Operations Conference
& Exhibition

May 11-14, 2026

JW Marriott Marco Island | Florida

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“ 

To achieve great things, two things are needed: a plan and not quite enough time.

”

— Leonard Bernstein

“ 

To achieve great things, two things are needed: a plan and not quite enough time.

”

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Sifma Operations Conference
& Exhibition

Operations Conference & Exhibition

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May 11-14, 2026 | JW Marriott Marco Island | Florida

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Build the Future of Operations at SIFMA Ops

May 
11
 - 
May 
14
, 
2026
Starting at 
2:00pm

Welcome to #SIFMAOps

Deeper insights.
Diverse perspectives.
Real solutions.

Financial operations are evolving faster than ever. At SIFMA’s 2026 Operations Conference & Exhibition, we bring together the full ecosystem – broker-dealers, banks, asset managers, vendors, market utilities, and regulators – to go deeper on the issues shaping tomorrow’s markets.


This week, we're in Marco Island for real-world insights, diverse viewpoints, and meaningful connections as we build the future of operational excellence together.

Conference Highlights

Thank you for being part of the #SIFMAOps community and making the 2026 SIFMA Operations Conference & Exhibition a success!

Conference Debrief

SIFMA Insights recaps what was seen and heard on the Ops 2026 conference floor, including market transformation, regulatory implementation, and more.

Explore
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Sessions On Demand

Revisit select main stage sessions from the 2026 program, including crowd favorites plus special panels covering U.S. Treasury Clearing, Digital Assets, and more.

Watch
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Blog Post

In this blog post, AI + Digital Assets: The Next Operational Frontier for Financial Markets, SIFMA's Steve Byron previews the central focus of conversations at SIFMA Ops.

Watch
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Why Attend

Where Strategy Meets Execution

900+

Industry Leaders

120+

Expert Speakers

50+

Sponsoring Firms

40+

Exhibitors

LEARN: Engage in mainstage conversations and focused breakout sessions featuring the industry’s leading voices on the issues shaping today’s markets – including artificial intelligence, digital assets, regulatory implementation, operational resilience, and more.

CONNECT: Build meaningful relationships with the people who run, build, secure, and modernize markets every day. SIFMA Ops convenes the full capital markets operating chain – bringing together buy-side and asset managers, sell-side and broker-dealers, market infrastructure providers, and technology partners.

DISCOVER: Explore the latest technologies, platforms, and solutions in our interactive Exhibit Hall. Go deeper through Partner Workshops and Lunch & Learn sessions hosted by leading technology providers, solution vendors, and consulting and advisory firms.

GROW: Leave with practical insights, new connections, and fresh perspectives to strengthen your organization today and position for what’s next.

Who You’ll Meet

SIFMA Ops convenes the senior leaders who build, run, and oversee capital markets operations.

Representing 300+ organizations across the buy side, sell side, and market infrastructure, attendees include:


• COOs, CTOs, CROs, and Presidents
• Managing Directors and Executive Directors
• Heads of Operations, Post-Trade, Clearing, and Custody
• Heads of Technology, Product, and Operations Transformation
• Risk, Compliance, and Control Leaders
• Strategy and Client Leadership
• Regulators and market oversight officials

“ 

The networking was off the charts good.

”

2026 Keynote Speakers

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Jonathan Brill

Business Futurist

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Ronald J. Kruszewski

Chairman of the Board and Chief Executive Officer


Stifel

Liz Ann Sonders

Chief Investment

Strategist, Schwab Center for Financial Research


Charles Schwab

2026 Keynote Speakers

Jonathan Brill

Business Futurist

Ronald J. Kruszewski

Chairman of the Board and Chief Executive Officer

 


Stifel

Liz Ann Sonders

Chief Investment

Strategist, Schwab Center for Financial Research

 


Charles Schwab

Meet Your Speakers
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Program

Built for the Leaders Powering Markets

Our program is designed for operations and technology leaders navigating rapid change across capital markets.

 

This year's agenda is in development; check out the 2026 program for a preview of the depth, format, and caliber of content you can expect – spanning four days of mainstage conversations, in-depth breakouts, partner workshops, and high-impact networking.

Our program is designed for operations and technology leaders navigating rapid change across capital markets.

 

Explore our 2026 program. Spanning four days of mainstage conversations, in-depth sessions, and high-impact networking, our agenda tackles the issues defining the next generation of market infrastructure.

