Last week, we held our 5th Annual Corporate Actions Processing Conference in New York City. I always love this event because it brings together a niche sector of the financial services industry that is completely immersed in corporate actions on a day-to-day basis and an audience that is delightfully interactive and extremely interested in the
Derivatives
The World of Derivatives
I think Derivatives are one of the toughest topics to master in the world of financial services. The complexity of derivatives is not only never-ending, but it is forever changing. Even now, as I sit here and type, there are changes and further uncertainty building around what derivatives operations and processing will look like in
Financial Technologies Forum (FTF)
A Tribute to Our Friend and Colleague, Ron Olmstead
We would like to take this opportunity to pay tribute to the passing of our dear friend and colleague, Ron Olmstead. Ron, President and Founder of Boston-based Olmstead Associates, passed away on September 22, 2011, after fighting a hard battle against cancer. For those who never had the privilege of meeting Ron, he was a
Financial Technologies Forum (FTF)
Reconciliations: Important and Necessary
Last week we held our 6th Annual Reconciliations & Exception Management conference in New York City. Upon arriving at the event, our chairperson, Dayle Scher of StateStreet, took a quick walk down memory lane and told me how she remembered participating in the 1st Annual Recs Conference back in September of 2006. And now here
Guest Blog
Mitigating the Strategic Risks of Data Security in the Broker-Dealer Environment
Guest Contributor: Chuck Callan, Sr. Vice President, Corporate Affairs, Broadridge Financial Solutions, Inc. Senior executives of financial services firms are demanding that information security and data protection strategies advance beyond their traditional limits. Their charge: to broaden the scope to include inter-organizational measures that protect information shared with vendors, partners and customers. This broader perspective
Wall Street
Occupy Wall Street
Getting to work has proven to be a bit more difficult than usual these past 2 weeks. For all of you working in downtown Manhattan like myself, I’m sure you’ve encountered the group of protestors that has named their cause “Occupy Wall Street.” To be completely honest, I’m not 100% sure why or how this
Conference and Event Planning
Boston Here We Come
Financial Technologies Forum not only offers quality conferences each year, but we also offer a variety of instructional training courses for securities industry professionals. Originally, these courses only took place at our home base in the Wall Street district of New York City. Since then, however, we have expanded to the cities of Chicago, San
Back-Office
FTF’s Latest Special Report: Mobile Technology
If you are attending SIBOS this week, or at least reading some of the news coming out of SIBOS, then you’ve probably seen that the topic of mobile technology is a hot issue this year. In anticipation of this being a big conversation piece at the conference we decided to prepare and get two different viewpoints
Securities Operations
The Question of Security
The Financial Services industry has come a long way since its humble beginnings. It is hard to believe that all financial transactions, from record keeping to reconciliations and trades, were all done by hand at one time. What may be even more amazing is that individuals were actually able to keep track of the massive
Back-Office
Fall Classes in Session
Well, folks, it appears summer is officially over. With that comes the start of a new training season. We here at FTF will miss the warm summer days but are looking forward to once again bringing knowledge and insight to Wall Street and beyond. So whether you want to travel to New York City, Boston,
