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15th Annual Client Assets Protection Forum
Conference: 5 June 2024
Workshops: 4 & 6 June 2024
Millennium Hotel London KnightsbridgeLondon

Anna Dawson
Director at Deloitte
Speaker

Profile

Anna is a chartered accountant and dedicated CASS specialist, with over 30 years experience of working in an industry, audit, assurance and advisory capacity. She has extensive experience of working in the investment management and platform sectors and leads a number of CASS audits and advisory engagements including supporting firms that are migrating to new CASS systems, changing their CASS operating model (including outsource provider) and launching new products. She has an in-depth knowledge of operational processes and is skilled at supporting firms in designing and assessing the effectiveness of operational and regulatory controls.

Agenda Sessions

  • IT & change management: preparing for the risks of migration

    14:10
  • Identifying what makes a good control framework within your organisation

    15:15