From the National Air and Space Museum to the National Museum of American History, the Smithsonian offers free access to world-class exhibits.
Take guided tours of these historic buildings, rich with American political history and stunning architecture.
Explore iconic monuments and memorials like the Lincoln Memorial, Washington Monument, and the World War II Memorial all in one scenic area.
Wander this charming historic neighborhood with cobblestone streets, waterfront views, boutique shops, and great dining options.
Tour Smithsonian Museums
Explore the US Capitol and Library of Congress
Visit the National Mall
Stroll through Georgetown
Visit the National Gallery of Art
Access exclusive insights, proven strategies, and powerful networking opportunities in one of the world’s most influential cities. Last year, over 120 participants joined us to connect, learn, and grow through unique networking and professional development experiences. This year, we will explore hot topics including capital markets regulation, the economic trends shaping our future, how to stay ahead of risk, and leadership strategies for navigating ongoing change. You will not just leave with notes – you will leave inspired, with clarity and with actionable ideas designed to drive real and meaningful results. Best of all, registration is complimentary for Computershare guests. Simply cover your airfare and accommodation, and we will take care of the rest. This is the conference you will not want to miss!
5 things to do in DC
Computershare is pleased to invite you to an exclusive two-day conference this September 17 - 19 in Washington DC.
Discover masterpieces from the Renaissance to modern art, plus beautiful sculpture gardens right on the National Mall.
Computershare Client Conference
September 17 - 19, 2025
access:
DC
2025
Book a Room
REGISTER NOW
Access: DC
© 2025 Computershare Limited. All rights reserved.
insights
Explore the full agenda
A powerful, insight driven agenda to equip you with actionable strategies
We are honored to welcome Roger Ferguson, the former President and CEO of TIAA, and former Vice Chairman of the Board of Governors at the US Federal Reserve, as this year’s keynote speaker. Roger represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. In his address “Leading at a time of crisis and change” Roger will provide leadership insights informed by his significant experience in the corporate, economic and government sectors, especially relevant in these unparalleled times.
A visionary keynote address with Roger Ferguson
Join us the evening before the conference begins for a welcome reception on the rooftop of Hotel Washington. Enjoy stunning views of the DC skyline while mingling with your peers and some of the panelists who will be sharing their expertise – a perfect way to kick off the conference and make valuable connections.
Welcome reception
Join us for an unforgettable evening at the historic Daughters of the American Revolution National Headquarters, one of Washington’s most majestic and storied landmarks. Sip cocktails and savor hors d’oeuvres as you mingle on the stunning Portico, overlooking iconic views of the nation’s capital. The night continues with an elegant dinner accompanied by live music and some fun surprises along the way. This is a truly special event that you will not want to miss.
Evening reception: A timeless Washington experience
venue
Reserve rooms
Hotel Washington
keynote speaker
networking
Gain an exclusive front-row seat to the pivotal issues shaping capital markets and the issuer landscape. This conference convenes top experts to examine US, Canadian, and global macroeconomic trends in depth. From navigating market volatility and embracing innovation to uncovering emerging trends in capital markets and investor relations, exploring the evolving M&A landscape, and mastering risk management, cost control, and future-proofing strategies – each session is crafted to equip leaders with the insights and tools needed to make informed decisions and drive lasting success.
Just steps from iconic landmarks like the Smithsonian, the Lincoln Memorial, and the US National Gallery of Art, the prestigious Hotel Washington brings together history, luxury, and modern ingenuity – offering a setting as inspiring as the conversations that will take place within it. Please reserve your accommodation at our special discounted rate of US $399 per night by August 27, before the offer expires.
