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#23: Bracing for T+1 | Navigating the Operational Challenges

Are you prepared for the T+1 deadline on May 28, 2024?

Listen to our latest Tech It Up episode to learn how T+1 is impacting our clients. Our guest, Paul Thomas, SS&C Advent Relationship Manager, recently helped moderate a virtual focus group with over 170 clients to discuss their transition plans and readiness.

Paul provides potential implications, challenges, and opportunities from this mandate, including insights from the session. The discussion covers everything from automation and operations to timestamps and third-party reliance. Whether your firm is in the planning, testing, or implementation phase, this episode is sure to guide you in your preparations.

So, what are you waiting for? Tune in to our latest Tech It Up episode and prepare for the T+1 deadline!


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Paul Thomas

Sr. Relationship Manager, SS&C Advent

Paul joined SS&C Advent in 2011 in our San Francisco office, where he supported Advents suite of solutions and managed upgrades and implementations. In 2016, he relocated to New York, taking the role of Relationship Manager for SS&C Advents Managed Services and strategic clients with a primary focus on maximizing their investment in SS&C Advents suite of products and services.

Paul is a United States Navy Veteran where he led a team of Electronic Warfare Technicians conducting anti-ship missile defense and countermeasures from 1999-2003 aboard the USS Camden (AOE-2).

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Jasmin Conner

Host | Sales Engineer, Black Diamond, SS&C Advent

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

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Trent Berry

Host | SS&C Advent

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,

Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.