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Friday, 21 Nov 2008
ISITC Events
ISITC events are immensely popular among members and non-members for the outstanding benefits they provide:
- Working Groups and Industry Forums allow members and non-members to contribute ideas that can revolutionize the trading process nationally — and globally.
- Attendees gain knowledge and insight from leaders in the securities field who take part in presentations and panels.
- Participants have valuable opportunities to network with the best and the brightest in the industry, providing opportunities for constructive alliances.
- Vendors provide attendees with a look at products and services that might provide the perfect productivity solutions.
Events With Open Registration
Registration Closed
2008 ISITC Firm Membership Renewal for North America
01 Jan 2008–31 Dec 2008
Dear ISITC Steering Representative:
Thank you so much for your support of ISITC. The Association greatly appreciates the participation of your firm in the various initiatives to address developments within the industry. We hope we can count on your continued support and contributions in the coming year.
Annual membership fees have been held flat at $1500 since 2003 but for 2008 the Board of Directors agreed to raise the dues to $2000. This is necessary to cover increases in the cost of servicing the organization. We feel this is still an extremely competitive price in comparison to other industry organizations.
ISITC continues to improve and expand. Member benefits include:
- Unlimited number of member firm employees participating through Working Groups, Industry Forums and Conferences. Members are invited to contribute their expertise in ongoing discussions and resolutions that involve some of the most significant issues in the securities industry.
- Driving the development of standards and market practice that meet your business requirements both locally in the US, and globally within ISO and the SMPG.
- Access to documents and information around market practices and industry initiatives on the ISITC website. www.isitc.org
- Staying abreast of other industry bodies such as FpML, FIX Protocol, ISITC Europe, SIFMA/AMF.
- Members are eligible for discounted registration fees to quarterly conferences, and our Annual Industry Forum and Vendor Show.
- Networking and interaction with investment managers, global custodians, broker dealers, utilities and vendors that can help businesses work more efficiently.
Click on "Register Now" to renew your membership online. You may pay by credit card, or indicate company check payment. If you choose to pay by check an invoice will be e-mailed to you.
We appreciate your continued dedication to ISITC and with your support, together we will continue to be able to develop and promote market practices and shared standards for the global securities industry. If you are no longer involved in ISITC or are no longer your firm's Steering Committee Member, please contact the office administrator at (908) 359-1184 or usainfo@isitc.org Questions regarding the membership invoice or ISITC policies may also be directed to the ISITC Office Administrator, e-mail to: usainfo@isitc.org, call (908) 359-1184 or fax to (908) 359-7619. Thank you for your timely response.
Kind Regards,
Steve Goswell ISITC Chairman
Registration Closed
15th Annual Industry Forum and Vendor Show
The Renaissance Boston Waterfront Hotel, Boston, MA
22 Mar 2009–25 Mar 2009
ISITC 15th Annual Industry Forum & Vendor Show
March 22-25, 2009
NEW LOCATION! The Renaissance Boston Waterfront Hotel
Boston, MA
EXHIBITOR INFORMATION: By becoming an exhibitor at our Industry Forum and Vendor Show, you will have an opportunity to demonstrate your products and services to more than 600 representatives from investment management, custodian bank and broker/dealer firms. Register early to exhibit and have your firm’s name published in the official ISITC invitation mailed to over 4,000 industry professionals in January 2009.
Exhibit space is designated table top only. Due to space constraints each vendor is limited to one table.
EXHIBIT FEES:
ISITC Members Early Registration Rate (On or before Friday, January 23, 2009)- $3,000 Late Registration Rate (After Friday, January 23, 2009) - $3,500
Non-Members Early Registration Rate (On or before Friday, January 23, 2009) - $3,800 Late Registration Rate (After Friday, January 23, 2009) - $4,300
EXHIBIT FEE INCLUDES:
· One 6' draped table, no pipe or drape provided. All exhibit materials must fit either on the top of the table or directly behind the table. Banner stands and other signs may not block the view to other exhibitors.
