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JOIN US THIS OCTOBER
We're bringing together a small group of COOs, CIOs and Heads of Operations from across the commodities and energy trading sector to compare notes on where margin quietly leaks out across trading operations, from counterparty onboarding and trade capture through confirmations, contract management, reconciliation, settlements and invoicing, and what the firms getting ahead of it are actually doing.
Profitability is rarely affected by one major issue. It is usually reduced over time through confirmation delays, contract differences, missed amendments, settlement breaks, invoice errors and unresolved exceptions.
This year's disruptions in some cases are pushing trading volumes up 5x and has already tested how quickly firms can see exposure across cargoes, vessels, contracts and counterparties when it matters. Trading operations sit right in the middle of that answer, and it's a live conversation across the industry right now, not just an internal one.
64%
of commodity firms say their current ETRM/CTRM systems don't support all of their processes or traded commodities.
Least digitised
trading operations, from onboarding to invoicing, remain the least digitised link, even at firms with major CTRM/ETRM investment behind them.
Industrialised AI
The 2026 shift: moving from isolated AI pilots to governed and production-scale automation.
THE CONVERSATION
Where margin leaks across post-trade
How confirmation delays, contract discrepancies, settlement breaks, invoice errors and unresolved claims translate into financial and operational exposure.
From execution to settlement and cash
Maintaining consistency across trade capture, static data, logistics, quantities, pricing, fees, settlement instructions, invoicing and payment.
Operational visibility and control
Moving from retrospective dashboards to real-time oversight of ageing items, financial exposure, source identification and control failures.
Scale, complexity and interoperability
How rising volumes, complex physical and financial commodity structures and geopolitical disruption increase pressure on post-trade operations. Connecting ETRM/CTRM systems, contracts, data and workflows can improve efficiency and control.
The confirmation and contract gap
Managing outbound generation, inbound confirmations, amendments, cancellations, clause differences and matching across structured and unstructured channels.
Exceptions that disappear between systems
Why email, spreadsheets, portals, documents and disconnected workflows make breaks difficult to identify, prioritise and resolve.
Industrialising automation and AI safely
Where automation and AI can deliver measurable value, and how firms govern quality, policy compliance, human review and model performance in production.
What you'll leave with:
A clearer view of where post-trade inefficiencies affect control and profitability and practical ideas for improving contract management, reconciliation and settlements. You will also explore how interoperability, automation and AI can support these improvements.
EVENT DETAILS
14:00
Arrival & welcome:
Introductions and scene setting.
14:15
Regulatory briefing
14:30
Facilitated roundtable:
Open discussion across the five themes above. Chatham House rules. No recording. No attribution.
16:30
Close & wrap:
Key themes captured, next steps agreed with the group.
17:00
Drinks & nibbles:
Informal close. No agenda, no presentations. The conversations that matter tend to happen here.
Post-event
Summary note:
A short summary of the key themes - anonymised - shared with all attendees.
This event will bring together a selected group of decision makers, under Chatham House rules - nothing said in the room is attributed outside it. Open speaking throughout, focussed on what’s live in your organisation. The value here is hearing ground truth directly from your own peers and practitioners in the room, not from a deck.
This is a discussion, not a pitch. Our aim is to leave the room with genuinely useful insights for the people running these functions.
FORMAT
Private roundtable
15-20 attendees
LOCATION
Executive venue, London, UK
DATE
Thursday 8 October 2026,
2 pm onwards
HOSTED BY
Xceptor
JOIN THE EXECUTIVE ROUNDTABLE DISCUSSION
Registration is subject to a qualification process and approval. Please complete the form below and we will be in touch to confirm your access.
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