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Service Providers
JFA Chairman, Tim Morgan
JFA Chairman's Update - An update on work and priorities of the JFA over recent months and into 2022.
Lisa McClure & Tom Walker, PWC
Stuart Holden, Deloitte
Chris Northey, KPMG
The accounting masterclass will cover the accounting hot topics within the Funds space for the coming year end.
Fiona Lehane, Partner and Head of Asset and Wealth Management Risk and Regulatory Consulting - PWC London
Mike Jones Managing Director and lead of Governance, Risk and Compliance, Mourant Jersey
Jon Stevens, Head of Policy JFSC
Harry Briggs - Director and ESG lead - KPMG Jersey
The subject matter will include the following - Module 1 - Macro overview of the Funds and Investment Management regulatory environment in Europe and across the globe. Lead Speaker - Fiona Lehane, Partner and Head of Asset and Wealth Management Risk and Regulatory Consulting - PWC London Fiona will provide an update from London, on key regulatory and structural developments in the UK, EU and further afield. This will cover a range of assets, including AIFMD II, emergence of SPACs, UK Funds regime, change management and regulatory implementation. Module 2 & Module 3 - Jersey's positioning on the global regulatory landscape and latest JFSC regulatory developments and update Lead Speakers - Mike Jones Managing Director and lead of Governance, Risk and Compliance, Mourant Jersey Jon Stevens - Head of Policy, JFSC Between Mike and Jon they will cover Jersey's position with respect to key recent and upcoming milestones, including National Risk Assessment and preparation for Moneyval as well as covering a number of recent changes within the regulatory environment in Jersey, such as the Exemptions Project (and how this impacts FSBs) and the consultation on civil penalties. They will also provide guidance to compliance officers and functions in light of the recent changes. Module 4 - ESG regulatory developments and update Lead Speaker - Harry Briggs - Director and ESG lead - KPMG Jersey Harry will cover the outcomes of COP26 - UN Climate Change Conference, as well as many of the recent updates to ESG regulatory reporting requirements across the EU, UK and the new Jersey disclosure rules. Harry will also provide a practical update to reporting and accounting implications, gathered from his current seconded role at Accounting for Sustainability. The content will help a wide range of funds professionals including fund practitioners, compliance officers, investment managers, administration teams and non-executive directors. Cost of this in person Masterclass comprising 2.5 hours of CPD is £125.
Simeon Moss, Director, Jersey Advisory and Digital Transformation Lead, Deloitte.
Funds: Digital Transformation
