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The STA Securities Transfer Association, Inc. Welcome to the 2006 STA Annual Conference.

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Presentation on theme: "The STA Securities Transfer Association, Inc. Welcome to the 2006 STA Annual Conference."— Presentation transcript:

1 The STA Securities Transfer Association, Inc. Welcome to the 2006 STA Annual Conference

2 The STA Securities Transfer Association, Inc. Executive Director Cynthia Jones: On Board April 25, 2005 Background: 20+ Years in Transfer Agency Operations Columbia Funds Services, Inc.

3 The STA Securities Transfer Association, Inc. STA Initiatives: Dematerialization Outreach to Smaller Members STA Conference Calls Small Agents Working Group under Consideration

4 The STA Securities Transfer Association, Inc. STA Regulatory Initiatives Assist Members with the Implications of Expanded DRS Eligibility DTCC FAST Fee Initiative Participation with NYSE and other Industry Groups Examining the Annual Meeting Process Revised Transfer Agent Rules

5 The STA Securities Transfer Association, Inc. STA Website Initiatives Improved Content and Relevance of Website s to Membership when New Content is Added

6 The STA Securities Transfer Association, Inc. STA Website

7 The STA Securities Transfer Association, Inc. STA Newsletter Initiatives New Contributors More Variety in Articles More Graphics and Photographic Images

8 The STA Securities Transfer Association, Inc. Training Seminars 17 open enrollment sessions to date 19 on-site presentations 6 upcoming sessions in Cleveland, Chicago, Kansas City, Boston, Dallas, & Phoenix

9 The STA Securities Transfer Association, Inc. STAMP Initiatives STAMPesource FIRST Global Program, Inc. (FPGI) Y & Z: Expanded Surety Medallions

10 The STA Securities Transfer Association, Inc. JOIN Us!

11 The STA Securities Transfer Association, Inc. Welcome to the 2006 STA Annual Conference


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