQL Server, Office, ASP.NET, Entity Framework, and Azure, and is the main organizer for the FSI Autism Hackathon.

Kay Xiong Pachay - Goldman Sachs

Open Source Program Manager.

Executive Sponsors

In 2023, FINOS aims to productize Open Source Readiness with new trainings and certification. The following are the FINOS board executive sponsors of this strategy:

Rhyddian Olds - Citi

In previous roles at JP Morgan and Deutsche Bank Rhyddian led major transformational programs to create modern Digital UI Platforms including the acclaimed Autobahn Platform. He led the first open source project contribution by Deutsche Bank to the brand new FINOS organisation and went on to serve as the FINOS board director for all three of these Platinum members.

Since joining Citi two years ago, Rhyddian established and now leads Citi’s global Open Source Program Office which promotes open source contribution as an inclusive development pathway for all technology employees. As a passionate advocate of the Diversity, Equity and Inclusion and the benefits of open source contribution, Rhyddian is the FINOS executive sponsor of the FINOS Diversity, Equity and Inclusion and Open Source Readiness Special Interest Groups.

Chris Stevenson - UBS

Head of Strategy and Architecture, Execution and Platform Technology

Contributing Authors

Amol Meshram - LSEG

Amol is a seasoned professional with a passion for technology and a commitment to fostering open-source software innovation.

Throughout his career, Amol has demonstrated a remarkable aptitude for open-source software governance, aligning technological innovation with regulatory compliance. At London Stock Exchange Group (LSEG), he plays a pivotal role in ensuring that open-source software initiatives are not only technically robust but also adhere to the highest standards of governance, security, and licensing.

Amol's expertise extends beyond the corporate realm. He is a fervent advocate for the open-source community, actively participating in industry events and contributing to open-source projects that drive technological progress.

Ayush Arora - None

Ayush is a legal professional with a rich background in open source software licensing and technology contracting. With a distinguished career that spans pivotal roles, including serving as an Advisor to the PwC's Digital Products & Transformation team and as a Program Manager Digital Innovation at Deloitte's Global Tax & Legal, Ayush has consistently maintained himself at the intersection between law, technology, and innovation. He is also a Black Duck Legal specialist, with background in computer science; and is passionate about advancing innovation in the ever-evolving landscape of open source.

Elspeth Minty - RBC

Elspeth has worked in the Financial Industry for more than two decades. Her experience covers everything from developing core Java/C++ libraries to helping teams adopt cloud technologies. She has worked in a number of locations, including London, Shanghai and Montreal where she is now based. In her current role at RBC Capital Markets, Elspeth is helping to improve code re-use and consistent application design. She has been involved in FINOS for a number of years and is currently a member of its Technical Steering Committee, as well as a co-lead of the OpenSource Readiness SIG. Elspeth has presented at conferences, including SpringOne, QCon in London and Shanghai, and InnerSource Commons Gathering.

Cara Delia - Red Hat

Cara Delia advocates open source principles and practices by contributing to external open source communities focused on Financial Services and Climate Sustainability at Red Hat. Community leadership includes: FINOS Open Source Readiness Co-Chair, FINOS Technical Steering Committee and Technical Lead and founding charter member for the CNCF Environmental Sustainability technical advisory group (TAG).

Rob Moffat - FINOS

Rob Moffat is a seasoned IT professional living in the UK. Over the last twenty years, he has worked at many of the top-tier investment banks in London on regulatory and transformation IT projects. Rob is a staunch advocate of Open Source and works on many open source projects, including the FINOS "Spring Bot" project which he built and contributed whilst working at Deutsche Bank. Rob holds a Computer Science degree and an MBA and is the author of Risk-First Software Development.

Jim StClair - FINOS

Jim St. Clair is a former Executive Director in the Linux Foundation and an expert in the field of global open-source software readiness. With over 25 years of experience in both the public and private sector, he has played a key role in the development and harmonization of global data standards across multiple industries, including healthcare, financial reporting, and identity use cases.

Andrew Aitken - Wipro

Andrew Aitken is the GM and Global Open Source Practice Leader for Wipro Ltd., a premier global systems integrator, and a leading open source strategy consultant. In his 22 years of experience he launched the industry’s first open source strategy consulting firm, Olliance Group (acquired by Black Duck Software), launched the Open Source Think Tank held in Napa, CA and Paris, France - a highly regarded event regularly attended by over 100 top open source thought leaders for over 10 years. Andrew has advised organizations such as the White House Office of CIO, Microsoft and IBM, more than 20 startups and VC firms, and dozens of other enterprises on their open source strategies.

Padmalav Sahoo - Wipro

An open source advocate and enthusiast. His major focus areas include Open Source Maturity Model and strategic engagements using open source. Worked extensively in the areas of enterprise application development and digital transformation projects.

Vicki Chung - Goldman Sachs

Vicki is a product manager of Goldman Sachs’ Core Engineering, where she delivers software to improve developer productivity and to provide exceptional customer experiences. Prior to her current role, Vicki was the OSPO program manager and an instrumental part of building out the firm’s open source program. Before joining Goldman Sachs in 2021, Vicki was in the e-commerce and software consulting spaces in Japan and Taiwan.

Zack Koppert - Github

Zack is a Senior Software Engineer at GitHub on the OSPO team, with a focus on Open Source and InnerSource software development. He has a passion for collaborative coding and solving complex technical problems with teams. Zack is also an active member of the Innersource Commons community, where he shares his knowledge and experiences with other like-minded developers.

