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2019 Annual Conference

Agenda
OCTOBER 21-24, 2019 • THE RITZ-CARLTON, NAPLES, FL

Monday, October 21, 2019
12:00 noon - 6:00 p.m.                     Registration
1:30 p.m. – 2:30 p.m.                       STA Small Agents Committee Meeting
1:30 p.m. – 3:30 p.m.                       STA Operations Committee Meeting
1:30 p.m. – 3:30 p.m.                       STA Unclaimed Property Committee Meeting
2:00 p.m. – 3:30 p.m.                       STA Debt Agents Committee Meeting
2:30 p.m. – 5:00 p.m.                       STA Board of Directors Meeting
6:15 p.m. – 7:00 p.m.                       First Timers and New Members Reception
7:00 p.m. – 10:30 p.m.                     Welcome Reception & Dinner

 

Tuesday, October 22, 2019
7:00 a.m. – 8:45 a.m.                       Continental Breakfast
8:45 a.m. – 9:00 a.m.                       Conference Welcome & STA Update
9:00 a.m. – 9:30 a.m.                       President’s Remarks
9:30 a.m. – 10:15 a.m.                     Proxy: Imagineering Transfer Agency in the Aftermath of Reform
10:15 a.m. – 10:30 a.m.                   Coffee Break
10:30 a.m. – 11:15 a.m.                   Legal Issues
11:15 a.m. – 12:00 p.m.                   Issuers & Agents: Serving Shareholders Together
12:00 p.m. – 1:00 p.m.                     Lunch
12:30 p.m. – 6:00 p.m.                     Golf Tournament – Tiburon Golf Resort
1:00 p.m. – 2:30 p.m.                       Unclaimed Property: Deep Dive (concurrent with TA 101)
1:00 p.m. – 2:30 p.m.                       Transfer Agency 101: A primer for new employees (concurrent with Deep Dive)
2:30 p.m. – 3:30 p.m.                       Cocktails with Kara: Conversations and Concerns for Small Agents
3:30 p.m. – 4:30 p.m.                       Blockchain and Transfer Agents…Peanut Butter and Jelly, or Oil and Water?

                                                                       

Wednesday, October 23, 2019
7:00 a.m. – 8:45 a.m.                       Continental Breakfast
8:45 a.m. – 9:30 a.m.                       Innovative Partnerships in Blockchain: Advancing the Industry
9:30 a.m. – 11:00 a.m.                     SEC Regulatory Initiatives and Issues
11:00 a.m. – 11:15 a.m.                   Coffee Break
11:15 a.m. – 12:00 p.m.                   Debt Dematerialization and Other DTC Initiatives
12:00 p.m. – 2:00 p.m.                     Luncheon/Exhibits & Cannabis Panel: Navigating Ambiguity as a Transfer Agent
2:00 p.m. – 2:45 p.m.                       The Great Privacy Race from Europe to California…Bypassing DC?
2:45 p.m. – 4:15 p.m.                       STA Open Forum
4:15 p.m. – 5:00 p.m.                       Cybersecurity: Things That Go Bump in the Night
7:00 p.m. – 10:30 p.m.                     Reception, buffet dinner, and dancing. Casual dress.

 

Thursday, October 24, 2019
7:00 a.m. – 8:30 a.m.                       Continental Breakfast
8:30 a.m. – 8:45 a.m.                       STA Annual Meeting
8:45 a.m. – 9:30 a.m.                       Cryptocurrency and Tokenized Securities: Transfer’s New Frontier
9:30 a.m. – 10:30 a.m.                     Panel on Unclaimed Property Issues
10:30 a.m.                                       Apple Gift Certificate Raffle Drawing/Conclusion