1. Shareholder Services Professional Certification June 8, 2017 Webinar Moderator & Presenter: Abby Cowart, SSA Executive Director

2. DISCLAIMER
The information provided in this webinar represents the current understanding of the presenters and the Shareholder Services Association.
It is subject to change. In no way should this information be construed or relied upon as legal or operational advice. You should consult with your own legal counsel, compliance officer and/or other subject matter experts.

3. Agenda
What is the Shareholder Services Professional Certification Program?
SSPC Committee
Benefits of the SSPC Program
Earning the SSPC Program
Knowledge Content
What’s Next?
Q&A
Future SSA Events

4. What is the Shareholder Services Professional Certification Program?
The Shareholder Services Professional Certification Program will provide a professional advantage for individuals employed within the shareholder services industry. It will also distinguish those who have obtained the certification as having mastered a higher standard of knowledge among their peers while also showing their commitment to growing within the industry.

5. SSPC Committee Ross Allen, Wells Fargo Shareowner Services
Steve Bain, WEC Energies Group
Tom Boin, Exelon Corporation
Abby Cowart, Shareholder Services Association
Lesley Delgado, CMS Energy
Joan DiBlasi, Aflac Incorporated
Rhonda Ingalsbe, Medtronic PLC.
Dave McKenna, Anthem
Dianne Perry, Southern Company

6. Earning the SSPC Designation
Eligibility Requirements
Application & Fees
SSPC Study Guide & Study Materials
Examination
Renewal Period & Fees
Continuing Education Credits

7. Knowledge Content/Domains
Introduction to Shareholder Services
Unclaimed Property & Escheatment
Annual Meeting, Proxy & Processing
Regulatory Environment

8. Knowledge Content/Domains
Corporate Action Processing
Operations
Administration, Contracts, Preparation & Execution of an RFP
Effective Communications & Best Practices
Stock Plan Administration

9. What’s Next? Tuesday, July 18, 2017 8:00 am - 11:30 am.
Introduction to Shareholder Services
Unclaimed Property
Preparing for Your Annual Meeting
Registration is available on the SSA website. The courses are available at no charge for SSA members and Conference Registrants.

10. What’s Next?
September 1st: Registration for the first examination opens!
December 2017: First Examination
January 2018: First Designations Announced

11. Thank you for participating!
Questions & Comments?
Thank you for participating!

12. Save The Dates
June 22nd 1:00 pm. Webinar: Is Your Company Ready for T+2? August 3rd 2:00 pm. Webinar: Post SSA Annual Conference Review September 21st 2:00 pm. Webinar: Annual Meeting Events & Best Practices

13. 2017 SSA Annual Conference July 18-20, 2017 Bonita Springs, Florida