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Thu, Jun 29

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Introduction to ISO Financial Services Standards Webinar

Introduction to ISO/TC 68/SC 9 Information Exchange for Financial Services and the ISO 20022 Registration Management Group

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Introduction to ISO/TC 68/SC 9 Information Exchange for Financial Services and the ISO 20022 Registration Management Group
Introduction to ISO/TC 68/SC 9 Information Exchange for Financial Services and the ISO 20022 Registration Management Group

Time & Location

Jun 29, 2023, 5:00 PM – 6:30 PM GMT+3

Introduction to ISO Financial Services Standards Webinar

About the event

In this webinar, the leadership of ISO/TC 68/SC 9 Information Exchange for Financial Services (SC 9) and the ISO 20022 Registration Management Group (RMG) will provide an overview of SC 9, its subgroups, and the RMG, including their activities, progress and direction. This webinar is the third of four webinars that aim to introduce Technical Committee 68 (TC 68) of the International Organization for Standardization (ISO) to the Ukrainian financial community. ISO/TC 68 Financial Services develops and maintains international standards in the field of banking, securities and other financial services.

 

The speakers in this webinar will include:

Jim Northey

Chair, ISO/TC 68 Financial Services

ISO/TC 68, representing Accredited Standards Committee X9 (ASC X9) and FIX Trading Community

 

Jim Northey serves as the CTO of CalcGuard Technologies, Inc., an industry consortium for capital markets order routing transparency, analytics, and execution quality. He was a Senior Vice President of Strategic Research focusing on Protocol Engineering and Standards at Itiviti Group AB, following acquisition of The LaSalle Technology Group, LLC in 2015, which he co-founded in 2006.

 

Mr. Northey is in his second term as the Chair of the International Organization for Standardization Technical Committee 68 (ISO/TC 68), Financial services. He is a non-executive director of FIX Protocol Ltd. Jim served as the Global Technical Committee Co-chair for the Americas Region until his election as an FPL director. Mr. Northey is a past member of the Financial Research Advisory Committee of the U.S. Department of the Treasury’s Office of Financial Research; he is also a past member of the Subcommittee on High Frequency Trading of the U.S. Commodity Futures Trading Commission’s Technology Advisory Committee. Mr. Northey previously served in the roles of FIX Americas Region Co-chair and FIX Global Derivatives Committee Co-Chair. He was awarded the FIA Annual Achievement award in 2006 as part of the team that created FIXML for listed derivatives clearing standardization.

 

Mr. Northey holds a B.S. in Mathematics from the University of Indianapolis and an M.S. in Financial Markets and Trading from Illinois Institute of Technology. He is an adjunct instructor of Finance at Michigan Technological University where he teaches courses on derivatives, financial engineering, and financial technology. He serves on the board of the Keweenaw Financial Corporation and Superior National Bank in Michigan and is on the board of advisors for Esprow Pte. Ltd., Distributed Energy Storage Ltd, and V2G Limited. Outside of the financial services industry, Mr. Northey serves as a director of the Copper Country Angel Mission and CopperDog, Inc. nonprofits.

 

Pierre Epaillard

Chair, ISO/TC 68/SC 9 Information Exchange for Financial Services

Société Générale Group and Comité Français d'Organisation et de Normalisation Bancaires (CFONB)

 

Pierre Epaillard joined the Société Générale Group in 1989 and has been working in the field of interbank standardization within the French banking community since 2012. Since 2018, as part of the Comité Français d'Organisation et de Normalisation Bancaires (CFONB) and Association Française de Normalisation (AFNOR), Mr. Epaillard has been deeply involved in the development of standards and norms within the French banking community.

 

Mr. Epaillard has participated as an expert in various international groups (e.g., ISO 20022 Payments Standards Evaluation Group) and leads various working groups, such as the one dedicated to the Electronic Banking Internet Communication Standard (EBICS) which is a secure communication protocol allowing the exchange of files between customers and banking institutions within different European banking communities.

 

With his experience in setting up international banking solutions in the worldwide subsidiaries of the Société Générale Group, Mr. Epaillard has sound knowledge of interbank payment flows, bank cards, mass payments, and regulatory reporting, but also in the bond area.

 

Mr. Epaillard holds a master’s degree from the Institut d'Administration des Entreprises de Paris (IAE Paris) and began his career as a project manager at Crédit Commercial de France (CCF).

 

Masayuki (Mike) Tagai

Convenor, ISO 20022 Registration Management Group (RMG)

JPMorgan Chase Bank N.A.

 

Masayuki (Mike) Tagai is Managing Director, Industry Issues Executive (APAC) for J.P. Morgan’s Payments business. In this role, Mr. Tagai is responsible for industry issues including global standards and market practice development in Asia Pacific through the interaction with relevant industry associations, market infrastructures and public policy authorities.

Mr. Tagai is driving foundational data capabilities such as implementing ISO 20022 payment messages alongside advocating the ISO 20022 methodology and enhancing FMI membership capabilities. He is involved in Asian community adoption of international standards such as ISO 20022; bond market harmonization efforts in the ASEAN+3 countries as well as adoption of Legal Entity Identifier (LEI).

