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Tuesday, June 10 • 2:20pm - 3:10pm
Automating Corporate Actions - Results from the ADR Pilot

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Corporate actions processing today requires substantial manual intervention, resulting in delays, inaccuracies and unnecessay cost.  Hear from the key participants in a pilot study where XBRL was introduced to corporate actions processing for ADRs (American Depositary Receipts). Learn how straight-through-processing was enabled through XBRL, with significant savings in resources and costs.

Moderators
MS

Michelle Savage

Vice President, Communications, XBRL US
Michelle Savage manages the education, marketing, communications and outreach efforts of XBRL US.  Ms. Savage joins XBRL from PR Newswire where she focused on developing services to help companies communicate their key messages and information to shareholders and potential investors. During her tenure at PR Newswire, Ms. Savage oversaw the introduction and sales of new services to corporate and agency investor relations executives. Within... Read More →

Speakers
avatar for Patrick Barthel

Patrick Barthel

Director of Product Management, The Depositary & Trust Corporation
Patrick B. Barthel is a Director of Product Management in the Settlement & Asset Services Group at The Depositary Trust and Clearing Corporation (DTCC).  As a member of DTCC’s Corporate Actions Transformation Project Team, Patrick is supporting the implementation of a new corporate actions data model, ISO 20022 messaging, and a new browser-based user interface (CA Web).  He is also focused on client training and onboarding, as... Read More →
avatar for Len Lipton

Len Lipton

Managing Director, GlobeTax
Len Lipton manages GlobeTax's sales and marketing activities for the Americas. Mr. Lipton also leads the firm’s product development efforts so that GlobeTax can continue to provide the highest levels of service to its clients in the rapidly changing global tax landscape. Within his product role at GlobeTax, Mr. Lipton has overall responsibility for the firm’s participation in the XBRL Corporate Actions pilot and co-heads the... Read More →
CP

Campbell Pryde

President & CEO, XBRL US
Campbell Pryde brings significant experience in technology development, accounting and finance to XBRL US. Before taking on the President and CEO position, Mr. Pryde led the development and maintenance of taxonomies as Chief Standards Officer, playing an integral role on the executive team. Mr. Pryde joined XBRL US from Morgan Stanley, where as Executive Director in the Institutional Securities Group, he managed the equity research XBRL-based... Read More →
avatar for Michael Silverence

Michael Silverence

Global Product Management - Innovation & Technology, BNY Mellon
Michael Silverence is a Vice President at BNYMellon.  He has been with BNYMellon for 27 years and is currently a Global Project and Innovation Manager in the Depositary Receipts group. Michael managed a number of BNYMellon’s Treasury Services and Shareholder Services operations throughout his career and he has designed and developed many workflows, systems and applications that are utilized today.  For the last two years... Read More →


Tuesday June 10, 2014 2:20pm - 3:10pm
Oceans 10