· The fee also includes two (non-transferable) exhibitor passes providing access to the entire event, including:
o The General Session and meetings
o Cocktail Receptions on Sunday and Monday in the Exhibit Hall
o Monday’s breakfast, lunch, and conference dinner
o Tuesday’s breakfast, lunch and Vendor Forum for post-show review
· Preliminary list of conference registrants is sent out 4 weeks prior to the event. This is in electronic format and includes name, title, firm and mailing address.
· Complete list of conference registrations is sent one week after the show.
· Contribution of $200 towards the ISITC Vendor Hall Passport and raffle prizes.
· Unmatched networking opportunities with decision makers.
ATTENDEE REGISTRATION FEES:
- ISITC Firm and Individual Members - $475
- Non-Members - $825
- One-Day Monday Pass (Open to All) - $195
- Press Pass - Complimentary $0, One Per Publication
- Guest Fee $200*
All registration fees include continental breakfast and lunch on Monday and Tuesday as well as the conference dinner on Monday night.
**Guest Registration pertains to a spouse, significant other, friend or an adult family member (18 years old or older) and who is not employed in a financial services industry-related occupation. This registration option includes meals and cocktail receptions. Please note that although ISITC encourages our members to bring their families and take advantage of our group rates, we unfortunately cannot accommodate children at any of the conference meals and cannot accommodate guests at the General Session, Forums or Working Group sessions.
Recent Events
September 2008 Conference 
The Four Seasons Hotel, Atlanta, GA
07 Sep 2008–09 Sep 2008
The ISITC September 2008 Conference will be held at The Four Seasons in Atlanta, GA from September 7-9, 2008.
ISITC is pleased to announce the use of a new Event Registration System! This new online application will ensure the most efficient and secure way for our members and additional attendees to register for upcoming conferences!
PLEASE READ! IMPORTANT INFORMATION:
· Please make sure to read the directions once you follow the “Register Now” link. You will be required to enter your email address to set a password for use on this site. Please save your new password to bypass this step for all future conferences.
· If you have already registered via the website prior to Friday, July 4, 2008, the ISITC Office will manually process your registration. NOTE: Please visit the new website to create a new password to register for future conferences.
· This is a LIVE system! All credit cards will be charged once the “Submit Order” button is selected.
· MEMBERS OF THE PRESS: If you are interested in attending the General Session portion of the ISITC September 2008 Conference, please contact Dana Martz at (908) 359-1184 or via email at usainfo@isitc.org.
To register for the ISITC September 2008 Conference, please CLICK HERE!
Please contact Dana Martz with any questions you may have at (908) 359-1184 or via email at usainfo@isitc.org.
Conference Registration Fees:
ISITC Members - $475
Non-Members - $825
Guest Fee $200*
These registration fees pertain only to the ISITC conference. All registration fees include breakfast, lunch, and dinner on Monday, as well as access to the conference cocktail receptions on Sunday and Monday night.
*Guest Registration pertains to a spouse, significant other, friend or an adult family member (18 years old or older) and who is not employed in an financial services industry-related occupation. This registration option includes meals and cocktail receptions, however does not include access to the general session, Forums or working group sessions.
Conference Agenda:
A draft conference agenda will be posted shortly under the “Documents” section on the right-hand side of this page. This conference will consist mainly of Industry Forums and Working Groups.
Conference Cancellation Policy:
The policy provides a full refund if, the ISITC Administrative Office is notified in writing 5 (five) working business days prior to the conference. NO REFUND will be given for cancellations that occur on or after the 5th (fifth) day before the conference. If a paid attendee is unable to attend the conference they may send a replacement, fees will not be returned. ISITC is unable to transfer conference payment to a future event. To cancel your conference registrations please e-mail usainfo@isitc.org OR fax back your confirmation notice with your explanation to cancel to (908) 359-7619.