View Program
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Mainstage Speakers 

Hear from industry leaders, regulators, and thought leaders as they examine how to drive innovation, manage risk, and strengthen operational resilience.

Breakout Sessions

Go deeper with senior executives and subject matter experts as they share practical approaches to modernizing operations, technology, and post-trade infrastructure.

Exhibit Hall

Meet with 50+ leading organizations showcasing innovative technology and solutions built specifically for operations and market infrastructure professionals.

Partner Workshops

Participate in seven interactive workshops led by consulting and technology firms, featuring actionable insights, data, and real-world case studies focused on today’s most pressing challenges.

Lunch & Learns

Connect with experts during six focused, interactive sessions designed to deliver practical takeaways and candid discussion over lunch.

Networking

Build meaningful connections through curated networking experiences – including high-energy receptions, a golf tournament, and our Run for a Purpose.

Watch Ops On Demand

Access select main stage sessions, where leading operations and technology executives tackle today’s most pressing challenges. Available now.

WATCH HERE
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AI + Digital Assets: The Next Operational Frontier for Financial Markets

The role of the financial services operations professional is evolving faster than ever before.

A Preview of the Conversations Ahead at SIFMA Ops 2026

Artificial intelligence and digital assets are rapidly moving from experimentation to real-world implementation, reshaping the core of market operations. In this preview, SIFMA’s Steve Byron explores how these technologies are converging to transform post-trade workflows, real-time payments, and resiliency frameworks.

 

This is not a future state—it’s happening now, and it will be a central focus of the conversations at #SIFMAOps.

Explore Here
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“ 

SIFMA Ops has excellent opportunities to discuss industry challenges with peers.

”

— Leonard Bernstein

“ 

The breakout sessions were relevant and very informative.

”

— Leonard Bernstein

Venue

JW Marriott Marco Island
400 South Collier Boulevard
Marco Island, FL 34145

We’re thrilled to take SIFMA Ops to Marco Island! Experience sophisticated luxury at JW Marriott Marco Island Beach Resort, set along three miles of private Gulf-front beach.

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Our hotel block is sold out.


To join our waitlist, reach a live onsite reservations agent or call the hotel directly at 1-800-GET-HERE (Monday–Friday, 9 a.m. – 4:30 p.m.).

Book JW Marriott
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Discounted rates are also available at the Hilton Marco Island Beach Resort and Spa. Rates start at $345/night plus taxes and fees. Subject to availability; book by Friday, April 17.

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Register

Register by March 31 and save up to $300!

Register by May 8 for Pre-Conference Rates

Pre-Conference Registration is Closed

Register Now
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SIFMA Member

SIFMA members include 300+ broker-dealers, investment banks and asset managers.

View our Member Directory.

$2,095
Early Bird Rate
(by March 31)

$2,295
Pre-Conference Rate
(by May 8)

Standard Rate

For other market participants.


Interested in membership? Visit sifma.org/join.

$2,495
Early Bird Rate
(by March 31)

$2,795
Pre-Conference Rate
(by May 8)

Regulator

Organizations eligible for regulator rates include the SEC, FINRA, and more.

$895


Plan ahead: registration rates increase onsite.

Onsite registration is available; onsite rates apply. Please visit the Registration Desk. 

First-time attendee?

The first 50 first-time attendees receive 50% off registration fees. Must be employed by a SIFMA member firm. 

SOLD OUT!

Thank you to our sponsors
for bringing innovative solutions to the SIFMA Ops community.

Sponsors

PRESIDENTIAL

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DIAMOND

PLATINUM

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TITANIUM

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GOLD

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SILVER

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SPONSOR

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EXHIBITOR

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SIFMA's Strategic Partners

Sponsor Level

For sponsorship inquiries, please contact Diana Serri at 212.313.1258.

Sponsor Level

Partner
with SIFMA

 

Our sponsors and exhibitors specialize in products and services for operations, technology, and BCP professionals in the capital markets.


Contact Scott Kramer at 212.313.1119 to learn more.

Explore Opportunities
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Watch Heard at Ops

Dive into the 2025 edition of our Heard at Ops video series to discover how industry and operations leaders are responding to dynamic shifts happening across the capital markets.


Heard at Ops is a 12-episode video series featuring insights from industry leaders across operations, technology, and business continuity, offering fresh perspectives on the most pressing issues in the capital markets.


