Registration Now Open: Transfer Agency Advisory Committee (TAAC) Meeting - November 7-8, 2022
[34274]
August 31, 2022
TO: Transfer Agent Advisory Committee RE: Registration Now Open: Transfer Agency Advisory Committee (TAAC) Meeting - November 7-8, 2022
The next meeting of the Investment Company Institute's (ICI) TAAC will be held on Monday, November 7 from 1:00 p.m. to 5:00 p.m. CT and on Tuesday, November 8 from 9:00 a.m. to 1:00 p.m. CT in conjunction with ICI's Technology Summit.
The TAAC meeting and the Technology Summit will take place at the Renaissance Dallas Hotel located at 2222 N Stemmons Fwy, Dallas, TX, 75219. The Renaissance Dallas Hotel is approximately 20 miles (21 minutes estimated driving time) from Dallas/Fort Worth Airport.
Lunch will be served beginning at noon CT on Monday and a continental breakfast and lunch will be served on the second day of the meeting. Attire for the meeting is business casual.
Reception
The ICI will host an optional networking reception following the TAAC meeting on Monday, November 7, from 5:00 pm to 8:00 pm at the Renaissance Dallas Hotel. As multiple ICI committees will be meeting on Monday, the networking event will be a joint reception for all committee meeting attendees and will be a fantastic opportunity to catch up with industry colleagues from other ICI committees. Note: there is no additional cost to attend the joint reception. Attire for the reception is business casual.
Online Meeting Registration
To register for the TAAC meeting, please visit our registration site: here. Please note that the only way to register for the TAAC meeting is through the link indicated above.
To register for Technology Summit, please visit our registration site at: here. Note: An option to register for the Technology Summit will also be provided at the end of the committee registration process.
If you have any questions about the registration process or are having difficulty reserving a room at the hotel, please contact Dom Liberatore (dom.liberatore@ici.org).
Hotel Accommodations - Deadline October 12, 2022
A block of rooms has been reserved at the Renaissance Dallas Hotel for the evenings of November 6 through November 10 starting at a rate of $169 per night. Reservations must be made through the following link. Rooms are limited, so please make your hotel reservations early to ensure you receive a room. To receive the special conference rate, all reservations must be guaranteed before the cutoff date of Wednesday, October 12, 2022.
Agenda Suggestions & Shop Talk
Please submit any agenda topics or shop talk items you would like to discuss with the committee when registering for the committee meeting or email your suggestions to Kelly O'Donnell (Kelly.odonnell@ici.org) by Friday, October 14, 2022.
If you have any questions regarding the meeting, please contact Kelly O'Donnell (kelly.odonnell@ici.org) or Dom Liberatore (dom.liberatore@ici.org).
We look forward to seeing you in Dallas!
Lisa Shea
Chairperson - Transfer Agent Advisory Committee
Senior Vice President - Northern Trust Company
Kelly O'Donnell
Director, Transfer Agency & Operations