|
Morning
General Sessions |
| |
|
08:00
Registration and Breakfast with Exhibitors |
|
09:00 Co-Chairperson's
Opening Remarks |
|
09:15
Opening Roundtable: Cross-Industry Perspectives on
Corporate
Actions Challenges |
10:00
Updates from Industry Utilities
Lori Ann Trezza, Vice President, DTCC
Bradley Koehler, Manager, Euroclear
Michael Barrett, Executive Director, Clearstream Banking |
|
10:45
Refreshment Break with Exhibitors |
|
11:15
Benchmarking Corporate
Actions Processing |
11:45
Reducing Risk in the
Corporate Action Lifecycle
Amy Harkins, SVP, Managing Director, Bank of New York Mellon |
12:15
Corporate Actions Standards: Where Have We Made Progress,
What's to Come?
Dierdra Walsh, Vice President, Loomis
Sayles & Co
Linda Bookheim, SWIFT
David Hands, Director Product Management, DTCC |
|
01:00
Luncheon with Exhibitors |
| |
|
Afternoon
Breakout Sessions |
|
|
Track
A
Buyside Corporate Actions
|
Track
B
Technology for Corporate Actions
|
|
01:55 Co-Chairperson's
Opening Remarks |
01:55 Co-Chairperson's
Opening Remarks |
|
02:00
Reconciliations & Exception Management |
02:00
Managing
Corporate Actions Data |
|
02:45
Outsourcing
Corporate Actions Processing |
02:45
Corporate Actions Messaging Standards
David Hands, Dir, Product Mgmt,
DTCC
Speaker TBA, SWIFT |
|
03:30
Refreshment Break with Exhibitors |
03:30
Refreshment Break with Exhibitors |
03:45
Automating the
Corporate Action Lifecycle
Max Mansur, SWIFT |
03:45
Corporate
Actions: A Missing Piece of STP |
|
04:30
Securities Lending and Tax Issues |
04:30
Case Study: Automating Corporate Actions
Heather Folino, Vice
President, Operations
Loomis Sayles & Co |
|
05:00
Conference Adjourns |
05:00
Conference Adjourns |
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