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Convergence & Divergence in Global Regulations

Understanding new constraints to the Target Operating Model

24-25 Apr 2018
NBC TOWER | Chicago, IL, United States of America

Why You Should Attend

Convergence & Divergence in Global Regulations

Federal regulators have cited deficiencies in risk data aggregation in reports detailing the results of past years’ CCAR and Dodd-Frank stress-testing exercises. Now, regulators are examining the approach that banks take toward end-to-end risk management governance -- including the risk data aggregation and reporting principles (also known as BCBS 239), model risk management and the steps taken to deliver the end-to-end regulatory stress testing process. These require changes to be made across business lines which affect every area of the bank. The requirements for data to be flexible and adaptable include a wide variety of methods for retrieving it.  


Through several years of practice and feedback, CCAR has evolved into a comprehensive stress testing exercise -- and in doing so, created a new enterprise risk management standard for the global banking industry. The purpose of this course is to prepare banking leaders for the 2017 requirements and to adhere to a smooth transition in maintaining compliance.


Key Topics

  • Building the organizational framework: Roles & Responsibilities, Accoutability, Transparency
  • Risk Management: Risk Appetite, Model Risk (SR 11-7), ALM, CCAR Modeling vs Economic Capital
  • Treasury’s Role: Forecasting funding curves
  • Governance: Policies, Elevation, Escalation
  • Reporting: Fixed Forms & BCBS 239, Data legacy and quality
  • Previous Attendees Include

    marcus evans invites C-Level executives, directors, senior managers and key personnel from infrastructure functions at financial firms including:
    • Chief Risk Officer
    • Head of Model Validation
    • Head of Model Risk
    • Head of Market Risk
    • Head of Risk Reporting
    • Chief Information Officer
    • Chief Technology Officer
    • Director of Risk Management
    • Enterprise Data Management
    • Head of Audit
    • Head of Compliance
    • Head of Regulation

    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Practical Insights From

    Donna Howe, CFA
    Founder & Owner | Windbeam Risk Analytics, LLC.
    She is a banker, risk management and finance professional with more than 25 years industry experience in the US financial services sector. With the rare ability of combining high-level quantitative skills with qualitative management excellence she has held a variety of senior risk management roles in some of the world’s most established banks including Deutsche Bank, UBS, ABN AMRO, and Santander.

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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Emily Jones

    marcusevans, The NBC Tower
    455 N. Cityfront Plaza Dr.
    Chicago, IL 60611

    312.540.3000 x6714
    Fax: 312.894.6304