Fall Forum 2024
Topics to be discussed are listed below. Please see the other tabs for information on registration costs, sponsorship and hotel details.
Fall Forum Agenda Program Book
General Sessions
- A View from Washington
Moderator: Michele Lieber, Global Head of Government Affairs & Regulatory Strategy, FactSet
Matt Hoffmann, Director of Regulatory and Government Affairs, Digital Asset
Justin McCorvey, Director, Global Government Relations, DTCC
Chad Ramey, Managing Director, BNP Paribas
Keeping a beat on what’s going on in Washington can be a dizzying prospect today, with the political volatility this Summer still swirling, a lack of political consensus and recent Supreme Court decisions that give the courts broader leeway to upend financial regulations, there is no better time to hear from leading government affairs experts as they share their perspectives on the sector specific implications the November elections will have on legislative and regulatory policy impacting the financial services industry, the global economy, and how the debate in Washington could shift depending on the outcome of the elections. - Diversity & Inclusion: A Driving Force in our Business
Wendy Mailot, Senior Director, MFS
Dianne O’Boyle, Head of Sales, Platonic
Ila Eckhoff, Board Chair, Cerebral Palsy Foundation & Retired Managing Director, BlackRock
Diversity and inclusion play a crucial role in enhancing operational efficiency within financial institutions. Studies have identified that inclusive teams make superior decisions 87% of the time and achieve 60% better outcomes. Diverse teams bring a wide range of skills, experiences, and viewpoints that enhances problem-solving capabilities, accelerates innovation, and ultimately contributes to operational effectiveness. Come hear about the launch of our new Sustainability and Diversity Forum and how you can play a critical role in the future of our industry. - Navigating the US Treasury Clearing Mandate – Preparation & Strategies
Jim Hraska, Managing Director, Head of Client Solutions, Clearing & Settlement Services, DTCC
Join Jim Hraska, DTCC, Managing Director, Head of Client Solutions, Clearing and Settlement Services as he discusses the intricacies of the US Treasury Clearing mandate and how each market participant needs to prepare. Jim will discuss the latest in the aspects of the mandate, including objectives and regulatory requirements then will hold an interactive question and answer session to address market participant questions.
- Lessons Learned from T+1 Implementation and Future Perspectives
Moderator: David Kirby, Managing Director, Global Head of Bank & Broker/Dealer Coverage, DTCC
Paul Bishop, Executive Director, JP Morgan Chase
Lou Rosato, Managing Director, BlackRock
Tara Taylor, Managing Director, FX Sales & Trading, State Street Bank
This past May, the financial industry underwent a significant transformation with the implementation to T+1 in the U.S. Join our panel of industry experts as they explore the experiences and insights gained and discuss both the challenges and successes achieved. This session will also delve into what lies ahead, that could further streamline settlement process globally. - Lessons Learned from Digital Asset Platforms in Production – Impacts on Operations & Technology
Moderator: Jack Pouderoyen, Director, Strategy & Innovation, Digital Assets, Swift
Biser Dimitrov, Global Head of DLT Center of Excellence, Citi
Maredith Hannon, Head of Business Development, Digital Assets, WisdomTree
Tom Sullivan, Head of Business Development for Digital Assets, Societe Generale
Nelli Zaltsman, Head of Platform Settlement Solutions, Onyx by JP Morgan
We often hear about digital asset proofs of concepts, but what about the platforms that have already been launched into production environments? Join this panel to hear from experts who have implemented these platforms in their own institutions and learn how they overcame the operational and technical challenges, achieved the expected benefits, and discovered new insights along the way. This panel is designed for capital markets operations professionals who want to understand the practical implications of adopting digital asset platforms and how to prepare for the future of finance.
Focus/Working Group/Forum Sessions
- Corporate Actions
- Regulatory – DORA (Digital Operational Resilience Act)
- Derivatives
- Enhanced Claims Processing Efficiency: Updated Best Practices & Guidelines
- Margin & Collateral
- Reference Data & Standards
- Securities Lending
- Settlements/Payments Task Force – ISO20022, Mandated November 2025
- Sustainability & Diversity
- Technology
Full Conference Registration (Sunday – Tuesday)
| Early-bird Rate by August 17 |
Regular Rate After August 17 |
|
| Member | $695 | $895 |
| Non-member | $895 | $1095 |
Includes: Access to all meal functions and receptions, General Sessions, 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.
Sponsors
Partnership Sponsors
Four Seasons Hotel
200 International Drive
Baltimore, MD 21202
The Four Seasons hotel is nestled at the edge of Baltimore’s Harbor East waterfront. The hotel has great views of the Inner Harbor as well as the city. Come explore Baltimore, where there are strollable neighborhoods of red brick row houses, a plethora of amazing restaurants, shopping and much more.
Group Room Rate: $289.00 USD/night
Reservation Deadline: Monday, August 19, 2024
Reservations: The hotel deadline has passed to receive the group rate.
Room Rate Includes:
Check In: 3:00 pm Check Out: 12:00 pm
Complimentary high-speed internet access in guest rooms
Complimentary use of fitness center
No early departure fees
Hotel Guarantee, deposit and cancellation policies: Cancellations for a guest room reservation must be received 48 hours prior to expected arrival date. Policies may differ by arrival date and room type. If cancellation of a guaranteed reservation is not received by the required date, the Hotel will charge for one night’s accommodation. For details of cancellation policies and deposit requirements, please check at time of booking.