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May 04, 2015 • DTCC Connection

DTCC Learning Offers Classroom Courses in Corporate Actions and Clearance and Settlement

By Cheryl Mujica

The Depository Trust & Clearing Corporation (DTCC) Learning Organization is offering live, two-day, instructor-led courses designed to give attendees an understanding of U.S. corporate actions processing and The Depository Trust Company’s (DTC) settlement process. There is no charge to attend the sessions but registration is required.

Course topics and dates/locations:

Overview of Corporate Actions offers an introduction to:

  • Income Events and Interest Payment
  • Cash and Stock Distributions
  • Stock Splits
  • Shareholder Services Events
  • Instructions
  • Corporate Actions Overview
  • Instructions and Mandatory & Voluntary Corporate Actions

 

City Date Time Address
St. Louis Wednesday, May 20 9am – 4:30pm Edward Jones, 130 Edward Jones Blvd.
Chicago Monday, June 1 9am – 4:30pm Northern Trust, 50 South La Salle St., First Fl.
Toronto Tuesday, September 22 9am – 4:30pm TBD
Boston Tuesday, October 6 9am – 4:30pm 22 Thomson Place
Tampa Wednesday, November 4 9am – 4:30pm 18301 Bermuda Green Dr.

 

Overview of Clearance and Settlement covers:

  • Securities Industry and DTCC
  • Events Leading to Settlement
  • Concepts of Risk Management
  • Types of Transactions and Systems Supporting Settlement
  • Stock Loans and End of Day Settlement (Final Figures)
City Date Time Address
St. Louis Thursday, May 21 9am – 4:30pm Edward Jones, 130 Edward Jones Blvd.
Chicago Tuesday, June 2 9am – 4:30pm Northern Trust, 50 South La Salle St., First Fl.
Toronto Wednesday, September 23 9am – 4:30pm TBD
Boston Wednesday, October 7 9am – 4:30pm 22 Thomson Place
Boston Thursday, October 8 Omgeo Products and Services 9am – 12pm 22 Thomson Place
Tampa Wednesday, November 4 9am – 4:30pm 18301 Bermuda Green Dr.

 

For more course information and to register, visit:

Overview of DTCC’s Corporate Actions

Overview of DTCC’s Clearance and Settlement

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