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The 2008 SSA Annual Conference

Tuesday, July 22, 2008

  • Golf Tournament - Gold Course at Williamsburg Lodge

  • Conference Registration and Networking - Colony Foyer

  • SunGard Client Session - Product Training/Roundtable Discussion -
           
    • CSSII – Tidewater B & C
      •      
    • FASTOCK – Tidewater A

  • Welcome Reception - Colony Room A, B & C

Wednesday, July 23, 2008 Conference Registration – Colony Foyer
(Exhibits and Breakfast Buffet-Colony Room A, B & C, General Session-Colony D & E)

  • Welcome –
    		• Mr. Joseph Trezza, SSA Conference Coordinator
    Mr. Charles Skipper, SSA Conference Co- Coordinator

  • SSA Update – Mr. Jim Alden, President SSA, The Walt Disney Company

  • Keynote Speaker
    Mr. Don Donahue, Chairman, The Depository Trust and Clearing Corporation – "The Financial Services Industry: Where To Now?"

  • Industry Updates
    Moderator, Ms. Katie Sevcik, Wells Fargo Shareowner Services
    SEC Update - Ms. Susan Petersen, Securities and Exchange Commission, Office of Trading & Markets
    NYSE Update - Mr. Stephen Walsh, NYSE Group, Inc.
    DTCC Update - Mr. Joseph Clemente, DTCC, Product Manager
    Cost Basis Reporting - Cristeena Naser, American Bankers Association

  • First Timers Lunch - Alleghany Room A & B

  • Open Forum / Audience Participation and Interaction
    Moderator, Mr. Keith Ecke, Wisconsin Energy Corporation along with all of this morning's speakers.

  • SunGard Client Session – Product Demonstration
           
    • Tidewater B & C

  • SunGard Client Session – Product Updates
           
    • Tidewater B & C

  • Reception/Dinner and Activity - Virginia Room D, E & F

Thursday, July 24, 2008 Conference Registration - Colony Foyer
(Breakfast Buffet-Colony Room A, B & C, General Session-Colony D & E)

  • Notice and Access - "One Size Does Not Fit All" Issuer Perspective
    Moderator, Ms. Karen Danielson, The Coca-Cola Company
    Speakers - Mr. Edward Ballo, Prudential Financial Inc.
                      Ms. Sherry Moreland, Mediant Communications
                      Mr. Jean-Placide David, Capital One

  • Notice & Access - Broadridge Experience
    Mr. Sid Rodrigue, Broadridge Financial Solutions

  • And if You Thought Notice and Access Was Bad: A First Look At Proxy Voting Issues in 2008
    Speaker – Mr. John Siemann, Laurel Hill Advisory Group

  • Managing your Commercial Transfer Agent Relationship
    Moderator, Ms. Kathy Huston, Group Five Inc.
    Speakers - Ms. Nicole Carusa, Sempra Energy
                      Ms. Bernadette Maffei, Comcast Corporation
                      Ms. Christina Zicaro, American International Group, Inc
                      Mr. Tom Boin, Exelon Corporation

  • Issuer Agent - Panel of Issuers
    Ms. Kim McKiernan, The Walt Disney Company - Capturing Operational Data
    Mr. Ray Dunn, Dry Valley Advisors, LLC. - Data Breach Response Plan and Framework for Safeguarding Shareholder Information and Assets
    Mr. John Harris, Southern Company - Business Continuity Plan

  • SunGard Client Session – Product Updates
           
    • CSSII – Tidewater B & C
      •      
    • FASTOCK – Tidewater A
      •      
    • SUNSTAR – Tidewater D

    • Reception/Dinner and Activity - Virginia Room D, E & F

    Friday, July 25, 2008 Information Desk – Colony Foyer
    (Breakfast Buffet-Colony Room A, B & C, General Session-Colony D & E)

    • OFAC Requirements Applicable to Transfer Agents
      Moderator, Mr. Jay Ernst, Procter & Gamble
      Speaker - Mr. Eric Garvey, Securities and Exchange Commission, Office of Compliance Inspections and Examinations

    • DATA Breach - What is a Data Breach? How to prevent it? What to do if it occurs?
      Moderator, Mr. Anthony Battista, Public Service Enterprise Group
      Speakers - Ms. Dorothy Flynn, Keane Business Risk Management Solutions
                        Mr. Peter Teuten, Keane Business Risk Management Solutions

    • Closing Remarks & Door Prizes

    SunGard Shareholder Systems will be sponsoring concurrent sessions for their clients at this year's Annual Conference location. Specific information on SunGard's program should be obtained from SunGard.

    The Institute of Certified Bankers, a subsidiary of the American Bankers Association, has reviewed the continuing education provider application submitted for our 2008 Conference. Attendance would be worth:

    13.75 Certified Securities Operations Professional (CSOP) credits, and 13.75 Certified Corporate Trust Specialist (CCTS) credits.

     

     

     

     

     

     

     

     

 

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