Agenda

BDUG Annual Meeting

Agenda 2025

Sunday, September 21

4:30 PM – 6:00 PM | Cove Dining Room
2025 Annual Meeting Registration and Opening Reception | Sponsored by BDUG

Lite Hors d’oeuvres and cocktails

Monday, September 22

8:00 AM – 9:00 AM | Cove Dining Room
Breakfast | Sponsored by BDUG
9:00 AM – 9:10 AM | Harbor Ballroom
BDUG Steering Committee Introduction
9:10 AM – 10:15 AM | Harbor Ballroom
Keynote Address: DTCC – Modernization of Clearing and Settlement

John Abel, Executive Director, Clearance and Settlement Product Management

10:15 AM – 10:30 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
10:30 AM – 11:15 AM | Harbor Ballroom
General Session: DTCC – Asset Servicing Modernization

Chris Scotto, Executive Director, Asset Services Product Management

Matt Popan, Director, Asset Services Product Management

11:15 AM – 11:30 PM | Harbor Ballroom
Exhibitor Presentation: BetaNXT
12:15 PM – 1:15 PM | Cove Dining Room
Lunch

Sponsored by BetaNXT

1:15 PM – 2:00 PM | Harbor Ballroom
General Session: DTCC – Institutional Trade Processing (ITP) Strategy and Product Update

Bob Stewart, Executive Director, Institutional Trade Processing

2:00 PM – 3:00 PM | Harbor Ballroom
General Session: Update by OCC

Julie Stoeckel, National Bank Examiner, Asset Management Risk Specialist

3:15 PM – 3:30 PM | Harbor Ballroom
Exhibitor Presentation: Financial Information Inc. and FTS Software Inc.

David Hands, Partner and Chief Operating Officer

Philip J. Necci, Jr., President and Chief Executive Officer

3:30 PM – 4:15 PM | Harbor Ballroom
Discussion Forum: Data Risks and AI Developments in 2025

Julie Stoeckel, National Bank Examiner, Asset Management Risk Specialist – OCC

4:15 PM – 4:30 PM | Harbor Ballroom
Exhibitor Presentation: TCS BaNCS

Kshitiz Mittal, Regional Head of Sales, TCS BaNCS – North America

Sydney Mammen, Solutions Director

5:00 PM – 6:30 PM | Cove Foyer
Cocktails | Sponsored by TCS BaNCS
6:30 PM – 8:30 PM | Cove Dining Room
Dinner | Sponsored by Financial Information Inc.

Entertainment | Sponsored by BDUG

Tuesday, September 23

8:00 AM – 9:00 AM | Cove Dining Room
Breakfast | Sponsored by Broadridge
9:00 AM – 9:15 AM | Harbor Ballroom
Exhibitor Presentation: Broadridge

Jeffrey Leone, Vice President, Sales

9:15 AM – 10:30 AM | Harbor Ballroom
Roundtable Discussions:

Topic 1 – Corporate Actions Best Practices with Chris Scotto, DTCC

Topic 2 – Worthless Securities Processing with Matt Popan, DTCC

10:30 AM – 11:00 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
11:00 AM – 12:00 PM | Harbor Ballroom
General Session: Fedwire Securities Update

Chris Burke, Director, Fedwire Securities Product Strategy Management

12:15 PM – 1:30 PM | Cove Dining Room
Lunch | Sponsored by TCS BaNCS
1:30 PM – 2:00 PM | Harbor Foyer
Exhibitor Raffle
3:30 PM – 5:00 PM | Cove Foyer
Cocktails | Sponsored by BDUG

Wednesday, September 24

8:30 AM – 9:30 AM | Cove Dining Room
Breakfast with DTCC Staff | Sponsored by BDUG
9:30 AM – 10:30 AM | Harbor Ballroom
BDUG Town Hall (BDUG Members Only)
10:30 AM – 11:00 AM | Harbor Ballroom
Conference Recap, Door Prizes and Adjournment