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: September 11 - 12, 2025
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.
2025 Steering Committee
Committee Co-Chairs


Committee Members








Forum Directors

Emily holds a Bachelor’s Degree in Sociology from Queen’s University. Since joining Cambridge Forums in 2020, she has developed and overseen specialized forums for elite senior professionals navigating complex regulatory landscapes and advancing responsible business practices. Prior to Cambridge Forums, Emily spent a decade as an event manager, orchestrating high-profile fundraisers in Toronto and managing destination weddings worldwide. Her extensive expertise in relationship management and event logistics has been key to delivering exceptional participant experiences. Outside of work, Emily enjoys traveling in search of the ultimate live music experiences, the best ski conditions, world-class golf courses, and exquisite cuisines and wines.

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.