Join Us at the SIFMA Global Corporate Actions Forum

Members of the Mediant team will be speaking and exhibiting at this year’s Global Corporate Actions Forum, hosted by SIFMA, on October 6, 2016 at Marriott Boston Copley Place. Join us for breakfast!

Event Overview

Join SIFMA’s Corporate Actions Section for the 13th annual Global Corporate Actions Forum in Boston. Connect with fellow industry professionals and hear from leading subject matter experts as they examine the latest challenges, regulations, and practices affecting the Corporate Actions community. This annual event provides valuable information on managing risk and improving processes, including:

  • U.S. and Global Tax Regulations, including 305C, 871(m), and EU Update
  • Shortened Settlement Cycle – Industry Testing Preparations
  • Global Market Practices
  • Regulatory Perspective with FINRA, NYSE and NASDAQ
  • Transfer Agency – Proposed Rules and Challenges
  • Shareholder Communications
  • Break-out Sessions on Various Industry Challenges and Best Practices
  • And more!

Agenda

8:00AM – 9:00AM: Registration and Continental Breakfast – Sponsored by Mediant
9:00AM – 9:10AM: President’s Opening Remarks
9:10AM – 10:00AM: Regulatory Perspective With FINRA, NYSE, and NASDAQ
10:00AM – 10:45AM: Transfer Agent Regulations
10:45AM – 11:00AM: Networking Break
11:00AM – 12:30PM: Breakout Sessions: Industry Challenges and Best Practices
12:30PM – 1:30PM: Networking Luncheon
1:30PM – 2:15PM: DTCC Update
2:15PM – 3:00PM: Global Market Practices
3:00PM – 3:15PM: Networking Break
3:15PM – 4:00PM: Global Tax Regulations
4:00PM – 4:30PM: Proxy and Shareholder Communications Regulatory Update – featuring Mediant Director Jean Luther
4:30PM – 5:00PM: Bankruptcy Offerings – Challenges and Best Practices
5:00PM – 5:05PM: Closing Remarks
5:05PM – 6:00PM: Networking Reception