1. Shareholder Services Association Webinar: Section 16 Reporting
Welcome:
Mark Gereb – Shareholder Services Association
Presenters:
Linda Reiling Chuck Carlson
EQ – Investment Plan Product Manager DRIP Investor - Editor

2. DISCLAIMER
The information provided in this webinar represents the current understanding of the presenters and the Shareholder Services Association. It is subject to change. In no way should this information be construed or relied upon as legal or operational advice. You should consult with your own legal counsel, compliance officer and/or other subject matter experts.

3. DRIPs – A Corporate Perspective
Plan Design Basics
Registered and unregistered plans
DRIP compared to DSPP
Online functionality
Reporting services

4. DRIPs – An Investor’s Perspective
Good, Bad, and the Ugly
Low minimums
Expansion in DSPPs
Online accessibility
Service levels
Reinvestment fees

5. DRIPs – A Corporate Perspective
Building a Good Plan
Increasing participation
Setting contribution amounts
Investment discounts
Service fees and commissions

6. DRIPs – An Investor’s Perspective
Investor Wish List
Lower fees, especially on sell side and reinvestment
Easier accessibility
Consolidated statements
More Non Dividend Payers (more FANG stocks)

7. DRIPs – A Corporate Perspective
Latest Trends
Offering a DSPP
Dividend flexibility
Small shareowners
Innovative features
Shareowner contact

8. DRIPs – An Investor’s Perspective
The Future of DRIPs
Increased competition -- ETFs, Acorns, Robinhood
Passive versus Active implications
Terrestrial radio comparison
Getting the word out
Does the DRIP “industry” want a future?

9. Questions

10. 2018 Annual Conference July 17-19, 2018 Newport Beach, California