Creating a Digital Ecosystem

Recorded On: 12/09/2020

Confluence and the Nicsa Technology and Innovation Committee are proud to present a webinar on how to stay ahead of the curve as you build your digital strategy and incorporate disruptive technologies into your ecosystem. In the digital age, data access and speed are everything. Disruptive technologies like the Cloud have found their way into mainstream fund operations. Optimizing the use of these technologies and creating a digital ecosystem is a business imperative. Please join Confluence Head of Global Market Strategy, Gary Casagrande and our panel of Chuck Gallant, Director at BNY Mellon and Todd Moyer, President & COO of Confluence as we explore how digitalization is transforming the asset management industry.

Learning objectives:

  • -The role of regulation in the digital journey;
  • -Digital investment trends among asset managers and servicers

Who should attend: technology leaders, fund administration product and operations professionals, product and operations executives, vendor management professionals

This program is sponsored by:


Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPEs Earned: 1
CPE Field of Study: Regulatory Ethics
Program Level: Basic
Delivery Method: Group-Internet Based
Advanced Preparation: None

Due to this program being offered free of charge, there will be no refunds issued.

Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Gary Casagrande (Moderator)

Vice President, Head of Global Market Strategy, Confluence

Gary joined Confluence in January 2016 and serves as Vice President of Global Market Strategy. He is responsible for overseeing market research analysis and forecasting market conditions to support Confluence solution growth. Gary has more than 25 years of experience in the financial services industry and an in-depth understanding of mutual fund operations, regulations, project management and quality control. Before joining Confluence, he held the position of Head of Financial Reporting and Expense Administration at BBH. Prior to that, he served as the Head of the Treasury and Portfolio Compliance group at JP Morgan. Gary has a Bachelor’s Degree from Bryant University in Business Administration with a focus on Finance.

Todd Moyer

President, COO

As President and Chief Operating Officer of Confluence, Todd is responsible for ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent geographic markets globally. A 20-year financial services technology industry veteran, Todd provides strategic and operational direction while focusing on global expansion and ensuring operational accountability. He leads the company’s operations functions as well as market-facing activities which include sales, account management and marketing.

Todd has an accomplished track record of helping financial services firms of all sizes adopt innovative solutions to drive revenue. Prior to joining Confluence, he was executive vice president of SunGard’s Wealth Management business, where he was responsible for the sales strategy and delivery of integrated wealth management solutions. Prior to joining SunGard, Todd was a principal of Mid Atlantic Institutional Shares (“MAIS”), where he was responsible for the firm’s flagship mutual fund trade-routing platform. MAIS was acquired by SunGard in 2002. He has also served as a senior consultant for the Economic and Financial Consulting division of Arthur Anderson LLP.

Chuck Gallant

Director, BNY Mellon

Chuck Gallant serves as a Director in our Asset Servicing Digital Solutions team. With over 30 years of experience in investment servicing technology and product development, he is responsible for managing the advanced digital capabilities for many of our strategic product offerings, including our web / mobile self-service technologies, fraud prevention, process optimization and automation, and data analytics tools. Chuck has served as Chief Information and Technology Officer in former roles and has held numerous strategic business and technology positions in the areas of digital transformation, portal development, data analytics and delivery, business process automation, and other customer-facing technologies. 

Chuck earned his Bachelor of Science degree in Business Administration & Management Information Systems from the University of Massachusetts at Lowell and holds a Master’s degree in Computer Information Systems from Boston University. Chuck is also a co-chair for the NICSA Technology and Innovation Committee.


12/09/2020 at 2:00 PM (EST)   |  60 minutes
12/09/2020 at 2:00 PM (EST)   |  60 minutes
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