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Securities Operations Forum hosts a variety of high-level conferences on topics of interest to securities operations professionals.

Conference Details

5th Annual Corporate Actions Processing Workshop
Half-Day Workshop

Following our successful 4th Annual Corporate Actions event in March 2007 in Boston, Securities Operations Forum is again sponsoring a half-day workshop in Boston.

At this workshop, practitioners from leading financial services firms will discuss the problems they most often encounter, and identify real SOLUTIONS to the complex area of Corporate Actions management and automation.

A Vendor Exhibit will feature displays by leading providers of Corporate Actions data and processing systems

Exhibitors

- CheckFree - now a part of Fiserv

- DTCC

- Evare

- Information Mosaic

- SmartStream Technologies

- Telekurs Financial

- Wolters Kluwer Financial Services

Media Partners

Conference Agenda

5th Annual Corporate Actions Processing Workshop
Half-Day Workshop

CPE Credits: 5 [?]

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

Mar 27, 2008

		08:00 to 09:00
Session		Registration & Breakfast with Exhibitors



		09:00 to 09:10
Session		Chairman's Opening Remarks
Chairman		David Hands, Director, DTCC



		09:10 to 09:55
Session		Opening Panel: Corporate Actions Industry Update
Moderator		Mark DiMaio, Principal, Ernst & Young
Panel		Sonda Pimental, Vice President, Brown Brothers Harriman
Panel		Claudia Maia, Manager, Euroclear
Panel		David Hands, Director, DTCC



		09:55 to 10:30
Session		Reducing Operational Risk in Corporate Actions Processing
Speaker		Naren Patel, Director, CheckFree - now a part of Fiserv



		10:30 to 11:15
Session		Tax, Technology & Corporate Actions
Panel		Martin Foont, President, CEO, GlobeTax Services
Panel		Kevin Cullen, Vice President, Information Mosaic
Panel		Stevie Conlon, Tax Director, Wolters Kluwer Financial Services



		11:15 to 12:00
Session		Mid-Morning Break with Exhibitors



		12:00 to 12:45
Session		Data Management and Corporate Actions: An Industry Perspective on the Road Ahead
Speaker		Maryann Houglet, Senior Vice President, A-Team Group
Speaker		Jonathan Pruett, Vice President, Telekurs Financial



		12:45 to 01:20
Session		STP and Automation: Are We Stuck in a Spin Cycle?
Speaker		Linda Bookheim, Sr. Manager, SWIFT



		01:20 to 02:05
Session		Closing Panel: The Challenges and Breakthroughs of Globalization - What does this mean for the future of Corporate Actions?
Moderator		Phillip Silitschanu, Director of European Research, Aite Group LLC
Panel		Marc Bradanese, Vice President - Sales Engineer, Fidelity ActionsXchange
Panel		Karla McKenna, Director, Citi
Panel		George Buck, Chief Operating Officer, N-Tier Securities



		02:05 to 02:15
Session		Chairman's Closing Remarks and End of Conference
Chairman		David Hands, Director, DTCC