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Welcometo the 2006 STA Annual Conference
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Executive Director

• Cynthia Jones On Board April 25, 2005
• Background 20 Years in Transfer Agency
  Operations
• Columbia Funds Services, Inc.

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STA Initiatives Dematerialization

• Outreach to Smaller Members
• STA Conference Calls
• Small Agents Working Group under Consideration

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STA Regulatory Initiatives

• Assist Members with the Implications of Expanded
  DRS Eligibility
• DTCC FAST Fee Initiative
• Participation with NYSE and other Industry
  Groups Examining the Annual Meeting Process
• Revised Transfer Agent Rules

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STA Website Initiatives

• Improved Content and Relevance of Website
• Emails to Membership when New Content is Added

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STA Website
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STA Newsletter Initiatives

• New Contributors
• More Variety in Articles
• More Graphics and Photographic Images

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Training Seminars

• 17 open enrollment sessions to date
• 19 on-site presentations
• 6 upcoming sessions in Cleveland, Chicago,
  Kansas City, Boston, Dallas, Phoenix

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STAMP Initiatives

• STAMPesource
• FIRST Global Program, Inc. (FPGI)
• Y Z Expanded Surety Medallions

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• JOIN Us!

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Welcometo the 2006 STA Annual Conference