CorpActions 2025
For 2025, we have introduced two streams. The Corporate Actions
stream below and a wider asset servicing-focused stream here Our second stream looks at Class Actions, Reconciliations, Regulatory Reporting, Claims Handling, Tax, Digital Assets and more.
Attendees may participate in any sessions most relevant for them.
Our ongoing agenda will be continually updated with the finer discussion detail as we progress towards November 4th with our final speakers, content detail updates and more welcome surprises. Join us. There's never been a better time to meet the industry and engage with the forum.
| 8.30 | Registration Opens
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Morning refreshment and pastries
Meet the exhibitors including watching product demonstrations and begin networking with your peers from across Europe |
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| 8.50 | Chair's Welcome
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Matthew Moseley, Global Head Of Asset Services, Goldman Sachs |
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| 9.00 | Chair's Opening Keynote: Old Challenges Meet New Solutions
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Corporate Actions professionals have faced similar challenges for decades - complexity, risk, and the desire to do more with less. Today, new technologies such as AI, and intelligent automation are providing practical ways to address these long-standing problems. Matthew Moseley, Global Head Of Asset Services, Goldman Sachs
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| 9.30 | Reclaiming Control: Automating Corporate Action Claims In Securities Lending |
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A discussion about how to address some of the major challenges facing Corporate Actions operations groups. Matthew Moseley, Global Head Of Asset Services, Goldman Sachs |
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| 10.15 | The Impending Regulatory Shift
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Reviewing deadlines and key operational requirements for impending regulatory demands. The session will focus in particular on T+1, giving insights into how the market is responding and key deadlines as well as look at SRD III and the EU Savings and Investments Union (SIU) plans. This session may be marginally extended. Virginie O'Shea, Founder and Managing Director, Firebrand |
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| 11.00 | Networking Break with Vendor Demonstrations
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| 11.30 | Fireside Chat: From Now to Next: A Conversation on Corporate Actions: SWIFT
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The future of corporate actions is taking shape today. In this fireside chat, Swift will share how they are driving progress through standards, technology, and collaboration and give a forward-looking view on how these efforts will transform the way events are communicated and processed across the industry. Ljubov A. (L.A.) de Heering, Head of Corporate Actions, FX and Securities Product Management, SWIFT (tbc) |
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| 11.50 | Presentation: The View From The Issuers (European Issuers Association)
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Outlining developments in the Issuer space both regionally as well as recent developments globally, by the Chair of the Corporate Governance Working Group of the European Issuers Association. Dr. Katrin Deckert, (LL.M.), Legal Advisor For European Affairs, ANSA; Chair of Corporate Governance Working Group, European Issuers |
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| 12.15 | A Day In The Life Of A Practitioner
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This session will be in two segments: Shaun Rodwell, Goldman Sachs |
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| 13.00 | Networking Lunch
Meet the exhibitors and network with your peers |
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| 2.00 | Afternoon Keynote: Breaking the Corporate Actions Bottleneck: The Journey from Complexity to Clarity
Turning rising volumes and regulatory pressures into an opportunity for reinvention |
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Corporate actions remain one of the most operationally complex and risk-prone areas across asset and securities servicing. With event volumes on the rise, regulatory scrutiny intensifying, and client expectations climbing, operational leaders are under more pressure than ever before to modernize their approach. This forward-looking panel, moderated by Broadridge, will bring together senior representatives from leading global banks to discuss how they are addressing these issues head-on. With reference to new global research, expect an open discussion on the biggest pain points in corporate actions processing, innovative strategies for automation and data standardization, and the operational shifts needed to reduce risk, improve transparency, and deliver better client outcomes. Co-panellists will be announced shortly. If you're looking for practical solutions to the issues that keep corporate actions teams awake at night, this session will provide valuable insight from those leading the way. Michael McPolin, Managing Director, Market Advocacy & Business Change, Broadridge Financial Solutions
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| 2.45 | Front Office Engagement in Proxy Voting & Corporate Actions
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Digital engagement with the Front Office replaces email chains with UX-led tools that bring proxy voting and corporate actions into desk workflows - alerts, context, decisions, and instruction capture in one flow. This session examines how transparency, timely data, and seamless handoffs close the front-back gap, improving speed, accuracy, and auditability. Pass-through voting is a natural extension - collecting investor instructions in their language and routing them cleanly - while practitioner-centred design raises participation across investment, operations, and client service.
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| 3.30 | Networking Break - Afternoon Refreshments, Pastries and Reception With Sponsors
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| 4.00 | The View From Data SMEs & Vendors
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We bring together leading data SMEs for a masterclass in data analysis. Sanjeet Bhuskute, Corporate Action Head, Exchange Data International
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| 4.40 | The View From The Buysides
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