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2013 Annual Conference


Welcome to the New Normal!

October 22nd 25th at the Ritz-Carlton, Naples, Florida

To download the complete Conference Notice please click here

The business landscape has changed fundamentally; tomorrow’s environment will be different, but no less rich in possibilities for those who are prepared.1

It is apparent to anyone not living under a rock that the business landscape continues to change and evolve. We see turmoil in the markets, roiled by forces from overseas. The role of government in our lives has been expanding, and businesses must endeavor to comply with new regulations, mandated by Dodd Frank, some of which have not even been finalized yet. The effect of the Affordable Care Act, when fully implemented, remains uncertain. The Jumpstart Our Business Startups Act, (“JOBS Act”), with its accompanying “Crowdfunding” will certainly change the way in which some new companies may operate, causing potential issues for transfer agents, but also possible opportunities. And now that tracking cost basis has become the norm, agents will have to yet again develop new procedures and update systems to comply with The Foreign Account Tax Compliance Act, ("FATCA"), regulations, now postponed until June 30, 2014, but still on the horizon. In addition, the fate of the NYSE Proxy Fee Advisory Committee’s recommended changes to the fees for the distribution of proxy materials remains uncertain, as the industry waits for a determination from the SEC about whether this proposal should be disapproved. Regulators are showing a heightened focus on the potential of fraud and are considering what the transfer agent industry should do to help combat it. Does your organization have the information it needs to succeed in this environment?

You can learn about these and other issues at the STA Annual Conference. Feedback received from attendees at last year’s Conference was extremely positive, and we believe that this year’s Program will be even better. Please take a moment to review the agenda. A wide range of industry professionals and regulatory officials will bring you up to date on what you need to know to manage your business in “the new normal”. This STA Conference will also enhance your continued professional development.

Qualified attendees will be eligible for 11.25 CCTS/CSOP continuing education credits. Be sure to stay for the entire program; the STA will hold a drawing for an Apple I-Pad, with attachable slim keyboard, but you must be present at the last session to qualify!


The Location
This year the STA Conference is being held at The Ritz-Carlton, Naples, Florida. Expereience Florida’s Paradise Coast at The Ritz-Carlton, Naples which features dazzling views of the Gulf of Mexico, warm golden sunsets and three miles of pristine beach.

The resort’s luxurious rooms are being offered to conference participants at a special rate of $245 per night until September 19, 2013. After September 19th or when the block is filled, reservations will be taken on a space available basis and the conference rate cannot be guaranteed.

  1. Call 888-856-4380
  2. Tell the reservation agent that you are attending the “STA Conference”
  3. Or fill out the Hotel Reservation Form and fax or mail it directly to The Ritz-Carlton, Naples.
  4. You may also reserve a room on-line (see “Hotel” on left navigation bar)    

    $ 595.00 for each registrant* from a member company (price includes spouse)
    $ 745.00 for each registrant* from a non-member company (price includes spouse)
FREE Vendor Table at the luncheon for our conference sponsors!
*with $50.00 discount for each additional registrant attending from the same Company.

You may register on-line using your credit card at here.

Conference Registration
Make sure to join your fellow industry professionals at this outstanding conference
and register by September 19th. If you have any questions, please contact one of the conference committee members. We look forward to seeing you at the conference!

            Cynthia Jones, Executive Director & Program Chairperson 904-683-5158

            Carol Gaffney, Registration             732-888-6040

            John Gaffney, Activities, Sponsorships, and Donations   732-512-3153

            The Ritz-Carlton, Naples   239-598-3300
            280 Vanderbilt Beach Road
            Naples, Florida 34108

1 Ian Davis, McKinsey & Co, McKinsey Quarterly