SSA Launches the Shareholder Services Certification Program (SSPC)

To succeed in a highly competitive and continually changing industry, shareholder service professionals must be actively investing in their education and a lifetime commitment to learning.
Are you ready to add the missing piece to your career?
The SSA launches the Shareholder Services Certification Program (SSPC).
To learn more about the program, click here to view the SSPC Guidebook.



Member Spotlight

Meet this month's spotlight member

Melissa Tinker
Community National Bank

What I enjoy most about being an SSA member?
"I have been an SSA member since 2016. Since late 2017, I have been on the Networking and Education Committee. I have been a panelist in a webinar and moderator of a webinar. I have had the opportunity to talk with very knowledgeable people in the industry. Since shareholder services is still new to me, it is great to have a resource like the SSA to reach out to if I need guidance."

Click Here to learn more about Melissa Tinker.

View previous spotlighted members here.


"Sailing on to New Adventures"  SSA 2018 Annual Conference

July 17-19, 2018

​​Hyatt Regency Newport Beach
Newport Beach, California

Visit the SSA Annual Conference webpage for registration details, agenda, etc. 

​Visit the Newport Beach Travel Website for helpful travel information, local area activites, etc.  

SSA President's 1st Quarterly Letter

Happy New Year Members!


As we are all getting back to our routines, your Board wanted to wish you a happy healthy new year and highlight a few things to come for 2018.


The SSA will enter its 72nd year of informing on regulatory changes, working to solve industry issues, advocating to Regulators, and providing educational opportunities to our members.


Of special note, the Shareholder Services Professional Certification (SSPC) launched on January 17th. We are very proud to offer the only certification of its kind in the shareholder services industry. Interest in the certification has already been very strong. Our website includes a dedicated webpage with all the details and how to register.


Additionally, members can look forward to:

  • Continuing dialogue with state and federal regulators on topics such as unclaimed property, TA rules and OBO/NOBO
  • 9 webinars and 2 educational workshops (formerly luncheons)
  • Our keystone event - Annual Conference - July 17-19 in Newport Beach, CA where we will reveal our rebranding plans for the SSA logo and website
  • Enhancements to our website and technology
    • Career Development webpage which will provide members with job aides, shareholder services job openings and job descriptions
    • ​Forums- this is a great way to seek advice from your peer companies on an industry/process challenge your company may encounter. Look forward to an instructional webinar this year for more information.

We are interested in any thoughts you have to improve and grow the SSA. Please reach out to me or any member of the Board with any questions or suggestions you may have! 


Thank you for your support of our Association and we look forward to seeing you at our events as well as your participation on our committees.


Stay well.

Bernadette Maffei

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