The Trilogy of Derivatives Lifecycle Automation
Three Part Symposium
Legal, Regulatory Reporting and Collateral
April 28, 2026
Omni Boston Hotel at the Seaport
Boston
1 CLE Credit Hour Available (New York)
Transitional and Non-Transitional
4 CPE Credit Hours Available
Event Overview
Registration for this event is Complimentary.
Please note, registration for this event is separate from registration for the ISDA AGM.
11:45 AM - 12:15 PM | Registration & Coffee
12:15 PM - 1:25 PM | Part I: Legal Solutions: Technology enabled Transformation and Automation of Derivatives Documentation
Manual paper-based negotiations and legacy contracts have created gaps in risk processes, client onboarding and overall utilization of documents throughout organizations in the derivatives industry. Automation and technological efficiencies offer relief for these pain points. This event will explore the solutions available and progress by leading firms in implementing them.
1:40 PM - 2:45 PM | Part II: Future-Ready OTC Regulatory Reporting
The second event in the three-part series on derivatives efficiency and automation will explore how firms can improve the accuracy, efficiency and cost-effectiveness of their regulatory reporting obligations, with insight and tips from leading market participants.
3:00 PM - 4:35 PM | Part III: Collateral and Liquidity Management – Optimizing Collateral and Implementing Technology and Tokenization to Drive Efficiencies
Collateral and liquidity management is an operationally intensive, data-driven process that continues to be ripe for improvement. In recent years, manual processing has been replaced with automation and mutualized solutions, but collateral optimization, funding costs and liquidity risk management can all be vastly improved. This pre-AGM forum – the third in the three-part series on derivatives efficiency and automation – looks at the key issues and progress on developing solutions.
Have a question for our speakers? Submit your question to the speakers ahead of the conference and we will do our best to have them answered the day of the event. Questions can be submitted up to 48 hours prior to the conference.