Annual conference

Wednesday, October 28, 2026

7:30am – Golf for those registered (sponsored by Continental Stock Transfer & Trust)

12:00pm – 1:00pm – Badge Pickup

Mobile App (sponsored by SS&C)

Lanyards (sponsored by Continental Stock Transfer & Trust)

1:00-1:15pm – Welcome

Kick off the 2026 STA Annual Conference with opening remarks, a look at STA’s accomplishments and priorities, and a preview of the issues shaping the transfer agent community in the year ahead.

1:15-1:55pm – SEC Trading & Markets

Hear the latest regulatory perspectives on issues directly affecting transfer agents, including tokenization, potential modernization of Rule 17Ad-17 and transfer agent rules, and current audit trends.

2:00-2:30pm – UStamp

Get an update on the continued evolution of UStamp, including progress toward broader adoption of digital Medallions and what it means for the future of signature guarantee processing.

2:30-3:00pm – Break (sponsored by EQ)

3:00-3:55pm – Legal

Explore the legal and regulatory questions emerging around tokenization, e-delivery, and innovation exemptions, with a focus on practical implications for transfer agents and the issuers they serve.

4:00-5:00pm – Unclaimed Property

Examine the changing unclaimed property landscape, including state legislative and regulatory developments and how modernization efforts under Rule 17Ad-17 may affect compliance obligations.

5:30-8:30pm – Reception & Dinner (sponsored by Kemark, Hampton Technologies, and STAMP)

Thursday, October 29, 2026

7:30-8:30am – Breakfast (sponsored by Abandoned Property Advisors)

8:30-9:30am – Tokenization of Real-World Assets

Start with a clear foundation in tokenization terminology, concepts, and market relevance in this overview session designed specifically for transfer agency professionals led by Paul Leventhal, Professor Emeritus of Finance

9:35-10:35am – Tokenization: The Developments That Matter in 2026

Cut through the noise and focus on the regulatory, operational, and market structure developments in tokenization that transfer agents need to understand now.

10:35-11:05am – Break (sponsored by Computershare)

11:05-12:05pm – The Transfer Agent Playbook for Tokenized Securities

This practical session will define where transfer agents remain essential in tokenized markets and how their core responsibilities may evolve as digital securities infrastructure develops.

12:10-1:10pm – Lunch

1:15-1:45 p.m. – SEC TA Rule Modernization

Join Jamie Selway for a focused SEC perspective on updating the TA Rules, followed by an opportunity for attendee questions on this long-awaited modernization effort.

1:50-2:30pm – DTCC Modernization

Learn about DTCC modernization initiatives, including AnnounceDirect and other updates relevant to transfer agents, issuers, and market infrastructure participants.

2:30-3:00pm – Break (sponsored by BNY)

3:00-3:55pm – Concurrent Sessions:

-Corporate Actions

-Debt Securities & DTCC

-L&D: TA Best Practices

4:00-5:00pm – Cocktails & Committees - STA Open Committee Meetings

Connect with peers and get involved in STA’s committee work by joining one of our on-site meetings in areas such as Corporate Actions, Debt, Legal, Learning & Development, Operations, Proxy, Risk & Compliance, Tokenization, or Unclaimed Property.

5:30-7:00pm – Reception

Friday, October 30, 2026

8:00-8:55am – Breakfast

9:00-9:40 – Proxy and Annual Meeting Update

Review key developments affecting proxy and annual meeting practices, including the OBO elimination coalition, standing voting instructions, and other issues relevant to transfer agents and issuer services.

9:45-10:30am – Open Forum: Recap, Reflections, and Road Ahead

Close the conference with Peter Duggan and the STA Board of Directors as they recap conference highlights, share key takeaways, and look ahead to STA’s ongoing priorities.