Over the years, we have seen it all. We’ve pulled together information that will help answer questions you may have and give you the insight you need to stay informed and make smart business decisions.

Transfer Agents — Not Just for Public Companies

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Privately Held Banks Need to Invest in Proper Shareholder Recordkeeping

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Private Equity and Women-Owned Businesses

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Tips for Mutual Insurance Companies

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The Do’s and Don’ts of Investor Relations

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Five Questions You Need to Ask Before You Begin Your Initial Public Offering

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Simplifying a Complex Demutualization Through Expertise and Unique Offerings

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Cost-Effective Document Hosting and Web Access Improves Client and Investor Experience

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Bringing Experience and Expertise to an Innovating Hybrid Capital Raise and IPO

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Are You Working With the Right Partner?

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What it’s Like to Work With Computershare

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How and When to Engage a Transfer Agent

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New investors? It's time for a transfer agent.

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Are your processes keeping pace with your growth?

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We want to meet you! 


Come visit us at these upcoming events

Check back soon for more events.


Recent events

June 12, 2018
The Reg A Conference
New York, NY

May 10 - 15, 2018
6th Annual Real Estate CFO & COO Forum
San Diego, CA

January 28 - 30, 2018
Acquire or Be Acquired Conference
Phoenix, AZ

February 1 - 2, 2018
CrowdConverge 2018
Las Vegas, NV

Joan Dromey will participate on a panel titled Handle with Care: Your Crowd. Now that you have your crowd, what do you do with them? The crowd needs to be cared for. In this session, learn the reporting requirements, the tax implications, and about the tools that will help you report to your investors effectively.

November 16, 2017
CfPA Meetup: The State of Crowdfinance
New York, NY

CfPA board member Pat Tracey is organizing a Crowdfunding Professional Association (CfPA) meetup to discuss fundraising, blockchain, securities and ICOs

November 6 - 7, 2017
Fintech World
Washington, DC

Paul Conn will contribute to a discussion on crowdfunding and blockchain

October 23 - 25, 2017
ADISA 2017 Annual Conference
Las Vegas, NV

October 23 - 24, 2017
The 6th Annual Global Crowdfunding Convention
Las Vegas, NV

Joan Dromey will be participating in two panels covering real estate crowdfunding and raising capital under Reg A+

October 22 - 24, 2017
Alternative Asset Summit
Las Vegas, NV

Mike Craig will lend his expertise to a panel discussing crowdfunding under the JOBS Act