SPEAKERS
FAQs
Agenda
Home
Register Now
Day one: Thursday, September 18
7:30 am – 8:30 am
Breakfast
8:30 am – 8:45 am
Welcome and opening remarks
9:45 am – 10:00 am
Fireside chat with Gordon Giffin, Former US Ambassador to Canada This session will explore the longstanding relationship between the US and Canada, focusing on their economic, regulatory, and policymaking ties. We will examine trade agreements, economic policies, regulatory frameworks, and joint initiatives, providing insights into the mutual benefits and challenges. Ann Bowering, CEO, Issuer Services, Computershare North America Gordon Giffin, Former US Ambassador to Canada
11:00 am – 11:15 am
Break with refreshments
11:15 am – 12:00 pm
Emerging trends and developments in equity capital markets This panel will provide a forward-looking analysis of the capital markets landscape, from market conditions and the changes to financial instruments resulting from regulatory changes, to evolving investor sentiment. Speakers will discuss the real-world impacts to the ongoing changes in the securities markets. Moderator: Ann Bowering, CEO, Issuer Services, Computershare North America Amar Amlani, Head of the Goldman Sachs Digital Assets Team in the US Paul Conn, President, Global Capital Markets, Computershare Jeff Karcher, Global Managing Director, Texas Stock Exchange Billy Miller, Head of Transfer Agent, Securitize
8:45 am – 9:45 am
At the vanguard: charting the economic forces shaping the future and how you can navigate to succeed In our opening session, experts will address the business and market implications of the current macroeconomic trends and outlooks. The session will explore ways in which companies can navigate the changing environment to influence future outcomes. From tariffs to interest rates to technological disruption, a range of expert voices will explore how recent developments are influencing strategic decision-making. Moderator: Jane Wells, Former CNBC Special Correspondent Brooks E. Allen, Partner, Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates Monica Guerra, Executive Director and Head of US Policy, Morgan Stanley Wealth Management Michael Normyle, U.S. Economist, NASDAQ
12:00 pm – 12:45 pm
The new era of investor relations: managing change and evolution Social media and AI are challenging our standard investor engagement methods and channels. How should companies think about updating shareholder engagement and communications, particularly when considering a broader investor audience beyond institutional investors? Moderator: Aaron Bertinetti, CEO Investor Engagement North America, Computershare Oskar Yasar, Managing Partner, Broome Yasar Partnership & author "The Global Investor Relations Revolution: Key Drivers and Future Opportunities"
12:45 pm – 1:45 pm
Networking lunch
5:00 pm – 6:00 pm
Happy hour/break
1:45 pm – 2:45 pm
AI and beyond: transforming the future and finding the mindset shift needed to harness change As AI reshapes every facet of society, capital markets professionals face a pivotal moment: how to move from curiosity to capability. This panel explores the real-world impact of AI — highlighting practical applications already delivering value. But technology alone isn’t enough. We'll also examine the mindset shift required to embrace AI strategically, foster innovation, and build trust in a rapidly evolving regulatory environment. Join us for a forward-looking discussion on how to lead with confidence, collaborate with AI, and prepare for what’s next. Moderator: Husein Sharaf, CEO, Cloudforce Pramod Achanta, Principal, Advisory, KPMG LLP Morgan E. Brubaker, Partner, Latham & Watkins LLP Daniel Entwistle, CEO and US Co-Founder, Curium
2:45 pm – 3:00 pm
Break
3:00 pm – 4:00 pm
Knowledge protection: security, privacy, and intellectual property When it comes to protecting a company’s knowledge (and that includes security, privacy, and IP protection), what keeps you up at night? This session will address the evolving threat landscape and recent developments in how companies are governing and managing their cybersecurity programs, protecting knowledge as well as complying with regulatory reporting requirements. Chaired and moderated by Paul Washington, President and CEO, The Society for Corporate Governance William (Tony) Cole, Advisory Board & Faculty, Digital Directors Network (DDN) Stacie Roberts, Vice President of Corporate Governance, Chesapeake Utilities Corporation Johanna N. Skrzypczyk, Counsel, Debevoise & Plimpton LLP
6:30 pm – 9:30 pm
Evening reception at Daughters of the American Revolution national headquarters
All times listed below are EDT
Day two September 19
Speakers
© 2024 Computershare Limited. All rights reserved.
