BDUG Annual Meeting
September 25-28, 2022
Sunday, September 25 |
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4:30 p.m. – 6:00p.m.
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2022 Annual Meeting Registration & Opening Reception Sponsor: BDUG *Lite Hors d’oeuvres and cocktails
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Belleair Room |
Monday, September 26 |
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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, |
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 DTCC Lavanya Balasubramanian, Director, |
Aqualea Ballroom |
10:55 a.m. – 11:45 a.m. |
General Session – US Settlement Acceleration T+1 DTCC Bob Cavallo, Director, Equity Clearing |
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 DTCC Chris Scotto, Director, DTCC Jessica Smith, Director, |
Aqualea Ballroom |
3:25 – 4:15 p.m. |
General Session – Federal Reserve Bank Update: |
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 |
Belleair Room |
Tuesday, September 27 |
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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 – DTCC Jack Manuel, Director, Equity Clearing |
Aqualea Ballroom |
9:50 a.m. – 10:40 a.m. |
General Session – DTCC Corporate Actions DTCC Chris Scotto, Director, |
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 Rich Foster – Manager of Asset Management |
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)
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Aqualea Ballroom |
1:50 p.m. – 2:40 p.m. |
General Session – Ask DTCC DTCC attendees will respond to questions |
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 |
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3:25 p.m. – 4:25 p.m. |
Round Table Discussion – Topic 1 – T+1 Readiness |
Aqualea Ballroom |
5:00 p.m. – 6:00 p.m. |
Exhibitor Raffle |
Exhibitor Area |
Wed., September 28 |
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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 |