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DTCC Learning Roadshow Readies for 2016
Jafar Miah, Learning Program Manager, DTCC Core Learning Services, leads the class in a discussion on DTCC Corporate Actions

On the heels of a successful 2015 campaign, The Depository Trust & Clearing Corporation (DTCC) Learning Organization is gearing up to hit the road for the 2016 DTCC Client Learning Roadshow schedule.

The Roadshow is a two-day, instructor-led course held in client sites in select cities and at DTCC’s Tampa and Jersey City offices. There is no charge for clients to attend the sessions, but registration is required.

“The DTCC Client Learning Roadshow provides the ideal venue to deliver information that can help clients maximize the value of their DTCC services,” said Kaliym Islam, Vice President of the DTCC Learning Group. “Clients have responded very enthusiastically to the Roadshow and we look forward to another successful year in 2016.”

The current course covers DTCC’s Corporate Actions and Settlement and Asset Services. Course offerings could expand in 2016, according Anthony Leone, DTCC Learning Program Manager, Settlement and Asset Services. “We are looking at client feedback from course evaluations to determine what other courses our clients are asking for,” he said. “That feedback will drive the development of future course offerings.”

The Roadshow started in 2014 with courses offered at DTCC’s Jersey City and Tampa offices. The course was so popular, Leone said, that they repeated it later that year in Jersey City and Tampa. “The feedback and demand was so great, we thought why not expand the program to other cities,” Leone said. “So this year we expanded it to St. Louis, Chicago, Toronto and Vancouver.”

Leone added that DTCC Learning is working with DTCC Relationship Managers to identify new cities as stops on the 2016 Client Roadshow.

Client Focus

Cheryl Mujica, DTCC Learning Team Manager, Settlement and Asset Service, noted the classes provide an ideal forum for DTCC to engage with clients.

DTCC Learning Roadshow Readies for 2016
Jafar Miah, Cheryl Mujica and Tony Leone go over last minute details before welcoming clients

“We as an organization are always asking how we can get more involved directly with clients,” she said. “The classes provide dialogue between DTCC and clients that are invaluable in helping us provide a world-class customer service experience.”

To help promote interaction, the classes have “checkpoint activities” at certain points to review what was covered and give attendees the chance to ask questions. Instructors also hold periodic “icebreakers” to help keep the group engaged. “We’ll do little trivia contests to help keep things lively,” Leone said. “We don’t just want to throw a book on the table and say ‘let’s get started.’ We want attendees to be involved in the conversation.”

The classes also serve as a venue to help reinforce the status of DTCC initiatives with clients. For example, during the Corporate Action course, Leone reminds attendees that certain PTS/PBS systems are being retired and replaced by the Corporate Actions Web. “The attendees appreciate that reminder because the information ties directly into the course content and it applies directly to their jobs,” he said.

DTCC Learning is expected to release the 2016 Roadshow schedule in early Q1. For more information about the Roadshow or holding a class at your location, contact