23rd Annual Vendor Show

Mar 26 - 29, 2017 | Boston, MA

General Session Presentations

Below you will find the presentations from the General Session that are allowed to be shared.

  • Financial Services at the Speed of Life: Becoming Digital
    Mark Sievewright, Vice Chairman, Fiserv Credit Union Solutions
  • The Future of Operations
    Boris Khentov, Vice President of Operations, Betterment
    Phil SIndel, Senior Managing Director, Olmstead Associates
  • Cyber Crime & Security
    Bill Barouski, Deputy Chief Information Security Officer, Northern Trust Company
    Walt Czerminski, Enterprise Information Security Officer, Brown Brothers Harriman & Co.
    Lisa McLaughlin, VP of Information Security & Corporate Information Security Officer, SS&C Technologies
    Dayle Scher, Senior Analyst, TABB Group


Agenda & Program Book

The Program Book is now available! It includes the Agenda with session abstracts, Working Group, Forum and Committee agendas, Hotel and Exhibitor floor plan and much more!

Program Book



Keynote Speaker


David Gergen, Senior Political Analyst, CNN

David Gergen is a professor of public service and co-director of the Center for Public Leadership at the Harvard Kennedy School, positions he has held for over a decade. In addition, he serves as a senior political analyst for CNN and works actively with a rising generation of new leaders. In the past, he has served as a White House adviser to four U.S. presidents of both parties: Nixon, Ford, Reagan and Clinton. He wrote  about those experiences in his New York Times best seller, Eyewitness to Power: The Essence of Leadership, Nixon to Clinton (Simon &  Schuster, 2001).

Click here to see the Press Release announcing David Gergen as ISITC’s Keynote Speaker

Full Conference Registration (Sunday-Wednesday)

Member: $795.00 USD
Non-Member: $995.00 USD
Includes: Access to all meal functions and receptions, the Exhibit Hall, Monday’s General Session, and all Working Group and Industry sessions.

Partial Conference Registration

Member: $495.00 USD
 $595.00 USD
Includes: Access to the Exhibit Area on Sunday and Monday, General Sessions on Monday, and all meal functions on Sunday and Monday (including the Monday Evening Dinner).

Exhibit Fees

On or Before February 17, 2017: $3,000
After February 17, 2017: $3,500

On or Before February 17, 2017: $3,800
After February 17, 2017: $4,300

Exhibitor & Sponsorship Brochure


Access Fintech
BBH Infomediary
CUSIP Global Services
ECS Financial
Fidelity Corporate Actions Solutions
Fidelity Information Services, LLC (FIS)
Financial Information Inc./Financial Technologies Solutions
Financial Recovery Technologies
SS&C Technologies, Inc.




Media Partnerships:

Asset Servicing Times BKM Logo

Asset Servicing Times is the go-to industry resource for free news, views and opinion on securities services and asset servicing. The fortnightly publication and accompanying website—the only free-to-read asset servicing resources around—keep you abreast of everything to do with custody, fund administration and fintech in easy-to-digest issues that inform, educate and explain, at no cost to you. The website also provides the latest information on asset servicing events around the world, and advertises the key jobs available in this industry as they become available.



Banking Technology is the definitive source of news and analysis of the global fintech sector. Founded in London in 1984, Banking Technology has been at the forefront of the print and online publishing for the international community of bankers, financial services professionals, vendors, consultants, analysts and other industry participants, big and small.

Our website attracts around 80,000+ unique monthly visitors and our daily newsletter is delivered to over 17,500+ key decision-makers in the financial services and technology sectors. Our brand is active across the key B2B social media platforms, with over 24,000 followers on Twitter @BankingTechno and 1,500+ members in the LinkedIn Banking Technology Group. Our annual awards show, Banking Technology Awards, recognises the top achievers and innovators within the banking technology community.

Our broad readership and reputation, combined with in-depth coverage of fintech and banking technology issues on a worldwide scale, makes Banking Technology the leading resource for technology buyers, sellers, developers, integrators and other specialists across the sector. 


GlobalCustody.net is your single point of access to custody and fund administration resources presenting service providers and service offerings, rankings and ratings, and news and events. Our coverage includes: global custody; fund administration; front-, middle- and back-office outsourcing; prime brokerage; associated technology solutions and more. 

International Securities Services is a specialist publication dedicated to providing news and analysis on the securities services industry. We cover developments in custody, asset servicing, data management, operations, clearing and settlement, technology and regulations worldwide. Our goal is to provide relevant and timely content to market participants so they make the best informed decisions.

Original content in the print edition is complemented by commentaries from prominent executives from global financial institutions and technology providers. www.iss-mag.com consists of an online daily news and feature service and a consolidated twice-weekly edition delivered via e-mail  to over 30,000 readers worldwide every Tuesday and Thursday. For further information please contact our Managing Editor Eddie Heaton at eddie@iss-mag.com. Please check out our website and sign up for our twice weekly newsblasts on www.iss-mag.com.

The InterContinental Boston Hotel
510 Atlantic AvenueBostonMA 02210

The InterContinental Boston Hotel is located in the heart of the city. The hotel is surrounded by the Fort Point Channel and Rose Kennedy Greenway and is just steps from exciting Boston attractions, restaurants and bars. Exceptionally convenient, InterContinental Boston sits adjacent to the Financial District and is the actual spot where a late-night Boston Tea Party occurred.

Group Room Rate: $279.00 USD/night
Hotel Reservation Deadline: Monday, March 6, 2017
Reservations: The hotel deadline to recieve the group rate has passed.

Room Rate Includes:

Check In: 3:00 pm Check Out: 12:00 pm
Complimentary internet access in guest rooms
Complimentary use of health club
Complimentary morning newspaper (online access)

Cancellation Policy: Hotel cancellation policy is (48) hours. If guests cancel more than 48 hours prior to arrival, there is no charge (unless a non-refundable room is purchased). If guests cancel less than 48 hours, a penalty of one nights room and tax is charged.