[17544]
May 20, 2004
TO: TECHNOLOGY ADVISORY COMMITTEE No. 13-04
BCP SUBCOMMITTEE
RE: TAC / BCP MEETING PRELIMINARY AGENDA - JUNE 2-3, 2004
The next meeting of the Technology Advisory Committee and the BCP Subcommittee
will be held on Wednesday June 2nd from 8:30 a.m. to 3:00 p.m. EST and Thursday June 3rd from
8:30 a.m. to 3:00 p.m. EST in the David Silver Conference Room on the 12th floor of the
Investment Company Institute, 1401 H Street, NW, Washington, DC. A preliminary agenda for
the June 2nd and June 3rd meeting is attached.
There will be a dinner for participants on the evening of June 2nd at Saveur located at
2218 Wisconsin Avenue, NW (202-333-5885). A reception will begin at 6:30 p.m. and dinner will
follow at 7:00 p.m. Institute policy is to bill for dinner individual committee members who
choose to attend. Please note that if you confirm attendance for the dinner and cancel within 48
hours of the scheduled event, you will still be charged for your portion of the pre-arranged
dinner.
Continuing Professional Education
Upon completion of the program, each participant will be eligible for approximately 5
hours of CPE credit (Management). ICI is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may
be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417,
615/880-4200.
Learning Objectives
To provide a comprehensive understanding of mutual fund operations and provide
updates on investor services, technology, and regulatory and legislative developments affecting
mutual funds.
Program Level - Update
No prerequisites or advance preparations are necessary for this meeting.
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In order to plan accordingly, please return the attached form as soon as possible. If you
have any questions regarding the meeting you may contact Peter Salmon at 202/326-5869 or
salmon@ici.org. We look forward to seeing you in Washington!
Alan D. Greene Peter G. Salmon
Executive Vice President Director, Operations & Technology
State Street
Chairman
Technology Advisory Committee
Attachment (in .pdf format)