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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 Coming Soon!
16th Annual Industry Forum & Vendor Show
Renaissance Boston Waterfront Hotel, Boston, MA
21 Mar 2010–24 Mar 2010
ISITC 16th Annual Industry Forum & Vendor Show March 21-24, 2010 The Renaissance Boston Waterfront Hotel INNOVATION: ARE YOU IN? KEYNOTE SPEAKER: Marshall N. Carter, The full conference agenda contains all times, sessions, topics and speakers. Check back frequently for program updates! Stephen Bruel, Research Director, Securities & Investments, TowerGroup Lee Cutrone, Managing Director, Industry Relations, Omgeo, LLC. Christopher Dziekan, WW Cloud Portfolio Executive, IBM Karel Engelen, Global Head of Technology Solutions, International Swaps and Derivatives Association, Inc. Bruce Garland, Chief Operation Officer, Bloomberg Tradebook, LLC. Courtney Gavin, Vice President, Investor Services, Derivatives Product Group, Brown Brothers Harriman Dennis E. Goodenough III, Sr. Business Manager, Securities Initiatives, SWIFT James T. Leman, Head of Capital Markets, Westwater Corporation Steven J. Kelly, Vice President, Goldman Sachs & Co. Hal McIntyre, Managing Partner, The Summit Group Kevin McPartland, Senior Analyst, TABB Group Steve Reydel, Executive Vice President, Patrick Schena, Principal, Investment Management Services, Headstrong Angela Schofield, Director of Investment Operations, Wellington Management Company LLC. Russell Stamey, Vice President, Worldwide Operations and Technology, Northern Trust Company Jeanine Timberlake, Managing Editor, Wall Street Letter Jeffrey T. Zoller, Vice President, T. Rowe Price Associates, Inc. ATTENDEE REGISTRATION FEES: · ISITC Firm and Individual Members - $475 · Non-Members - $825 · · · Guest Fee $200* *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. HOTEL RESERVATIONS: If you have any questions regarding exhibiting, the Vendor Forum, or ISITC in general, please contact the administrative office at usainfo@isitc.org.
Chairman of NYSE Group and Deputy Chairman of NYSE Euronext
DOWNLOAD THE FULL CONFERENCE AGENDA!
CONFIRMED SPEAKER LIST:
Hotel reservations will be made using the online registration form. All reservation requests are routed to Marina Filloramo at ProTravel and must be received by Friday, February 26, 2010. 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: $239.
Recent Events
December 2009 Industry Forum & Working Groups 
Four Seasons Hotel, Palm Beach, FL
06 Dec 2009–08 Dec 2009
The ISITC December 2009 Industry Forum & Working Groups meeting will be held at The Four Seasons Hotel,
Agenda
An agenda outlining the days and times of the Industry Forums and Working Group sessions is now available! To view the agenda, please click here!
The Discussion Continues! A Joint Industry Forum on SSI's - Join us on Sunday, December 6th from 3:30-4:15 pm as we continue the momentum and discuss:
- Implementation of the SSI template – Where do we stand?
- Building momentum - How can we encourage faster adoption of the SSI template?
- Addressing issues – What are your concerns regarding data content, consistency and automation?
- The "future state model" – Where will/can we be 1 year from today?
- Industry Challenges – How will we overcome them in an effort to move forward?
To register online, please click here
Registration Fees:
ISITC Members - $475
Non-Members - $825
Guest Fee $200*
All registration fees include breakfast, lunch, and dinner on Monday, as well as access to the 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 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 meals and cannot accommodate guests at the General Session, Forums or Working Group sessions
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 meeting. NO REFUND will be given for cancellations that occur on or after the 5th (fifth) day before the meeting. If a paid attendee is unable to attend, they may send a replacement, fees will not be returned. ISITC is unable to transfer payment to a future event. To cancel your registration, 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 registration and hotel reservation, email usainfo@isitc.org.
Hotel Reservations
Please make your hotel reservations by using the on-line registration form. All hotel reservations are routed to ProTravel and must be received by Friday, October 30, 2009. 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: $245.
IMPORTANT: One night’s room and tax will be charged to the credit card provided two weeks prior to the reservation, and will be applied to the first night of stay.
Hotel Cancellation Policy:
The hotel cancellation policy is 72 hours prior to arrival. Failure to cancel in a timely fashion will result in your credit card being charged for the total amount of days you were scheduled to stay at the hotel.
Please note if you do not receive a letter of confirmation from ProTravel at least 10 days prior to arrival that you should contact usainfo@isitc.org to be certain that your hotel request was received.
Hotel Information:
Four Seasons Hotel,
Agendas:
Presentations:
ISO20022 Development & Coexistence Update
Reference Data WG - Mike Atkin
Registration Forms:
Registration Form - December 2009 Industry Forum & Working Groups
Document Templates:
September 2009 Industry Forum & Working Groups
Renaissance Boston Waterfront Hotel, Boston, MA
20 Sep 2009–21 Sep 2009