|
Tuesday, July 22, 2008 |
| 8:00 a.m. |
Golf Tournament - Gold Course at Williamsburg Lodge |
| 12:30 p.m. - 5:00 p.m. |
Registration/Information Desk/Hospitality - Colony A, B, C |
| 2:00 p.m. - 5:00 p.m. |
SunGard Client Session Product Training/Roundtable Discussion
CSSII Tidewater B & C
FASTOCK - Tidewater A |
| 6:00 p.m. - 7:30 p.m. |
Welcome Reception - Colony A, B, C |
|
Wednesday, July 23, 2008 |
| 7:30 a.m. - 12:00 p.m. |
Registration/Information Desk - Colony Foyer |
| 7:30 a.m. - 9:00 a.m. |
Breakfast Buffet - Colony A, B, C |
| 7:30 a.m. - 3:00 p.m. |
Sponsors Exhibit Area - Colony A, B, C |
| 8:30 a.m. - 12:00 p.m. |
MORNING SESSION - Colony D, E |
|
Welcome - Joseph Trezza, SSA Conference Coordinator
|
| 8:45 a.m. - 9:30 a.m. |
Keynote Speaker - The Financial Services
Industry: Where to Now?
Don Donahue, Chairman, The Depository Trust and Clearing Corporation |
|
SSA Update - Jim Alden, President, SSA, The Walt Disney Company
Video Presentation
|
| 10:15 a.m. - 10:30 a.m. |
Networking Break/Exhibits - Colony A, B, C |
|
Industry Updates
|
| Moderator: |
Networking Break/Exhibits - Katie Sevcik, Wells Fargo Shareowner Services |
| Speakers: |
| SEC Update |
Susan Petersen, Securities and Exchange
Commission, Office of Trading & Markets
|
| DTCC Update |
Joseph Clemente, The Depository Trust and Clearing Corporation
|
| NYSE Update |
Stephen Walsh, , NYSE Euronext.
|
| Cost Basis Reporting Update |
Cristeena Naser, , American Bankers Association
|
|
|
Video Presentation
|
| 12:00 p.m. - 1:15 p.m. |
Lunch (On Your Own) |
| 12:00 p.m. - 1:15 p.m. |
SSA First Time Attendees Luncheon Allegheny A, B |
| 1:30 p.m. - 2:45 p.m. |
SSA AFTERNOON SESSION Colony D, E |
|
Open Forum With All the Morning Speakers
|
| Moderator: |
Keith Ecke, Wisconsin Energy Corporation |
| Audience Participation and Interaction |
| 2:45 p.m. - 4:00 p.m. |
SunGard Client Session Product Demonstration Tidewater B, C
|
| Moderator: |
Steve Smith, SunGard
|
| Speakers: |
Robert Sachtjen, SunGard
John Blake, SunGard
|
| 4:00 p.m. - 5:15 p.m. -
SunGard Client Program Updates |
| InterLink Tidewater B, C |
| Moderator: Greg Zandy, SunGard |
| Speaker: Wayne Weaver, SunGard |
| 6:30 p.m. - 10:00 p.m. Reception/Dinner/Activities Virginia D, E, F |
|
|
Thursday, July 24, 2008 |
| 6:30 p.m. - 10:00 p.m. |
Registration/Information Desk Colony Foyer |
| 7:30 a.m. - 9:00 a.m. |
Breakfast Buffet Colony A, B, C |
| 9:00 a.m. - 11:00 a.m. |
Spouse/Guest Breakfast Allegheny A, B |
| 8:30 a.m. - 12:00 p.m. |
MORNING SESSION Colony D, E |
|
Video Presentation
|
|
Notice and Access One Size Does Not Fit All Issuer Perspective
|
| Moderator: |
Kathy Huston, Group Five Inc.
|
| Speakers: |
Nicole Carusa, Sempra Energy
Bernadette Maffei, Corporation
Christina Zicaro, American International Group, Inc.
Tom Boin, Exelon Corporation
|
| 1:30 p.m. - 2:30 p.m. |
Issuer Agent Panel of Issuers Allegheny A, B |
| Speakers: |
| Capturing Operational Data |
Kim McKiernan, The Walt Disney Company
|
| Data Breach |
Framework for Safeguarding Shareholder Information - Ray Dunn, Dry Valley Advisors, LLC
|
| Business Continuity Plan |
John Harris, , Southern Company
|
|
| 2:45 p.m. - 5:00 p.m. |
SunGard Client Session Product Updates |
| Speakers: |
John Kirksey, SunGard, CSSII Tidewater B, C
Ed Ellis, SunGard, FASTOCK Tidewater A
Richard Mills, SunGard, SUNSTAR Tidewater D |
| 6:00 p.m. - 11:00 p.m. |
Reception/Dinner/Dance Virginia D, E, F |
| 9:30 p.m. - 11:30 p.m. |
Espresso Coffee Bar Virginia Foyer |
|
Friday, July 25, 2008 |
| 8:00 a.m. - 12:00 p.m. |
Information Desk Colony Foyer |
| 8:00 a.m. - 9:30 a.m. |
Breakfast Buffet Colony A, B, C |
| 9:00 a.m. - 11:00 a.m. |
MORNING SESSION Colony D, E |
| 9:00 a.m. - 11:00 a.m. |
All Morning Refreshments Colony A, B, C |
| 9:00 a.m. - 9:45 a.m. |
OFAC Requirements Applicable to Transfer Agents |
| Moderator: |
Jay Ernst, Procter & Gamble |
| Speaker: |
Eric Garvey, Securities and Exchange Commission, Office of Compliance Inspections and Examinations |
| 9:45 a.m. - 11:00 a.m. |
DATA Breach What is a Data Breach? How to prevent it? What to do if it occurs? |
| Moderator: |
Anthony Battista, Public Service Enterprise Group |
| Speaker: |
Dorothy Flynn, Keane Business Risk Management Solutions
Peter Teuten, Keane Business Risk Management Solutions |
11:00 a.m. - 12:00 p.m. Door Prizes /Closing Remarks Colony D, E
No Scheduled Break - Refreshments will be available throughout the morning. |
|
