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,
Cloud
Cloud Computing – What’s New?
Financial Technologies Forum is currently planning for our 3rd Cloud Computing on Wall Street Breakfast Briefing, which will take place in NYC this coming February. As with each of our events, the planning process begins with research by scouring industry articles to see who is talking about what. This way, we can ensure that our
Fun Friday
FTF’s Outing to the American Finance Museum!
Last Friday, Caitlin and I decided we should take an outing to the Museum of American Finance. A while back, I came across information on the museum and thought it might be interesting to see what it was all about. Also, I noticed that there are current exhibits on Alexander Hamilton and scandals affecting Wall
