Publications

NICSA White Papers

Best practice guides from NICSA Committees.

 

Click here for a complete list.

NICSA Transfer Agent Compliance Guide

Everything you need to know about the compliance rules affecting transfer agents.

 

Click here for more information.

The Fund Industry: How Your Money is Managed

The definitive text on the fund industry by Robert Pozen, former Chair of MFS, and Theresa Hamacher, President of NICSA.

 

Click here for more information.

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Upcoming Events


  • NICSA Crypto Economy Summit | Midwest

    September 19, 2018

    Four locations: Kansas City, Denver, Chicago, Columbus

    More information coming soon.
  • NICSA 2018 General Membership Meeting (GMM)

    October 11-12, 2018 | Boston, MA

    Learn more and register....

  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)

    April 3-5, 2019 | Ponte Vedra Beach, FL

  • NICSA 2019 General Membership Meeting (GMM)

    October 16-17, 2019 | Boston, MA

  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL