The Road to Refit 

A three-part webinar series to help you navigate the road to the EMIR Refit go-live.

Join LSEG Post Trade and guests from across the financial services industry, for fast-paced and practical “check-in points” on how we’re transitioning to EMIR Refit. 

We’ll be equipping you with practical advice on where you should be on the journey and how to tackle key challenges. You will also gain a deeper understanding of how your firm’s preparations align with your peers.  
  • [Webinar 1] Mobilising for EMIR Refit – now available on demand

  • [Webinar 2] Preparing for EMIR Refit – now available on demand

  • [Webinar 3] The EMIR Refit rundown – now available on demand
Use the form below to access the webinar on-demand.





By submitting this form, you agree to your personal data being shared within the London Stock Exchange Group of companies (LSEG) for the purpose of receiving communications via post, phone and electronic means from LSEG about events, resources, products, and/or services.

For more information on how LSEG uses your data, see our Privacy Statement.

You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
For more information on how LSEG uses your data, see our Privacy Statement.

You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.

[Webinar 1] Mobilising for EMIR Refit – now available on demand
10-10.30am GMT / 11-11.30am CET Thursday, 9 March 2023 

Now we know what to expect, it’s time to plan for the EMIR Refit transition. With just over a year until the EU go-live date, LSEG Post Trade and Kaizen will run a fast-paced and practical check-in, covering: 

  • What you can expect from the “Road to Refit” webinar series
  • Summary of EMIR Refit timelines
  • Overview of key changes in the UK and EU to look out for
  • Insights into the level of preparedness across financial institutions
  • How LSEG Post Trade is simplifying the transition to EMIR Refit

[Webinar 2] Preparing for EMIR Refit – now available on demand
10.30 - 11.00am BST / 11-11.30am CEST, Thursday, 22 June 2023

As we rapidly approach the second half of 2023, it’s time to assess how this year’s EMIR Refit preparations are progressing, including:

  • Revisiting the timeline and firms’ state of readiness
  • Recapping the big challenges and how to overcome them
  • Examining UK preparations now the FCA has published its final validation rules
  • Reflecting on ESMA’s recently released data quality report - and what it means for EMIR Refit
  • Having experts on-hand to answer your questions!

[Webinar 3] The EMIR Refit rundown – now available on demand
10-10.30am GMT / 11-11.30am CET, Thursday, 30 November 2023

As 2023 draws to a close, we will be recapping:
 
  • What’s left to prepare before the EU EMIR Refit deadline
  • The percentage/What proportion of firms are testing and now approaching readiness
  • Valuable “lessons learnt” that UK firms should take note of

Meet our speakers

Georgina Valente
Sales Director
LSEG
Georgina joined LSEG’s regulatory reporting business, in 2013 after a degree in International Business, and an earlier Sales role at SmartStream Technologies.
 
Within the LSEG Post Trade Sales team Georgina became a pivotal contributor to the growth of the business, managing existing and new customers across all regulations and services including EMIR, MiFIR, G20, Analytics & Data.  Georgina was promoted to Sales Director in 2020, and more recently has been involved across Post Trade leading the new LCH Digital Product Group sales efforts.
Georgina provides strong relationship management, a commercial mindset, and a solid understanding of our services alongside clients requirements, and looks forward to expanding that as we head into EMIR Refit.

Tim Hartley
EMIR Reporting Director
Kaizen

With over 15 years’ industry experience, Tim is a specialist in EMIR regulatory reporting and has a deep understanding of the full trade and position reporting lifecycle, from pre-sale, through to daily reporting and post-trade reporting review.

Tim has assisted and advised a broad range of firms, including hedge funds, asset managers, brokers and non-financial firms to enable them to meet reporting and regulatory requirements, implement fit for purpose and best practice approaches, as well as avoid regulatory scrutiny and enforcement action.

Prior to Kaizen, Tim was an EMIR and SFTR Reporting specialist for Kroll, where he led the firm’s expert reporting review consultations, authored and delivered EMIR and SFTR training modules on behalf of a leading Trade Repository, and was a regular panelist on EMIR Reporting webinars and conferences. Tim spent five years leading and developing the CME Trade Repository as Global Head of Client Services, after having focused on derivative onboarding for JPMorgan Chase.
James Hardie
Product Director
Regulatory Reporting, LSEG Post Trade


James started his regulatory career with Commerzbank, holding a variety of roles involved with regulatory reporting, providing the bank with regulatory knowledge in EMIR, MMSR, MAS and MiFID II regulations, to name but a few. Since 2017, James has operated as Product Director at LSEG's regulatory reporting business which is responsible for the UK and EU EMIR Trade repository. James provides product direction and development of the Trade Repositories and leads the drive to incorporate EMIR Refit changes into the infrastructure of the LSEG Post Trade repositories.
Jonathan Armitage
Head of Regulatory Reporting
LSEG Post Trade

Jonathan Armitage is the Head of Regulatory Reporting and Control Functions for LCH Limited, he’s thus responsible for transactional reporting for all asset classes. Jonathan have been at LCH for more than 8 years, 2 of which in his current role and the rest for a similar role for LCH SwapClear/Rates. Prior to this role at LCH, he has almost a decade of experience at top tier investment banks, all within OTC derivatives.