Save the Date

SSA Luncheon: Unclaimed Property Update

Register Here to attend the joint meeting of the SSA and the Southeastern Chapter of the Society of Corporate Secretaries.

“Be There or Beware- What You Need to Know About Upcoming Changes in Unclaimed Property Laws”

Thursday, March 24, 2016 from 12:00 p.m. - 2:00 p.m.

Price $30.00 for all members and non-members.

Member Spotlight

Meet this month's spotlight member

Abby Cowart, Executive Director, Shareholder Services Association 

I want to grow our membership with not only new individuals within the industry but also serve those who have been in the shareholder services industry for some time.  

Click here to learn more about Abby Cowart.

View previous spotlighted members here.

Did you Know?

Did You know?- December 23, 2015

Did you know that the SEC is Seeking Public Comment on Transfer Agent Rules

On December 22, 2015, the SEC voted to issue an advanced notice of proposed rulemaking for new requirements for transfer agents. Click here for more information.

Did you Know?

T+2 Industry Implementation Playbook

On Monday, December 21, 2015,  the T+2 Industry Steering Committee published a T+2 Industry Implementation Playbook (the “Playbook”), which includes a detailed timeline, milestones, and dependencies to achieve a shortened settlement cycle for equities, corporate and municipal bonds, unit investment trusts by the third quarter of 2017 for U.S. Markets. The “Playbook” can be found on the SSA Website by clicking here.

Did you Know?

Did You know?- December 2015

Did you know that the Depository Trust & Clearing Corporation (DTCC) now has staff in Wrexham (Wales) in the United Kingdom?

The newly opened office and its staff provide support for a variety of DTC functions, including Underwriting.  For more information regarding the DTCC and its United Kingdom office, please reference their website, www.dtcc.com.

SSA President's Letter - January 2016

Alvin R. Santiago

By Alvin R. Santiago, SSA President

I hope that everyone had a wonderful holiday season and has started out with a solid step forward into the New Year. 2016 marks the Shareholder Services Association's 70th year of existence and we look forward to a very productive year.

The SSA has actually had a head start into the new year from the flurry of activity at the end of 2015 with our joint filing along with the STA, of the Amicus Brief to the Supreme Court of the United States, the publication of the T+2 Industry Implementation Playbook by the T+2 Steering Committee, and the Advance Notice of Proposed Rulemaking (ANPR) by the Securities Exchange Commission for new transfer agent rules and record safekeeping.  With all this happening we have had to pick up our pace to stay ahead of these very important events in our industry. Keep an eye out on updates from the SSA on these issues as they become available.

It is important that even with all the activity of some very key events in our industry that we do not overlook the pillars that our association was built on 70 years ago – education, advocacy and networking. We will continue to provide education for our membership through our very popular webinars, luncheon update meetings and annual conference; a schedule of those upcoming events can be found at the bottom of this letter. We are also currently exploring the possibility of creating a professional certification program through our educational tool, the eLearning Program.

Read More 

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Spotlight Date: January 2016
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