Operations Unpacked: The CISI

In this episode of Operations Unpacked , hosts Victoria Sena and Colin Anderson sit down with Tom Cluett and Gwen Norman from Redwood Co Sec Limited to explore the often-overlooked world of company secretaries. From behind-the-scenes governance to the realities of compliance and board dynamics, they reveal what the role really involves day to day—along with a few surprises about the “secret lives”...

In this episode of Operations Unpacked , hosts Victoria Sena and Alan Burr are joined by Matthew Vincent and Nicholas Bruce to explore the complexities of regulatory transaction reporting. The discussion delves into the critical role that accurate and timely reporting plays in maintaining market integrity and meeting regulatory obligations. Drawing on their industry experience, the guests unpack c...

In this episode of Operations Unpacked , hosts Victoria Sena and Rachel Clark sit down with Samantha Moore from Partner Capital to lead about a Day in the Life in Business Operations. They discuss challenges and opportunities that come with a career in operations; how to navigate steep learning curves; the importance of mentors in early stages of a career; what a typical day in operations looks li...

In this episode of the CISI podcast Operations Unpacked , hosts Victoria Sena and Colin Anderson are joined by Paul Darroch Groden to discuss effective exam preparation. Paul shares practical guidance on how candidates can approach their studies with confidence, covering strategies for structuring revision, managing time, and making the most of available learning resources. The conversation offers...

In this episode of Operations Unpacked , from the Chartered Institute for Securities & Investment (CISI), industry experts Phil Clements and Stacey Onyido explore the evolving landscape of financial promotions. Moderated by hosts Victoria Sena and Colin Anderson, the discussion examines emerging regulatory expectations, common compliance challenges, and innovative approaches firms are adopting...

In this episode of CISI Operations Unpacked , Andrew Muir unpacks the evolution from ISO 15022 to ISO 20022 and explains why it is central to the digital transformation of financial services. Andrew outlines why ISO 20022 was developed, by whom, and how its structured, data-rich messaging model improves on legacy standards. He breaks down the key components of the ISO 20022 framework and explains...

In this episode of the CISI podcast Operations Unpacked , hosts Victoria Sena and Colin Anderson sit down with Gail Thomson and Shaig Mougal to explore the past, present and future of CASS. Together, they unpack how the Client Assets Sourcebook has evolved, what firms need to know about today’s regulatory expectations, and where CASS is heading next. From lessons learned and common challenges to e...

In this episode of Operations Unpacked, hosts Victoria Sena and Rachel Clark engage with Nathan Young to explore the concept of a ‘Second’. Nathan explains that a Second is not merely a role but a specific type of person who thrives in supportive positions. The conversation delves into the traits that define Seconds, the importance of followership, and the distinction between risk aversion and cha...

In this episode of Operations Unpacked , hosts Victoria Sena and Rachel Clark sit down with Natasha Mackintosh from bdh Sterling to lead about a Day in the Life in Business Operations. They discuss challenges and opportunities that come with a career in operations; how to navigate steep learning curves; the importance of mentors in early stages of a career; what a typical day in operations looks l...

In this special episode of Operations Unpacked presenter Victoria Sena gives listeners a peek behind the scenes of the CISI Compliance and Operations Conference at Murrayfield Stadium in Edinburgh, Scotland. Victoria holds exclusive interviews with some of the speakers and attendees that made the day what it is – a celebration of compliance and operations: Colin Anderson, Senior Relationship Manag...

In this episode of Operations Unpacked , hosts Victoria Sena and Colin Anderson sit down with Paul Darroch Groden to explore what true agility looks like within the fast-moving world of financial services. Drawing on his extensive industry experience, Paul sheds light on how organisations can adapt at pace, build resilient operating models, and empower teams to innovate in the face of constant reg...

In this insightful episode of The CISI’s Operations Unpacked , hosts Victoria Sena and Colin Anderson explore the evolving landscape of hybrid working — a model that has redefined how, where and when we work. Joined by industry experts Shaid Moughal and Andrew Welsh , the discussion delves into the benefits and challenges of balancing office and remote environments, and how organisations can adapt...

In this episode of Operations Unpacked , hosts Victoria Sena and Alan Burr sit down with Tom Gell from ISO Serious to explore the crucial link between data protection and ISO 27001. Together, they discuss what it really means to manage information securely, how organisations can align with the standard, and the practical steps to achieve compliance without unnecessary complexity. Whether you’re be...

In this episode of Operations Unpacked , we’re joined by Julia Dreblow , founder of SRI Services and a leading voice in sustainable investment. Julia takes us through the purpose, evolution, and real-world impact of the Sustainable Disclosure Requirements (SDR) — exploring how these regulations are reshaping the UK investment landscape. We unpack what SDR means for asset managers, advisers, and in...

In this episode of Operations Unpacked , hosts Victoria Sena and Alan Burr sit down with Amos Dadzie , Investment Operations Manager at Edentree Investment Management, to explore how operations can play a pivotal role in connecting strategy with execution. Amos shares his perspective on moving beyond the perception of operations as purely a back-office function, highlighting the value of operation...

In the first full episode of Operations Unpacked , hosts Victoria Sena and Kirit Teli sit down with David Royle , CEO of Tanhill.ai , and Jamie Crossman-Smith , Founder of GATE Systems , for a candid conversation about AI in operations . Moving beyond the hype and the “what”, they delve into the “how” —how organisations can practically implement AI, overcome adoption challenges, and unlock real va...

In the debut episode of Operations Unpacked , hosts Victoria Sena and Colin Anderson warmly welcome listeners and introduce the show’s mission. They peel back the curtain on operational excellence, sharing what inspired the podcast and what kinds of deep-dive conversations—and real-world operational insights—audiences can expect in upcoming episodes. Their energy strikes a balance between inviting...