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September 9, 2020 TO: Transfer Agent Advisory Committee RE: Mark Your Calendar - 2021 TAAC Meeting Schedule
Please mark your calendar with the following Transfer Agent Advisory Committee meetings scheduled in 2021:
February 3-4, 2021 Virtual meeting via Zoom May 4-5, 2021* Marriott Wardman Park – Washington, D.C. July 21-22, 2021 ICI, Washington, D.C. (tentative in-person meeting)[1] November 3-4, 2021 ICI, Washington, D.C. (tentative in-person meeting)[2]*ICI’s Operations & Technology Conference will take place on May 5-7, 2021 in conjunction with the General Membership Meeting. Note: we are planning for both the conference and committee meeting to be held in-person, however that may change based on the status of the COVID-19 pandemic.
Additional details for each meeting will be sent approximately eight weeks prior to the scheduled meeting date.
Lisa Shea
Chairperson - Transfer Agent Advisory Committee
Senior Vice President - Northern Trust Company
Joanne Kane
Senior Director, Operations & Transfer Agency
endnotes
[1] Note: we are planning for the July 2021 committee meeting to be held in-person, however it may change to a virtual meeting based on the status of the COVID-19 pandemic.
[2] Note: we are planning for the November 2021 committee meeting to be held in-person, however it may change to a virtual meeting based on the status of the COVID-19 pandemic.