IBOR USA 2019

Assessing the impacts and consequences of LIBOR transition including timelines, reference rates and the path forward

IBOR 2019

October 4, 2019 | New York City

CUSTOMERS
Reflecting on how customers/clients could be impacted by transition

TRANSITION
Reviewing legacy position transition challenges and how firms can manage transactions linked to LIBOR

SYSTEM CHALLENGES
Understanding the opportunities and challenges of adapting legacy systems

CASH PRODUCTS
Exploring industry approaches to adopting new cash products

INDUSTRY IMPACTS
Debating the potential impacts of LIBOR phase out on liquidity, funds transfer pricing and markets

SOFR
Discussing the challenges faced by implementing SOFR including changes to markets and term structure

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Jason Granet
Head of LIBOR Transition
Goldman Sachs

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Gaurav Shukla
Managing Director
Morgan Stanley

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Mark Cabana
Head of US Rates Strategy
Bank of America Merrill Lynch

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Gary Levin
Head of Market Risk for Fixed Income in Americas
Société Générale

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Priya Misra
Head of Global Rates Strategy
TD Securities

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Frank Sansone
SVP Treasurer
China Construction Bank

Why Attend?

The announcement of a global phase out of LIBOR will begin to impact financial institutions as they move towards a final transition ahead of 2021, with impacts and potential consequences remaining uncertain. The transition to alternative rates raises a number of questions and poses a number of hurdles in terms of infrastructure and re-documentation. Although the discontinuation of use of IBORs presses ahead, what the final rate looks like globally remains uncertain as disparities emerge in alternatives, questions remain in terms of the impact of the change  on financial institutions, treatment of current contracts, impact to clients and impact to liquidity, markets and funding to highlight just a few.

The Center for Financial Professionals brings together experts from across the industry leading the drive to define transition terms and minimize impact on markets. This one day event will explore some of the key areas for consideration and progress towards a final reference rate that can be adopted across the industry.

Featured Insight

The future of LIBOR: Reviewing suggested changes and impact on portfolios

By Armel Romeo Kouassi, Head of Balance Sheet Management and Asset Liability Management, Northern Trust

Find our IBOR thought-leadership articles here. These articles feed from our much larger Risk Insights section of our website which provides you with thought-leadership, white papers, articles and more across risk and regulation.

10th October 2019

Model risk management in CECL

4th October 2019

CECL model implementation and execution: 1st line model validation / risk management and running alongside stress tests in a cohesive framework

By Michael Jacobs, Lead Quantitative Analytics and Modeling Expert, PNC
1st October 2019

CeFPro Webinar – Model Risk: Where will innovation take us and what challenges are ahead?

27th September 2019

CeFPro Webinar – Business Value: Risk culture, lines of defense and emerging risks

23rd September 2019

CECL implementation for FBOs: Leveraging IFRS 9 for CECL

By Kuo-Chang Lu, Head of Strategic Planning and Business Engagement, RBC
29th August 2019
Top 3 Investment Priorities

Top 3 investment priorities according to FinTech Leaders 2019 Report

20th August 2019

Reviewing the latest trends and challenges surrounding LIBOR transition and the adoption of alternative reference rates

By Shannon Harris, Senior Research Executive, CeFPro
9th August 2019

Integrating conduct requirements and maturing risk culture of a firm

By Benoît Saint-Jevin, Head of OPC & TAC Coordination, Global Markets Americas, BNP Paribas
9th August 2019

Linking risk appetites to decision making

By Jacob Rosengarten, Principal, Wolf/Rosengarten Group
2nd August 2019

Exploring the uses of AI and machine learning technology in operational risk

By Saqib Jamshed, Head of Model Risk Governance, The Options Clearing Corporation
1st August 2019

Increasing accountability in the first line and minimizing duplication of efforts for risk assessments

By Hugo Ramirez, SVP, Director of Corporate Assurance, BBVA
29th July 2019

Liquidity assumptions: Qualitative approaches

By Joe Peedikayil, SVP, Liquidity/Credit/Capital-Qualitative Model Validation, Wells Fargo
24th July 2019

Interest rates: How firms can sufficiently plan and prepare for multiple outcomes

By Yuhong Liu, Director, BNP Paribas
19th July 2019

Liquidity risk: Maintaining balance sheet stability and risk appetite

By Armel R. Kouassi, Head of Balance Sheet Modeling, Northern Trust
15th July 2019

Managing regulatory expectations in an evolving landscape and satisfying requirements across jurisdictions

By Rebecca Schauer Robertson, CAMS-Audit, CAFP, CFE EVP Director of AML Compliance, South State Bank

2019 Co-Sponsors:

Accenture


Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions—underpinned by the world’s largest delivery network—Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 482,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.

