27th Annual Virtual Securities Operations Summit

March 29 - April 1, 2021 | Virtual

Attend the Virtual Summit

In its 27th year, our annual event will be going virtual!

The Virtual Securities Operations Summit will take place from March 29 - April 1, 2021. This year’s theme, Financial Services: The Global Reset, both reflects on the lessons we’ve learned and takes a fresh look forward at their applications and implications for the years to come. The Summit will have both General Sessions and Working Group/Forum sessions over the four day period.

View the Agenda at a Glance

General Sessions

Security Tokenizaton: Capital Formation, Digital Twins, New Distribution Channels
Moderator: Jason Ward, Vice President of Blockchain Product Management, Fidelity Center for Applied Technology
Mike Manning, Business Development for Securities & Funds, Symbiont
Annemarie Tierney, Founder and Principal, Liquid Advisors, Inc.
Democratization of access, potential to bring liquidity to illiquid asset classes, shorter settlement cycles… The future of financial services includes new wrappers and market infrastructure. Join us for a discussion with industry leaders who are turning advocacy into action.

Implementing DLT for Collateral Management: Challenges & Opportunities
Ciaran McGonagle, Assistant General Counsel, ISDA
Ed Ridgway, Principle, Ridgway Consulting
Industry participants are assessing opportunity to harness new technologies like smart contracts, DLT and digital assets to provide scalable, cost-efficient and more accurate collateral solutions.  This session will explore some of these opportunities and identify areas where these new technology solutions are being implemented.  This session will also identify some of the legal, regulatory and contractual challenges and will explain how ISDA is working to address these challenges within the derivatives market.

Geopolitics of ESG: Competition or Collaboration?
Kay Swinburne, Vice Chair of Financial Services, KPMG
With ESG now firmly on the global agenda, a key consideration is which standards will become universally adopted by international corporations. The EU has had a first-mover advantage having set its sustainable finance policy in motion over three years ago. China has also had its green taxonomy in place for a similar period. After a change in administration, the US is back at the table, particularly in respect to climate change. With a number of key players at the helm, will competition or collaboration determine the way forward?

DTC Business Resiliency
Rachel Tyler, Executive Director, DTCC
A representative from DTC will discuss their approach to planning for extreme cyber events and the required actions in order to resume business.

Workplace of the Future - Title TBD
Ben Langis, Head of the Workplace of the Future & Senior Vice President, State Street Corporation

Cyber risk Panel – Title TBD
Moderator: Ben Langis, Head of the Workplace of the Future & Senior Vice President, State Street Corporation
Chait Errande, Head of Cybersecurity and BCP, TCW
Jason Harrell, Executive Director, Technology Risk Management & Head of Business & Government Cybersecurity Partnership, DTCC

Nina Neer, Director, Technology & Cyber Non-Financial Risk Management, Credit Suisse

Women’s Session – Title TBD
Moderator: Dominica Ribeiro, Chief Marketing Officer, Breckinridge
Kathy Horgan, EVP & Chief Human Resources & Corporate Citizenship Officer, State Street Corporation
Cheryl Nash, Chief Executive Officer, Financial Supermarket, InvestCloud
Rosemary Stone, Head of Corporate Office, SWIFT

Benchmarking Blockchain in the Capital Markets - Title TBD
Donna Parisi, Global Head of Financial Services & FinTech, Shearman & Sterling

Virtual Summit Features Include:

  • Live Streamed General Sessions
  • Interactive Live Streamed Working Group and Forum sessions
  • Networking Lounges
  • Live Attendee Chat
  • 1:1 Attendee Video Networking
  • Virtual Exhibit Booths
  • Interactive Networking Happy Hours
  • Other fun and special offerings are being developed

Registration is Now Open! Click the button below to register.

Member: $100.00 USD
Non-Member: $200.00 USD
Includes: Access to the virtual platform which will include General Sessions, Working Group/Forum sessions, Networking Opportunities, Exhibit Hall, and more.

Cancellation Policy: Registration fees are non-refundable. If you are unable to attend the live events, sessions will be recorded and available for Members in the Member Center.


View the Agenda at a Glance

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Register Now to Exhibit or Sponsor at the Virtual Summit!

Why Exhibit or Sponsor?
The virtual exhibit booths are designed to provide information to the expected 225 (or more!) virtual attendees by including contact information, company website, resources, requesting a meeting, and a text chat between attendee and exhibitor. There is also time dedicated each day on the agenda for attendee to visit the exhibit hall. 
The sponsorship gives the opportunity for firms to showcase their logo in multiple locations across the virtual platform and on each sessions PowerPoint Presentation. The sponsorship also includes a virtual booth, 4 complimentary registration passes, a full page ad in the Online Program Book, and more!

Exhibit Fees

On or Before March 5, 2021: $1,000
After March 5, 2021: $1,200

On or Before March 5, 2021: $1,400
After March 5, 2021: $1,600

Sponsorship Opportunity

Sponsor - $2,500
*View the Exhibitor & Sponsorship Brochure below to see what is included in this sponsorship.

To register, fill out the Exhibitor & Sponsorship Registration Form on the last page of the brochure and email it to usainfo@isitc.org.

Exhibitor & Sponsorship Brochure

Virtual Sponsorship Options


CUSIP Global Services



Partnership Sponsor




Virtual Summit Sponsors



As this is a virtual event, there is no hotel information.