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September 22, 2004
TO: TECHNOLOGY ADVISORY COMMITTEE No. 26-04
BCP SUBCOMMITTEE
RE: T A C MEETING NOTICE - OCTOBER 19 & 20, 2004
The next meeting of the Technology Advisory Committee and BCP Sub-Committee will
take place on Tuesday and Wednesday October 19 & 20, 2004 at the Crystal Gateway Marriott,
1700 Jefferson Davis Highway, Salon II, Arlington, VA. The Committee meeting will begin at
8:30 a.m. on October 19 with the “shop talk” discussion and conclude at approximately 3:00
p.m. The BCP Sub-Committee meeting will begin at 8:30 a.m. on October 20 with the “shop
talk” discussion and conclude at approximately 3:00 p.m. Participants are encouraged to attend
both meetings.
Committee participants are urged to submit “shop talk” questions as soon as possible
for use during the October meetings. Questions will be distributed to expected attendees prior
to the meetings and are not attached to this document. These submissions are attributable and
will form the basis for participant interaction.
There will be a Committee dinner held on October 19 at Ruth’s Chris Steakhouse, 2231
Crystal Drive, 11th floor, Arlington, VA (703) 979-7275. A reception will begin a 6:30 p.m. and
dinner will follow at 7:00 p.m. The Institute’s policy is to bill individual Committee members
who choose to attend for their portion of the dinner. Please note that if you confirm attendance
for the TAC dinner and cancel within 48 hours of the scheduled event, you will be charged for
your portion of the pre-arranged dinner.
A block of hotel rooms will be available for Committee members at the Crystal Gateway
Marriott, 1700 Jefferson Davis Highway, Arlington, VA (703) 920-3230 or 800-228-9290, at a rate
of $ 189.00. To make reservations, please call the hotel and ask for a room in the Investment
Company Institute-Technology Advisory Committee Meeting room block. All reservations
must be guaranteed by either a valid credit card or one night’s deposit by September 27, 2004 to
receive the room block rate. Reservations must be cancelled by 6:00 p.m. the day of arrival to
avoid penalty.
CONTINUING PROFESSIONAL EDUCATION:
Upon completion of the program, each participant will be eligible for approximately 6
hours of CPE credit (Management). ICI is registered with the National Association of State
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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.
If you have any questions regarding this 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
Executive Vice President Peter G. Salmon
State Street Director, Operations & Technology
Chairman
Technology Advisory Committee
Attachment (in .pdf format)