*Please note that you must cancel your hotel reservations with ProTravel. If you would like to cancel both your conference registration and hotel reservation email usainfo@isitc.org and Barbara.bermack@protravelinc.com
Hotel Reservations:
Please make your hotel reservations by using the on-line conference registration form. All hotel reservations are routed to Barbara Bermack at ProTravel and must be received by Monday, July 21, 2008. After that date, rooms will only be available on a best efforts basis, with no guarantee of the discounted rate. The Group Discount Rate is: $275. Barbara Bermack can be reached at (212) 409-9561 or barbara.bermack@protravelinc.com.
The Group Discount Rate is: $275. These rates are based on single/double occupancy.
Room Tax of 15% will be added plus a service charge of $2.00 per room per night will also be charged on all rooms.
Hotel Cancellation Policy:
The cancel policy is 5 (five) working business days prior to arrival. Please note if you do not receive a letter of confirmation from ProTravel at least 10 days prior to arrival that you should contact Barbara Bermack to be certain that your hotel request was received.
If you have any questions or concerns, please contact the ISITC Administrator, at usainfo@isitc.org or (908) 359-1184.
Agendas:
Detailed Agenda (General Session Information & Room Assignments)
Presentations:
Coexistence Update
Anatomy of a Trade
OTC Derivatives
Trailer Fee Subgroup
Trailer Fee Messaging
June 2008 Conference 
The Four Seasons Hotel, Scottsdale, AZ
01 Jun 2008–03 Jun 2008
The ISITC June 2008 Conference will be held at The Four Seasons in Scottsdale, AZ from June 1-3, 2008.
The full conference agenda is posted! All Working Group and Industry Forum meetings times are included.
Conference Registration Fees:
ISITC Firm and Individual Members are $475
Non-Members are $825
Guest Fee $200*
All registration fees include a continental breakfast and lunch on Monday and the conference cocktail receptions on Sunday and Monday night.
*Guest Registration pertains to a spouse, significant other, friend or an adult family member (18 years old or older) and who is not employed in an financial services industry-related occupation. This registration option includes meals and cocktail receptions, however does not include access to the general session, Forums or working group sessions.
Conference Cancellation Policy:
The policy provides a full refund if, the ISITC Administrative Office is notified in writing 5 (five) working business days prior to the conference. NO REFUND will be given for cancellations that occur on or after the 5th (fifth) day before the conference. If a paid attendee is unable to attend the conference they may send a replacement, fees will not be returned. ISITC is unable to transfer conference payment to a future event. To cancel your conference registrations please e-mail usainfo@isitc.org OR fax back your confirmation notice with your explanation to cancel to (908) 359-7619. *Please note that you must cancel your hotel reservations with ProTravel. If you would like to cancel both your conference registration and hotel reservation, email usainfo@isitc.org and Barbara.bermack@protravel.com.
Hotel Reservations:
Four Seasons Resort Scottsdale at Troon North.
10600 East Crescent Moon Drive
Scottsdale, Arizona, U.S.A. 85262-8342
Tel. 1 (480) 515-5700
Fax. 1 (480) 515-5599
http://www.fourseasons.com/scottsdale/
Please make your hotel reservations by using the on-line conference registration form. All hotel reservations are routed to Barbara Bermack at ProTravel and must be received by Monday, April 28, 2008. After that date, rooms will only be available on a best efforts basis, with no guarantee of the discounted rate. The Group Discount Rate is: $190. Barbara Bermack can be reached at (212) 409-9561 or Barbara.bermack@protravel.com.
Hotel Cancellation Policy:
The cancel policy is 5 (five) working business days prior to arrival. Please note if you do not receive a letter of confirmation from ProTravel at least 10 days prior to arrival that you should contact Barbara Bermack to be certain that your hotel request was received.
Agendas:
June 2008 Conference Agenda (with room assignments)
Presentations:
The Battle Against Standardization, Dennis Goodenough
Investment Roadpmap Update, Steve Goswell
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