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Securities Operations Forum hosts a variety of high-level conferences on topics of interest to securities operations professionals.Read what our participants say about the conferences »
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Past Conferences
Global Market Structure Conference - Co-Sponsored by The Depository Trust & Clearing Corporation and J.P. Morgan
Dec 02, 2008, New York, US
Operational Risk, Compliance and Governance Conference - Issues and Challenges
Nov 20-21, 2008, New York, US
17th Annual Securities Operations Conference
Oct 02, 2008, New York, US
CorpActions 2008
Jun 05, 2008, New York, US
Derivatives Operations and Processing Conference
Apr 24, 2008, New York, US
5th Annual Corporate Actions Processing Workshop
Mar 27, 2008, Boston, US
5th Annual Buy-Side Reconciliations Workshop
Mar 26, 2008, Boston, US
Hedge Funds Operations and Processing Conference
Feb 26, 2008, New York, US
6th Annual Conference on Operational Risk Management in the Securities Industry
Jan 31, 2008, New York, US
5th Annual Reconciliation and Exception Management Conference
Dec 11, 2007, New York, US
View all past conferences »
Conference Description
5th Annual Buy-Side Reconciliations Workshop
Picture Gallery
Half-Day Conference

CPE Credits: 5 [?]

Holiday Inn Boston at Beacon Hill, 5 Blossom Street
Boston, MA, 02114
US

Mar 26, 2008
Reconciliation of data is one of the financial industry's most critical operations management activities. Reconciliation is the key process used to determine whether the money leaving an account matches the amount spent, ensuring that the two values are balanced at the end of the recording period. New comprehensive and reliable reconciliation systems result in a faster identification of exceptions, clearance rates, and resolution time. By automating the reconciliation process throughout the trade life cycle, financial institutions can reduce costs and remove the barriers to STP.

This 5th annual half-day workshop brings together leading custodians, securities, and investment management firms as well as technology providers to discuss the latest trends and methodologies in the implementation, processing, and automation practices of reconciliations and exceptions management. Attendees will hear both the challenges that are faced by all segments of the financial services industry as well as practical industry-tested solutions.

Topics discussed will include:
* Automated Reconciliation as an Essential Risk Management Tool
* Case Study: Approaches to Implementing Reconciliation ? Industry Solutions
* Industry Trends
* Best Practices in Reconciliation
* Reconciliation of Alternative Investment Products
* The Future of Reconciliation Technology
* Total Portfolio Valuation

In addition, a concurrent Vendor Exhibit will feature displays by leading reconciliation solution providers.

 




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