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2019 Annual Conference

Preliminary 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. – 3:30 p.m.                       STA Operations Committee Meeting
1:30 p.m. – 3:30 p.m.                       STA Small Agents Committee Meeting
1:30 p.m. – 3:30 p.m.                       STA Debt Agents Committee Meeting                          
1:30 p.m. – 3:30 p.m.                       STA Unclaimed Property 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
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 Reform
10:30 a.m. – 11:15 a.m.                  Legal Issues
11:15 a.m. – 12:00 p.m.                  Issuer Perspectives
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. – 2:00 p.m.                      Unclaimed Property: Deep Dive
1:00 p.m. – 3:00 p.m.                      Transfer Agency 101: A primer for new employees
3:00 p.m. – 5:00 p.m.                      Small Agents’ Info-Social

                                                                       

Wednesday, October 23, 2019
8:45 a.m. – 9:30 a.m.                       Blockchain Innovation in ABS Transactions
9:30 a.m. – 11:00 a.m.                     SEC Regulatory Initiatives and Issues
11:15 a.m. – 12:00 p.m.                   Debt Dematerialization and Other DTC Initiatives
12:00 p.m. – 2:00 p.m.                     Luncheon with Vendor Exhibits and Speaker
2:00 p.m. – 2:45 p.m.                       Privacy
2:45 p.m. – 4:15 p.m.                       Open Forum
4:15 p.m. – 5:00 p.m.                       Cost Basis for Debt Instruments
7:00 p.m. – 10:30 p.m.                     Reception, buffet dinner, and dancing. Casual dress.

 

Thursday, October 24, 2019
8:30 a.m. – 8:45 a.m.                       STA Annual Meeting
8:45 a.m. – 9:30 a.m.                       Cryptocurrency & Tokenized Securities
9:30 a.m. – 10:15 a.m.                     Cybersecurity
10:30 a.m. – 11:30 a.m.                   Panel on Unclaimed Property Issues
11:30 a.m.                                         Apple Gift Certificate Raffle Drawing/Conclusion