Explore segments including:


💡 Modernizing Market Structure: Collaboration at the Core of Industry Progress

💡 Building Resilient Operations: Rethinking Risk in a Third-Party World

💡 Tomorrow’s Ops, Today: AI, Digital Assets, Digitization, & the Data Revolution

Watch All
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Ops 2025 Resources

1

Whitepaper

Reconnection Framework

A five-step mitigation framework to support and inform a technical view on reconnection and broader resilience planning.

DOWNLOAD
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2

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Third-Party Resilience: Increasing Transparency

This paper, published in partnership with Protiviti, identifies and examines the operational recovery capabilities that are increasingly becoming standard expectations for third parties providing services to financial institutions.

Download
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3

Podcast

Treasury Clearing Resource Center

Resources to advance implementation of the Treasury Clearing mandate, including market standard documentation and more.

EXPLORE
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4

Annual Report

Treasury Clearing Documentation Solution

In response to the Treasury clearing mandate, SIFMA has announced a partnership with Arteria AI to introduce a cutting-edge, data-driven documentation platform.

DISCOVER
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5

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Official Conference Debrief

Inside this note, SIFMA Insights recaps just some of what was seen and heard on the Ops 2025 conference floor. Topics include market transformation, regulation, and more.

DOWNLOAD
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Perspectives from DTCC

In today’s volatile market, trust and value creation are more important than ever. In this guest post, Sharon Biran, Chief Client Officer at The Depository Trust & Clearing Corporation (DTCC), shares six key takeaways from her panel discussion at SIFMA Ops.

Read
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SIFMA Sources


Your definitive guide for companies, people, and thought leadership for the capital markets and securities industry.

BROWSE
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SIFMA SmartBrief: Ops/Tech Edition

The smarter way for operations and technology professionals to stay on top of news in the capital markets.
Delivered to your inbox every Thursday.

SUBSCRIBE
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Watch Heard at Ops 2024

Enhance your user experience and build brand equity with your design vernacular.

EXPLORE EPISODES
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SIFMA Resources

Whitepaper

T+1 After Action Report

A review of the progress and results of the industry’s historic move to a T+1 settlement cycle, including project milestones, key challenges overcome, international markets which moved to T+1 or are planning their transitions, the latest industry metrics in a T+1 environment, and the challenges of T+0 settlement.

Download
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Podcast

AI White Paper

As federal and state policymakers and regulators continue to assess the potential impact of AI in the financial services
industry, this white paper highlights important key points for consideration related to the legal and regulatory approach to AI.

Dive In
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Annual Report

Treasury Clearing Resource Center

New SEC rules mandate Treasury cash clearing by the end of 2025, and repo clearing by June 30, 2026. Visit this Resource Center to access SIFMA’s efforts to advance implementation of the mandate, including market standard documentation, an operations timeline, and more.

Explore
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SIFMA SmartBrief: Ops/Tech Edition

The smarter way for operations and technology professionals to stay on top of news in the capital markets, wealth management and asset management industries. Delivered to your inbox every Thursday.

Sign Up
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Capital Markets Fact Book

From SIFMA Research, this annual publication contains comprehensive data on the capital markets, investor participation, savings and investment, and securities industry. With downloadable data tables, it amasses data from dozens of sources into a single, easily accessible reference tool.

Download
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SIFMA Sources Beta

SIFMA Sources is going digital! We are excited to announce the early 2025 launch of SIFMA Sources on a new and engaging interactive platform to connect our members to suppliers and their solutions. Get early access and test drive our beta version today. 

Explore
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SIFMA Ops kicks off in...

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About SIFMA

SIFMA is the voice of the nation’s securities industry, bringing together the shared interests of hundreds of broker-dealers, investment banks, and asset managers. We advocate for effective and resilient capital markets.


Our Operations & Technology committees provide industry leadership and coordination for market operations, business continuity planning and cybersecurity.

Learn More
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Subscribe to Updates:
SIFMA Ops

Subscribe to SIFMA SmartBrief: Ops/Tech Edition

Explore SIFMA Sources, the Industry's Resource Guide

Follow SIFMA Ops/Tech on LinkedIn

See you soon.

