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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 Reconciliation and Exception Management Conference
Picture Gallery
Full-Day Conference

CPE Credits: 7 [?]

Bayard's, One Hanover Square
New York, New York, 10004
US

Reconciliation of data and management of exceptions are two of the industry's most critical operations management activities. In the past, the most undetected, yet prevalent causes of conflict and error have been poor data quality and data inaccessibility; however, reconciliation systems are now addressing this problem. Traditional manual post-settlement trade and cash reconciliation processes are being replaced with systems covering the complete transaction life cycle. With unlimited matching capabilities to handle complex data transformation and generic reconciliation, these new comprehensive and reliable systems can identify accidental errors in data entry, potential misunderstandings, and data standardization. This results in a faster identification of exceptions, improved clearance rates, and faster resolution time.

Exception management is an integral part of operations management and once exceptions have been identified, a structured, systematic resolution is necessary. Identifying exceptions as they occur and automatically resolving them using the new broad reconciliation and exception management workflow tools reduces operational risk and cost, and is an essential building block of STP.

This 5th annual conference 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 the challenges that are faced by all segments of the financial services industry, as well as practical industry-tested solutions.

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