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SSA Education Seminar & Luncheon with Transfer Agent Senior Executives

Battery Gardens, NYC

 
Please join us on Tuesday, October 9, 2018 at 11:30 am EST at Battery Gardens located in Battery Park, New York City. For the first time, senior executives from the five principal transfer agents will discuss the current state of the transfer agent business and where the industry is heading.  Topics will include new technology, proxy, SEC regulations, unclaimed property, the shrinking of the shareholder base, and more

Our presenters will be:

Marty Flanigan – American Stock Transfer & Trust

Dorothy Flynn - Broadridge

Steve Nelson – Continental Stock Transfer & Trust

Paul Conn - Computershare

Todd May – EQ
 
Please register at clicking following link www.shareholderservices.org

We encourage you to submit questions now at info@shareholderservices.org for responses during the presentation.



How Get The Most From SSA Technology!

Please join us on Thursday, September 20, 2018 at 2:00 pm EST for an informative webinar on the SSA’s website, Member Forum and new App. This webinar will illustrate many tips on the use of each platform and how you can network with your peers to keep aware of many important topics.

Our presenters will be:
Alvin Santiago – Fortune Brands
Melissa McCarthy – EQ
 
Our speakers will respond to your questions during the presentation, as time permits. We encourage you to submit questions now at info@shareholderservices.org for response during the presentation or you may also submit questions during the webinar anonymously.

Please register early by clicking the following link GoToWebinar.com


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


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 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.
 
 
Respectfully,


Kim Hanlon
 


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