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16th Annual Client Assets Protection Forum
Conference: 11 June 2025
Workshops: 10 & 12 June 2025
London
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08:45 - 09:2035 mins
Registration & networking
    09:20 - 09:3010 mins
    Chairman's opening remarks
    • Stewart Lancaster - Head of CASS Oversight, Close Brothers Asset Management
    09:30 - 10:2050 mins
    Setting the standard: The auditors’ guide to meeting the regulation
    • Stewart Lancaster - Head of CASS Oversight, Close Brothers Asset Management
    • Alison Allen - Head of CASS Centre of Excellence, KPMG
    • Anna Dawson - Director, Deloitte
    • Mark Hodgson - Director, EY
    10:20 - 11:0545 mins
    Pre-empting the emerging risks of Safeguarding
    • Grant Vine - Head of Group Client Assets Control Office, Lloyds Banking Group
    • Susan Wright - Compliance Director, Citibank
    • Thomas Mclean - Director, Deloitte
    11:05 - 11:3025 mins
    Morning coffee
      11:30 - 12:0030 mins
      FCA keynote
      • Jim Feasby - Head of Department - Resolution Strategy, Operations and CASS, Financial Conduct Authority
      12:00 - 12:4545 mins
      TTCA’s: Identifying when you have excess collateral
      • Rob Lyall - Director, PwC
      • Greg Hensman - Director - Client Assets Oversight Officer, Deutsche Bank
      • Nick Kinseley - Head of CASS, RBC
      • Austin Copp - Global Head of Client Money and Assets Compliance, HSBC
      12:45 - 13:4560 mins
      Lunch
        13:45 - 14:2540 mins
        Successfully understanding & evolving your organisation’s control framework
        • Edward Boersma - Director of Client Assets, European Entities, Interactive Brokers
        • Shaid Moughal - Head of CASS and Finance Operations, ABRDN
        • Chris Williamson - Head of Client Assets, Britannia Global Markets
        14:25 - 15:0540 mins
        Addressing the risks of business change in CASS
        • Chris Golland - SMF 18 & Head of CASS, Aviva
        • Hanish Arora - Head of Client Assets Consulting, KPMG
        • Yujin Baskett - CASS Certified Person, Northern Trust
        15:05 - 15:2520 mins
        Afternoon Coffee
          15:25 - 15:5530 mins
          Upholding quality data & strategy management in CASS
            15:55 - 16:4045 mins
            Ensuring readiness across Digital Assets, Crypto & AI in CASS
            • Amarjit Singh - Partner, EY
            • Joe Thomas - Director, Extended Assurance Financial Services, EY
            16:40 - 16:5010 mins
            Chairman's closing remarks
            • Stewart Lancaster - Head of CASS Oversight, Close Brothers Asset Management
            Safeguarding workshop
            NextEvolution journey from the Financial Crash of 2008 Workshop
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