1. Welcome and Presenter:
Shareholder Services Association Webinar: A Preview of the 2017 Annual Conference
Welcome and Presenter:
Abby Cowart, Executive Director, SSA
Presenters:
Kim Hanlon Mark Gereb
Procter & Gamble Verizon
2017 Annual Conference Co-Chair Annual Conference Co-Chair

2. 2017 Annual Conference Hyatt Regency Coconut Point Resort & Spa
5001 Coconut Road
Bonita Springs, Florida
Rates $179 nightly plus tax.
To make reservations please access the SSA conference webpage at . You may also call and reference the Shareholder Services Association.
Special Rate Ends June 8, 2017.

10. Travel Information
Airport Southwest Florida International Airport Fort Myers FL, Ground Transportation MBA Airport Transportation

11. SSA Golf Tournament is back!
Tuesday, July 18, :00am Shotgun!
Raptor Bay Golf Hyatt Bonita Springs
Registration & Sponsorship Opportunities are available on the SSA website or contact:
Tom Kies
Joe Barrett
Bernadette Maffei

12. SSA Certification Classes
Tuesday, July 18, 2017
8:00 am - 11:30 am.
Introduction to Shareholder Services
Unclaimed Property
Preparing for Your Annual Meeting
Registration is available on the SSA website. The courses are available at no charge for SSA members and Conference Registrants.

13. Judith Belmont, MS, LPC 5 Tips to Creating the Positive Workplace
Keynote Speaker
Judith Belmont, MS, LPC 5 Tips to Creating the Positive Workplace

14. Visit with Service Providers in the Exhibit Hall
Day 1
Are you ready for T+2?
NYSE/NASDAQ – Challenging Corporate Actions
Securing your safety among “Cyber Sharks”
Visit with Service Providers in the Exhibit Hall

15. Tuesday Evening Activities
5:30 pm. Cocktails with First Time Attendees 6:00 pm. Welcome Reception for All Attendees 7:00 pm. Dinner in Margaritaville! 8:30 pm. After dinner lawn games

16. Visit with Service Providers in the Exhibit Hall
Day 2
Unclaimed Property Audit- Are you prepared?
An update from the Securities & Exchange Commission
Catching the Waves of Virtual Annual Meetings
Visit with Service Providers in the Exhibit Hall

17. Day 2 cont. Proxy Process & Proxy Access
The Dodd-Frank Basics – Where are we now?
New Technology to Serve Your Shareholders
Open Forum: Here's your chance to ask your questions!

18. Wednesday Evening Activities
Vendor Night Get to know your service providers by joining them for an evening out.

19. Day 3 Current Trends in the Sea of Unclaimed Property
A Recap of Cost Basis & IRS Reporting
Succession Planning: Are you prepared?

20. Justification letter
Have you received your management's approval to attend the SSA conference?
Are you searching for the perfect communication tool to assist you with showing the conference's value?
The SSA Annual Conference Committee has created a Justification Letter for you to use as you seek supervisory approval to attend our conference. It can be found on the SSA website.

21. Membership Incentive
New Membership Incentive this year! $250 credit towards conference Deadline June 1

22. Bonita Springs & Ft. Myers
Bring the family! Enjoy the sandy beaches!
Other attractions include:
Edison-Ford Winter Estates
Dolphin and Wildlife Cruise
Manatee World
Everglades Day Safari
Murder Mystery Train
Imaginarium Science Center

23. Conference Testimonials
“I got more out of the SSA conference than I have from any conference over the last several years.”
“As a first-timer, I was very pleased with the programming and speakers. I left with many good takeaways and networking was excellent.”
“As a new member, I found the conference very useful and informative.”

24. The SSA values our Sponsors and is grateful for their contributions.

25. Thank you for participating!
Questions & Comments?
Thank you for participating!