IntelScout


INTELSCOUT is a specialized firm focused exclusively on high volume contracts analytics, review and remediation. We combine the latest technology with human expertise to optimize results, minimize project risk and costs. Our offerings include: Consulting We provide guidance for high volume contracting practices including project design, automation technologies, governance and change management. We understand the best contracting technology solutions and provide expertise within legal, financial services and data science domains. Solutions Our integrated solution of technologies covers the spectrum of contracts analytics, review and remediation and can be deployed with ease for projects and extrapolated for business as usual application. We also provide custom integration into existing applications. Services We use our Solution to offer full services for review and remediation of contracts, where clients are able to rely on an outsourced approach to their business challenge.

KPMG


KPMG is the U.S. member firm of KPMG International Cooperative (“KPMG International”). KPMG International’s independent member firms have 189,000 professionals, including more than 9,000 partners, in 152 countries. Using a cross-functional and collaborative approach, we help propel the world’s leading organizations toward a successful future while optimizing current performance. KPMG has embarked on its own transformational journey by investing in advanced artificial intelligence including partnerships with many technology providers in the evolving intelligent automation ecosystem. We are helping clients and ourselves understand how these emerging and potentially disruptive technologies can demonstrate customers’ new expectations and revolutionize the way every industry does business.

Phyton Consulting and Talent Advisors


Phyton Consulting specializes in tackling the most complex initiatives facing our clients. From GRC to Data Management and Technology, we strive to be the best subject matter-led, execution-focused group on the street. Our services are conceived to address industry-specific business and data challenges with the right blend of tactical and strategic execution.
With our deep industry and subject matter expertise, we partner with and empower highly regulated and data intensive organizations to focus on their core businesses. Meeting the requirement of intensified regulatory scrutiny and increasing demands for operational efficiencies requires a team that understands the challenges and how to tackle them.
We are a globally recognized firm with over 20 years of experience in consulting, staffing, and managed services. We have global reach with our primary offices in New York, North & South Carolina, Montreal/Toronto, and London.

Phyton Talent Advisors, provides top-tier talent for the world’s most competitive industries. We’re more than recruiters, more than executive headhunters- we’re trusted, strategic advisors. We refuse to participate in the people-as-commodities model that dominates our industry. We respect our clients as long-term partners. We treat our job candidates as people. We regard our employees as family. Their success is our success. We are tenacious in style yet nurturing in character. We’re both hungry and humble. We’re different from our competitors in ways that make us an indispensable asset for our clients, a better place to work and a more sustainable environment.
At Phyton Talent Advisors we strive to present the perfect candidate who will not only fulfill and exceed the job’s requirements, but also seamlessly fit into your company’s culture and organization. Working on behalf of both the professional and the employer, we invest time into each candidate to fully understand the scope of their career goals and professional interests. We would never advocate for someone we wouldn’t want to work with ourselves.
We pride ourselves on focusing on the long-term success of both the employer and the professional. When we attain this perfect harmony, we see the highest levels of success – the ability to attract and retain quality employees that are just as much invested in you as you are in them.

2019 Exhibitor:

Sia Partners


Sia Partners is a next generation consulting firm focused on delivering superior value and tangible results to its clients as they navigate the digital revolution. Our global footprint and our expertise in more than 30 sectors and services allow us to enhance our clients’ businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy, and Data Science. As the pioneer of Consulting 4.0, we develop consulting bots and integrate AI in our solutions. https://www.libor.sia-partners.com/

Sponsorship

Can your organization contribute? Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact sales@cefpro.com or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.

Media Partners:

We are happy to support publications, associations and organisations at this event. From a simple company listing with your logo to taking advantage of some of our sponsor benefits listed above. To discuss a media partnership further please email info@cefpro.com or call +1 888 677 7007.

Venue

DoubleTree by Hilton Hotel Metropolitan,
569 Lexington Avenue,
New York, NY 10022, USA

Accommodation:

To book:

Telephone Reservations
Local Guests: 1-800-222-8733 (1-800-222-TREE)
International Guests: 001-212-752-7000

CPE Credits

Attendees can up to 7 CPE Credits for the Forum!

Prerequisites: Knowledge of financial risk management
Advanced Preparation: No advanced preparation is required
Program Level: Intermediate to advanced
Delivery Method: Group-live

The Center for Financial Professionals 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Frequently Asked Questions

Can I present at the IBOR 2019?

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at IBOR 2019. For further information on this please contact Shannon,harris@cefpro.com or call us on +1 888 677 7007.

Are there any rules on the dress code?

Business attire is requested. The Forum is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.

What is the cost and what is included in the registration fee?

We offer incentives for ‘early bird’ registrants of the Forum as outlined on our pricing structure. Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of the day, full access to the sessions and exhibition area. Presentations from sessions are also available, subject to speaker approval.

Where can I find the Forum documentation and speaker presentations?

All registered attendees will receive an email with access to documentation and speaker presentations after the Forum* We will work with our presenters to include as many presentations as possible on our Risk Insights App during the Forum. *Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.

Will breakfast, lunch and refreshment be provided?

Yes. As with all of our events the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.

Will there be opportunities to network with other attendees?

