Join us for an insightful in-person event where industry leaders and technology experts come together to explore the evolving role of the transfer agent in stock plan administration.
Event Highlights:
• Expert Insights: Hear from top professionals in the field as they discuss trends in the industry, and opportunities for transfer agents to collaborate with stock plan managers and stock plan management solutions.
• Innovative Solutions: Discover how cutting-edge technology is being leveraged by select transfer agents to streamline processes, enhance accuracy, and improve overall efficiency.
• Interactive Discussions: Engage in thought-provoking conversations and network with peers to share experiences and best practices in stock plan administration.
• Case Studies: Learn from real-world examples and success stories showcasing the transformative power of transfer agents in various organizations.
Speakers:
Dustin Lewis, Principal
Deloitte Tax Global Employer Services
Rob Schoder, Founder & CEO
Vinyl Equity