Copyright © 2026 |  www.sifma.org

Privacy Policy | Terms of Use

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Ops 2024 Speakers

John Abel

Executive Director

Clearance and Settlement

DTCC

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Saima S. Ahmed

Executive Vice President and General Counsel

SIFMA

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Larry Bajek

Vice President

Wealth Solutions

Broadridge

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Roy Ben-Hur

Managing Director

Risk & Financial Advisory

Deloitte

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Matt Billings

VP of Brokerage and President Robinhood Financial & Robinhood Securities

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Lisa Bleier

Head of Wealth Management, Retirement and State Government Relations, SIFMA

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Vic Chakrian

SVP, Financial Market Infrastructure, Federal Reserve Bank of New York

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Kelly Cornwell

Transfer of Assets

Product Owner

Vanguard

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Frederic Crosnier

Managing Director, Global Head of Operations, JPMorgan Asset Management

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Susan Crozier

Head of Securities Processing Solutions

FIS

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Charles DeSimone

Deputy Head of Technology, Operations, and BCP

SIFMA

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John Ferrara

Vice President

Operational Strategy

Fidelity Investments

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Mike Fiscella

Managing Director and Global Head of Firmwide Operations Jefferies

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Mara Gauger

Senior Manager

Deloitte Advisory

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Adam Goldberg

Team Lead, Financial Services,

GTM Team

Open AI

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Ellen Greene

Managing Director, Equity and Options Market Structure

SIFMA

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Michele Hillery

General Manager, Equity Clearing and Settlement

DTCC

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Jim Hraska

Managing Director, Head of Client Solutions, Clearing & Settlement Services, DTCC

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Lindsay Jackson

Partner

Morgan Lewis

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Michelle Jackson

SVP, Global Managing Director, Client Engagement and Innovation, Broadridge Financial Solutions

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Laura Klimpel

Head of Fixed Income and Financing Solutions

DTCC

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Artem Korenyuk

Managing Director

Citi

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Demetrios "J" Koutros

Vice President, Operations, Procedures and Standards

FINRA

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Paul Lacey

EVP, Head of Wealth and Investment Management Operations, Wells Fargo

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Dennis Mackey

Head of Data Management

State Street Global Advisors

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Anuj Mallick

Principal

EY

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Sherri McLoughlin

Vice President, Digital Implementation, Broadridge

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Lori Messer

Global Head of Business and Client Services

RBC Capital Markets

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John Morik

Managing Director, Head of Product and Strategy, Government Security Services, BNY

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Joe Nadreau

President

Next Phase Consulting

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Sanjiv Nathwani

Chief Executive Officer

Cambridge Technology Financial Services

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Mark Nichols

Partner/Principal, Banking & Capital Markets Consulting

EY

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Elisa Nuottajarvi

Vice President

Asset Management Group

SIFMA

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Evan Oliveaux

Vice President, Operations and Services Group

Fidelity Investments

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Aruna Parthiban

VP, Market Solutions

Goldman Sachs Asset

Management

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Michele Pitts

Managing Director, Head of NAM Custody Product Strategic Initiatives, Citi

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Tom Price

Senior Advisor

Technology, Operations, and Business Continuity, SIFMA

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John C. Roeser

Managing Director and

Chief Counsel

Charles Schwab

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Peter Ryan

Head of International Capital

Markets and Strategic Initiatives, SIFMA

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Ramprasad Sandilya

Vice President, Client Solutions

Broadridge Wealth Management

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Cindy Schreiner

Head of US Wealth Management Operations

RBC

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David S. Shillman

Associate Director, Division of Trading & Markets

SEC

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Tom Sullivan

Managing Director

Societe Generale


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Christopher Thiebaut

Director

Corporate Actions

BlackRock

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Lee Thoresen

Senior Counsel, Head of Regulatory and Transactional
RBC Wealth Management

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Robert Toomey

Head of Capital Markets and Associate General Counsel SIFMA

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John Trapani

Global Financial Services Industry Leader, Appian

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Neal Ullman

Managing Director, Strategic Business Transformation 

EY

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Alice Wang

Managing Director, Strategy & Growth Office, JPMorgan Chase

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Josh Wilsusen

Executive Vice President Advocacy

SIFMA

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Bill Wollman

EVP, Head of Office of Financial and Operational Risk Policy, FINRA

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Nate Wuerffel

Head of Market Structure

BNY

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Christina Young

Director, Operations

Charles Schwab & Co., Inc.

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Tom Zschach

Chief Innovation Officer

SWIFT

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Stay tuned for more speakers!

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