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WFIC Preliminary Schedule Announced


 FISD has announced the preliminary schedule for the 2017 World Financial Information Conference taking place September 24-27 in Barcelona. WFIC is the only global event that focuses exclusively on issues associated with dissemination, management and use of financial information.  


Due to high demand, WFIC 2015 was only open to members and we expect to carry that policy forward for WFIC 2017. In order to attend, your membership must be active at least through September 27, 2017. Contact Tracey Shumpert for more information or to make sure you're eligible. WFIC is less than a year away, so now is the time to join FISD to ensure that you're eligible for the conference.

  • FISD Regular Members: $1,900 USD
  • FISD Consumer Firm Members: $500 USD

 REGISTER NOW  to join 400+ senior financial information professionals in three and a half days of panels, educational sessions, networking and fun.

FISD Concludes Member Satisfaction Project
In 2016, FISD undertook a rigorous study of member satisfaction levels in key areas such as overall satisfaction, events, communications, working groups and the FIA.  The Executive Committee conducted many live interviews and the membership was electronically surveyed.  FISD staff are currently implementing the actions indicated by the survey results.  To see the results and actions planned, click here to read the report and contact Tracey Shumpert with any questions.

FISD 2017 Executive Committee
Twelve member companies were chosen to serve two year terms beginning in February.  The complete list of Executive Committee members can be viewed here.  The new Executive Committee chose a new Chair and Vice-Chair:  Yousaf Hafeez of BT and Steve Dickey of CBOE.

FISD Exchange Group
David Anderson is in the midst of proactively reaching out to our Exchange members to seek ideas for improvements to our quarterly CG meetings but also seeking ideas of how FISD can better serve the Exchange community. If David has not yet contacted you by all means contact him. Also any non-exchange member is welcome to send suggestions to David in respect of this Exchange CG.

CCG update
Multiple activities are in-flight in the CCG: (1) The U.S. Exchange Group is collecting and compiling information on the possible effects of the adoption of “per user” usage and reporting metrics by exchanges..; and (2) An exploratory call is going to be scheduled to discuss the feasibility and desirability of repeating FISD Consumer Benchmarking research project.  If you have questions, or are interested in participating in any of these activities, please contact Tom Davin.

FISD MIFID Working Groups
with Jan 3rd 2018 fast approaching,  we are collectively on the final glide path to compliance. FISD, specifically David Anderson,  is continuing its separate ‘Real Time’ and ‘Reference Data’ working groups with a Real Time meeting having taken place on Feb 6th and a Reference Data meeting scheduled for March 21st. Based on experience with other regulations like Solvency II we expect these working groups to continue some meetings even after Jan 3rd 2018.

FISD FIA Exam: By the Numbers


The FISD Financial Information Associate (FIA) exam is the first-ever certification for the market and reference data industry. If you don’t know it yet, you should. Well over 1,000 practitioners have earned the credential – hiring managers and clients alike are starting to take notice. Here’s a breakdown of the exam by the numbers:

4 – The FISD FIA syllabus is broken down into four sections: Markets, Data, Technology, and Issues & Trends.

150 -- The FISD FIA consists of 150 multiple-choice questions.

75% -- A score of at least 75% is required to pass the FISD FIA. Achieving this mark earns you an FIA plaque, a place in the FISD FIA Directory, and the right to add the letters FIA after your name.

160 -- Candidates have 160 minutes (2 hours and 40 minutes) to complete the exam.

2 -- Candidates taking the FISD FIA in a formal testing center must show two forms of ID. At least one ID must be an official government-issued ID, e.g. a passport or driver's license.

900+ -- Testing facilitator Kryterion operates over 900 testing centers globally. There is likely to be a testing center convenient to where you live or work.

76% -- About 76% of test takers pass the exam. Retakes are available and nobody will see your score except you, but you still want to study hard, perhaps with a recognized trainer.

Want to learn more about accelerating you career or setting your team up for success with the FISD FIA? Visit the FISD FIA website, or contact Hope Wilkes for details.

Growing the FISD Professional Certification Program
Level 2 – is now well underway with our appointed consultant Andrew Miller having contacted several subject matter experts on the chosen first module topic of ‘Data Licensing’ . Andrew and David Anderson are working hard to a close of H1 deadline. If you are an active and willing subject matter expert in this topic please contact David Anderson as we always appreciate more help and input from members.

FIA Study Group is coming to the Boston Area
Study groups for FISD FIA candidates in the Boston area are forming now. These no-cost, no-obligation study groups will allow you and your industry colleagues to help each other prepare for the FISD FIA exam by sharing your existing knowledge and your research about the various sections of the exam syllabus. Contact Nick Merritt for more information. 

