BNY Mellon’s Pershing Announces Agenda for INSITE 2021

May 18, 2021

Keynote speakers include Adam Grant, Dr. Sanjay Gupta, Rosie Rios, and Leslie Odom Jr.

JERSEY CITY, N.J. — BNY Mellon’s Pershing (“Pershing”) has announced the agenda and speakers for its annual INSITE conference, June 8-10, which will be virtual for the first time in its 20-plus-year history and free of charge to all registrants.

“The extraordinary events of the past year were a catalyst for rethinking our collective future,” said Jim Crowley, CEO of Pershing. “We recognize the tremendous responsibility we have to contribute to the well-being and success of our employees, our clients and the communities in which we operate. We are taking the learnings from the past year to re-envision how we approach our business. This year’s INSITE embodies that very idea: success in the next decade requires new thinking.”

Robin Vince, Vice Chair of BNY Mellon and CEO of Global Market Infrastructure, added, “If the past year taught us anything, it’s that future success will be driven by the ability to innovate and build agile, client-centric organizations. INSITE 2021 is intended to inspire our clients and partners to rethink what’s possible in a time of rapid change.”

This year’s INSITE will center around three main themes: 1) Leadership, 2) Innovation, and 3) Inspiration and Motivation. Presented through a mix of live and on-demand sessions, the all-virtual INSITE 2021 will deliver highly relevant, on-the-go content, ranging from organizational psychology to driving productivity and morale, from building the workforce of the future to cyber-proofing business.

The entire conference will be accessible via the INSITE Conference website upon registration.

LIVE SESSIONS WITH NOTABLE KEYNOTE SPEAKERS: This year’s INSITE will feature live main stage sessions from 11 a.m.-12 p.m. EDT on June 8, 9, and 10:

June 8 | FOCUS: Leadership: Pershing CEO Jim Crowley and Chief Operating Officer Emily Schlosser will kick off the live portion of the event with a discussion on their vision for the future and how they are reimagining Pershing’s organizational design to deliver better value to clients. The opening remarks will be followed by a session on financial literacy.

Adam Grant, organizational psychologist and best-selling author will deliver the closing keynote of the first day, covering highlights from his latest book Think Again: The Power of Knowing What You Don’t Know.

June 9 | FOCUS: Innovation: The second day will open with a panel discussion about the latest technology trends in financial advice.

Dr. Sanjay Gupta CNN’s Chief Medical Correspondent and award-winning journalist will conclude the second day of live sessions with a keynote about keeping our brains young, healthy, and sharp as we age.

June 10 | FOCUS: Inspiration & Motivation: Rosie Rios, 43rd Treasurer of the United States, will open the last day of INSITE 2021 with a keynote about how organizations can do more with less and share a case study of how a CEO saved $1B while increasing productivity and morale.

Leslie Odom Jr, Tony & Grammy award-winning artist, will wrap the conference with a conversation on his rise to fame and how his personal ambition and vision shaped his success.

ON-DEMAND CONTENT: Additionally, this year’s INSITE will feature 20 on-demand breakout sessions, all of which will be released the first day of the event and will be available to registrants throughout the month of June. The sessions will feature a range of topics that are top of mind for Pershing’s Wealth and Institutional clients including:

  • Advisory Firm of 2030
  • Are You Ready for Accelerated Settlement?
  • The Bold Moves Institutional Firms Are Making to Sustain Profitability
  • New and Unfinished Business: 2021 Regulatory Perspectives
  • The Trends and Truths Behind the Special Purpose Acquisition Company (SPAC) Surge

THREE-EPISODE MINI PODCAST SERIES: Finally, the conference will feature a 3-episode mini podcast series, highlighting the main themes of this year’s INSITE. Each episode will go live daily—June 8-10—both on the INSITE conference website and on the Pershing Zoom In podcast channel, and will be syndicated on all major podcast providers.

The INSITE webpage will also feature dedicated sections with deep dives on solutions from Pershing and other top industry providers, as well as sponsored content.

For more information about INSITE 2021, or to register, please visit:

Join the conversation on social media by following @BNYMellon and @Pershing on Twitter, @BNY Mellon | Pershing on LinkedIn, and the #realinsite hashtag.

About BNY Mellon's Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on, or follow us on LinkedIn or Twitter @Pershing.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of June 30, 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.