2018 SSA Annual Conference Newport Beach, California

2018 SSA Annual Conference –Newport Beach, California

Monday, July 16, 2018

1:00 pm. -4:00 pm.Registration/Information Desk

Tuesday, July 17, 2018

8:00 am. -4:00 pm.Registration/Information Desk

7:30 am. -12:00 pm. SSA Golf Tournament

8:30 am. -11:00 am.SSPC Exam

8:30 am. -11:00 am.Hospitality Suite

1:15 pm. - 1:30 pm. Opening Ceremony, State of the SSA Address by President

1:30 pm. -2:30 pm.Proxy Fight: A Case Study

Moderator: Tom Kies, AST

Speaker:Ben Hansen, The Procter & Gamble Company

Speaker:Michael Madalon, DF King, & Co.

Speaker:Eric Brielman, Joelle Frank

2:30 pm. – 2:45 pm.Networking Break & Sponsor Exhibits

2:45 pm. -3:30 pm. Best practices for evaluating your TA Call Center

Moderator: Kim McKiernan, The Walt Disney Co.

Speaker:Jason Stout, Computershare

Speaker:Martiza Vicole, Pepsi

Speaker: AST Call Center Manager

Speaker: AST Issuer Client

3:30 pm. – 4:15 pm. Ask Abby! Open Forum

4:15 pm. -Free Time

6:15 pm. -6:45 pm.First Timers’ Reception

6:45 pm -7:30 pm.Welcome Reception for All Attendees

7:30 pm. -9:30 pm.Dinner under the stars!

Wednesday, July 18, 2018

7:00 am. -4:00 pm.Registration/Information Desk

7:00 am. -8:30 am.Breakfast & Vendor Exhibits

8:30 am. -9:30 am. Regulatory Updates

Moderator: Katie Sevcik, EQ

Speaker: SEC Representative

9:30 am. -10:30 am. RFPs, Contracts & Service Level Agreements

Moderator: Mark Gereb, Verizon

Speaker:Jack Sunday, Group Five

Speaker:Carl Hagberg, Carl T. Hagberg & Assoc.

Speaker:Andy Wilcox, Shareholder Service Solutions

10:30 am. -10:45 am.Networking Break & Sponsor Exhibits

10:45 am. - 12:00pm.Unclaimed Property Audits

Moderator: Melissa McCarthy, EQ

Speaker:Alvin Santiago, Fortune Brands

Speaker:Jen Borden, Borden Consulting

Speaker: Freda Pepper, Reed Smith LLC

Speaker: Will King, KPMG

Speaker: Debbie Zumoff, Keane

12:00 pm. -1:30 pm.Networking Lunch & Vendor Exhibits

1:30 pm. -2:30 pm.Markets Update

Moderator: Sharon Tucker-Lockett, Computershare

Speaker: Jason Paltruwicz, OTC Group

Speaker:NYSE Representative

Speaker:Nasdaq Representative

2:30 pm. -2:45 pm. Networking Break & Sponsor Exhibits

2:45 pm. -4:00 pm.Round Table Discussions

Topic #1: Are you familiar with the record retention guidelines?

Moderator: Stacey Betson, Mastercard

Topic #2: What are the best practices for SEC mandates & regs?

Moderator: Rick Johnson, Computershare

Topic #3:New & innovative ways of doing business.

Moderator: Yoel Goldfeder, VStockeMedallion Signature

Topic #4: What does the SSPC mean to you?

Moderator: Ross Allen, EQ

*Dinner is open for vendor outings.

Thursday, July 19, 2018

7:00 am. - 12:00 pm.Registration/Information Desk

7:00 am. - 8:30 am.Breakfast & Vendor Exhibits

8:30 am. –9:45 am.Unclaimed Property

Moderator: Mike Ryan, Georgeson LLC

Speaker: State Representative

9:45 am. - 10:45 am.Current & Trending Proposal Topics for Proxy Season

Moderator: Dorothy Flynn, Broadridge

Speaker:Zally Ahmadi, D.F. King

Speaker: Kern McPherson, Glass Lewis

Speaker: Don Cassidy, Georgeson

10:45 am. -11:00 am.Networking Break & Sponsor Exhibits

11:00 am. -12:00 pm.Cybersecurity & Emerging Technologies-

Moderator: David Becker, EQ

Speaker: Cybersecurity Expert Speaker

12:00 pm. – 12:30 pm. Conference Wrap-up & Introduction of 2019 Conference Chair

Speaker: Kim Hanlon, The Procter & Gamble Company

Speaker: Melissa McCarthy, EQ

Speaker: Kim McKiernan, The Walt Disney Co.

*Boxed lunches will be available at the close of the conference.

5:30 pm.Networking Opportunity - Whale Watching Cruise