Winter Forum 2023

December 10 – 12, 2023 | Fort Lauderdale, FL

View the Agenda and Program Book!

You don’t want to miss the two General Sessions or the Working Group, Forum, and Focus sessions throughout Monday and Tuesday of the Winter Forum. View the agenda below to see an overview of what topics will be covered. For a more detailed look at the agenda topics for the Working Group, Forum and Focus session, view the Program Book below.

Winter Forum Agenda                  Program Book


General Sessions

Looking Ahead to 2024: The Final Stretch to T+1
Moderator: Barney Nelson, CEO, The ValueExchange
John Abel, Executive Director, Clearance & Settlement Product Management, DTCC
Cihan Kasikara, Senior Vice President, Global Head of Investment Operations, American Century Investments
Michele Pitts, Managing Director, Citi
Our panel of industry experts discuss the crucial final steps and remaining challenges in the countdown to T+1 settlement May 2024. The discussion will explore the results of the latest T+1 Industry Pulse Survey, the status of industry testing, and the impact of accelerating settlement cycles on financial markets globally. Learn how the industry is preparing and use this session to define your own action plan in the final stretch toward T+1.


AI’s Impact on Securities Operations
Moderator: Dianne O’Boyle, Securities Segment Lead, SWIFT
Peter Brown, Senior Manager, Deloitte
Terry Pickett, Managing Director, Accenture

As the Operations landscape continues to evolve, perhaps no change has the potential for greater impact than what Artificial Intelligence (AI) is poised to bring. From improving efficiencies, to managing risk and helping in the decision-making process, AI is expected to significantly change how we do business in the not-to-distant future. In this session, we will hear from industry experts on what to expect from this emerging technology.


Securities Lending & T+1: The Here, the What, and the How
Moderator: Francis Hedglin, Vice President, National Financial Services LLC
Brianna Donaldson, Vice President, Brown Brothers Harriman
Anthony Macchiarulo, Assistant Vice President, Financial Services Operations & Assistant General Counsel, SIFMA
Jeremy Meade, Vice President, Fidelity Agency Lending
This session will explore the “Here”: T+1; the “What”: what are the impacts; and the “How”: how we as an industry are solving for the changes impacting Securities Lending. This will be an interactive session with Francis Hedglin (Frank) moderating a Q&A session with our industry colleagues. We look forward to input from the audience.

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 Focus 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 Roling at usainfo@isitc.org or at 908-359-1184.

Sponsorship Opportunities

 

Sponsors

Partnership Sponsors

 

 

Westin Fort Lauderdale Beach Resort
321 North Fort Lauderdale Beach Blvd
Fort Lauderdale, FL 33304

The Westin Fort Lauderdale Beach Resort invites you to experience oceanfront tranquility and unparalleled service. The hotel offers ocean views from almost all of the rooms, a relaxing pool, multiple restaurants and is just steps to the beach, entertainment and many restaurants. Join us in Fort Lauderdale!

Group Room Rate: $219.00 USD/night
Reservations: (888) 627-7108
Hotel Reservation Deadline: Monday, November 27, 2023. The hotel deadline has passed to recieve the group rate. You can call the hotel or go online to book a room at the regular rate.

Room Rate Includes:
Check In: 4:00 pm Check Out: 11:00 am
Complimentary high-speed internet access in guest rooms
Complimentary use of fitness center

Hotel Guarantee, deposit and cancellation policies: Cancellations for a guest room reservation must be received 72 hours prior to expected arrival date. If cancellation of a guaranteed reservation is not received by the required date, the Hotel will charge for one night’s room and tax.