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