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Conferences
Securities Operations Forum has organized hundreds of conferences for industry professionals; however, none are currently scheduled.
Upcoming Conferences
There are no conferences scheduled.
Upcoming Conferences
Global Market Structure Conference - Co-Sponsored by The Depository Trust & Clearing Corporation and J.P. Morgan
New York, US
Operational Risk, Compliance and Governance Conference - Issues and Challenges
New York, US
17th Annual Securities Operations Conference
New York, US
CorpActions
New York, US
Derivatives Operations and Processing Conference
New York, US
5th Annual Corporate Actions Processing Workshop
Boston, US
5th Annual Buy-Side Reconciliations Workshop
Boston, US
Hedge Funds Operations and Processing Conference
New York, US
6th Annual Conference on Operational Risk Management in the Securities Industry
New York, US
5th Annual Reconciliation and Exception Management Conference
New York, US
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

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.