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NextGen Ops:

Demo Day 2025

November 12 | New York, NY

Wednesday
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1:00pm 
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12pm - 1pm

How to Build Schedule Blocks

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NextGen Ops:

Demo Day 2025

Wednesday
, 
March 
01
 at 
1:00pm

June 16–17, 2021  |  Virtual

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NextGen Ops:

Demo Day 2025

|  In-person and virtual

A deeper dive into the Net Capital and Customer Protection rules

Wednesday
, 
March 
01
 at 
1:00pm

Wednesday, November 12 | New York, NY

|  In-person and virtual

A deeper dive into the Net Capital and Customer Protection rules

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Discover what's powering
tomorrow's markets

SIFMA’s 48th Annual Operations Conference & Exhibition | October 4-7, 2021

At NextGen Ops: Demo Day, you step into the future of financial services with a hands-on innovation showcase, featuring cutting edge solutions that are solving some of our industry's biggest challenges across the trade lifecycle.

 

On November 12, attendees got an exclusive look at the innovations driving smarter, faster, and more efficient operations - including AI, post-trade automation, cloud, data modernization, and more. They also:


✔️  Connected with experts
✔️  Experienced live demos
✔️  Saw real-world use cases in action


CDC, state and local guidelines will be followed on-site. Check back in June for details of the protocols we're putting in place - which we'll continue to review and update - as well as information on the program format.

We look forward to seeing you and collaborating in person. Virtual option also available.

Discover what's powering
tomorrow's markets

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Step into the future of financial services with SIFMA's innovation showcase, featuring cutting edge solutions that are solving some of our industry's biggest challenges across the entire trade lifecycle.

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From AI and post-trade automation to alternative investments, cloud, and data modernization, you'll get a first-hand look at the innovations driving smarter, faster, and more efficient operations:

  • Connect with experts
  • Experience live demos
  • See real-world use cases in action

Don't miss your opportunity to be part of the conversations shaping tomorrow’s markets:


Register now to join us on November 12, from 1:00 p.m. – 6:10 p.m., in New York City.

2025 Presentations and hIGHLIGHTS

Whitepaper

Japan as a Leading Asset Management Center

Presentation by Shigeru Ariizumi, Financial Services Agency, Government of Japan.

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Podcast

Japanese Market Trends from Panel on Opportunities and Risk

Presentation by Alicia Ogawa, Director, Nippon Active Value Fund.

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Annual Report

Transformation of Companies & Growth of the Japanese Market

Presentation by Hiromi Yamaji, Group CEO, Japan Exchange Group, Inc. 

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Promoting Deeper Cross-border Investment Between the US & Japan

Explore the outlook and key issues impacting Japan's market, and the importance of the U.S.-Japan economic partnership.

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FEATURED Speakers

Stephen Byron

Managing Director, Head of Technology, Operations and Business Continuity

SIFMA

Warren Roy

Warren Roy, Founder and CEO Global Relay

Mike Fiscella

Managing Director, Global Head of Firmwide Operations

Jefferies

Demetrios G Koutros

Senior Vice President, Member Supervision OPS

FINRA

Chelsea Mattias

Partner,
Global Head of Capital Markets

Capco

Steve Shillingford

President and CEO

DeepSee

ALSO FEATURING

Kenneth E. Bentsen, Jr.

President and CEO
SIFMA

Toshio Morita

Chairman and CEO
JSDA

Gary Stanton

Secretary General

International Bankers Association of Japan

Demo Leaders

Chris Daur

Chief Revenue Officer
AccessFintech

Tom Granelli

Chief Product Officer

AccessFintech

Santosh Vazarkar

 Head of Product Management, Capital Market Post Trade Broadridge

Kiran Vemuri

VP, Product Management

Broadridge

Patrick Norero

Director, Product Line Manager

FIS

Zoya Ashirov

Associate Partner, Financial Services

Sia

Matt Curran

Managing Director - Risk, Regulatory, And Compliance

Sia

David Doe

Designer - Redshoe

ALSO FEATURING

Kenneth E. Bentsen, Jr.

President and CEO
SIFMA

Toshio Morita

Chairman and CEO
JSDA

Gary Stanton

Secretary General

International Bankers Association of Japan

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Sponsor Level

For sponsorship inquiries, please contact Diana Serri at 212.313.1258.

FEATURED DEMOS & discussions

PROGRAM

All times are Eastern Time (ET).


Tuesday, Oct 5

Day 1
Day 2

1:00 p.m. – 5:00 p.m. 

Registration Desk Hours


1:30 p.m. – 1:35 p.m.

Welcome and Opening Remarks

Speaker
Stephen Byron, Managing Director, Head of Technology, Operations and Business Continuity, SIFMA

1:35 p.m. – 2:05 p.m.

Introductory Session on AI

Sponsored by Global Relay


Speaker
Chris Hasenbein, EVP of Sales (Americas), Global Relay

2:05 p.m. – 2:35 p.m.

Panel Discussion:  AI Infusion across the Trade Lifecycle

Sponsored by Capco


Artificial intelligence is reshaping how trades are initiated, executed, and completed. Join us for a panel discussion exploring its impact across the entire lifecycle — from client onboarding and trade execution to post-trade processing and settlement. Panelists will share real-world applications, highlight business outcomes, and discuss how oversight and risk management must adapt as AI becomes embedded in market infrastructure.


