CUSTOMER ACCOUNT TRANSFER FORUM
November 4–6, 2026 | Charleston, SC
EXPLORE INNOVATION AND PRIORITIES
This Forum gathers ops and tech professionals from brokerage firms, banks, other financial institutions, and industry partners that facilitate the account and assets transfer process.
Join us in Charleston, SC, for this fall educational forum to discuss critical topics related to the resiliency and efficiency in this space, including:
- ACATS modernization initiatives
- Developments in fraud mitigation and prevention
- Industry partnerships for streamlined processing and client service
- Government affairs update: financial services industry policy priorities
- Innovation and new tech
- And more
Attendees will also have access to collaborative sessions and networking opportunities.
View the 2026 program and register now to join us!
WHY ATTEND
Hear from Industry Leaders
Stay up-to-date on the latest rules, procedures, tech, and complex account transfer scenarios to optimize efficiency.
Gain Expert Insights
Get your questions answered by industry and regulatory experts, and gain actionable insights that you can take back to your firm.
Network with Colleagues
Collaborate with ops and tech professionals from broker-dealers, banks, asset managers, service providers and clearing firms.
SPONSORS
For 2026 sponsorship opportunities, please view our sponsor prospectus and contact Scott Kramer at 212.313.1119.
SIFMA'S STRATEGIC PARTNERS
