Be Prepared for T+2

Understanding and implementing this upcoming change

Thursday, April 20, 2017

4:00 – 5:30 pm, eastern time [archive and transcript to follow]

Webcast Materials
Supplemental Materials: A and B

Please note: This webcast will be hosted through GoToWebinar, providing you an enhanced experience
with the ability to see speaker slides and ask questions in real-time.
Please test your system in advance.

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T+2 is coming; make sure you're prepared! Experts will provide a comprehensive vision of how this SEC change will affect issuers and third-party providers alike, including the new settlement timeline, key processes to streamline, and the impact on plan communications, education, and advice.

Featured panelists:

  • Michelle Madge, CEP, Stryker
  • William Leahey, SIFMA
  • Bob Walley, Deloitte
  • Ryan Trent, UBS Financial Services

Among other topics, this program will include:

  • How this change will affect issuers and third party vendors;
  • Preparatory steps you need to undertake to comply with this change;
  • Discussion about how this change will affect participants, customers and employees, and what communications may be needed;
  • Additional considerations for mobile employees.


Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

How to access the webcast - NEW! Now Using GoToWebinar: The NASPP now uses GoToWebinar for webcasts. Please test your system before the webcast begins.

Visit on the day of the program and click the link for the webcast. You will be asked to register by entering your name and email address.

Cost: There is no charge for this program if you are a member of the NASPP for 2017. The webcast cost for non-members is $835.

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program.

If you can’t access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.