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Operations Unpacked: The CISI
The CISI
9 episodes
3 weeks ago
Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting  –  no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena. 

Hosted on Acast. See acast.com/privacy for more information.

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Investing
Business,
Careers
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All content for Operations Unpacked: The CISI is the property of The CISI and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting  –  no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena. 

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Business,
Careers
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Live from the 2025 CISI Compliance and Operations Conference in Edinburgh
Operations Unpacked: The CISI
44 minutes 37 seconds
1 month ago
Live from the 2025 CISI Compliance and Operations Conference in Edinburgh

In this special episode of Operations Unpacked presenter Victoria Sena gives listeners a peek behind the scenes of the CISI Compliance and Operations Conference at Murrayfield Stadium in Edinburgh, Scotland. Victoria holds exclusive interviews with some of the speakers and attendees that made the day what it is – a celebration of compliance and operations:


  • Colin Anderson, Senior Relationship Manager at the CISI provides an overview of what’s planned for the day 
  • Professor Donald MacLean, Business Strategy Specialist shares his expertise on strategy 
  • Stephen Ingledew OBE, Chairman of FinTech Scotland provides an overview of the work of FinTech Scotland 
  • Shaid Moughal, Head of Client Assurance, Aberdeen Group plc gives an exclusive on what’s in store for the afternoon sessions 
  • Tracy Vegro OBE, CEO of the CISI discusses the CISI’s Certificate in AI and why having women in Operations matters 
  • Amarjit Singh, Blockchain Leader educates listeners on blockchain and digitisation 
  • Dorothy Hamilton, Director of Supplier Management at M&G speaks about the importance of DE and I and its impact on profitability and operational excellence 
  • Orla Grassom, Future Assets graduate and student attendee shares her experience of the Future Assets programme and reflects on her highlight of the day 



Hosted on Acast. See acast.com/privacy for more information.

Operations Unpacked: The CISI
Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting  –  no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena. 

Hosted on Acast. See acast.com/privacy for more information.