STA ANNUAL CONFERENCE

Click HERE to register 

STA Members: $950 | Non-Members: $1500

SCEHDULE OVERVIEW 

Wednesday, October 22, 2025

7:30am – Golf (if interested, email hbraly@stai.org to register),

sponsored by Continental Stock Transfer & Trust Company

1:15-1:30pm – Welcome

Overview and welcome to the 2025 STA Annual Conference.

1:30-2:30pm – Tokenization of Public Equities – Disruption or Evolution?

As the SEC sharpens its focus on the tokenization of traditional financial assets, public equities are emerging as the next frontier. With SEC Chair Paul Atkins signaling regulatory support and Commissioner Hester Peirce calling tokenization a force that could “substantially change many aspects of our financial markets,” the implications for transfer agents are profound. Our panel will explore:

• The SEC’s 2025 agenda and how its Crypto Task Force is shaping the regulatory path for tokenized equities
• The operational and existential challenges facing traditional transfer agents as blockchain-based registries threaten to disintermediate legacy systems
• The rise of fintech disruptors—from Robinhood to Gemini—poised to enter the transfer agent space with blockchain-native infrastructure
• With the potential for a surge in new transfer agent applications from tech-forward firms, this session will unpack what’s at stake for incumbents, innovators, and investors alike. Join us to understand how tokenization could redefine equity ownership, market access, and the very role of the transfer agent in tomorrow’s capital markets.

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

3:00-4:00pm – Legal Landmines

Are you ready to navigate the ever-evolving legal landscape of the transfer agent industry? There continue to be significant legal updates that every transfer agent needs to be aware of. Hear the latest insights and expert analysis on current legal hurdles and those just around the corner.

4:15-5:00pm – Future Leader | New Member Reception (by invitation)

5:00-8:00pm – Reception & Dinner: Luau on the Beach (sponsored by Kemark, Hampton Technologies, and STAMP)

Thursday, October 23, 2025

8:00-9:00am – Breakfast (sponsored by APA)

9:00-9:40am – Digital Asset Deep-Dive

Building on yesterday’s keynote session, this panel dives into the nuts and bolts of tokenizing securities for transfer agents. Our panelists will visualize potential implications and outcomes to help you better prepare for a variety of possible scenarios around settlements, fractional ownership, 24/7 trading, bridging legacy systems, and balancing subsequent compliance requirements. Whether you’re an incumbent adapting or a disruptor scaling, don’t miss this conversation intended to demystify some of the changes to come.

9:45-10:30am – SEC Update

This session will feature the STA President and Trading & Markets delving into the latest updates in the equity and debt securities transfer area, audits, and highlights of the new administration's approach thus far. Attendees will gain valuable insights into regulatory changes, compliance requirements, and best practices for navigating the evolving landscape of securities transfers.

10:30-11:00am – Break (sponsored by SS&C)

11:00-11:45am – DTCC Modernization: Transforming Transfer Agent Processes

Join us for an insightful session on DTCC modernization and its implications for transfer agents. DTCC's multi-year effort to enhance client interfaces and underlying applications is set to revolutionize the clearing and settlement services. This session will cover the latest updates on DTCC's modernization plans, including the transition to new communication protocols, support for extended trading hours, and the adoption of advanced client interfaces.

11:50-12:30pm – Digital Medallions

Discover the recent regulatory changes, technological advancements, and best practices that are transforming the U-Stamp process. Learn from real-world case studies and gain practical insights to optimize your operations and ensure compliance. Don't miss this opportunity to equip yourself with the knowledge and tools needed to navigate the evolving landscape of U-Stamp. Be part of the conversation and connect with industry experts at this informative and engaging session.

12:30-1:25pm – Lunch

1:30-2:30pm – Unclaimed Property: Consumer Service or Asset Grab?

We will delve into the controversial motives behind evolving state laws. While these laws are often presented as measures to "help consumers," many argue that they are designed to bolster state coffers at the expense of rightful property owners. Our expert panel will expose the hidden agendas and conflicts of interest that drive state legislation. They will share their knowledge and experiences on how to effectively manage unclaimed property compliance and mitigate risks in this contentious environment.

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

3:00-3:40pm – Concurrent Sessions: Debt Securities/Learning & Development

Breakouts for niche member interests

3:45-5:00pm – Roundtables & Refreshments

Discussion rounds on various industry topics:

Canadian TAs - Corporate Actions - Debt & Paying Agency - Digital Assets - DTCC Topics - Legal - L&D - Operations - Proxy - Risk & Compliance - Unclaimed Property

6:00-8:00pm – Off-site event (sponsored by TS Partners)

@ Boston Beer Gardens

Friday, October 24, 2025

8:00-8:55am – Breakfast

9:00-9:40 – Disaster Recovery: Are Your Annual Meetings Ready?

In today's fast-paced and unpredictable world, disaster recovery has become a critical aspect of maintaining seamless operations. This is an essential session on disaster recovery strategies tailored specifically for proxy and annual meeting processes. Our panel will share their insights on how to effectively prepare for and respond to unexpected disruptions to ensure that your proxy and annual meeting processes remain resilient and compliant to safeguard your operations and maintain trust with your clients.

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

This session will provide a comprehensive recap of the conference highlights, delve into the ongoing endeavors of STA, and discuss the pressing needs and future directions of the transfer agent industry. Members of the STA Board will share their insights and reflections on the key takeaways from the conference. They will also discuss STA's current initiatives and how they are addressing the evolving challenges and opportunities in the transfer agent space. This is your chance to engage directly with the leaders shaping the future of our industry. Bring your questions, share your thoughts, and be part of a dynamic discussion that will help guide STA's efforts in the coming year. Don't miss this opportunity to contribute to the conversation and ensure your voice is heard.

$950 STA Members | $1,500 Non-members

STA hotel rate: $329

REGISTER HERE

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