Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting – no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Operations Unpacked: The CISI
Claim This Podcastby The CISI
Podcast Overview
Welcome to Operations Unpacked – the podcast that explores operational challenges and opportunities shaping the global financial services industry today. Produced by the Chartered Institute for Securities & Investment (CISI), this series shines a spotlight on the people, systems, and processes that keep business in business. Presented by Victoria Sena, Colin Anderson and other members of the CISI's Operations Forum, each episode unpacks complex operational topics and makes them clear, relevant, and interesting – no matter your role or experience. With insights from across the CISI’s global membership, we bring together special guests from different countries, sectors and specialisms, including investment management, financial advice, global custody, banking, and service providers. Episodes fall into three categories: in the Day in the Lifeepisodes you will hear firsthand from operational professionals about what their role really entails, how they got to where they are, and what's next for their careers. Meanwhile the On The Horizon episodes explore emerging trends such as AI and regulatory change, which are shaping the future of operations. Finally, the Movers & Shakers episodes feature inspiring leaders who share their career insights from the boardroom and discuss the books they've written. This series will include episodes on agile management, CASS, AI, hybrid working, company secretaries, apprenticeships, transaction reporting, cybersecurity, data protection, ISO rules, human risk, and how to thrive as a second in command. So, whether you are new to operations or a seasoned executive passionate about continuous improvement, there's something here for you. Operations Unpacked is available on CISI TV, Apple, Spotify, and wherever you get your podcasts. If you'd like to feature as a guest, or have a question you'd like answered by our experts, please get in touch with Victoria Sena. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
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Publishing Since
9/8/2025
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Recent Episodes
May 5, 2026
The Secret Lives of Company Secretaries
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” of those who keep organisations running smoothly.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
April 14, 2026
Regulatory Transactions Reporting
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 common challenges firms face, including data quality issues, evolving regulatory expectations, and the operational burden of compliance. The conversation also highlights best practices, practical insights, and the importance of strong governance frameworks to ensure effective reporting processes. This episode offers valuable perspectives for professionals navigating the ever-changing regulatory landscape within financial services.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
March 31, 2026
A Day in the Life - CISI award-winner Samantha Moore on building a career in finance and leadership in Trade Operations
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 like; the importance of policies and procedures; how operational staff can be leaders; what moving to another country involves; what makes a good operational professional beyond technical capabilities; what to do when things go wrong; important operational skills; what the EOS system is; and how to lead teams that may be unseen, but are critical to the success of a business.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
17 total episodes available
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Frequently asked questions
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- What is Operations Unpacked: The CISI?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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