Memo #
32427

Registration Open - Virtual Bank, Trust and Retirement Advisory Committee Meeting June 3 & 4, 2020
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[32427]

April 29, 2020 TO: Bank, Trust and Retirement Advisory Committee RE: Registration Open - Virtual Bank, Trust and Retirement Advisory Committee Meeting June 3 & 4, 2020

 

The next Bank, Trust and Retirement Advisory Committee (BTRAC) meeting will take place on Wednesday, June 3 through Thursday, June 4, 2020. Due to the current challenges and travel restrictions, the meeting will be held via virtual sessions. 

June 3rd

  • Session 1 (1:00-2:30 p.m. ET)
    • Problems Surfaced/Problems Solved Exercise
  • Session 2 (3:30 – 4:30 p.m. ET)
    • Shop Talk

June 4th

  • Session 3 (1:00- 2:30 p.m. ET)
    • Working Group Updates 

The sessions will be facilitated using Microsoft Teams.  Committee members are encouraged to log into the meeting using the Microsoft Teams application and the voice over internet protocol (VOIP) functions.  If you do not have the ability to participate via the Teams application and VOIP, provide the telephone number you will be calling from in your registration.  This information will be used to admit you to the call.

Shop Talk

Committee members or their substitutes are encouraged to submit shop talk items either through the online registration process or to John Randall at john.randall@ici.org  or 202-326-5930 no later than May 22, 2020. We find that our discussion is most effective when meeting attendees have enough time to review and prepare response to shop talk questions prior to the meeting.

Online Registration

To register for the Bank, Trust and Retirement Advisory Committee meeting, please visit our registration site at http://www.ici.org/reg/btrac. Please note that the only way to register for the BTRAC virtual meeting sessions is through the Cvent link above. Log in details will be sent to registered attendees only.  More than one person from each firm is welcome participate, however please have each person individually register for the sessions.  That will allow us to keep track of attendees and send updates to registered guests as needed. 

If you have questions about registration, please contact Magen Dargon at 202-326-5943 or magen.dargon@ici.org.

We look forward to seeing you online!

 

Teresa Sloan-Yancik
Chair – Bank, Trust and Retirement Advisory Committee
Vanguard Funds

John Randall
Director, Operations and Distribution