| Wednesday, July 15, 2009 |
| 7:00 a.m. |
Golf Tournament Registration - Resort Course |
| 8:00 a.m. |
Golf Tournament - Resort Course - Shotgun Start |
| 12:00 p.m. - 5:00 p.m. |
Registration/Information Desk/Hospitality Suite - Bay 2 |
| 2:00 p.m. - 5:00 p.m. |
SunGard Client Sessions - Product Training/Roundtable Discussion
CSSII -Kidd Island Bay
FASTOCK -North Cape Bay |
| 6:00 p.m. - 7:30 p.m. |
Welcome Reception - Pool Deck |
| Thursday, July 16, 2009 |
| 7:30 a.m. - 12:00 p.m. |
Registration/Information Desk - Conference Center Foyer (C. C. Foyer) |
| 7:30 a.m. - 9:00 a.m. |
Buffet Breakfast & Exhibits - Bay 2 |
| 7:30 a.m. - 3:00 p.m. |
Networking Break/Exhibits - Bay 2 |
| 8:30 a.m. - 12:00 p.m. |
MORNING SESSION - Bay 3 & 4 |
Welcome - Charles Skipper, SSA Conference Coordinator
Karen Danielson, SSA Conference Co-Coordinator
SSA Update Joni Aeschbach, President, SSA, Alliant Energy Corporation
|
| 9:00 a.m.-9:45 a.m. |
Keynote Speaker: "After the Fall: "What Next for the Economy and the Financial Market after the 'Panic of 2008'?�
Gary Schlossberg, Wells Capital Management
|
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Industry Updates
|
| Moderator: |
Gerald J. Mucha, Morrow & Co., LLC |
| Speakers: |
| SEC Update |
David Karasik, The Securities and Exchange Commission, Division of Trading and Markets |
| SEC Update |
Keir D. Gumbs, Covington & Burlington LLP |
| DTCC Update |
Lori-Ann Trezza, The Depository Trust and Clearing Corporation |
| NYSE Update |
Judy C. McLevey, NYSE Euronext Inc. |
| NASDAQ Update |
Douglas D. McKenney, NASDAQ OMX Group, Inc. |
|
| 9:45 a.m.-10:00 a.m. |
Networking Break & Sponsors Exhibits - Bay 2 |
| 12:00 p.m. - 1:30 p.m. |
Lunch (On Your Own) |
| 12:00 p.m. - 1:30 p.m. |
SSA First Time Attendees Luncheon -Boardroom 5 A - C |
| 1:45 p.m. - 2:45 p.m. |
SSA AFTERNOON SESSION -Bay 3 & 4 |
|
Open Forum-With ALL of this Morning's Speakers
|
| Moderator: |
Robert M. Carney, BNY Mellon
Audience Participation and Interaction |
| 5:30 p.m. - 6:00 p.m. Board the Boat for Lake Cruise |
| 7:00 p.m. Boat docks at Golf Course for Dinner |
| 7:30 p.m. - 10:30 p.m. Dinner and Entertainment/td> |
|
| Friday, July 17, 2009 |
| 7:30 a.m. - 12:00 p.m. |
Registration/Information Desk - C.C. Foyer |
| 7:30 a.m. - 9:00 a.m. |
Breakfast Buffet - Bay 2 |
| 9:00 a.m. - 11:00 a.m. |
Spouse/Guest Breakfast - Casco Bay |
| 8:30 a.m. - 12:00 p.m. |
MORNING SESSION - Bay 3 & 4 |
| 8:30 a.m. - 10:00 a.m. |
DATA Privacy/ IT Security/ DATA Breach |
| Moderator: |
Dorothy J. Flynn, Keane Business Risk Management Solutions |
| Speakers: |
Jonathan D. Avila, The Walt Disney Company
David L. Becker, BNY Mellon Shareowner Services
Catherine D. Meyer, Pillsbury Winthrop.
Peter Teuten, Keane Business Risk Management Solutions |
| 10:00 a.m. - 10:15 a.m. |
Networking Break - Bay 2 |
| 10:15 a.m. - 12:00 p.m. |
Cost Basis - Bay 3 & 4 |
| Moderator: |
Robert G. Irvine, Unclaimed Property Recovery & Reporting, Inc. |
| Speakers: |
Lawrence Morillo, Pershing LLC
Kevin Burns, Computershare Investor Services
Jerri LS Langer, COKALA Tax Information Reporting Solutions, LLC |
| 12:00 p.m. - 1:30 p.m. |
Lunch - (On Your Own) |
| 1:30 p.m. - 2:15 p.m. |
Notice and Access - Update - Bay 3 & 4 |
| Moderator: |
John P. Dunn, Broadridge Investor Communication Solution's Division |
| Speaker: |
Rhoda Anderson, Rhoda Anderson Associates |
| 2:15 p.m. - 3:00 p.m. |
Proxy Update - Bay 3 & 4 |
| Speaker: |
Thomas A. Germinario, D. F. King & Co., Inc. |
| 6:00 p.m. - 7:00 p.m. |
Reception - Bay 5 |
| 7:00 p.m. - 11:15 p.m. |
Dinner/Dance - Bay 3 & 4 |
| 9:00 p.m. - 11:15 p.m. |
Espresso Coffee Bar - Bay 3 & 4 Foyer |
| Saturday, July 18, 2009 |
| 8:00 a.m. - 12:00 p.m. |
Information Desk - C.C. Foyer |
| 8:00 a.m. - 9:30 a.m. |
Continental Breakfast - Bay 2 |
| 9:00 a.m. - 11:00 a.m. |
All Morning Refreshments - Bay 2 |
| 9:00 a.m. - 11:00 a.m. |
Managing Your Costs Without Compromising Shareholder Services - Bay 3 & 4 |
| Moderator: |
Belinda Massafra, Shareholder Services Consulting LLC |
| Speaker: |
Kathy Huston, Partner, Group Five, Inc.
Carl T. Hagberg, Chairman and CEO, Carl T. Hagberg and Associates
Karen Danielson, Manager, Shareowner Services, The Coca-Cola Company |
| Audience Participation and Interaction |
| 11:00 a.m. - 12:00 p.m. |
Closing Remarks/Door Prizes - Bay 3 & 4 |
Note: There will NOT be a scheduled break on Saturday morning.
Refreshments will be available throughout the morning. |
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