Agenda

BDUG Annual Meeting

Agenda 2026

Monday, September 14

4:30 PM – 6:00 PM | Cove Foyer
2026 Annual Meeting Registration and Opening Reception | Sponsored by BDUG

Lite Hors d’oeuvres and cocktails

Tuesday, September 15

8:00 AM – 9:00 AM | Harbor Dining Room
Breakfast | Sponsored by BDUG
9:00 AM – 9:10 AM | Harbor Ballroom
BDUG Steering Committee Introduction
9:10 AM – 10:00 AM | Harbor Ballroom
Keynote Address: DTCC

Gerrit Schafrath, Head of Client Relationship Management, Chief Client Office

10:00 AM – 11:00 AM | Harbor Ballroom
General Session: DTCC – Modernization of Clearing and Settlement

John Abel, Executive Director, Clearance and Settlement Product Management

11:00 AM – 11:15 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
11:15 AM – 11:30 PM | Harbor Ballroom
Exhibitor Presentation: TCS BaNCS

Sanjay Prasad, Head, Securities & Wealth, North America and UK&I

Kshitiz Mittal, Regional Sales Head, TCS BaNCS

11:30 AM – 12:15 PM | Harbor Ballroom
Panel Session: Corporate Trust Challenges and Future Opportunities

Tim Buhler, Executive Vice President, F2 Strategy

Sanjay Prasad, Head, Securities & Wealth, North America and UK&I

Kshitiz Mittal, Regional Sales Head, TCS BaNCS

12:15 PM – 12:30 PM | Harbor Ballroom
Exhibitor Presentation: Financial Information Incorporated (FII)

Mark Henry, Director of Information Technology

12:30 PM – 1:30 PM | Harbor Dining Room
Lunch | Sponsored by Financial Information Incorporated (FII)
1:30 PM – 2:15 PM | Harbor Ballroom
General Session: Federal Reserve Financial Services

Douglas Umana, Payment Product Strategy Specialist, Product & Revenue Management

2:15 PM – 3:00 PM | Harbor Ballroom
General Session: Update by OCC

Jason Forrester, Bank Examiner – Asset Management

3:00 PM – 3:15 PM | Harbor Ballroom
Exhibitor Presentation: Broadridge

Rob Krugman, Chief Digital Officer

3:15 PM – 3:30 PM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
3:30 PM – 4:15 PM | Harbor Ballroom
General Session: DTCC Asset Servicing

Nicholas Ott, Associate Director, Asset Services Product Management

4:15 PM – 5:00 PM | Harbor Ballroom
Gereral Session: Cybersecurity Threats and Risks

David Sampson, Senior Vice President of Cybersecurity & Advisory, Ascend Technologies

5:00 PM – 6:30 PM | Cove Foyer
Cocktails | Sponsored by Broadridge

Wednesday, September 16

8:00 AM – 9:00 AM | Harbor Dining Room
Breakfast | Sponsored by BDUG
9:00 AM – 9:45 AM | Harbor Ballroom
General Session: DTCC - Digital Assets and Tokenization

John Straley, Executive Director, Chief Client Office

9:45 AM – 10:00 AM | Harbor Ballroom
Exhibitor Presentation: GlobeTax

Jonathan Sturman, Managing Director, Relationship Management

10:00 AM – 10:15 AM | Harbor Ballroom
Exhibitor Presentation: SmartStream Technologies

Samuel Hyman, Head of Sales and Account Management

10:15 AM – 11:15 AM | Harbor Ballroom
Roundtable Discussions | Two 30-minute Breakout Sessions

Topic 1 – Agent-side Corporate Actions - Nicholas Ott

Topic 2 – Cryptocurrency - Pete Bergman

Topic 3 - Partial Settlement - John Abel

11:15 AM – 11:45 AM | Harbor Ballroom
Exhibitor Raffle
11:45 AM – 12:45 PM | Harbor Dining Room
Lunch | Sponsored by BDUG
12:45 PM – 1:30 PM | Harbor Ballroom
BDUG Town Hall (BDUG Members Only)
1:30 PM
Adjournment