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June 26, 2023
TO: Transfer Agent Advisory Committee RE: Registration Now Open: TAAC Meeting July 26 and 27
The next meeting of the Investment Company Institute's (ICI) Transfer Agency Advisory Committee (TAAC) will be held virtually on Wednesday, July 26 and Thursday, July 27. The meeting will take place via Zoom platform in four separate, 90-minute sessions.
Wednesday, July 26th from 11:00 a.m. to 12:30 p.m. and 2:30 p.m. to 4:00 p.m.
Thursday, July 27th from 11:00 a.m. to 12:30 p.m. and 2:30 p.m. to 4:00 p.m.
Online Meeting Registration
To register for the TAAC meeting, please visit our registration site at: TAAC Meeting. Please note that the only way to register for the TAAC meeting is through the link indicated above. Upon registering, you will receive an email from CVENT confirming your registration. You should download the meeting link to your calendar, as this link will be the only way to access the Zoom meeting. Alternatively, you can save the confirmation email and use the link contained in the message.
If you have any questions about the registration process please contact Deidra Buissereth (Dbuissereth@ici.org).
Agenda Suggestions & Roundtable Discussion
Please submit any agenda topics or roundtable discussion items you would like to discuss with the committee when registering or email your suggestions to Kelly O'Donnell (Kelly.odonnell@ici.org) by Tuesday, July 18, 2023.
Kelly O'Donnell
Director, Transfer Agency & Operations