Regulatory Reporting: Changing Rules & Global Standards

Changing rules, global standards and improving reporting efficiency

Thursday, April 22, 2021
Online

Member US$275.00

Non-Member US$325.00

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Significant regulator-led and industry-led changes are on the horizon for global regulatory reporting in a drive towards improved efficiency and accuracy. There are major re-writes to reporting rules, an ongoing push towards establishing global standards, and a move towards a digital reporting environment.

This event will consider some of the key reporting changes the industry can expect over the next few years, including the final CFTC and EMIR Refit reporting rules, the impact of IBOR cessation events on reporting, the potential future of UK reporting, global reporting standards and progress made towards digitizing reporting requirements.

 

Registration for this event will close 2 hours before the live broadcast

 

This is an ISDA Virtual Conference:

  • Event will be live on April 22, 2021, 9:00 AM – 11:45 AM EDT  |  Timezone Converter
  • Miss part of the event or aren’t able to watch live? The recording will be available to registrants until May 22, 2021

 

Educational Credits

2 CPD Credit Hours Available (England and Wales)

2.5 CPE Credit Hours Available

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Thursday, April 22, 2021

Print Agenda Regulatory Reporting: Changing Rules & Global Standards for

9:00 AM Introduction and Welcoming Remarks Andrew Bayley

Andrew Bayley, Director, Data and Reporting, ISDA

9:05 AM EMEA Reporting: EMIR Refit, UK Reporting & IBOR Fallback Reporting Andrew Bayley, Jonathan Armitage, Carmel Deenmamode, Gregg Rapaport

EMIR Refit reporting introduces a range of changes to the EMIR technical standards, with some significant differences to the current report processes. UK reporting came into effect on 1 January 2021 with standards initially aligned closely to the EU, but can we expect this to change? What will be the derivative reporting requirements when LIBOR ceases to exist? This panel will consider these topics, the expected impacts, the benefits and challenges to the industry.

Moderator: Andrew Bayley, Director, Data and Reporting, ISDA
Jonathan Armitage, Global Head of Regulatory Reporting and MIS for SwapClear and Listed Rates, LCH
Carmel Deenmamode, Team Leader, Market Conduct & Post Trade Policy, FCA
Gregg Rapaport, Managing Director, DTCC

9:50 AM Break

10:00 AM Preparing for SEC’s Security-Based Swap Reporting (SBSR) Eleanor Hsu, Katherine Delp, Michael Gaw, Jason Pelhank, Robert Stewart, Oda Wypior

A key compliance date of the SEC’s Security-Based Swap Reporting (SBSR) rules is expected to come into effect in November, 2021. Through relief provided by the SEC for SBSR the industry will, in general, be permitted to report as they do under the CFTC swap data reporting rules in effect at the time of the security-based swap transaction. However, there are several differences. This panel will look at the relief provided by the SEC for SBSR, challenges, and how reporting entities and SBSDRs are preparing to comply with SEC reporting requirements.

Moderator: Eleanor Hsu, Director, Data and Reporting, ISDA
Katherine Delp, General Manager, DTCC
Michael Gaw, Assistant Director, Division of Trading and Markets, U.S. Securities and Exchange Commission
Jason Pelhank, Vice President, Barclays
Robert Stewart, Vice President and Assistant General Counsel, Bank of America
Oda Wypior, Executive Director and Assistant General Counsel, J.P. Morgan

10:45 AM Break

11:00 AM Transforming Data Reporting and Collection – Drive Towards Digital Reporting Andrew Bayley, Miles Barker, Angus Moir, Andrew Pinnington, Adam Turnbull

A move towards digitizing reporting regulations and processes is gathering pace, with both regulators and market participants actively pursuing initiatives that will enhance the efficiency and accuracy of regulatory reporting, as well as reducing costs to the industry. This panel will look at some of these initiatives that are currently underway, the progress that has made to date, and what regulatory reporting may look like in the coming years.

Moderator: Andrew Bayley, Director, Data and Reporting, ISDA
Miles Barker, Vice President, Credit Suisse
Angus Moir, Senior Manager, data collection transformation, Bank of England
Andrew Pinnington, Director, Quorsus
Adam Turnbull, Global Co-head Regulatory Technology, Goldman Sachs

11:45 AM Conference Concludes

Agenda is subject to change.

Register Now for Regulatory Reporting: Changing Rules & Global Standards
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Jonathan Armitage

Global Head of Regulatory Reporting and MIS for SwapClear and Listed Rates

LCH

LCH_Clearing

Miles Barker

Vice President

Credit Suisse

CreditSuisse

Andrew Bayley

Director, Data and Reporting

ISDA

ISDAConferences

Carmel Deenmamode

Team Leader, Market Conduct & Post Trade Policy

FCA

FCA

Katherine Delp

General Manager

DTCC

The_DTCC

Michael Gaw

Assistant Director, Division of Trading and Markets

U.S. Securities and Exchange Commission

Eleanor Hsu

Director, Data and Reporting

ISDA

ISDAConferences

Angus Moir

Senior Manager, data collection transformation

Bank of England

bankofengland

Jason Pelhank

Vice President

Barclays

@Barclays

Andrew Pinnington

Director

Quorsus

quorsus

Gregg Rapaport

Managing Director

DTCC

The_DTCC

Robert Stewart

Vice President and Assistant General Counsel

Bank of America

Adam Turnbull

Global Co-head Regulatory Technology

Goldman Sachs

GoldmanSachs

Oda Wypior

Executive Director and Assistant General Counsel

J.P. Morgan

jpmorgan

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Registration fee is for one person to attend the entire event. Pass may not be split between multiple attendees.
Groups of three or more attendees from the same firm can receive a 20% discount on event registrations. To register your group, please email conferences@isda.org

Member US$275.00

Non-Member US$325.00

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Intermediate

Basic knowledge of derivatives documentation is beneficial but not mandatory. Some knowledge of financial markets is assumed. No advance preparation is required.

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ISDA is an accredited provider of continuing education credits by the following organizations:

  • CLE

    ISDA has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the state of New York.

  • CPE Sponsory

    ISDA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors: 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org

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