 FISD in Europe
Over 140 attended a busy and thought provoking event in Amsterdam back on Feb 2nd and we can tell you that we have already booked a return visit to Euronext for Feb 1st 2018 so please put that in your diaries now. Our London Technology event on March 9th was even busier with over 230 attendees who all seemed to be on Cloud 9, our gracious hosts JP Morgan have already offered to have us back in 2018 and we will soon have a March date for your 2018 diaries. Looking ahead, we hope you can join us in London on June 21st and 22nd and of course WFIC for September in Barcelona – 2017 is a strong year for FISD in Europe. Where else should we be in 2018? – do send David Anderson suggestions.

FISD Event Recap: Learning & Libations in Boston


The Boston Learning & Libations event was held on Thursday, April 6th at the State Street Bank & Trust. This event gave members and guests the opportunity to deep-dive into various topics relating to creating and maintaining solid sales relationships. FISD  would like to thank our speakers Michael Blasi and Trista Burke for donating their time as well as their industry insight. FISD would also like to extend a special thank you to our host, State Street Bank & Trust for providing such a fantastic space.

Share Your News in the FISD Newsletter


Members can have their press releases, events, white papers, blogs, news articles, and job postings featured in the FISD Newsletter. Delivered monthly to thousands of financial information professionals, the newsletter is a great place to spread your news. Email relevant material to Michael Zingali with the subject line "FISD Newsletter Submission.

Time to get to work with SIIA Boot Camp
SIIA, FISD's parent company, is launching a series of boot camp events in 2017 to offer a deep dive into issues facing members in all of the associations under the SIIA umbrella. These first events scheduled for the SIIA Boot Camp Series will tackle marketing:

These events will bring together the best of SIIA's four membership divisions to help you navigate issues such as the growing need to be both a master technologist and a master brand builder, reaching your customers via email instead of cluttering up their inboxes, developing a message for social media platforms that is unique from your conventional marketing messages, using the right analytics in this data-driven environment, and much more.



 FISD Brazil Scheduled for May 18, 2017 
This event on May 18 in São Paulo promises to once again draw key members of the regional financial information community. Plan on hearing from key insiders as they discuss topics such as:

  • Economy Perspectives - euphoria, crisis, recovery
  • The Market for Talent: Market Data Professional Skills
  • Best Practices - Adoption in Brazil
  • Credit and Uses of Market Data

You can review the preliminary agenda here. If you would like to register for FISD Brazil, click here.

An FISD first: Rising Stars Happy Hour Scheduled for May 23, 2017
FISD invites you to the inaugural Rising Stars Happy Hour, hosted by OTC Markets on May 23. With this event we take a break from actionable intelligence that relates directly to your job function and aim to arm you with knowledge for shaping your overall career. Whether you’re just starting out in the data industry or you’re a grizzled veteran, there’s still plenty to be gained from listening to someone’s story. With that in mind, FISD has lined up three distinguished speakers from the FISD Executive Committee to share their professional wisdom with you: Edmund Flynn, FIA, Executive Director, Morgan Stanley; Marcy Pike, FIA, Senior Vice President, Market Data, Fidelity Investments, and Barry Raskin, FIA, Managing Director, Jordan & Jordan (click speaker names for their bios). After the speakers tell their stories about how they got into market data, we’ll turn you loose to twinkle, er, mingle with your fellow rising stars. You can learn a lot from the sharp minds that FISD brings together, from junior employees to those with a corner office – you're all still stars on the rise! This member-exclusive event is expected to max out, so don’t delay, register now.


May 9: FISD Tokyo

May 11: FISD Hong Kong

July 19: FISD Learning & Libations New York

Nov 13-15: Asia Pacific Financial Information Conference (APFIC) - Stay tuned for more information on APFIC

To see a full list of our 2017 Events, Click Here

Consumer Index Group
Contact: Nick Merritt +1 202-789-4441

Consumer Constituent U.S. Exchange Data Sub-Group
Contact: Tom Davin +1 202-789-4465

Business Issues Policies and Practices Standards (BIPPS) Working Group
Contact: Tom Davin +1 202-789-4465

Service Level & Communications Working Group
Contact: Nick Merritt +1 202-789-4441

MIFID II Reference Data Working Group
Contact: David Anderson +44(0)1825791382

*All constituent group meetings are invitation only
Consumers Contact: Tom Davin +1 202-789-4465
Exchanges Contact: David Anderson+44(0)1825791382
Data Vendors Contact: Nick Merritt +1 (202)789-4441

Tom Davin (DC Office):
New York: April 27-28
Toronto:  May 4-5
São Paulo:  May 17-19
New York:   May 23-25

Nick Merritt (DC Office):
Toronto:  May 4-5

David Anderson (UK Office):
New York: April 24-30
Tokyo: May 7-10
Hong Kong: May 10-13
London: June 21-23

Anika King (DC Office):
New York: April 27

Tracey Shumpert (NYC Office):
New York: May 23, June 15
London: June 21 

Hope Wilkes (DC Office):
New York: May 23, June 15

 Michael Zingali (DC Office):
New York: May 23, June 15

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