Moderator
Chelsea Mattias, Partner, Global Head of Capital Markets, Capco

Panelists
Mike Fiscella, Managing Director, Global Head of Firmwide Operations, Jefferies

Joseph J. Sheirer, Senior Vice President, Corporate Financing & Advertising Regulation, FINRA
Steve Shillingford, President and CEO, DeepSee

2:35 p.m. – 3:05 p.m.

Demo 1: AccessFintech SynergyIQ: Synchronizing post-trade lifecycle with AI

Sponsored by AccessFintech

 

Post-trade is a team sport. AccessFintech’s Synergy + SynergyIQ turn fragmented workflows into one shared, real-time picture across buy-side, sell-side, custodians, and primes. In this live demo, we surface fails risk before it happens, auto-route exceptions, compress cycle time to T, and give every party the same facts—no swivel-chairing, no reconciliating threads.  AFT becomes your data gateway to the ecosystem—and the fastest path to T+1/T+0.


Speakers

Chris Daur, Chief Revenue Officer, AccessFintech

Tom Granelli, Chief Product Officer, AccessFintech


3:05 p.m. – 3:25 p.m.

Networking Break

3:30 p.m. – 4:00 p.m.

Demo 2: Transform Your Post-Trade Operations with Broadridge's Enhanced Agentic AI capabilities

Sponsored by Broadridge


Shortened settlement cycles have created a landscape where operational speed, accuracy, and scalability are paramount. It is critical for financial institutions to adopt real-time operational intelligence and automation solutions. Discover how our enhanced agentic AI capabilities address these needs, enabling you to transform your post-trade processing.


Speakers

Joseph Lo, Head of Enterprise Platforms, Broadridge

Santosh Vazarkar, Head of Product Management, Capital Market Post Trade, Broadridge
Kiran Vemuri, VP, Product Management, Broadridge

4:00 p.m. – 4:30 p.m.

Demo 3: Here's Why It Pays to Optimize Your Reconciliations

Sponsored by FIS


Timely, accurate data is central to firms’ ability to service clients, meet their regulatory responsibilities and drive profitability. With data volumes and complexity rising, a fresh reconciliations approach will be key to unlocking efficiencies and putting capital to work effectively. Our commitment to continuous optimization ensures our Optimized Reconciliation Service adapts to changing requirements and combats auto-matching degradation. Our AI powered virtual reconciler will reduce or eradicate unnecessary manual matching by learning how your human reconcilers manually match items and then predict how they would act in a range of scenarios. Join us to learn how we combine our proven, innovative reconciliations software with dedicated support experts, to offer a better way to meet your data reconciliations challenges.


Speaker

Patrick Norero, Director, Product Line Manager, FIS

4:30 p.m. – 5:00 p.m.

Demo 4: RegMatcher: Fast Track to Compliance Confidence


Sponsored by Sia


Sia will showcase the capabilities of RegMatcher, an innovative AI tool that utilizes advanced large language models (LLMs) to streamline the intricate and time-consuming process of aligning internal policies with evolving regulatory requirements. RegMatcher efficiently compares internal control documentation against regulatory mandates, aligning regulations with existing policies and controls. It performs automated gap analyses to pinpoint discrepancies, ensuring that policies, standards, and procedures are optimized for compliance.


Speakers
Zoya Ashirov, Associate Partner, Financial Services, Sia

Matt Curran, Managing Director - Risk, Regulatory, And Compliance, Sia

5:00 p.m. – 5:10 p.m.

Emerging Innovator Award Announcement

Speaker
Stephen Byron, Managing Director, Head of Technology, Operations and Business Continuity, SIFMA

5:10 p.m. – 6:10 p.m.

Networking Reception


Register

SIFMA Member Rate

$195


Non-Member Rate

$495


Regulator Rate

$75

Is your firm a SIFMA member? Check our Member Directory.


Please note: registration is now closed. Questions? Contact SIFMA Conferences.

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Useful Information

Clear your calendar - It's going down! Splash Blocks kicks off on April 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose.

Registration Questions

Questions? Please contact SIFMA Conferences.

Substitutions

Registration substitutions are welcome; please contact SIFMA Conferences.

Media Inquiries

This event is closed to members of the media. All comments are off the record and not intended for distribution.


Cancelations 

Cancelations received on or before Oct. 30 will receive a refund minus a $75 processing fee. Submit via email to SIFMA Conferences. No refunds will be granted for requests received after the deadline or no-shows.

Code of Conduct

Inappropriate behavior at SIFMA events is not tolerated. View our Code of Conduct and anonymous incident report form.

Accessibility

It is a priority to make our events inclusive and accessible for all. For questions or requests, please contact SIFMA Conferences.

VENUE

Hotel Reservations

Hotel room reservations are available for attendees through one of SIFMA's hotel partners. Rooms are subject to availability and offered on a first-come, first-served basis.

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our Sponsors

Our sponsors specialize in products and services for operations, technology and BCP professionals in the financial services industry.

 

For sponsorship inquiries, please contact Scott Kramer at 212.313.1119.


Sponsor Level

For sponsorship inquiries, please contact Diana Serri at 212.313.1258.

demo day SponsorS

Co-hosted by

VENUE SPONSOR

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Sponsor

For sponsorship inquiries, please contact Diana Serri at 212.313.1258.

Sponsor Level


SIFMA's Strategic Partners

Sponsor Level

For sponsorship inquiries, please contact Diana Serri at 212.313.1258.

Sponsor Level

See you soon.

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