Phil Holleran - Github

Based in Minnesota, Phil serves as the Americas Field CTO for GitHub and is passionate about helping organizations improve their software velocity and adopt open source software and practices. When he's not working to help development teams he can usually be found in the kitchen, playing board games with his kids, or spending time skiing and biking small midwestern hills

Mimi Flynn - Morgan Stanley

Mimi Flynn is a member of the OSPO team as a Vice President at Morgan Stanley. As a kid, she picked up BASIC via an Atari 800 leading her to a career in technology spanning the last two decades. In addition to her OSPO work, she gives back by teaching kids to code via Morgan Stanley’s Tech Philanthropy Tech Education programs. Outside of the office, she furthers her commitment to open source software with The Things Network New York, a non-profit that facilitates a community run IoT network, where she has served as a board member since 2018. Additionally, Mimi has been serving Secretary of Manhattan Community Board 1 where she has been a full board member since 2019 sitting on the Transportation, Quality of Life, and Executive committees.

Neetu Jain - JP Morgan Chase

"Neetu Jain is an Executive Director of Product at JP Morgan Chase, As part of JPMC’s public cloud enablement effort she focuses on delivering scalable cloud networking solutions to improve developer productivity and to provide exceptional customer experiences while keeping the firm secure and compliant. Prior to her current role, Neetu's career has spanned over multiple companies like HP, IBM, USAA, Thomson Reuters as an engineer as well as product professional. She got interested in Open Source at IBM as an engineer (even contributed a PR to OpenStack once😊) but got to experience managing open source governance products and programs as an IT product leader at USAA. Neetu strongly believes product professionals ( like engineers and tech writers) have a lot to offer to open source world. She has also contributed her product skills to Ortelius (CD foundation) project in the past."

Katrina Novakovic - Citi

Katrina has worked with organisations globally across different industries to strategically use and contribute open source software and methodologies and to establish communities. She is passionate about fostering open source development as a standard working practice and strives to make developers’ lives easier. She currently leads Citi’s Inner Source initiative and works with their Open Source Program Office to enable developers to contribute to open source. She also enjoys studying and applying behavioural psychology.

Jamie Slome - Citi

Based in London, Jamie Slome is the Operations Lead for Citi's Open Source Program Office (OSPO). He is responsible for implementing developer tooling that supports Citi's open source contribution initiatives and spearheads the expansion of the Open Source Program Office (OSPO). Prior to this, he co-founded and served as Chief Technology Officer at huntr.dev (acquired by ProtectAI), a vulnerability management and responsible disclosure platform for world-renowned open source libraries include vim, draw.io and Nuxt.js. Additionally, Jamie is the lead maintainer of Git Proxy, a highly configurable framework allowing developers and organizations to enforce customized push protections and policies on top of Git.

Gilles Gravier - Wipro

Gilles is an open source and inner source strategy advisor. He works with his clients to allow them to reap the maximum benefits from their open source and inner source activities by creating, or enhancing their open source or inner source strategy, and then driving its implementation over time. He has worked with multiple financial services organizations across the globe, as well as governmental organizations such as State Administration of Geneva, or Oman.

Sally Ellard - Deutsche Bank

TBC

Mark Hoare - Deutsche Bank

Director, Open Source Lead

Pooi Ling Cheong - Lloyds Banking Group

Pooi is the Open Source Program Office lead at Lloyds Banking Group. She strongly believes that Open Source is the key to unlocking potential to transform the organisation, supporting the Bank’s purpose of Helping Britain Proper through bringing together different communities to deliver the solutions that provides the best experience for its customers.

William Rothwell - UBS

TBC

Gil Yehuda - A bank in the U.S.

Gil is the Head of Open Source at a large U.S.-based bank where he leads the OSPO, runs the InnerSource initiative, as well as the Application Vulnerability Management strategy. Gil has been an active advocate for open source program offices, setting their strategy, managing their operations, and publishing guidance for other organizations to leverage. He created and led the OSPOs at Yahoo, Verizon Media, and U.S. Bank. He was an industry analyst at Forrester Research, an enterprise architect at Fidelity Investments, and the president of the Yahoo Employee Foundation.

Rob Underwood - tbd

TBC

Thomas Steenbergen - EPAM

TBC

Andy Smith - DFS

Andy Smith is a Distinguished Engineer at Discover Financial Services with over 20 years of experience building products, leading engineering and open source engagements. Andy has served in board/leadership roles of several open source organizations for member organizations including OpenSocial, jQuery and JS Foundation.

Vincent Edwards - DFS

TBC

Victor Lu - Independent

Since 1996, I've been a database consultant. Despite starting with working towards a degree in high-energy particle physics and contributing to the discovery of the Top Quark at Fermi National Lab, I realized physics wasn't my true passion. Since becoming an independent consultant in November 2022, I've discovered an even more exciting arena—the welcoming open-source community. Here, I can glean insights from global experts in virtually any field of interest. I've found my life's passion—to contribute to the world by leveraging my innate ability to absorb vast amounts of information, akin to Generative AI/ChatGPT. The presentation about strategy and open source maturity model marks the beginning of that journey

Chamindra de Silva - Citi

InnerSource product lead and solution architect.

Vicky Brasseur - Wipro

Vicky is a previous chair of the OSR SIG and has authored many articles on this site. She is the author of Forge Your Future with Open Source.

James McLeod - FINOS

James is the Director of Community at FINOS and wholeheartedly believes the transformation of Financial Services can only be fulfilled if Open Source is embraced under the three pillars of Contribution, Consumption and Community. He is a previous OSR Team Lead and has contributed to many articles and discussions on Open Source Readiness at FINOS.