Topics on the agenda include:
- Navigation and Access
- How to Search for New Offerings
- Offering Details
- Order Entry Tools for Maximum Efficiency 
  - Singer Order
  - One CUSIP/Several Accounts Versus Multiple CUSIPS/One Account
  - Easily and Quickly Review the Blotter
- Best Practices: Creating Custom Client Proposals and Reports
- Resources and Contact List

Navigating the New Issue Center and Certificate of Deposits (for RIAs)

Topics on the agenda include:
- Year-End Fixed Income Marketplace Update
- A Look Back at 2022
- A Forward Look Into the 2023 Marketplace

Fixed Income Market Update

Topics on the agenda include:

- Consolidated Audit Trail (CAT) and Customer and Account Information System (CAIS) (2e)
- Continuing Education Updates for 2023

Compliance Webcast

Today’s advisory software products are loaded with features, but often don’t provide the value advisors really want. Most products are complex, clunky and narrowly focused, which forces the advisor to work across several applications to tackle the day’s work. But software design is entering a new era, when such solution silos are replaced by a horizontal approach that unlocks the true value and productivity advisors seek. Join Bryan Hamilton, Head of Design for Pershing X, for a lively presentation about the challenge of creating great advisor software and how the Pershing X team is helping to shape a more connected era.

Rows Not Columns: Traversing the Silos of Today’s Advisory Software

Join us for a preview of several new enhancements coming to the UIT platform on July 17th, 2022. During this webcast we’ll cover: 
• New search and results page(s)
• New order ticket 
• Managing your UIT book of business through NetX360®
• Upcoming UIT Items for Attention Entitlement

A Preview of the New UIT Experience

Watch a recap from the INSITE 2022 conference.

INSITE 2022 Recap

A Perspective from Washington – Get the Big Picture (Kevin McCarthy, Senior Executive Vice President and General Counsel, BNY Mellon; Jennifer Xi, Managing Director and Global Head of Public Policy and Government Affairs, BNY Mellon)
Insightful Leaders: Their Market Edge (Jack Otter, Global Head of Wealth & Asset Management, Barron's Group)

Keynote Session #4

UNthink (Erik Wahl, Synthesizer of Art and Business, Leading Authorities, Inc.)

Keynote Session #3

Charge into the digital assets revolution in the company of leading  industry experts. Panelists will provide actionable insights into BNY Mellon Pershing's digitals assets strategy, today's landscape, barriers to adoption, and developments  shaping this game-changing asset class.

The Digital Assets Revolution

Equity allocations for U.S. offshore and Latin American financial advisors and wealth managers reached an all-time high in 2021 despite the headwinds of Covid and rising inflation. Industry experts will guide you through the ins and outs of handling offshore managed accounts for U.S. clients living abroad, and how to harness the opportunities in your clients’ portfolios. Sponsored by BlackRock and PIMCO.

Opportunities Without Borders: Offshore Asset Allocation

Sustainable investing is a concept that inspires many investors – but how do you transform that passion into an investment strategy? Join us for a conversation about the evolution of sustainable investing, current trends and regulatory issues, and ways to integrate this concept into client portfolios.

Sustainable Investing: More Than Media Buzz

Direct Indexing is one of the hottest topics in investment and wealth management. Join a panel of experts who will define what it is, how it can benefit investors, and future improvements that are coming to empower advisors to create customized solutions.

Direct Indexing: Now, Next and Tech

Trust and Innovation: BNY Mellon's Bright Future (Robin Vince, President and CEO-Elect, BNY Mellon)
Reimaging the Future of Money (Stephanie Pierce, Chief Executive Officer Dreyfus, Mellon & Exchange-Traded Funds at BNY Mellon Investment Management)

Keynote Session #2

How do you create awesome customer experiences that stay top of mind and build loyalty? Join a renowned financial services client experience expert and Pershing's head of Wealth Solutions Client Experience to learn how advisory firms raise the bar on the investor experience, while being inspired by B2C experience masters like Amazon.

Expect Exceptional: How to Deliver on Client Experience

Inflation is hot. Geopolitical tensions are hot. The Fed is in the hot seat. What is the path forward for the Fed and fiscal policy and how will that play out in market strategy over the rest the year? Join a panel discussion of the "hot off the press" FOMC statement and forecasts from their June meeting.

Some Like It Hot Off The Press: Views on Market Trends

Welcome and Strategy View (Jim Crowley, CEO, BNY Mellon | Pershing and Emily Schlosser, COO, BNY Mellon | Pershing)
Leading for the Future (Indra Nooyi, Chairman & CEO of PepsiCo (2006-2018), Best Selling Author)
Wealth Management Evolution: How to Compete in a Crowded Market (Catherine Keating, CEO, BNY Mellon Wealth Management; Ainslie Simmonds, President, Pershing X; Hanneke Smits, CEO, BNY Mellon Investment Management)

Keynote Session #1

M&A deals in our industry make headlines every week. What's driving each firm's strategy? How might the right M&A deal transform your firm's competitiveness?  A leading global wealth manager and an investment banker share how M&A has helped them stand out and succeed as buyers and/or sellers.

Should M&A Be Part of Your Firm’s DNA?

It's no longer science fiction. Artificial intelligence has become a crucial part of enhancing efficiency and driving growth in the wealth management industry. Join an expert panel for a conversation  about how AI can help improve your daily activities and drive business growth.

Harness the Power of Artificial Intelligence to Gain Real Business Insights

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.