[35192]
March 16, 2023
TO: Transfer Agent Advisory Committee RE: Registration Now Open for Transfer Agent Advisory Committee Meeting, May 2023
The next meeting of the Transfer Agent Advisory Committee will be held on Tuesday, May 23 from 9:00 a.m. to 4:30 p.m. ET in conjunction with ICI's Leadership Summit. The in-person meeting will take place at the JW Marriott, 1331 Pennsylvania Avenue, NW, Washington, DC, 20008. The JW Marriott is a few blocks from ICI's offices.
Breakfast and lunch will be served on the meeting day. Attire for the meeting is business casual.
Hotel Accommodations
A block of rooms has been reserved at the JM Marriott for the evenings of May 22 and 23 at a rate of $329.00. To make reservations, please use the following link https://hotel link. Please make your hotel reservations as soon as possible as rooms are limited and will sell out due to ICI's Leadership Summit.
Committee Dinner
The Committee dinner will be held on Monday, May 22 at a location to be determined. Committee members (or their substitutes) electing to attend the dinner event will pay an amount of $140.00 per person (via credit card) as part of the meeting registration process and will be responsible for their own transportation to and from the event. Please note that dinner cancellations must be made three business days in advance of the event to receive a refund of your payment. Attire for the dinner event is casual.
Online Meeting Registration
To register for the Transfer Agent Advisory Committee meeting and dinner, please visit our registration site at https://cvent.me/nd2NWR
Agenda Suggestions & Roundtable Discussion
We would like your input on agenda topics and roundtable discussion items for the meeting. Please use the space provided during the online registration or email Kelly O'Donnell (kelly.odonnell@ici.org).
Our experience indicates that if topics are circulated in advance, the value of the discussion is considerably enhanced.
Please note that the only way to register for the Transfer Agent Advisory Committee meeting and dinner is through the link indicated above. If you have questions about registration or are having difficulty reserving a room at the hotel, please contact Deidra Buissereth at (dbuissereth@ici.org) or Kelly O'Donnell at (kelly.odonnell@ici.org).
Marta Doran
TAAC Chair, Putnam Investments
Kelly O'Donnell
Director, Transfer Agency & Operations