Insights

CFTC Issues No-Action Relief for Swap Data Reporting Error Corrections
Derivatives Anne Montminy, Tim Brown, Drew Godsell Risk Management & Compliance, Strategy & AdvisorySummary
Situation Overview: On December 11, 2025, the Commodity Futures Trading Commission (CFTC) issued no-action relief regarding the correction of errors in swap transaction and pricing data submitted to a swap data repository (SDR).
What:…

Patomak Global Partners Named One of the Top Consulting Firms in Fintech by Chambers & Partners
News, News Release Patomak Global PartnersWASHINGTON D.C. – Patomak Global Partners is honored to share that it has been ranked as one of the top fintech consultancies in the United States for the second consecutive year by Chambers and Partners in the Chambers FinTech Guide 2026.
Each…

SEC’s 2026 SBSD and SBSEF Examination Priorities: What Firms Should Expect and How to Prepare
Derivatives Petar Lovric, Anne Montminy Risk Management & Compliance, Strategy & AdvisorySummary
Situation Overview: The Securities and Exchange Commission’s (SEC) Division of Examinations (Division) released its 2026 examination priorities for Security-Based Swap Dealers (SBSDs) and, for the first time, examinations for Security-Based…

SBSD De Minimis Threshold Phase-In: Potential Relief Ahead, but Firms Should Prepare for All Scenarios
Derivatives Pamela Geraghty, Petar Lovric Risk Management & Compliance, Strategy & AdvisorySummary
Situation Overview: The SEC’s temporary de minimis thresholds for security-based swap dealing activity ($8 billion for credit default swaps and $400 million for non-CDS) are scheduled to change following the expiration of the current…

Spoofing Enforcement Cases and Steps to Protect Your Firm
Securities Laura Magyar, Tim Tian Risk Management & Compliance, Strategy & AdvisorySummary
Situation Overview: Domestic and foreign regulators continue to pursue actions against firms for spoofing and market manipulation activities.
What: There is a continuing need for vigilance in detecting and preventing spoofing, particularly…

Understanding the New De-Banking Executive Order
Banking & Consumer Finance Mona Elliot, Heather Espinosa, Robert Greene Strategy & AdvisorySummary:
Situation Overview: On August 7, 2025, President Trump issued an Executive Order (the “Order”) entitled “Guaranteeing Fair Banking for All Americans”, which has implications for retail and institutional fair lending practices.
What:…

CFPB Initiates New Rulemaking for Section 1033
Banking & Consumer Finance Jim Carley, Andrew Bonney Strategy & AdvisorySummary:
Situation Overview: On 21 August, the Consumer Financial Protection Bureau (CFPB) issued an Advanced Notice of Proposed Rulemaking (ANPR) regarding Section 1033 of the Consumer Financial Protection Act.
What: Many fintech companies,…

American Bankers Association Conference Focused on AI
Banking & Consumer Finance Heather Espinosa Risk Management & ComplianceSummary:
Situation Overview: The 2025 American Bankers Association (ABA) Risk and Compliance Conference heavily focused on Artificial Intelligence (AI) in Banking – including top use cases and best practices in AI governance.
What: The…

FDIC Highlights Policy Priorities Impacting FinTechs and Large Banks
Banking & Consumer Finance, Patomak Analysis Heather EspinosaSummary:
Situation Overview: FDIC is focused on de novo bank formation, digital assets and blockchain activities, resolution planning, and asset thresholds for “tailoring” categories.
What: The FDIC is reevaluating guidance in these…


