Home > Path to Success > Financial Services

What is a Path to Success? It’s a Synergy roadmap built just for you, with the conference highlights you won’t want to miss along with personalized recommendations for breakouts and interactive sessions plus suggestions for how to spend unstructured time. Follow the agenda as written for an optimal experience, or tailor your schedule even further: click the links and explore the catalog for more options.

Sunday, May 21 & Monday, May 22

Arrive early for intensive learning before Synergy begins: the optional Instructor-led Learning Labs preconference workshop on Sunday and Monday includes up to three labs plus a networking reception. 

Recommended for you:


  • 12:00 p.m. - 3:00 p.m. LAB603 Implementing XenMobile Services within Citrix Cloud
  • 4:00 p.m. - 7:00 p.m. LAB611 Installing and configuring application layering
  • 7:00 p.m. - 8:30 p.m. Instructor-led Learning Lab Networking Reception


  • 12:00 p.m. - 3:00 p.m. LAB610 Gain end-to-end insight and control with NetScaler Management & Analytics System


View all labs >

Monday, May 22

6:30 p.m. - 8:00 p.m. Navigators Reception
Kick off the week with networking and expert guidance on discovering the best of Synergy

Tuesday, May 23

9:00 a.m. - 10:30 a.m. Vision Keynote
Be ready for whatever comes next: hear our vision for the workspace of the future

11:00 a.m. - 12:00 p.m. Meet Jacob Morgan
Best-selling author and futurist Jacob Morgan will be autographing copies of his latest book, The Employee Experience Advantage in the Solutions Expo. Grab your copy, and learn why organizations that invest in employee experience crush those that don't.

12:00 p.m. - 1:30 p.m. Explore the Solutions Expo
Discover new tech at our sponsor booths, have lunch, play the Synergy game on the Synergy Mobile app and immerse yourself in the Citrix Booth Experience: watch demos in the Product Pods, visit the Experts Bar, and see how Citrix runs Citrix in the Operations Center. Plus, see the future of work in the walkthrough Workspace Experience Center, featuring real-world environments transformed by technology.

1:30 p.m. - 3:00 p.m. Technology Keynote
The Technology Keynote  delivers incredible demos, solution roadmaps and sneak peeks into future innovation

3:30 p.m. - 5:30 p.m. Visit Synergy Park
This interactive engagement zone highlights the social side of Synergy. Set up an impromptu meeting in the Event Connection Lounge, stop by the Social Hub, and meet the CUGC team at the Community Hub to learn about Citrix user groups around the world and how you can join one. Visit the Simply Serve @ Synergy booth to learn how Citrix supports STEM education in local communities, and take part in a microvolunteer activity. Recharge yourself and your devices in the Lounge featuring charging stations, play a round of golf in the Game Zone and shop for branded Citrix merchandise in The Citrix Shop.

6:00 p.m. - 8:00 p.m. Welcome Reception
Connect with colleagues and meet new contacts over cocktails and delicious bites

Wednesday, May 24

8:30 a.m. - 12:15 p.m. Breakout Sessions
Synergy breakouts are 45 or 90 minutes in 100- and 300-level sessions based on level of technical complexity. Missed a great session? Don’t worry: you can watch breakouts on demand after the conference on Citrix Synergy TV.

Recommended for you:

8:30 a.m. - 9:15 a.m.

  • SYN317 ShareFile: all you need to know about authentication

9:30 a.m. - 10:15 a.m.

  • SYN118 What's new with NetScaler ADC

10:30 a.m. - 11:15 p.m.

  • SYN329 FedRAMP - Security and compliance in a cloud world

11:30 a.m. - 12:15 p.m.

  • SYN313 Identity, security, availability: best practices with Citrix Cloud

View all sessions for financial services professionals >

1:30 p.m. - 2:30 p.m. Innovation Super Session – Malcolm Gladwell
Hear from this New York Times bestselling author and National Magazine Award winner

3:00 p.m. - 3:30 p.m. Interactive Sessions in the Learning Zone
Dynamic workshop-style sessions offer deep learning and one-on-one engagement.

Recommended for you:

3:00 p.m. - 3:30 p.m. Meet the Experts
SYN705: Build an agile branch network with NetScaler SD-WAN

View all interactive sessions >

3:45 p.m. - 4:30 p.m. Breakout Session

  • SYN122: What's new with NetScaler Management and Analytics System

4:45 p.m. - 5:30 p.m. Breakout Session

  • SYN124: Securing high-value applications in bank IT infrastructure

Thursday, May 25

9:00 a.m. - 10:00 a.m. Innovation Super Session – Gen. Colin Powell
Hear from the former U.S. Secretary of State and two-time Presidential Medal of Freedom winner

10:30 a.m. - 11:15 p.m. Breakout Sessions

  • SYN309: Blueprint for easy, fast and cost-effective branch office setup

12:15 p.m. - 1:30 p.m. Certification Center
Get Citrix Certified! Take the exam of your choice free, right on-site at Synergy

1:30 p.m. - 2:30 p.m. Interactive Session: Hot Topics Roundtable
Join Jonathan Pitre for intensive conversation about security, virtualizing financial services apps, and more.

3:00 p.m. - 3:30 p.m. Interactive Session: Match.Geek
Choose your match from among Citrix User Group members and Citrix Technology Professionals for a 30-minute face-to-face session to discuss your specific IT challenges.

3:30 p.m. - 5:30 p.m. Financial Services Industry Forum & Networking Reception
This interactive forum offers expert presentations on the journey to cloud and the strategies to achieve digital transformation, followed by roundtable discussions and an informal networking reception. Join your colleagues as well as Citrix Technology Professionals and Citrix technical experts for deep dives and real-world insights.

Financial Services Industry Forum is sponsored by:

7:30 p.m. - 11:00 p.m. Final Night Party
Experience a little magic and reflect on three great days of training—Universal CityWalk™ and Universal’s Islands of Adventure™ theme park are all yours for the evening.

Learn more about Synergy