There are ample opportunities for networking and interaction throughout the Forum, such as

  • Breakfast, lunch and refreshment breaks
  • Cocktail reception at the end of the day (Subject to confirmation)
  • Q&A, panel discussions and audience participation technology available through the Risk Insights App
I have several colleagues that would like to attend, is there a group discount?

Certainly! We are pleased to offer you a 50% discount on the third registration or provide a fifth registration for free. If you would like to register more than five colleagues please contact us on +1 888 677 7007 Please note:

  • Registrations must be made at the same time
  • Registrations must come from the organisation
  • The lowest registration will be discounted
Are there opportunities to share my thought-leadership at the IBOR 2019?

Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of Payments Forum 2018 and our wider risk professionals community. At the event We can distribute your material to the attendees, offer you an exhibition booth, and provide speaking opportunities so that you may enjoy a more prominent presence at the Forum. Visit the Sponsor tab for further information or contact sales@cefpro.com / +44 (0) 207 164 6582. Risk Insights Feature your content on our Risk Insights website and supporting Risk Insights monthly newsletter. For further information please download our media pack here.

Are media partnerships available for IBOR 2019?

Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer however we usually:

  • Provide a discounted rate to attend
  • Place your logo and profile on the Forum website
  • Place your logo on the Forum brochure
  • Place your logo on promotional content where applicable
  • Distribute your media/marketing at the Forum
  • Promote through social media channels

To discuss this further please contact jesse.hopkins@cefpro.com or call +1 888 677 7007

The 4th Annual Liquidity Risk Management USA Congress is taking place across the two days ahead of IBOR 2019 (October 2-3).
Why not extend your learning and attend both?

REGULATION
Discussing the evolution of US regulation including disparities between domestic firms and FBOs

LIQUIDITY STRESS TESTING
Reviewing the latest trends and developments including modelling, data and regulation

ASSUMPTIONS 
Exploring liquidity assumptions including qualitative approaches and audit perspective

INTRADAY LIQUIDITY
Reviewing the evolution of intraday liquidity including compliance and operational
efficiency

BALANCE SHEET MANAGEMENT
Assessing the viability of the balance sheet and the ability to grow the business

INTEREST RATES
Examining the environment and ability to effectively plan and prepare for multiple outcomes

LIBOR
Timelines, consequences and path forward in the transition from LIBOR and
SOFR

FUNDS TRANSFER PRICING
Exploring the continued management and enhancement of FTP to strengthen the function

ROLE OF LIQUIDITY
Analyzing the role of liquidity risk management within a dynamic and changing industry

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Andres Oranges
Chief Operating Officer, Treasury
Société Générale

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Gautam Jha
Director Liquidity Risk
Bank of Tokyo-Mitsubishi

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Yujush Saksena
Managing Director and Head of Market Risk
GE Capital

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Daniel Weigert
Head of Market and Liquidity Risk,
IDB Bank, NY

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Roberto Severino
Head of Market and Liquidity Risk
Santander

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Philippe Rosset
Executive Director, Group Treasury
UBS AG

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Armel R. Kouassi
Head of Balance Sheet Modeling
Northern Trust

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Jennifer Fitzgibbon
Managing Director, Head of Treasury Americas
Rabobank

For full agenda, speaker line-up and registration rates, visit www.cefpro.com/lrmusa

Earn up to 7 CPE Credits

Earn up to 7 CPE Credits for the one-day Forum.

  • Prerequisites: Knowledge of financial risk management
  • Advanced Preparation: No advanced preparation is required
  • Program Level: Intermediate to advanced
  • Delivery Method: Group-live

The Center For Financial Professionals 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Please note these are subject to change as per the agenda and final credits will be available after the event.

Representing a financial institution – (E.g. Bank, Insurance company, Asset Manager, Regulator)

IBOR 2019 ONLY

Early Bird

$699

Until September 20
SAVE $100

Standard Rate

$799

After September 20

IBOR +  LIQUIDITY RISK MANAGEMENT USA

$2,098

Until September 20
SAVE $500

$2,598

After September 20

Representing an information/service provider – (E.g. Consultant, Vendor, Executive Search Firm, Law Firm)

IBOR 2019 ONLY

Early Bird

$899

Until September 20
SAVE $200

Standard Rate

$1,099

After September 20

IBOR +  LIQUIDITY RISK MANAGEMENT USA

$2,698

Until September 20
SAVE $500

$3,198

After September 20

Group Bookings:

Group rates are available for 3 or more attendees from the same organisation, when registering at the same time. The current rate allows every third colleague to come along for half price or a fifth colleague to attend for free!

Other Ways to Register

1. Register by Email

Simply email us with your e-signature
we will do the rest for you!

We only need your:
– Full name
– Job title
– Company & address
– Contact number

2. Contact Us Directly

+1 888 677 7007

EARN UP TO 7
CPE CREDITS

To claim your CPE points please contact info@cefpro.com or call +1 888 677 7007

Connect With Us
#IBOR

2019 Co-Sponsors:

2019 Exhibitor:

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