Annual Meeting

BDUG Annual Meeting

September 22 – 25, 2024

Sunday, September 22

4:30 PM – 6:00 PM | Cove Dining Room
2024 Annual Meeting Registration and Opening Reception | Sponsored by BDUG

Lite Hors d’oeuvres and cocktails

Monday, September 23

8:00 AM – 9:00 AM | Cove Room
Breakfast | Sponsored by Broadridge
9:00 AM – 9:10 AM | Harbor Ballroom
BDUG Steering Committee Introduction
9:10 AM – 9:45 AM | Harbor Ballroom
Keynote Address: DTCC – Post T+1 Update

John Abel, Executive Director, Clearance and Settlement Product Management

9:45 AM – 10:15 AM | Harbor Ballroom
General Session: DTCC – Equity Clearing and Settlement Update – Modernization Roadmap

Bill Kapogiannis, Executive Director, Equity Clearance Product Management
Jack Manuel, Director, Equity Clearance and Settlement Product Management

10:15 AM – 10:30 AM | Harbor Ballroom
Exhibitor Presentation: Broadridge

George Holdefehr, Vice President, Sales

10:30 AM – 10:45 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
10:45 AM – 11:00 AM | Harbor Ballroom
Exhibitor Presentation: Federated Hermes

Scott Polena, Relationship Manager, Wealth Management and Trust

11:00 AM – 12:00 PM | Harbor Ballroom
General Session: Update by OCC

Julie Stoeckel, National Bank Examiner, Asset Management Risk Specialist

12:00 PM – 12:15 PM | Harbor Ballroom
Exhibitor Presentation: Delta Data

Bret Bange, Chief Revenue Officer

12:15 PM – 1:15 PM | Cove Dining Room
Lunch | Sponsored by Delta Data
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: FED – ACAP Testing and Implementation Schedule

Linda Fahy, Director, Fedwire Securities Product Strategy Management

3:00 PM – 3:15 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

3:15 PM – 3:45 PM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
3:45 PM – 4:30 PM | Harbor Ballroom
Panel Discussion: Artificial Intelligence Innovations in Asset Services

David Sampson, Vice President, Cyber Risk and Strategy – Thrive Networks
Julie Stoeckel, National Bank Examiner, Asset Management Risk Specialist – OCC
Sydney Mammen, Senior Solutions Manager – TCS BαNCS

5:30 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 24

8:00 AM – 9:00 AM | Cove Dining Room
Breakfast | Sponsored by Federated Hermes
9:00 AM – 9:45 AM | Harbor Ballroom
General Session: DTCC – Securities Financing Transactions (SFT)

Bob Cavallo, Director, Securities Funding and Collateral Product Management

9:45 AM – 10:45 AM | Harbor Ballroom
General Session: DTCC – Treasury Clearing

Dina DeLuca, Director, Relationship Management for Fixed Income Clearing Corporation

10:45 AM – 11:00 AM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
11:00 AM – 12:00 PM | Harbor Ballroom
General Session: DTCC – Asset Servicing Modernization

Chris Scotto, Executive Director, Asset Services Product Management
Jessica Crosson, Director, Asset Services Product Management

12:00 PM – 12:15 PM | Harbor Ballroom
Exhibitor Presentation: TCS BaNCS

Kshitiz Mittal, Director
Paul Darnell, Business Development
Sydney Mammen, Senior Solutions Manager

12:15 PM – 1:15 PM | Cove Dining Room
Lunch | Sponsored by TCS BaNCS
1:15 PM – 1:45 PM | Harbor Ballroom
General Session: DTCC – ACATS Modernization

Craig Gurien, Director of Product Management for Equities and Clearing Services

1:45 PM – 2:30 PM | Harbor Ballroom
Roundtable Discussions

Topic 1 – Corporate Actions Best Practices
Topic 2 – ISO20022 Changes
Topic 3 – Securities Financing Transactions (SFT)

2:30 PM – 3:00 PM | Harbor Foyer
Refreshments with Exhibitors | Sponsored by BDUG
3:00 PM – 3:45 PM | Harbor Ballroom
General Session: DTCC – Wealth Management Update

Karin Billias, Director, Wealth Management Services Relationship Management

3:45 PM – 4:30 PM | Harbor Ballroom
General Session: Thrive Networks – Cybersecurity Threats and Mitigation Strategies

David Sampson, Vice President, Cyber Risk and Strategy

4:30 PM – 5:00 PM | Harbor Foyer
Exhibitor Raffle
5:30 PM – 6:30 PM | Harbor Foyer
Cocktails | Sponsored by TCS BaNCS

Wednesday, September 25

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