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.





All SSA members are invited to help grow our membership base, which expands the reach of our network and the diversity of insights, opinions and ideas on how our association can work to enhance the effectiveness, efficiency and overall health of the shareholder services industry.
As an incentive to help expand our membership base, the SSA Marketing and Membership Outreach Committee is offering a $250 credit towards this year’s SSA Annual Conference to each member who successfully refers an individual who becomes a new SSA member on or before July 1, 2018.
Please click on the attached SSA membership gift certificate that you can easily fill out to claim your $250 Annual Conference Credit!
Member Spotlight

Meet this month's spotlight member

Krissy Price
Peoples Bank

Why I am a member of the SSA?
"I joined SSA in 2017, and wish I would have known about the association sooner. I attended the Annual Conference in 2017 and look forward to attending this year as well.  The conference offers educational sessions and opportunities to network with others in the industry and meet with service providers.  The educational webinars offered by SSA have been helpful to me."

Click Here to learn more about Krissy Price.

View previous spotlighted members here.

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

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

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