Fall Forum

Sep 16 - 18, 2018 | Baltimore, MD


This meeting will have two General Sessions on Monday and Tuesday morning as well as Working Group, Forum and Committee sessions throughout Monday and Tuesday. View the Program Book to see the Agenda at a Glance, Working Group, Forum and Committee Agendas, the floorplan and more!

Agenda at a Glance                     Program Book

Monday General Session

  • Security Aspects for Digital Currencies: ISO Standards
    Edward Scheidt, ANSI X9 Financial Standards
    Today, many use digital platforms for payments and transactions. Standards offer an international compromise and acceptance. As the International Standards Organization (ISO) advance digital use cases with currencies, security becomes the differentiation among the world bodies. Security technologies, policies, and innovations are needed to ensure Trust.

PowerPoint Presentation

  • Modernizing the U.S. Equity Post-Trade Infrastructure & Settlement Optimization
    John Abel, DTCC
    John Abel, Executive Director DTCC Settlement Services, will discuss how DTCC is exploring several ways to further shorten the trade settlement cycle beyond T+2 and introduce new operational and capital efficiencies to the NSCC and DTC transactional workflows. Settlement Optimization is a processing enhancement aimed at reducing settlement exposure, without eliminating a calendar day from the standard trade settlement process and while still preserving the resiliency of the current infrastructure. Night Cycle Reengineering, the first component of Settlement Optimization, is targeted for implementation in 3Q 2019 - pending regulatory approvals.

PowerPoint Presentation

  • SWIFT Update – ISO 20022 Migration Study: What’s Next?
    Charles-Raymond Boniver, SWIFT
    SWIFT made their six weeks industry consultation with regards to the ISO 20022 migration study. SWIFT will give us a preview of some of the key trend and explain what the next steps are moving forward.

Tuesday General Session

  • Washington Politics and Financial Services Infrastructure: Making Data Standards Sexy
    Hudson Hollister, Data Coalition
    Washington policymakers are embroiled in political battles over financial regulation, fiscal policy, and a divisive Presidential administration. In this landscape, the financial industry's prosaic need for better leadership on data infrastructure--especially clear data standards set by financial regulatory agencies--often escapes politician's notice. But the future is not hopeless for those who seek progress on data standardization across financial regulatory reporting. Skillful advocacy can provide ways to convince policymakers that data standards are worth fighting for--and sometimes even a "sexy" political issue.

  • The Future of Reference Data
    Genevy Dimitrion, State Street Corporation
    Steve Goldstein, Thomson Reuters
    Scott Preiss, CUSIP Global Services
    John Bottega, EDM Council


Full Conference Registration (Sunday – Tuesday)

Member: $695.00 USD
Non-Member: $895.00 USD
Includes: Access to all meal functions and receptions, Monday’s General Session, and all Working Group, Forum, and Committee sessions.

Cancellation Policy: The policy provides a full refund if, the ISITC Administrative Office is notified in writing 5 working business days prior to the conference. NO REFUND will be given for cancellations that occur on or after the 5th day before the conference. If a paid attendee is unable to attend the conference they may send a replacement, fees will not be returned. ISITC is unable to transfer conference payment to a future event. To cancel your conference registrations please e-mail usainfo@isitc.org.

Take advantage of the Fall Forum Sponsorship Opportunities. For more information on Sponsorship Opportunities, see the link below. To reserve your Sponsorship, please contact Tara Dalrymple at usainfo@isitc.org or at 908-359-1184.

Sponsorship Opportunities

The Four Seasons hotel is nestled at the edge of Baltimore’s Harbor East waterfront. The hotel has great views of the Inner Harbor as well as the city. Come explore Baltimore, where there are strollable neighborhoods of red brick row houses, a plethora of amazing restaurants, shopping and much more.

Four Seasons Hotel
200 International Drive
Baltimore, MD 21202

Group Room Rate: $239.00 USD/night
Hotel Reservation Deadline: Friday, August 24, 2018
Phone: (410) 576-5800

Room Rate Includes:
Check In: 3:00 pm Check Out: 12:00 pm
Complimentary high-speed internet access in guest rooms
Complimentary use of fitness center
No early departure fees

Hotel Guarantee, deposit and cancellation policies: Cancellations for a guest room reservation must be received 48 hours prior to expected arrival date. Policies may differ by arrival date and room type. If cancellation of a guaranteed reservation is not received by the required date, the Hotel will charge for one night’s accommodation. For details of cancellation policies and deposit requirements, please check at time of booking.