4:00 pm – 5:00 pm
From strategy to execution: leadership strategies to unlock the value of human capital Moderator: Ann Bowering, CEO, Issuer Services, Computershare North America Eliot Merrill, Founder, Arcadia Consulting
5:30 pm – 8:00 pm
Optional welcome reception at VUE rooftop, Hotel Washington
Wednesday, September 17
10:00 am – 11:00 am
Capital markets regulation: navigating transformation, reform and disruption in unprecedented times This session will address recent regulatory changes affecting issuers of securities in the US and Canada and what may be coming soon from all levels of government as well as the overall regulatory environment impacting business today. Moderator: Jane Wells, Former CNBC Special Correspondent Richard B Levin, Practice Group Chair, Taft Law Sarah K. Sellers, Partner, Cooley LLP
Capital markets regulation: Navigating transformation, reform and disruption in unprecedented times This session will address recent regulatory changes affecting issuers of securities in the US and Canada and what may be coming soon from all levels of government as well as the overall regulatory environment impacting business today. Moderator: Jane Wells, Former CNBC Special Correspondent Richard B Levin, Practice Group Chair, Taft Law Cameron Proctor, Partner, Blake, Cassels & Graydon LLP Sarah K. Sellers, Partner, Cooley LLP
7:00 am – 8:00 am
8:00 am – 9:00 am
Keynote address: leading at a time of crisis and change with Roger Ferguson
9:00 am – 10:30 am
Access: Innovation – Computershare's roadmap to enhancing service delivery and value creation for our clients Our ambition is to pioneer the future of transfer agent and investor engagement to provide exceptional experiences to our clients, their shareholders and their advisors. Join us for an engaging look at the technological innovation we are undertaking with client insight to learn how we will help you be more effective now and in the future. Moderator: Mark Kopelman, Executive Vice President > Issuer Services, Computershare Marco Morsella, Head of Product, Issuer Services, Computershare Neda Sheridan, Executive Vice President, Corporate Actions, Computershare Jason Stout, Global Head of Customer Operations, Computershare
10:30 am – 10:45 am
10:45 am – 11:45 am
What’s next for unclaimed property? Trends, compliance and best practices From dormancy to discovery, escheatment and unclaimed property developments present challenges and new opportunities for businesses. This session will dive into the latest trends, regulatory and state updates, case studies and best practices from D.C. to across the US. Moderator: Cindy Nisley, President, Georgeson Securities Corporation Moderator: Pamela Wentz, National Practice Leader, Unclaimed Property Consulting, Georgeson Securities Corporation Lynn E. Hall, Manager, Unclaimed Property, District of Columbia Office of the Chief Financial Officer Tara Israelson, General Manager, Issuer Services, Computershare Canada
12:15 pm – 1:00 pm
Leveraging digital solutions to benefit shareholders and reduce costs Join us for an insightful conversation on promoting digital solutions to benefit shareholders while also reducing costs. Panelists will share their experiences, tactics and lessons learned during this interactive session, providing new ideas to help companies meet their corporate goals. Moderator: Paul Capozzi, COO > Issuer Services North America, Computershare Jane M. Giannone. Director, Prudential Financial, Inc. Gay Wolf, Manager Stockholder Relations, The Hershey Company
1:00 pm – 1:15 pm
Closing remarks
Day two: Friday, September 19
Day one September 18
11:45 am – 12:15 pm
Rightsizing for tomorrow: trends in M&A, spin-offs, reorganizations and more Hear from experts on the evolving mergers and acquisitions landscape of 2025 and beyond, from the key drivers to shifting deal dynamics. Attendees will gain a strategic perspective on what's shaping M&A activity today - from regulatory developments to geopolitical pressures to technological advancements - and what to expect in coming months. The session will also cover insights to navigate risk and capitalize on opportunities. Moderator: Neda Sheridan, Executive Vice President, Corporate Actions, Computershare Kevin Martin, Managing Director, Alvarez & Marsal J. Heath Mayo, Partner, Kirkland & Ellis LLP Bennett Wong, Partner, Head of the National Securities and Corporate Finance Group, Dentons Canada
1:15 pm
Grab and go lunch
Why is the event being held in Washington, DC? As an easily accessible and central metro area on the East Coast, Washington, DC, is full of rich history, eye-catching architecture, tech-friendly venues, captivating museums, and a world-renowned Michelin-starred restaurant scene. Located just steps away from many of the city’s cherished landmarks, including the Smithsonian, The Lincoln Memorial, The National Art Gallery and many others, visitors to the Hotel Washington will be immersed in the vibrant neighborhoods and major attractions waiting to be explored. As a destination where leaders from all over the world gather to discuss the most important topics of the day, Washington, DC, is the ideal backdrop to connect and exchange ideas and network with peers. Who is going to attend? A community of industry professionals who work with Computershare will be in attendance, sharing their expertise and insights with one another. Industry experts and Computershare leaders will also be on-site during the two-day conference, taking part in and leading discussions and events. How much is registration? It is complimentary! Computershare covers the registration cost for all its invited guests. Where is the conference? The conference will be held at the iconic and sophisticated Hotel Washington in the heart of historic and culture-filled Washington, DC. Will Computershare be paying for my accommodation? No – while registration is at no cost to you, compliments of Computershare, attendees will need to cover their own accommodation and travel costs. Will meals be included during the conference? Breakfast and lunch are included on both days of the conference. Also, as a celebration of this gathering, a special dinner on the first day will be included at an exclusive, off-site location. Can anyone help me make the business case to attend? Yes, please contact us for a business justification form that you can share with your management team.
