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

Marianne Kroha, Managing Director, Head of Relationship Management and Sales

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
11:30 AM – 12:15 PM | Harbor Ballroom
Roundtable Discussions:

Topic 1 – Corporate Actions 

Topic 2 – Cryptocurrency

12:15 PM – 12:30 PM | Harbor Ballroom
Exhibitor Presentation: Financial Information Incorporated (FII)
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
3:00 PM – 3:15 PM | Harbor Ballroom
Exhibitor Presentation: Broadridge
3:15 PM – 3:30 PM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
3:30 PM – 4:15 PM | Harbor Ballroom
Panel Discussion: ETF Redemptions and Options Clearing
4:15 PM – 5:00 PM | Harbor Ballroom
Gereral Session: DTCC - Security Financing Transaction Clearing
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
9:00 AM – 9:45 AM | Harbor Ballroom
General Session: DTCC - Digital Assets and Tokenization

John Straley

9:45 AM – 10:00 AM | Harbor Ballroom
Exhibitor Presentation:
10:00 AM – 10:45 AM | Harbor Ballroom
General Session: DTCC - Cybersecurity Threats and Risk

David Sampson, Consultant, Cyber Risk and Strategy

10:45 AM – 11:00 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
11:00 AM – 11:15 AM | Harbor Ballroom
Exhibitor Presentation:
11:15 AM – 12:00 PM | Harbor Ballroom
Breakout Discussions or General Session with DTCC
12:00 PM – 1:00 PM | Harbor Dining Room
Lunch | Sponsored by
1:00 PM – 1:15 PM | Harbor Foyer
Exhibitor Raffle
1:15 PM – 2:00 PM | Harbor Ballroom
BDUG Town Hall (BDUG Members Only)
2:00 PM
Adjournment