Project Charter

The purpose of the Open Source Readiness Project is to accelerate financial services firms’ journeys toward open source readiness. The concrete goals of the Project are to 1) advance the readiness of participants’ firms and 2) to inform guidance for the broader industry in the form of white papers, presentations, and blog posts.

Meetings will be designed to provide value to, and welcome participation from, participants at every stage of open source readiness. Each meeting will center on a particular open source topic, introduced by a reading or presentation, followed by a discussion and "office hours" where members can raise issues and get answers. Topics will generally relate to strategy & business value, policy & process, and tools & technology.

Participating

This group is open to anyone. The primary audiences are financial services firms seeking to learn more about open source readiness and companies with mature open source programs interested in sharing knowledge. While various products and solutions will be discussed at meetings, promotion of specific vendors or products is not appropriate at Project meetings or on the mailing list, nor are press and PR inquiries.

Mailing list

Participants are encouraged to join the Project's mailing list: osr@finos.org (web archive)

Meetings

The Project meets every other Wednesday at 10:00 US/Eastern. For the next meeting, which is scheduled for agenda/minutes, see the Meetings page. You can also subscribe to the FINOS Programs Calendar.

Webex Meeting URL
https://finos.webex.com/finos/j.php?MTID=mec6bb47084d671bc772c0652add2605c

Webex Dial-in
+1-240-454-0879 USA Toll
+44-20319-88141 UK Toll
Access code: 664 434 054

One-press dial (US)
+1-240-454-0879,,,664434054#

Important Pages

Participants

Name	Organization	Role
Aaron Williamson	FINOS	Chair
Jamie Jones	GitHub	Participant
Leslie Hawthorn	Red Hat	Participant
Katrina Novakovic	Red Hat	Participant
Sally Ellard	Deutsche Bank	Participant
Brian Ingenito (Unlicensed)	Morgan Stanley	Participant
Ben Sandler	AQR	Participant
Purnima Singh	HSBC	Participant
Tom Schady	Greenkey	Participant

Tasks

Description	Due date	Assignee	Task appears on
Strategic objectives: what benefits you intend to realize through using and engaging with open source, and how.			Checklist: establishing an open source compliance program
Compliance strategy: high-level strategy for ensuring open source compliance across enterprise, including the process for implementing that strategy.			Checklist: establishing an open source compliance program
Communications stategy: how to and who will respond to open source compliance inquiries from customers, the public, and open source projects.			Checklist: establishing an open source compliance program
Legal & risk strategy: how legal risk will be managed as part of the open source strategy and when legal review will be required.			Checklist: establishing an open source compliance program
M&A/corporate development: how open source compliance fits in to M&A and corporate development strategies.			Checklist: establishing an open source compliance program
Software procurement: how open source diligence will be managed for new software procurement (and audits of oustanding procurement).			Checklist: establishing an open source compliance program
Usage of open source in internal development			Checklist: establishing an open source compliance program
Contribution to third-party projects			Checklist: establishing an open source compliance program
Distribution of open source withing proprietary products			Checklist: establishing an open source compliance program
Publication of in-house open source projects			Checklist: establishing an open source compliance program
Auditing existing products and codebases for open source			Checklist: establishing an open source compliance program
Fulfillment of open source license obligations, including process for responding to requests for source code, where applicable			Checklist: establishing an open source compliance program
Legal			Checklist: establishing an open source compliance program
Risk & compliance			Checklist: establishing an open source compliance program
Security (information, network, application)			Checklist: establishing an open source compliance program
Software engineering			Checklist: establishing an open source compliance program
Legal			Checklist: establishing an open source compliance program
Risk & compliance			Checklist: establishing an open source compliance program
Security (information, network, application)			Checklist: establishing an open source compliance program
Software engineering			Checklist: establishing an open source compliance program

The Working Group (called "Project" since October 2019) was approved by the board on 2018-04-24.