ANNUAL MEETING

BDUG Annual Meeting
September 25-28, 2022

Sunday, September 25
4:30 p.m. – 6:00p.m.	2022 Annual Meeting Registration & Opening Reception Sponsor: BDUG *Lite Hors d’oeuvres and cocktails	Belleair Room
Monday, September 26
8:00 a.m. – 9:00 a.m.	Breakfast with Exhibitors – Sponsor: Broadridge	Belleair Room
9:00 a.m. – 9:15 a.m.	BDUG Steering Committee Introduction	Aqualea Ballroom
9:15 a.m. – 9:35 a.m.	General Session – Keynote DTCC John Abel, Executive Director, Equity Clearing & Settlement	Aqualea Ballroom
9:35 a.m. – 9:50 a.m.	Exhibitor Presentation: ISS Securities Class Action Services	Aqualea Ballroom
9:50 a.m. – 10:30 a.m.	Visit / Refreshments with Exhibitors	Exhibitor Area
10:30 a.m. – 10:55 a.m.	General Session – Institutional Trade Processing (ITP) Strategy and Product Update DTCC Lavanya Balasubramanian, Director, Solutions/ITP Senior Product Management	Aqualea Ballroom
10:55 a.m. – 11:45 a.m.	General Session – US Settlement Acceleration T+1 DTCC Bob Cavallo, Director, Equity Clearing & Settlement Senior Product Management	Aqualea Ballroom
11:45 a.m. – 12:00 p.m.	Exhibitor Presentation: Globe Tax	Aqualea Ballroom
12:00 p.m. – 1:00 p.m.	Lunch – BDUG	Belleair Room
1:00 p.m. – 1:50 p.m.	General Session – OCC Update David Stankiewicz, AM Policy Technical Expert	Aqualea Ballroom
1:50 p.m. – 2:05 p.m.	Exhibitor Presentation: Goal Group	Aqualea Ballroom
2:05 p.m. – 2:35 p.m.	Visit / Refreshments with Exhibitors – Sponsor: Goal Group	Exhibitor Area
2:35 p.m. – 3:25 p.m.	General Session – DTCC Asset Services and Operations Update (fireside chat format) DTCC Chris Scotto, Director, Asset Services Senior Product Management DTCC Jessica Smith, Director, Asset Services Senior Product Management	Aqualea Ballroom
3:25 – 4:15 p.m.	General Session – Federal Reserve Bank Update: Linda Fahy, Director of Fedwire Securities at Federal Reserve Bank of New York	Aqualea Ballroom
5:30 p.m. – 6:30 p.m. 6:30 p.m. – 8:30 p.m.	Cocktails BDUG Dinner **Entertainment** Dewayne Hill, Motivational Speaker & America’s Funniest Comedic Magician https://www.dewaynehill.com/	Belleair Room
Tuesday, September 27
8:00 a.m. – 9:00 a.m.	Breakfast – Sponsor: Federated Hermes	Belleair Room
9:00 a.m. – 9:50 a.m.	General Session – DTCC Settlement Update – Project ION & Modernization Roadmap DTCC Jack Manuel, Director, Equity Clearing & Settlement Senior Product Management	Aqualea Ballroom
9:50 a.m. – 10:40 a.m.	General Session – DTCC Corporate Actions & Asset Services Modernization Roadmap Update DTCC Chris Scotto, Director, Asset Services Senior Product Management	Aqualea Ballroom
10:40 a.m. – 10:55 a.m.	Exhibitor Presentation: Broadridge	Aqualea Ballroom
10:55 a.m. – 11:25 a.m.	Visit / Refreshments with Exhibitors	Exhibitor Area
11:25 a.m. – 12:00 p.m.	General Session – Overview of Issues Concerning Digital Asset Custody Rich Foster – Manager of Asset Management at Raymond James and Founder, E2E Blockchains	Aqualea Ballroom
12:00 p.m. – 1:00 p.m.	Lunch – BDUG	Belleair Room
1:00 p.m. – 1:50 p.m.	General Session – DTCC Securities Finance Transaction (SFT) DTCC John Vinci, ED, SIFMU Relationship Management (Moderator) DTCC Bob Cavallo, Director, Equity Clearing & Settlement Senior Product Management DTCC Lou Lepore, Director, Equity Clearing & Settlement Senior Product Management	Aqualea Ballroom
1:50 p.m. – 2:40 p.m.	General Session – Ask DTCC DTCC attendees will respond to questions submitted prior to meeting by BDUG Members	Aqualea Ballroom
2:40 p.m. – 2:55 p.m.	Exhibitor Presentation: Bloomberg	Aqualea Ballroom
2:55 p.m. – 3:25 p.m.	Visit / Refreshment with Exhibitors
3:25 p.m. – 4:25 p.m.	Round Table Discussion – Challenges and Best Practices –BDUG Speaker Topic 1 – T+1 Readiness Topic 2 – Corporate Actions Topic 3- Digital Asset Custody	Aqualea Ballroom
5:00 p.m. – 6:00 p.m.	Exhibitor Raffle	Exhibitor Area
Wed., September 28
8:30 a.m. – 9:30 a.m.	Breakfast with DTCC Staff	Belleair Room
9:30 a.m. – 10:20 a.m.	BDUG Town Hall	Aqualea Ballroom
10:20 a.m. – 10:50 a.m.	Conference Recap, Door Prizes & Adjournment	Aqualea Ballroom