Be Prepared for T+2

Be Prepared for T+2

April 20, 2017, 1:00 PM




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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.

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.

Panelists 

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

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.