T+1 Settlement:  Are You Ready?

February 21, 2024, 10:30 AM - 11:45 AM

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With May 2024 fast approaching, public companies are preparing for T+1 settlement to become our new way of life.  This shortened settlement period means that people, processes, and technology will need to be in sync to meet this aggressive new deadline. 

From start to finish, what will issuers and service providers need to consider for T+1 success? We'll cover everything from equity filings and participant settlement to payroll reporting and withholding timing impacts. Tackle T+1 with confidence knowing you have best practices and contingency plans in your back pocket. 

Key questions this webinar will answer:

  • What are the specific impacts of T+1 settlement on the various stakeholders? 

  • How should companies adapt their internal processes and technology to comply with the T+1 settlement timeframe? 

  • What are the best practices for managing equity filings, participant settlement, payroll reporting, and withholding within the T+1 settlement window? 

  • How can issuers and service providers effectively synchronize their efforts to ensure smooth functioning under the T+1 settlement regime? 

  • What contingency plans should be in place to handle potential challenges or disruptions during the transition to T+1 settlement? 

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.

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