 

Mr. Tagai has been representing Japan at the ISO 20022 Registration Management Group (RMG) and was elected Convenor of the RMG in March 2021. He has been a member of the BAFT Asia Council since early 2021 and represents Japan at the PMPG. As Convenor of the RMG, Mr. Tagai is focused on enhancing the effectiveness and adoption of ISO 20022 so that the full potential of ISO 20022 is realized to solve for the real-life problems that the market faces.

Mr. Tagai holds a Bachelor of Law degree from the University of Tokyo and a Master of Business Administration (MBA) degree from the MIT Sloan School of Management.

 

Douglas Frantz

Convenor, ISO TC 68/SC 9/TG 1 Cards Standards and Convenor, ISO TC 68/SC 9/WG 3 Revision of ISO 8583 and ISO 18245

Visa Inc.

 

Douglas Frantz has over 35 years professional experience in all areas of payment processing – including educating and supporting issuing and acquiring processors, hardware device management, and all aspects of customer support.

Mr. Frantz has addressed industry colleagues, issuers, merchants, acquirers, equipment manufacturers, and payment processing vendors as an industry expert in evaluating payment processing options and applying current regulations to meet today’s evolving marketplace. Prior to joining Visa Inc., Mr. Frantz worked for MasterCard International, Global Payments and McDonnell Douglas Payment Systems.

 

Mr. Frantz has been responsible for business development in both issuer and acquirer markets, as well as with teams that provide technical and operational support. Additionally, he has worked with several issuer and acquirer processors assisting with business, technical, marketing, and operational areas. His in-depth involvement with all aspects of payment processing provides a good background for understanding the inherent challenges and needs of the institution in today’s dynamic marketplace. He has extensive experience working with Issuers, Acquirers and Processors worldwide to implement ISO card messaging standards, and operational changes, having led Visa Business Enhancement Workshop activities for over fifteen years. Mr. Frantz currently serves as a Visa subject matter expert for business release activities, as well as educating clients regarding Issuer Identification Number (IIN) Expansion, token services, EMV chip, and other standards.

 

Mr. Frantz brings a passion for payments and deep industry expertise to his work. Understanding the importance of a collaborative approach, he has a proven track record of upholding consensus and transparency to ensure recommendations are reflective of the diverse views and inputs of working groups.

 

Lisa Taikitsadaporn

Convenor, ISO/TC 68/SC 9/WG 1 ISO 20022 Semantic Models

Brook Path Partners, Inc. and FIX Trading Community

 

Lisa Taikitsadaporn is well respected for her knowledge on issues relating to electronic trading, connectivity and FIX Protocol implementation. She has 30 years of experience in the financial services industry with the FIX Protocol and its use for straight-through processing, covering pre-trade, trade, post-trade, clearing and regulatory reporting across different asset classes.

 

Since co-founding Brook Path Partners in 2001, Ms. Taikitsadaporn has helped her clients implement and integrate FIX into their workflows with their counterparties, has written FIX interface specifications, and has advised her clients on using FIX beyond just orders and executions into other functional areas that FIX supports today. She has been consulting on using FIX/FIXML to support clearinghouse activities and regulatory reporting requirements for different reporting regimes including Dodd-Frank, ESMA, and Canadian reporting regimes; different quoting and negotiation trading models and pricing feeds; central matching service platforms, post-trade asset servicing activities related to executed transactions.

 

Ms. Taikitsadaporn is an active participant in the FIX Trading Community, where she previously served as a chair of the Global Fixed Income Technical Subcommittee and currently serves on the Global Technical Committee's Governance Board. Through her involvement with the FIX Trading Community, Ms. Taikitsadaporn represents FIX on TC 68, TC 68/SC 8, TC 68/SC 9 (including various working groups under the Subcommittees) and the ISO 20022 RMG, serving as a subject matter expert in FIX's collaboration with the ISO 20022 standard, providing expertise in pre-trade, trade, post-trade/pre-settlement areas of the trade life-cycle. She also represents FIX on US X9D Securities Subcommittee. Since 2018, she has been the Convenor of ISO/TC 68/SC 9/WG 1 ISO 20022 Semantic Models.

 

Ms. Taikitsadaporn earned her Master of Science in Finance from the McCallum Graduate School of Business at Bentley University in Massachusetts, and her Bachelor of Science in Computer Science and Management Information Systems from Worcester Polytechnic Institute (WPI) in Massachusetts.

 

Weiwei Shen

Convenor, ISO/TC 68/SC 9/WG 4 ISO 20022 Revision

CIPS Co., Ltd.

 

Weiwei Shen has been long engaged in standardization work. As Convenor of the ISO 20022 Review Study Group (ISO/TC 68/SC 9/SG 1), Ms. Shen completed and submitted the study report on the business value and impact analysis of ISO 20022 revision. She organized the preparation of ISO 20022 Business Justifications and the development of corresponding messages in foreign exchange, payments, and other fields. Also, she participated in the development of several financial industry standards. Currently, Ms. Shen is a member of the ISO 20022 Registration Management Group and ISO 20022 Foreign Exchange Standards Evaluation Group.

 

Moderator:

 

Yuri Vlasenko
Executive Director of UkrSWIFT
Ukrainian SWIFT User Group Chairman

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