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5th Annual Buy-Side Reconciliations Workshop
Half-Day Conference

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.



Exhibitors

 - CheckFree - now a part of Fiserv

 - Evare LLC

 - ProfitStars

 - SmartStream Technologies

 - SunGard

Media Partners














Picture Gallery

5th Annual Buy-Side Reconciliations Workshop
Half-Day Conference

CPE Credits: 5 [?]


Holiday Inn Boston at Beacon Hill, 5 Blossom Street
Boston, MA, 02114 [view map]
US

Mar 26, 2008

 

Brian Lynn, Global Electronic Markets, giving the Keynote Address
Brian Lynn, Global Electronic Markets, giving the Keynote Address
Kevin Fisher, Dartmouth Research & Consulting, presenting
Kevin Fisher, Dartmouth Research & Consulting, presenting "Elements of Risk in Reconciliation"
Jan Dings, SWIFT, presenting
Jan Dings, SWIFT, presenting "Trends in Treasury Confirmation Matching"
John Pfuhler of CheckFree, Gary Schwartzberg of SmartStream, Andrwe Ho of SunGard, and Mike Russo of Profitstars discuss
John Pfuhler of CheckFree, Gary Schwartzberg of SmartStream, Andrwe Ho of SunGard, and Mike Russo of Profitstars discuss "Industry Trends in Reconciliation"
SunGard
SunGard
Evare
Evare
SmartStream
SmartStream
  


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