Member Spotlight

Meet this month's spotlight member

Joe Conte

"The area that attracted me the most to the SSA organization is its educational advocacy and in having such a strong prestigious network of industry professionals.  With all the changes made to the trading / settlement process within the last few years complied with massive consolidation of the financial industry and increased regulatory oversight, there is no better time for an organization like the SSA to be an advocate for issuers."

Click Here to learn more about Joe Conte.

View previous spotlighted members here.

Hot Topic

SSA’s Key Strategic Goals & Objectives for the FY 2017-2019

The SSA experienced a year of growth and success in 2016. We are excited for the future of the SSA and value our Members for their continued loyalty and support.

Recently, the Board of Directors and Executive Director participated in a multi-day Planning Meeting. A 3-year strategic plan was created with goals and objectives built upon the pillars of the SSA.

A complete listing of the SSA’s Strategic Goals & Objectives can be found by Clicking Here.

SSA Webinar

The SSA is proud to offer a Mock Proxy Battle
sponsored by Alliance Advisors, LLC.


​Thursday, November 17, 2016
​11:30 am. - 2:30 pm.
Battery Gardens Restaurant
New York, New York


​The educational luncheon will focus on the following:
  • ​How companies are preparing for an activist threat?
  • Who is part of the in-house response team?
  • When to involve the board?
  • Activist response play book
  • Role of outside advisors (law firm, investment bank, PR firm and proxy solicitor)
  • Importance of market surveillance/stock watch programs


​Price $95.00 per person



SSA files response to SEC Advanced Notice of Proposed Rulemaking

On Thursday, April 14, 2016, the SSA filed its response to the SEC Release No. 34-76743 Transfer Agent Regulations Comment Letter.  The SSA appreciated the opportunity to help inform the SEC on issues that are important to our Members and advocate for topics of most concern.  This project was a great team effort comprised of; SSA Board, non-board members across all sized issuers, both commercial and in-house agents, as well as service provider members.

The response can be found by clicking here. You may also read the Commission’s release by visiting the following site: https://www.sec.gov/comments/s7-27-15/s72715.shtml

SSA BOD Rings Closing Bell

SSA Board of Directors Ring the Closing Bell at the NYSE

On May 18, 2016, the SSA Board of Directors had the honor of ringing the iconic New York Stock Exchange closing bell at the end of trading on Wednesday, May 18, 2016, in celebration of the SSA’s 70th anniversary.

​Celebrations of the association's 70th anniversary will continue at the SSA's Annual Conference in Chicago on July 19-22, 2016.

SSA President's Quick Notes

Stay tuned for details on the following events:

November 10, 2016 1:00 pm. (ET)                                                            
Webinar: Cybersecurity- New Insights & Lessons Learned

November 17, 2016   11:30 am. (ET) 
SSA Luncheon & Seminar
Mock Proxy Battle- Sponsored by Alliance Advisors
Battery Gardens Restaurant- New York City

December 1, 2016   11:30 am.   
SSA Annual Meeting & Holiday Luncheon
Battery Gardens Restaurant- New York City

July 18-20, 2017
SSA Annual Conference
Bonita Springs, Florida

Lastly, we want to hear from our members! If you have suggestions or comments for the SSA, Abby Cowart, SSA Executive Director is always available to take your calls. Reach out to her at
1-888-574-3288 if you have an idea or topic you would like to discuss


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

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