TABB Group Acquires Securities Operations Forum, Expands Offering
- Following the acquisition, the Group has launched TABB Training.

TABB Group, a research and consulting firm focused on capital markets and financial technology, announced earlier this week that it has acquired Securities Operations Forum (SOF) from The Summit Group.
The SOF is a forum for operations professionals in the financial services industry. It provides training courses, workshops, conferences and other similar services to banks, broker/dealers, regulatory agencies, and more.

Bruce Morris
Source: LinkedIn
The Chief Executive Officer of TABB Group Bruce Morris commented on the acquisition: “For more than 20 years, Securities Operations Forum has enriched the educational and professional stature of over 50,000 existing and aspiring executives in the financial services markets.”
“By combining TABB Group’s international market expertise, consulting services and research content offerings in Equities Equities Equities can be characterized as stocks or shares in a company that investors can buy or sell. When you buy a stock, you are in essence buying an equity, becoming a partial owner of shares in a specific company or fund.However, equities do not pay a fixed interest rate, and as such are not considered guaranteed income. As such, equity markets are often associated with risk.When a company issues bonds, it’s taking loans from buyers. When a company offers shares, on the other hand, it’s selling pa Equities can be characterized as stocks or shares in a company that investors can buy or sell. When you buy a stock, you are in essence buying an equity, becoming a partial owner of shares in a specific company or fund.However, equities do not pay a fixed interest rate, and as such are not considered guaranteed income. As such, equity markets are often associated with risk.When a company issues bonds, it’s taking loans from buyers. When a company offers shares, on the other hand, it’s selling pa Read this Term, fixed income, derivatives, futures, cryptocurrency, Fintech Fintech Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Read this Term and regtech, along with our deep market reach, will allow us to provide new and enhanced training programs to individuals and companies through a wide offering of classroom, custom and virtual-training programs.”
TABB Group Launches TABB Training
As part of the acquisition, TABB has launched TABB Training, which will broaden the Group’s strategic information resources and services offered to the financial industry. Leading the new unit is Ledia Koka, a veteran in the training industry.
Koka is a new addition to the TABB Group and joins from Financial Markets World, a provider of business information and networking opportunities through conferences and seminars. Here, she was most recently the President and Chief Financial Officer. Her move to TABB ends her 14-year-long tenure with the company.

Ledia Koka
Source: TABB Group
“I’m very excited for the opportunity, to be linked with the industry’s financial markets thought leader and Securities Operations Forum reputation for excellence, helping TABB extend its content-rich footprint into training,” added Koka.
The statement released by TABB Group does not go into much detail about what TABB Training will offer. However, it can be expected that it will continue on from SOF and offer similar services.
TABB Group, a research and consulting firm focused on capital markets and financial technology, announced earlier this week that it has acquired Securities Operations Forum (SOF) from The Summit Group.
The SOF is a forum for operations professionals in the financial services industry. It provides training courses, workshops, conferences and other similar services to banks, broker/dealers, regulatory agencies, and more.

Bruce Morris
Source: LinkedIn
The Chief Executive Officer of TABB Group Bruce Morris commented on the acquisition: “For more than 20 years, Securities Operations Forum has enriched the educational and professional stature of over 50,000 existing and aspiring executives in the financial services markets.”
“By combining TABB Group’s international market expertise, consulting services and research content offerings in Equities Equities Equities can be characterized as stocks or shares in a company that investors can buy or sell. When you buy a stock, you are in essence buying an equity, becoming a partial owner of shares in a specific company or fund.However, equities do not pay a fixed interest rate, and as such are not considered guaranteed income. As such, equity markets are often associated with risk.When a company issues bonds, it’s taking loans from buyers. When a company offers shares, on the other hand, it’s selling pa Equities can be characterized as stocks or shares in a company that investors can buy or sell. When you buy a stock, you are in essence buying an equity, becoming a partial owner of shares in a specific company or fund.However, equities do not pay a fixed interest rate, and as such are not considered guaranteed income. As such, equity markets are often associated with risk.When a company issues bonds, it’s taking loans from buyers. When a company offers shares, on the other hand, it’s selling pa Read this Term, fixed income, derivatives, futures, cryptocurrency, Fintech Fintech Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Read this Term and regtech, along with our deep market reach, will allow us to provide new and enhanced training programs to individuals and companies through a wide offering of classroom, custom and virtual-training programs.”
TABB Group Launches TABB Training
As part of the acquisition, TABB has launched TABB Training, which will broaden the Group’s strategic information resources and services offered to the financial industry. Leading the new unit is Ledia Koka, a veteran in the training industry.
Koka is a new addition to the TABB Group and joins from Financial Markets World, a provider of business information and networking opportunities through conferences and seminars. Here, she was most recently the President and Chief Financial Officer. Her move to TABB ends her 14-year-long tenure with the company.

Ledia Koka
Source: TABB Group
“I’m very excited for the opportunity, to be linked with the industry’s financial markets thought leader and Securities Operations Forum reputation for excellence, helping TABB extend its content-rich footprint into training,” added Koka.
The statement released by TABB Group does not go into much detail about what TABB Training will offer. However, it can be expected that it will continue on from SOF and offer similar services.