This elite group, comprised of experts in the field, personally nominates all invitees and develops the Agenda, which forms the basis of our discussions.
Forum Overview
Dates: October 1 - 2, 2026
Location: Greenwich, CT
The Forum is a private gathering of up to 48 senior lawyers, in-house and private practice, who are well-versed in defending financial institutions against consumer claims. Participants are personally selected from major financial services companies and law firms across the United States to meet and discuss the most pressing issues they face today.
Using candid, peer-driven discussion, this annual Forum explores key trends and developments in the evolving enforcement environment and emerging litigation risks.
2026 Steering Committee
Committee Members
Forum Directors
Sydnie holds a Bachelor’s Degree with an Honours Specialization in Political Science from Western University in London, ON. Prior to joining Cambridge Forums in 2020, she previously worked at the Ivey Business School, supporting alumni relations and developing expertise in project management, client relations, and organizational excellence. Known for her attention to detail and commitment to delivering exceptional experiences, Sydnie brings professionalism and enthusiasm to every project. Outside of work, she enjoys travelling, trying new recipes, and attending fitness classes.
CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended
Built on meaningful interactions and genuine connections, the Forum is the premiere gathering for preeminent leaders to gain guidance from peers on unprecedented and grey areas in potential fiduciary conflicts and prohibited transactions while building diverse and valuable connections from across the nation.
STILL UNSURE? Learn why people return year after year
Hear how our participants describe the practical benefits of our forums.