Shareholder Services Association (SSA) has joined the Holders Coalition. 

The Holders Coalition ("Coalition") represents institutions whose members hold or represent owners of property. The Coalition was initially formed to assist the Uniform Law Commission ("ULC") develop and approve the Revised Uniform Unclaimed Property Act of 2016 ("RUUPA 2016"). Throughout the multi-year process, the members of the Coalition earnestly worked with the ULC's Drafting Committee and other participating stakeholders to develop the RUUPA 2016, sharing valuable testimony, insight, and expertise on legal, regulatory, technical, and operational matters. With the adoption of the RUUPA 2016 by the ULC, the Coalition continues to work together to address common issues impacting the owners of property. 

Other groups participating in the Holders Coalition include SIFMA, ICI, STA, UPPO, ACLI and the US Chamber of Commerce, as well as many others. 

Recently the Holders Coalition had the opportunity to comment on the proposed rules seeking to implement the Illinois Revised Uniform Unclaimed Property Act (765 ILCS 1026) as adopted by the General Assembly through Public Acts 100-22 and 100-566.

SSA was a co-signer on the letter which can be accessed here. 


Minneapolis Oct. 18, 2018—Following an exhaustive RFP process and review of several qualified companies, the Shareholder Services Association recently selected Forius Business Credit Resources to provide strategic association management support services. SSA is an active network of issuers, service providers and industry leaders representing the diversity of the shareholder services industry. 
Founded in 1946 as the Corporate Transfer Agents Association, the organization changed its name in 2006 to the Shareholder Services Association. SSA’s mission is to support and educate those involved in shareholder services. SSA is the nation’s leading association for shareholder services professionals.
A subsidiary of the National Association of Credit Management’s North Central region, Forius offers trusted solutions encompassing association management, including the administration and management of more than 20 industry-specific credit and specialty groups, learning and credentialing, and knowledge management communities. Since 2010, Forius has provided association management services to the Unclaimed Property Professionals Organization, a national association serving 1,400 individual unclaimed property compliance professionals.
Forius president Toni Nuernberg will serve as SSA’s executive vice president, with an executive director to be named after completion of the transition of SSA’s management services, which began on Oct. 1, 2018. SSA’s new address is 8441 Wayzata Blvd., Suite 270, Golden Valley, MN 55426 and new phone number is (763) 253-4310.

How Get The Most From SSA Technology!

Did you know that the SSA website has a members forum?
SSA General Forum

Is an amazing place intended to be a way for face to face style communications like we have at our SSA Conferences, but to have it done on our website all year round.

This opens a way to bring up topics, reply to topics and discuss topics in a private members only area. The only individuals who have access to these forums are current SSA members.

Have you heard about the new SSA year round event app?
SSA Year Round Event App
The SSA has rolled out a year round event app developed to help you keep up with all things SSA for the year. Including event schedules, programs, members listing, social chat, social media feeds, presentations and photos!

For more information click the following link Get the Most from SSA Technology

SSA offers the Shareholder Services Certificate 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 SSPC will provide a professional advantage for individuals employed within the shareholder services industry. It will also distinguish those who have obtained the certificate as having a higher standard among their peers.

Reasons for obtaining the SSPC:

  • Attain a comprehensive understanding of regulations and processes around stock transfer and ownership
  • Authenticate your knowledge and skill set
  • Minimize risk through a thorough understanding of the requirements
  • Stay current through required documented continuing education
  • A meaningful addition to your qualifications

To learn more about the program, click here to view the SSPC Guidebook.



Member Spotlight

Meet this month's spotlight member

George R. Pabst
Honorary Member

What I like most about being a SSA member.
"As a professional organization the SSA is nonpareil. I was always amazed at how open, friendly and cooperative fellow members are in helping out when in need. I have actually traded recordkeeping systems with members over the years."

Click Here to learn more about George Pabst.

View previous spotlighted members here.

SSA President's September Letter

Hello SSA Members,

The SSA Board of Directors held our annual strategic planning meeting for the upcoming year.  The Board accepted Bernadette Maffei’s resignation as she transitions to her new career, subsequently, my planned presidency was advanced to serve as the SSA President for 2018-2019 and I look forward to delivering the plan that we developed together.

The Board also elected Mark Gereb of Verizon Communications Inc. as the Vice President.  I am excited to have Mark’s support and am looking forward to working with him.  

I look forward to continuing the leadership and direction to fulfill the mission of the SSA.  As we continue to focus on our strategic goals, I am confident that together we will remain committed to addressing the challenges that face our industry today as well for the future.

As always, we continue to look for ways to improve and grow the SSA Organization.  Please do not hesitate to reach out to me or any of the Board members with any questions or suggestions you may have.

Finally, I am deeply grateful to my predecessor, Bernadette Maffei, for her leadership and outstanding contributions to the SSA during her presidency. I want to wish her the best of luck in her new career adventure.

To our members, a big thank you for your continued support of our Association and we look forward to seeing you at upcoming events as well as your participation on our committees.

Kim Hanlon

Join the SSA!
Join the SSA today by getting an annual membership (click here).

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Spotlight Date: November 2018
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