Mediant Attending, Sponsoring, and Speaking at the 2017 Shareholder Services Association Conference

This week, members of Mediant’s Issuer Services group are traveling to Bonita Springs, FL to attend the 2017 Shareholder Services Association annual conference.

Mediant is honored to sponsor this year’s event, and we are looking forward to participating in the opening golf tournament. The conference agenda also features one of our own proxy experts, John Lopinto, on the panel “Proxy Process & Proxy Access,” taking place at 1 PM on Wednesday, July 19. More information about our participation in this conference and panel can be found in our press release, Mediant Proxy Expert to Participate in Panel Discussion at SSA 2017 Annual Conference.

We hope to see you there!

Event Information

SSA 2017 Annual Conference
July 18-20, 2017
Hyatt Regency Coconut Point, ​Bonita Springs, Florida

The two-day event brings together shareholder service professionals to learn about the industry, receive legal and regulatory update, share ideas and best practices, and network with others.

Agenda

Monday, July 17
2:00 pm – 5:00 pm: Registration/Information Desk

Tuesday, July 18
8:00 am – Noon: SSA Golf Tournament – Raptor Bay Golf Club
8:00 – 11:00 am: Shareholder Services 101, Unclaimed Property & Annual Meetings courses
8:00 am – 4:00 pm: Registration/Information Desk
1:00 – 2:00 pm: Welcome and Keynote Speaker
2:00 – 2:45 pm: Are you ready for T+2? Panel
2:45 – 3:30 pm: NYSE/NASDAQ – Challenging Corporate Actions Panel
3:30 – 3:45 pm: Quick Break
3:45 – 4:30 pm: Securing your safety among “Cyber Sharks” Panel
4:30 – 5:30 pm: Free Time
5:30 – 6:00 pm: Cocktails with First Time Attendees
6:00 – 7:00 pm: Welcome Reception for All Attendees
7:00 – 8:30 pm: Dinner in Margaritaville!
8:30 pm: After dinner lawn games

Wednesday, July 19
7:00 am – 2:30 pm: Registration/Information
7:00 – 8:30 am: Breakfast Buffet
8:00 – 8:05 am: Intro from Executive Director
8:05 – 9:00 am: Unclaimed Property Audit- Are you prepared? Panel
9:00 – 10:15 am: An update from the Securities & Exchange Commission
10:15 – 10:45 am: Networking Break & Sponsor Exhibits
10:45 – 11:30 am: Catching the Waves of Virtual Annual Meetings Panel
11:30 – 1:00 pm: Networking Lunch & Vendor Exhibits
1:00 – 1:45 pm: Proxy Process & Proxy Access Panel
1:45 – 2:30 pm: The Dodd-Frank Basics – Where are we now? Panel
2:30 – 2:45 pm: Quick Break!
2:45 – 3:45 pm: New Technology to Serve Your Shareholders Panel
3:45 – 4:30 pm: Open Forum
4:30- 6:00 pm: Free Time
6:00 pm: Vendor dinners

Thursday, July 20
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 Panel
9:30 – 10:00 am: Networking Break
10:00 – 10:45 am: A Recap of Cost Basis & IRS Reporting Panel
10:45 – 11:45 am: Succession Planning: Are you prepared? Panel
11:45 – 12:00 pm: Conference Wrap-up & Introduction of 2018 Conference Chair