APNG Focused Session Series - Compliance Rules
Jun 13 Tue · 2023 4:00pm - 5:15pm EDT
Where:

Virtual

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Event Summary

Coding compliance rules in any application requires technical knowledge and familiarity with how the data ecosphere supports the process. It's often challenging for firms to find knowledgeable support resources and technical guides that support their efforts.

Matthew Wilkinson, Senior Compliance Officer at Cutter member firm PPM America, will share his experiences, expertise, and advice for navigating BlackRock Aladdin's compliance functions.

Discussion points will include:

  • Using and modifying tokens
  • Organizing your rules inventory
  • Data reference requirements that support tokens
  • Which resource materials were found to be informative
  • Compliance use cases

Please bring your questions and own experiences to this interactive session.

Who Should Attend

This event is for both end-users and technical resources whose responsibilities include supporting compliance activities in Aladdin.

Speakers

Cutter

Cole Castelain

Director, Consulting

David Joyce

Director of Client Experience

Tom Phipps

Consulting Principal – Front Office
Guests
Matthew Wilkinson

Matthew Wilkinson

Senior Compliance Officer, PPM America, Inc.

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.