3rd Annual Reconciliations & Exception Management
Event Sponsors
 2.jpg)
October 1, 2008
CPE Credits: 7.0
| 8:15 | Registration and Breakfast with Exhibitors |
| 9:00 | Chairperson's Opening Remarks |
| 9:15 | Current Challenges and Future Trends of Reconciliations & Exception Management Moderator: Paul Currie, Senior Vice President, State Street Panelists: Cheryl Geremia, Chief Operations Officer, Deutsche Bank Securities Inc. Andrew Clipper, Director, Citi Dan Wilson, Global Head of Portfolio Administration, Alliance Bernstein |
| 10:15 | Update on Industry Initiatives and What Firms Should Be Doing now to Achieve Greater Efficiency Speaker: |
| 11:00 | Refreshment Break with Exhibitors |
| 11:15 | Top Reasons for Re-Evaluating Your Current Reconciliations Solutions & a Comparison of Next Generation Offerings |
| 12:00 | Reconciliations & OTC Derivatives: Addressing the Pain Points of the Reconciliations & Matching Process of Complex OTC Derivatives Trades |
| 12:45 | Luncheon with Exhibitors |
| 1:30 | Best Practices for Managing Reconciliations & Exceptions Data |
| 2:00 | Real-Life Stories on the Pros & Cons of Outsourcing Reconciliations |
| 2:45 | BPM Benefits for Reconciliations & Exceptions Processing Panelist: Mike Russo, Security Industry Analyst, ProfitStars |
| 3:15 | Refreshment Break with Exhibitors |
| 3:30 | Case Study: Implementing an Automated Reconciliations System |
| 4:00 | Automating Reconciliations as a Key Element for Eliminating Barriers to Achieving STP Moderator: Brian Cingel, AVP Infomediary Sales, Brown Brothers Harriman |
| 4:30 | Chairperson's Closing Remarks |
| 4:40 | Conference Adjourns |
Price: $895.00
