Summer Webinar Series

June 27 | August 1 | August 12 | Online

The Future of Post Trade Webinar Series

Join ISITC’s summer webinar series as we explore the recent work performed and highlighted by the joint Bank of England and FCA report “Charting the Future of Post-Trade.” The findings from the Post Trade Task Force were published in April of 2022. The report highlights that at times, innovation in post-trade processes has lagged behind other parts of financial markets.  As a result, processes are often manual and duplicative; and failures upstream can cause significant problems downstream. The series will focus on each of the workstreams covered in the report.

Registration is free for this webinar series for ISITC Members and Non-Members. You must register for each webinar individually you wish to attend.

Webinar 1
June 27, 2022 at 10:00am EDT 

Reference Data Best Practices: Improving Post-Trade Efficiency & Driving Settlement Finality
Gary Chan, Managing Director, JP Morgan
Simon Daniel, Securities Product Manager, SWIFT
Karla McKenna, Head of Standards, GLEIF
Bob Stewart, Executive Director, Institutional Trade Processing, DTCC
This session will review recent findings from the industry-led Post-Trade Task Force focusing on key challenges where change would be particularly impactful in current post-trade processes. We will discuss the recommendations to develop a set of best practices at the asset class level for both counterparty identification and settlement processes with the goal of increasing industry adoption. The panel will also reflect on the importance of increased use and sharing of LEIs early in the trade lifecycle, as well as the utilization of efficient, electronic processes for sharing SSIs and eliminating risky, antiquated manual processes. In addition, we will discuss the role of a Unique Transaction Identifier (UTI) in post-trade.

This webinar was recorded and is available in the Member Center for ISITC Members to view.

 Sponsored By



Webinar 2
August 1, 2022 at 10:00am EDT  

Client Onboarding & KYC Connecting for the Future
Moderator: Paul Brooks, Director, Fidelity Investments
Uday Kiran Bolusani, Vice President, Fidelity Investments
Suman Nag, Executive Director, Securities Services, J.P. Morgan
Brian Pezzullo, Vice President Client Onboarding, Northern Trust
Gabino Roche, CEO & Founder, Saphyre
Garima Tripathi, Product Manager, KYC Registry, SWIFT
Onboarding new clients and meeting KYC requirements requires end to end partnership.  Come hear our industry experts discuss challenges in this space, and opportunities for improvements in the future.

This webinar was recorded and is available in the Member Center for ISITC Members to view.

Sponsored By 


Webinar 3
August 12, 2022 at 10:00am EDT

Uncleared Margin (UM)
Moderator: Dianne O’Boyle, Business Development and Sales Executive, Symbiont
Phil Glackin, Managing Director, JP Morgan & Chair of the UM Working Group
Eric Jiobu, Vice President, Derivatives Collateral Specialist, Northern Trust
Thomas Kennedy, Product Director, LCH Data and Analytics
Mimi Yan, Senior Technical Specialist, Financial Markets Standards Board (FMSB)
The industry should focus on steps to increase the adoption of best practices, define, gather, and publish industry-wide metrics, and investigate the creation of a fully digitized system.

This webinar was recorded and will be available in the Member Center for ISITC Members to view in the coming days.

Sponsored By 


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