1. T+2 - Will you be ready?
Keith Evans
Executive Director, CCMA

2. Agenda CCMA - Background T+2 - US Schedule
T+2 - Canadian Committee Structure
T+2 - Canadian Schedule
T+2 - What Should You Be Doing Now?
Questions

3. CCMA - Background
The Canadian Capital Markets Association (CCMA) is a federally incorporated, not-for-profit organization, launched to identify, analyze and recommend ways to meet the challenges and opportunities facing Canadian and international capital markets 
Incorporated in 2000 (Formerly Canadian G-30)
Moth-Balled in 2008
Re-activated in July 2015

4. CCMA – Background
The current priority of the CCMA is to coordinate a smooth transition to a two-day settlement period, or T+2
Work for the Canadian financial industry
Co-ordinate with the US timeline

5. T+2 US Schedule

6. T+2 - Canadian Committee Structure
CCMA Board of Directors
T+2 Steering Committee
(T2SC)
Co-Chair – Keith Evans (CCMA)
Co-Chair – Jason O’Born (RBCCM)
CCMA
(Executive Director)
Operational Working Group
(OWG)
Co-Chair – Domenic Sgambelluri
(Northern Trust)
Co-Chair - Michael Holmes
(Raymond James)
Legal/Regulatory Working Group
(LRWG)
Chair – Jamie Anderson
Communication/Education
Working Group (CEWG)
Chair – Barbara Amsden

7. T+2 Canadian Schedule Re-activate CCMA - COMPLETE - July 2015
Approve T+2 Committee (T2SC) Structure - COMPLETE
Initial meeting of T2SC on October 15, COMPLETE
Agree on overall Canadian T+2 strategy – December 2015
Identify major milestones – December 2015
Identify major issues to be resolved – December 2015

8. T+2 – Canadian Schedule Issue Working Group announcement - COMPLETE
Identify Working Group makeup - COMPLETE
Initial meeting of the working groups
Operations WG – COMPLETE – November 3, 2015
Legal and Regulatory WG - November 20, 2015
Communication and Education WG - November 19, 2015
Identify major issues and milestones - December 2015
Working groups to feed info to the T2SC for approval

9. T+2 – What should you be doing?
Read UST2 Whitepaper
Get involved
Set up internal project
Analyze what needs to be done – systems, processes, procedures, etc.
Ask your vendors/suppliers

10. Questions?