SSA Annual Conference
July 16-18, 2019
The Hotel Annapolis, formerly Loews Annapolis

You won't want to miss this! 
Preview the agenda here, registration coming soon.


2019 State Legislative Sessions Off and Running

The 2019 state legislative sessions are clearly off and running at full speed, as evidenced by the number of bills being introduced impacting stocks and securities!  SSA’s Legal and Regulatory committee is monitoring these bills and is working diligently to provide commentary as applicable.  Working in collaboration with the Stock Transfer Agents Association (STA), the Unclaimed Property Professionals Organization (UPPO) and the unclaimed property Holders Coalition, the following letters have been signed by SSA addressing members’ concerns.

Arkansas HB1427:  This bill includes a provision which allows the Administrator to liquidate unclaimed securities immediately upon receipt depriving unsuspecting shareholders of their property rights without just compensation. The provision prevents a shareholder from being able to take the steps necessary to recover the full value of his or her shares. This is because the shareholder’s claim is limited to the amount received from the sale of the shares, less expenses, even though the shares should not have been sold in the first instance.

Washington HB1179: The letter requests that HB 1179 be amended to address concerns that would “cause significant losses for shareholders”.  It further points out sections that are clearly at odds with the Revised Uniform Unclaimed Property Act (RUUPA) as adopted by the ULC in July 2016.

Illinois Regulations:  As a member of the Holders Coalition, SSA recently signed on to a joint Holders Coalition letter to Illinois.  The 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.

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.

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

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