29th Annual Securities Operations Summit

March 19 - 21, 2023 | Boston, MA

The theme of the 29th Annual Securities Operations Summit is "The Great Balancing Act." The Great Balancing Act will focus on the transition many companies are facing as they prepare for the future and balance priorities to meet industry standards.

Agenda at a Glance


Registration is now open - click on the Conference Registration tab to register!

General Sessions

Keynote Address
Mona Vernon, Head of Fidelity Labs, Fidelity Investments

In Conversation with DTCC: Accelerating to T+1
John Abel, Executive Director, Clearance & Settlement Product Management, DTCC
Barney Nelson, CEO, TheValueExchange
Join DTCC and The ValueExchange in a discussion on industry readiness for T+1 and what the recent industry-wide survey reveals in terms of perspectives from the different market segments on the implementation activities, timelines, dependencies, and risk impacts that the industry should consider as we prepare for the transition to T+1 in 2024.

T+1: An Industry Checkpoint – 2023 The Year of Development

Moderator: Lou Rosato, Director, BlackRock Global Investment Operations
Tom Damico, Managing Director, Global Head Equities Operations, JP Morgan Chase & Co.
Katelyn O’Grady, Vice President, Brown Brothers Harriman
Michele Pitts, Managing Director, Citi
Brian Steele, Managing Director, Goldman Sachs & Co.

How ESG is Shaping Corporate Citizenship & Driving Diversity
Moderator: Wendy Mailot, Senior Director, Global Technology Development, MFS Investment Management
Cathy Saunders, Head of Corporate Sustainability & Public Policy, Putnam Investments
Melissa Sternberg, Global Head of ESG, SWIFT
Michelle Thompson-Dolberry, Chief Diversity, Equity, & Inclusion Officer, MFS Investment Management
As companies move forward in the post-pandemic world, they must learn to balance competing priorities to keep their employees, their clients, and regulators happy. In this session, hear how companies are handling those conflicts and using the Social and Governance pillars of ESG to build strong, resilient, and diverse organizations capable of leading them into the future. We will touch on attracting and retaining talent – the role of diversity, equity and inclusion; balancing the collaboration and community that come with in person interactions with employees increasing demands for remote and hybrid work; and examining how ESG demands are forcing companies to look internally at their own diversity, carbon footprint, and role in society.

Digital Asset Adoption by Financial Institutions
Laureen Ouellette, Research Analyst, Fidelity Center of Applied Technology
Other Speaker TBA

Empowering Operations Through Technology Innovation
Chris Daur, Managing Director Americas Head Client Coverage Group, Goldman Sachs
Other Speakers TBA

Skills of the Future
Stefanie Coleman, Principal, People Advisory Services, Ernst & Young LLP
Reetu Khosla, Title, Ernst & Young LLP


Event Policies and Attendee Guidelines
ISITC is dedicated to providing a safe and productive environment for everyone attending our events. To help ensure all attendees have a pleasant conference experience, we ask you to please read through and abide by our conference policies and attendee guidelines. They include, but are not limited to General Policies, Code of Conduct, Personal Safety and Security, and Americans with Disabilities Accommodations.

Policies & Guidelines


Registration for the Summit is Now Open!

Full Conference Registration (Sunday-Tuesday)

Member: $875.00 USD
Non-Member: $1,095.00 USD
Vendor: $1,500 USD   *Applies to: Vendor/Utility attendees whose firm is not Exhibiting/Sponsoring. See below for more details.
All registrations include: Access to the Exhibit Hall; Working Group, Forum and Committee Sessions; General Session; the exhibitor cocktail receptions on Sunday and Monday evenings, Women's Event, and all conference meals.

One-Day Monday Registration

Member: $400.00 USD
Non-Member: $475.00 USD
*This registration type is not available to non-Exhibiting/Sponsoring Vendors.
Registration includes: Access to the Exhibit Area on Monday, General Sessions on Monday, and all meal functions on Monday excluding the Monday Evening Dinner (can be purchased separately for $100).


The cost for Vendors to attend the Securities Operations Summit will be $1,500 per person. You may also choose to purchase an exhibit booth which comes with two complimentary Full Conference registrations and many of our sponsorship categories come with complimentary Full Conference registrations as well. If your firm chooses to exhibit or sponsor the event, individuals from your firm can then register at the Non-Vendor rate. One-Day Monday Registration is not available to Vendors who are not exhibiting or sponsoring.


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Register Now to Exhibit or Sponsor at the 2023 Summit!

Why Exhibit or Sponsor?
Being an in-person exhibitor can give you access to the expected 150 attendees. All meals and breaks on Sunday evening and Monday will take place in the exhibit hall. Attendees will be able to visit your booth at any time to get more information, learn about your products, and network.
The sponsorship opportunities give firms the ability to showcase their firm, brand, and logo before, during, and after the meeting. There are multiple levels of sponsorship as well as additional opportunities to take advantage of - see what works best for your firm!
View the Exhibitor and Sponsorship Brochure below for all of the pricing and details.

Exhibit Fees

On or Before February 10, 2023: $3,000
After February 10, 2023: $3,500

On or Before February 10, 2023: $3,800
After February 10, 2023: $4,300



BackBay Communications
CUSIP Global Services



Partnership Sponsors


Platinum Sponsors



Silver Sponsor


Bronze Sponsor


The Renaissance Boston Waterfront Hotel
606 Congress Street
Boston, MA 02210

The Renaissance Boston Waterfront Hotel is located in Boston's Seaport district, walking distance to many exciting Boston attractions, restaurants and bars.

Group Room Rate: $284.00 USD/night
Hotel Reservation Deadline: Monday, February 27, 2023
Reservations - Online
Phone - (877) 901-6632, make sure to mention you are with the ISITC Meeting to get the group rate

Room Rate Includes:

  • Check In: 4:00 pm Check Out: 12:00 pm
  • Complimentary internet access in guest rooms
  • Complimentary use of health club

Cancellation Policy: Hotel cancellation policy is 72 hours.