2017 SSA Annual Conference – Bonita Springs, FL
Monday, July 17, 2017
2:00 pm – 5:00 pmRegistration/Information Desk
Tuesday, July 18, 2017
8:00 am – NoonSSA Golf Tournament
Raptor Bay Golf Club
8:00 – 11:00 amShareholder Services 101, Unclaimed Property & Annual Meetings courses
8:00 am - 4:00 pmRegistration/Information Desk
8:00 am – Noon Hospitality Suite
Noon – 1:00 pmLUNCH IS ON YOUR OWN
1:00 – 1:15 pmWelcome - SSA Executive DirectorUpdate from the SSA President
1:15 – 2:00 pmKeynote Speaker
2:00 – 2:45 pmAre you ready for T+2?
Moderator/Speaker: Kevin Burns, Computershare
Speaker: Jon Ciciola, DTCC
Speaker: Nicole Mauney, Duke Energy
2:45 – 3:30 pmNYSE/NASDAQ – Challenging Corporate Actions
Moderator: Bernadette Maffei, Comcast Corporation
Speaker: Joe Conte, NYSE
Speaker: Tara Petta, NASDAQ
Speaker: Katie Sevcik, Wells Fargo Shareowner Services
3:30 - 3:45 pmQuick Break!
Sponsored by Wells Fargo Shareowner Services
3:45– 4:30pmSecuring your safety among “Cyber Sharks”
Moderator:Kim McKiernan, The Walt Disney Co.
Speaker: Baba Bedi, AST
Speaker:Joe Zingalis, Wells Fargo Shareowner Services
Speaker:Jim Defruscio, Keane
4:30 – 5:30 pmFree Time
5:30 – 6:00 pm Cocktails with First Time Attendees
6:00 – 7:00 pmWelcome Reception for All Attendees
7:00 – 8:30 pm Dinnerin Margaritaville!
8:30 pm. After dinner lawn games
Wednesday, July 19, 2017
7:00 am - 2:30 pm Registration/Information
7:00 - 8:30 am Breakfast Buffet
8:00 – 8:05 amIntro from Executive Director
8:05 – 9:00 amUnclaimed Property Audit- Are you prepared?
Moderator: Mike Ryan, Georgeson LLC
Speaker: Will King, KPMG
Speaker: Jim Sadik, True Partners Consulting LLC.
Speaker: Tim McDonald, Ryan, LLC.
9:00– 10:15 amAn update from the Securities & Exchange Commission
Moderator: Katie Sevcik, Wells Fargo Shareowner Services
Speaker:Securities & Exchange Commission Representative
(Office of Trading and Markets)
Speaker:Securities & Exchange Commission Representative
(Office of Compliance, Inspections & Examinations)
10:15 – 10:45 amNetworking Break & Sponsor Exhibits
Sponsored by Wells Fargo Shareowner Services
10:45 – 11:30 amCatching the Waves of Virtual Annual Meetings
Moderator: Peder Hagberg, Carl Hagberg & Assoc.
Speaker: Cathy Conlon, Broadridge Corporate Issuer Solutions
Speaker: Valerie Gray, Computershare
11:30 - 1:00 pm Networking Lunch & Vendor Exhibits
1:00 - 1:45 pm Proxy Process & Proxy Access
Moderator:Tom Kies, AST
Speaker: Ron Schneider, Donnelly
Speaker: John Siemann, DF King & Co.
Speaker:John LoPinto, Mediant
Speaker: Steve Gargalianos, Computershare
1:45 – 2:30 pmThe Dodd-Frank Basics – Where are we now?
Moderator: Kim Bouch, Old National Bank
Speaker:Dane Allen, QEP Resources
Speaker:Brett Ashton, Krieg DeVault
Speaker:Tony Aylsworth, Old National Bank
2:30 – 2:45 pmQuick Break!
Sponsored by Wells Fargo Shareowner Services
2:45 – 3:45 pmNew Technology to Serve Your Shareholders
Moderator: Mark Kopelman, Broadridge Corporate Issuer Solutions
Speaker: Chris Jutkiewicz, AST
Speaker: Sajoo Samuel, Computershare
Speaker: Yoel Goldfeder, VStock Transfer & eSignature
3:45 – 4:30pm Open Forum: Here's your chance to ask your questions!
Moderator: Abby Cowart, Shareholder Services Association
4:30- 6:00 pmFree Time
6:00 pm -Vendor dinners
Thursday, July 20, 2017
7:30 am - Noon Registration/Information
7:00 - 8:00 am Breakfast Buffet
8:00 - 9:30 am Current Trends in the Sea of Unclaimed Property
Moderator/Speaker: Debbie Zumoff, Keane
Speaker:Jen Borden, Jen Borden Consulting
Speaker: Cindy Nisley,Georgeson, LLC.
Speaker: Freda Pepper,Reed Smith LLP.
9:30 - 10:00 am Networking Break
Sponsored by Wells Fargo Shareowner Services
10:00 – 10:45amA Recap of Cost Basis & IRS Reporting
Moderator: Gay Kaylor, The Hershey Company
Speaker: Andrew Schwartz, Computershare
Speaker: Kevin McCosker, PershingLLC.
10:45 – 11:45 amSuccession Planning: Are you prepared?
Moderator: Kim Hanlon, The Procter & Gamble Company
Speaker: Joan DiBlasi, Aflac Incorporated
Speaker: Jacob Anderson, Aflac Incorporated
Speaker: Kari Nelson, Alliant Energy Corp.
11:45 – 12:00 pm Conference Wrap-up Introduction of 2018 Conference Chair