Program Overview
Conference at a Glance 
| Tuesday, July 17 | |||
| Noon - 5:00 PM | Registration, Atrium | ||
| Noon - 5:00 PM | Hospitality-Networking Social, Bay Terrace | ||
| 5:00 PM - 6:30 PM | Welcome Reception, Pool | ||
| Wednesday, July 18 | |||
| 7:30 AM - 9:00 AM | Sponsors Exhibit with Breakfast Buffet, Commodore A & B | ||
| 8:30 AM | Business Session, Commodore C, D & E | ||
| ♦ Regulatory Updates | |||
| ♦ Your Company & Social Media | |||
| Noon - 1:30 pm | Buffet Lunch - Sponsor Exhibits, Commodore A & B | ||
| 1:30 PM | Afternoon Business Session, Commodore C, D & E | ||
| ♦ Unclaimed Property: The Changes and Responsibilities | |||
| 6:00 PM | Beach Party at Silver Strand State Beach | ||
| Thursday, July 19 | |||
| 7:30 AM | Breakfast Buffet, Commodore A & B | ||
| 8:30 AM | Business Session, Commodore C, D & E | ||
| ♦ Cost Basis -The First Reporting Year | |||
| ♦ DTC Transfer Agent Initiatives | |||
| Noon - 1:30 pm | Lunch on your own | ||
| Noon - 1:30 pm | First Timers' Lunch | ||
| 1:30 PM - 3:30 PM | ♦ Best Practices: How to Manage Your Shareholder Services Relationships | ||
| 6:00 PM | Reception, Bay Terrace | ||
| 7:00 PM | Dinner, Commodore C, D & E | ||
| Friday, July 20 | |||
| 7:30 AM | Breakfast Buffet, Bay Terrace | ||
| 8:30 AM | Business Session, Commodore C, D & E | ||
| ♦ Best Practices: Cost Reduction Initiatives | |||
| 11:00 AM | Conference Ends | ||