Winter Forum

December 2 - 4, 2018 | Palm Beach, FL

Program Book Now Available!

The Program Book which has the Agenda at a Glance, Working Group, Forum and Committee Agendas and much more is now available!

Program Book

Agenda at a Glance

General Session Information


  • Brexit 2018 Recap: The Hype, the Reality, What Cross-border Operations Need to Know for 2019 and Beyond? 
    Dr. Kay Swinburne, European Parliament
    As we come to a close in 2018, Brexit has been a constant topic, with the implications only now starting to have a clearer outlook. How did we get here, and where are we heading in 2019 and beyond? Specifically, what will be the issues facing non-EU and non-UK countries (and firms based there) regarding cross border concerns going into and out of Britain? What are the issues that haven't gotten attention but have longer-term implications?

PowerPoint Presentation

  • Industry Perspective: Custodian Managed SSI Model
    Moderator: Lavanya Balasubramanian, DTCC
    Adriana Pollack, JP Morgan
    Robert Stewart, Brown Brothers Harriman & Co.
    A discussion on the industry advances in custodian SSI automation, the benefits to both clients and custodians alike, and the challenges/opportunities for the industry to complete the journey to 100% automation.

PowerPoint Presentation


  • SWIFT Update – ISO 20022 Migration: The Time is Now
    Charles-Raymond Boniver, SWIFT
    In April 2018 SWIFT launched a large-scale community consultation on migrating cross-border MT traffic to ISO 20022. Following this consultation and the feedback received on the proposed approach, this session will take a closer look at overall market trends and readiness of the SWIFT community to migrate to ISO 20022.  We will also share how SWIFT plans to support the migration and present solutions to help users in their journey.

PowerPoint Presentation


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

Winter Forum Sponsors

Bronze Sponsor

Take advantage of the Winter Forum Sponsorship Opportunities. For more information on Sponsorship Opportunities or to Reserve Your Sponsorship, please contact Tara Dalrymple at or at 908-359-1184.

Sponsorship Opportunities


Four Seasons Hotel
2800 South Ocean Boulevard
Palm Beach, FL 33480

Group Room Rate: $285.00 USD/night
Hotel Reservation Deadline: The hotel deadline has passed to make a reservation at the group rate.

Room Rate Includes:
Check In: 4:00 pm Check Out: 12:00 pm
Complimentary standard internet access in guest rooms
Complimentary use of health club/fitness center

Hotel Guarantee, deposit and cancellation policies: A deposit of your first and last nights’ accommodation will be charged two weeks prior to your arrival. In order to avoid forfeiting this deposit, it will be necessary to advise the Resort of any amendment or cancellation three days prior to the day of arrival.