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2016 Annual Conference

Agenda

OCTOBER 25-28, 2016 • The Ritz-Carlton-Naples, Naples, Florida

 

Tuesday, October 25, 2016

 
12:00 noon - 6:00 p.m. Registration and Hospitality
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
3:30 p.m. – 5:30 p.m. STA Board of Directors Meeting
6:30 p.m. – 7:15 p.m. First Timers and New Members Reception
7:00 p.m. – 10:30 p.m. Welcome Reception & Dinner

 

Wednesday, October 26, 2016

 
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. TA Rules Discussion - Legal
10:30 a.m. – 11:10 a.m. TA Rules Discussion - Restricted Securities
11:10 a.m. – 11:50 a.m. Shortened Settlement Cycle (T+2)
12:30 p.m.     Golf Tournament - Tiburon 
2:00 p.m. – 4:00 p.m. STA Special Training - Preparing for New TA Rules

 

Thursday, October 27, 2016

 
8:15 a.m. – 8:45 a.m. TA Rules Discussion - Operations
8:45 a.m. – 10:15 a.m. SEC Update
10:30 a.m. – 11:15 a.m. DTC Update
11:15 a.m.. – 12:00 noon OTC Update
12:00 noon – 2:00 p.m. Luncheon with Vendor Exhibits
2:00 p.m. – 2:45 p.m. Interactive Session on the Cost Basis Reporting Law
2:45 p.m. – 4:00 p.m. Open Forum of Various Topics
7:00 p.m. – 10:30 p.m.

Havana Night - Reception, buffet dinner, and dancing. Casual dress

 

Friday, October 28, 2016

 
9:00 a.m. – 9:15 a.m. STA Annual Meeting
9:15 a.m. – 10:45 a.m. Panel on Unclaimed Property Issues
10:45 a.m. Electronic Device Raffle Drawing