Bank Depository User Group Annual Meeting
Clearwater Beach, FL
September 21-24
The Ryder Cup has become one of the world’s greatest sporting events. Every two years, 24 of the best players from Europe and the United States go head-to-head in match play competition. Drama, tension, incredible golf, camaraderie and sportsmanship are served in equal measure, captivating an audience of millions around the world. It’s an event that transcends sport, yet remains true to the spirit of its founder, Samuel Ryder.
Attending
R3M 2025 Ryder Cup
Farmingdale, NY
September 27
The Ryder Cup has become one of the world’s greatest sporting events. Every two years, 24 of the best players from Europe and the United States go head-to-head in match play competition. Drama, tension, incredible golf, camaraderie and sportsmanship are served in equal measure, captivating an audience of millions around the world. It’s an event that transcends sport, yet remains true to the spirit of its founder, Samuel Ryder.
Attending
SIFMA Operations Redgroup
Sarasota, FL
October 8-10
Sponsoring & Attending
SIFMA Global Tax Reporting Symposium
New York, NY
October 9
On Thursday, October 9, SIFMA and the Wall Street Tax Educational Corporation will host the 2025 Global Tax Reporting Symposium in New York City.
Join to hear from industry and government experts as they discuss key updates on the complex and evolving tax compliance regimes that firms are facing today.
Sponsoring & Attending
ISLA Americas 2nd Annual Securities Finance & Collateral Management Conference
Miami, FL
October 13-16
This year’s conference will dive deep into digital innovation from AI to tokenization, and explore how regulatory shifts like 10c-1 and U.S. Treasury Clearing will redefine funding, transparency, and oversight. We’ll also explore how market participants can address systemic risk and global uncertainty with actionable strategies to enhance collateral mobility, compliance, and operational flexibility.
From forward-looking panels to technical working group sessions, our timely agenda themes will equip you with the knowledge, tools, and partnerships you need to lead with confidence.
Attending
Society of Corp Gov - Essentials Express & Western Regional Conference
Anaheim, CA
October 13-15
- Essentials Express is an ideal program for anyone looking to master — or get a refresher on — the fundamentals of corporate governance, including the latest regulatory developments and best practices.
- The Western Regional Conference is designed to bring your corporate governance expertise to the next level, with sessions providing meaningful peer-to-peer discussions on cutting-edge topics.
Both programs offer unique opportunities to connect with fellow in-house counsel, outside counsel, and trusted advisors, providing you with an invaluable professional network.
Attending
SIFMA Global Corporate Actions Forum
New York, NY
October 16
SIFMA's Global Corporate Actions Forum brings together operations and technology professionals focused on corporate actions and asset servicing.
Industry leaders and experts from broker-dealers, banks, asset managers, service providers and clearing firms will gather in New York City for our 22nd annual event.
Register
Sponsoring & Attending
Society of Corp Governance - Eastern Regional Conference
New York, NY
October 21
Eastern Regional Conference, which will be held in person over two full days at Meta’s headquarters in Hudson Yards, New York City. Register today — you won’t want to miss this opportunity to hear from leading experts in corporate governance and connect with peers as we navigate a complex and evolving governance landscape.
Attending
SIFMA Annual Meeting
Washington, DC
October 21
Capital markets drive opportunity, innovation and growth.
Capital markets finance the real economy, allocate risk, and support economic growth and financial stability. As the voice for the nation’s securities industry, which delivers a broad range of financial services to clients including corporations, governments and individuals, SIFMA brings together hundreds of investment banks, wealth managers, broker-dealers and asset managers to advocate for their effectiveness and resiliency capital markets. Together, we are Invested in America.
Mark your calendar! SIFMA's 2025 Annual Meeting will take place on Tuesday, October 21 at the Conrad Washington DC. This event gathers the most influential voices shaping the capital markets from a cross-section of public policy and finance to explore the issues and opportunities that matter most for the markets, the industry, and the economy.
Sponsoring & Attending
STA Annual Conference
Naples, FL
October 22-24
The Securities Transfer Association is a highly specialized trade association serving the unique needs of the transfer agent industry. STA represents independent commercial stock transfer agents, corporate transfer agents, bank transfer agents, bond transfer agents, and mutual fund transfer agents in the United States and Canada.
The Annual Conference will bring together transfer agents and industry suppliers for three days of educational and networking opportunities.
Panel
Disaster Recovery: Are Your Annual Meetings Ready?
Friday, October 24
9-9:40 a.m.
Register
Attending & Speaking
Society of Corp Governance - Southeastern Chapter Regional Conference
Atlanta, GA
November 7
The Southeastern Chapter of the Society for Corporate Governance is excited to host its Fall 2025 Conference on Friday, November 7, 2025, at Jones Day’s offices in Atlanta. This is your opportunity to reconnect in person, hear directly from leaders shaping the governance landscape, and sharpen your edge for 2026 and beyond, while earning hours of CLE credit!
Website
Attending
Nicsa 2025 Asset & Wealth Management Summit
Boston, MA
November 11-12
Accelerating Innovation: AI Adoption & The Human Impact brings together thought leaders across the asset and wealth management industry to explore the rapidly evolving intersection of artificial intelligence and human capital.
Whether you’re charting your firm's AI roadmap or evaluating its impact on existing business assets, this event offers essential insights into the future of intelligent investing.
Highlights
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Examine how firms are leveraging AI technologies to drive efficiency and deliver more personalized client experiences,
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Navigate the workforce implications, cyber risks, and governance of AI transformation.
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Gain strategic perspectives on balancing innovation with maintaining trust in an increasingly automated ecosystem.
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Network with industry thought leaders and peers across all job functions and departments.
Sponsoring & Attending