2009 ANNUAL CONFERENCE POWER POINT PRESENTATIONS
Conference Welcome and STA Update
Cynthia Jones, Program Chairperson
The Securities Transfer Association, Inc.
President’s Remarks
Charles V. Rossi, President
The Securities Transfer Association, Inc.
DTC Update
Daniel Thieke, Vice President
The Depository Trust and Clearing Corp.
Cost Basis
Stevie D. Conlon, Tax Director and CPA
GainsKeeper
Unclaimed Property Issues
Panel: Paul Griffith, Robert G. Irvine, Debbie Zumoff, Jennifer Borden
Operations Committee Update
Mary Rose Cascaes, Executive Vice President & Chief Operating Officer
Registrar and Transfer Company
Small Agent’s Training
Fredrick Sherley, Counsel
Dechert LLP
The Board of Directors greatly appreciates the generosity of the following member firms who generously supported the 2009 Annual Conference:
The Altman Group
American Stock Transfer & Trust Company
BNYMellon
Broadridge
The Colbent Corporation
Computershare
Continental Stock Transfer & Trust Co.
DST Output
Ellen Philip Associates, Inc.
The Fitch Group
Hampton Technologies LLC
Hodgson Russ LLP
INVeSHARE Inc.
Kemark Financial Services, Inc.
The Midwest Securities Transfer Association, Inc.
NYSE Euronext
Registrar and Transfer Company
Scotti Graphics Inc.
Securities Information Center
STAMP Inc.
StockTrans, Inc.
SunGard
Unclaimed Property Recovery & Reporting, Inc.
Venio
Wells Fargo Shareowner Services
