Chairman's Message

Over the past year, our industry has been placed in a position to closely examine our standards, systems, and practices. At ISITC, we have taken the opportunity to think strategically about what we can bring to the financial services landscape to advance our growth as an organization and the industry as a whole. One realization holds true—through the challenges and changes, we have witnessed first-hand how global collaboration will remain our most relevant and powerful tool as we explore new ways to conduct business amidst the exciting and unpredictable transformation of our industry.

This year, we are especially proud to announce ISITC’s 30th anniversary. As we celebrate this milestone with all of you, it is with great appreciation for your continued partnership these past three decades that we have been able to invest in our mission to continuously position our member firms at the forefront of innovation.

Thanks to the support of our Board of Directors, co-chairs, partner firms and dedicated members, ISITC continues to roll up our sleeves and tackle the most pressing challenges facing our industry. Last year, we launched our new three-part summer webinar series, covering topics such as classification standards, preparing for the CSDR deadline, and exploring the impact of exchange-traded derivatives (ETDs). Additionally, we kicked off our first-ever digital events with our virtual ISITC Week in September and Winter Forum in December, and stayed connected throughout the year via our Working Groups and Forums. We also announced the extension of our dedicated officers for the 2021-2022 term, appointed Ana Lotharius as Secretary, and welcomed three new members – Erik Barry, Christopher Dauer, and Grace Kang – to our Board of Directors.

It is with this excitement that we kick off our first event of the year, our 2021 Annual Securities Operations Summit. This year’s theme, “Financial Services: The Global Reset” reflects on the lessons we’ve learned and takes a fresh look forward at the applications and implications for the years to come. Over the course of four days, our general sessions explore a full range of topics, from the next phase of digital assets and tokenized securities to ESG and the workplace of the future, plus so much more. We will also have breakout sessions with our working groups and forums to deep dive into the questions raised. Throughout the event and beyond, we welcome and invite your questions, comments, and ideas. Visit our website to register to join us March 29 – April 1, 2021 and get a sneak peek at the agenda at a glance.

On behalf of ISITC, I’d like to thank those who have worked so hard to ensure the success of this year’s summit. Special thanks to our partner firms Swift, Bloomberg, and InvestCloud’s Financial Supermarket division formerly Tegra118 and our exclusive media partner, FTF News. To our valued working groups and forums, sponsors and exhibitors, board members, and event attendees—we appreciate everyone’s participation and commitment to our organization for an event that grows stronger each year.

Thank you again for your continued support of ISITC and its mission to lead financial services operations into the future!

Lisa Iagatta