Join Mediant at The Securities Transfer Association’s Annual Conference

Mediant is sponsoring this year’s 105th annual Securities Transfer Association Conference. The conference brings together the the transfer industry’s top decision-makers at The Ritz-Carlton in Naples, Florida.

Event Overview

Tuesday, October 25 – Friday, October 28, 2016
The Ritz-Carlton
Naples, Florida

Program highlights can be found here.

Agenda

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