FAQ
View the conference agenda
What Access: DC is a conference giving Computershare clients and guests exclusive access to industry insights, proven practices, and impactful networking in a luxury setting in one of the world’s most powerful, change-making cities. Access: DC will combine great content and great culture, with an evening reception planned amidst the historic DC backdrop. Who Attending will be shareholder services, investor relations, financial, legal, and governance professionals, together with experts from the media, government, legal and academic communities. When and Where Wednesday, September 17 – Friday, September 19, 2025 The Hotel Washington, a luxury hotel in the heart of bustling downtown Washington, D.C. We will kickoff the evening of September 17 with a welcome cocktail reception and conclude on Friday afternoon. Why Over 120 participants attended last year for the unique networking and development opportunities. Access: DC offers the exclusive chance to gain live insights from expert panel discussions on industry trends, disruptive technologies, changing regulations, and capital markets. Plus, registration is complimentary for Computershare guests. You simply take care of your airfare and hotel needs, and we will take care of the rest.
D.C.
CLIENT CONFERENCE
Computershare Client Conference Austin, Texas October 7 - 8, 2024
VENUE
KEYNOTE
ERIC O'NEILL
The legendary undercover FBI operative, lawyer, best-selling author of Gray Day and founder of top security firm The Georgetown Group, will be this year’s keynote speaker. In our current world where protecting your organizational and shareholder information is so vitally important, Eric will bring his first-hand experience to explain risks you can address to keep you and your shareholders safe against the nefarious powers seeking to undermine you and your company.
austin
2024
NETWORKING
keynote
Come to unplug and relax. Connect with conference peers and speakers in a more casual space — Banger’s — one of Austin’s most popular BBQ and entertainment venues. Mingle with panelists and network with colleagues in Banger’s laid-back ambience that is quintessentially Austin with local, exclusive bands, line dancing and more.
This conference gives you a front-row seat to topics affecting capital markets and issuers. Connect with experts on global and US macro-economic trends, regional and industry specific growth outlooks, factors influencing evolving investor expectations, emerging central bank policy and even the impact of geopolitics in an election year.
Art, music and historic charm. This year’s conference venue is the luxurious Hotel ZaZa, giving you convenient access to downtown Austin with lavish comfort and a boutique hotel experience. From resort-level amenities to the cultural attractions close by, such as the Austin City Limits Live at Moody Theater, museums, the Texas capitol building, and even the University of Texas at Austin, there is plenty to do and see before or after the conference.
Hotel ZaZa
TO DO IN DC
fun
BANGER'S
industry
experts
CHECK OUT THE FULL AGENDA
AGENDA
HOME
BOOK A ROOM
HOTEL WEBSITE
Our hotel room block at Hotel ZaZa is currently sold out. Please email our event team to discuss room options.
Gain an exclusive front-row seat to the pivotal issues shaping capital markets and the issuer landscape. This conference convenes top experts to examine US, Canadian, and global macroeconomic trends in depth. From navigating market volatility and embracing innovation to uncovering emerging trends in capital markets and investor relations, exploring the evolving M&A landscape, and mastering risk management, cost control, and future-proofing strategies – each session is crafted to equip leaders with the insights and tools needed to make informed decisions and drive lasting success. Explore the full agenda
Just steps from iconic landmarks like the Smithsonian, the Lincoln Memorial, and the US National Gallery of Art, the prestigious Hotel Washington brings together history, luxury, and modern ingenuity – offering a setting as inspiring as the conversations that will take place within it. Please reserve your accommodation at our special discounted rate of US $399 per night by August 27, before the offer expires. Reserve rooms
Venue – Hotel Washington
© 2023 Computershare Limited. All rights reserved.
