2016 Annual Conference

Save The Date

2016 Annual Conference

July 19 – 22, 2016
Fairmont Chicago Millennium Park
200 North Columbus Drive
Chicago, IL 60601

Member Spotlight

Meet this month's spotlight member

Calvin Donly, Ellen Philip Associates

Back in 1979 I joined Ellen Philip in forming the company, with the initial goal of providing data processing services focused on corporate reorg. We were partners at the time in a business in a completely different field, and a new opportunity had been identified to us by a friend....

Click here to learn more about Calvin Donly.

View previous spotlighted members here.


Statement regarding the Need to Modernize the Commission's Transfer Agent Rules

Please view a statement made by SEC Commissioners Aguilar and Gallagher dated June 11, 2015, pointing out the need to modernize the transfer agent rules. The STA will certainly provide comments on any rule proposals.

Visit the Securities an Exchange Commission to view the statement.
Did you Know?

Did You know?- August 2015

SSA's 2015 Annual Conference Recap!

  • Did you know that you can survive an unclaimed property audit? 
  • Did you know that a shortened settlement period is coming soon?

The topics listed above and many others were presented at the SSA's 2015 Annual Conference in Washington, D.C. on July 14-17, 2015.

Read more here!


Federal Agencies Issue Final Interagency Policy Statement

On June 9, 2015 Federal agencies issued a final interagency policy statement establishing joint standards for assessing the diversity policies and practices of the entities they regulate.

As stated, the final standards, which are generally similar to the proposed standards, provide a framework for regulated entities to create and strengthen their diversity policies and practices—including their organizational commitment to diversity, workforce and employment practices, procurement and business practices, and practices to promote transparency of organizational diversity and inclusion within the entities’ U.S. operations.

Visit the Securities an Exchange Commission website for more information.
SSA President's Letter - June 2015

By Patrick Burke, SSA President

As we head toward our national conference next month in Washington DC, I had this great idea to make all SSA members ambassadors for the association.

Let me explain. The SSA Marketing Committee is exploring new prospective membership sources and marketing channels to identify and attract potential SSA membership candidates. As part of this effort, we have created a new SSA Marketing brochure, and a one page ad to explain who we are and the value of an SSA membership.

Read More 

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

Already a member?  Click here to login.
Website training videos
SSA News
Member Spotlight
Spotlight Date: August 2015
Spotlight Date: April 2015
Spotlight Date: February 2015
 ©2015 Shareholder Services | Contact Us
Stay in touch. Stay informed. Always connected.
Website by JMarc Technologies, LLC