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December 2022

Featured Article

Attend an Affiliate Event in 2023!

by Jim Toes

President & CEO, STA

In the every changing landscape in the financial services industry, there are always new topics to learn and new people to meet. STA Affiliate events provide ideal venues to accomplish both. These forums bring together a wide variety of individuals – bankers and buy-siders, vendors and regulators, politicians and non-profit directors –to engage on issues relevant to our industry. They also provide for face-to-face conversations, ideal for deepening existing relationships or reconnecting and establishing new ones.

As you plan your 2023 travel schedule, consider attending an STA Affiliate Annual Event and if you need a good reason to, here are five!

5. In-person conversations.

These days, there simply aren’t as many opportunities for in-person conversations with industry colleagues as there used to be. Our conferences provide opportunities to gather with peers in a professional and friendly atmosphere.

4. Stay informed.

There are a number of issues affecting our industry today. By attending one of our events, you can stay abreast of the latest developments while hearing a wide variety of perspectives.

3. Always lead and give back: STAR.  

Everyone remembers that colleague who went out of their way to help in a time of need. Be that someone for those who are in a job transition. To learn more about how you can support job seekers in our industry, check out our STAR initiative.

2. Relationships: deepen, reconnect and form new ones.

Our events are a great place to meet new people with similar backgrounds and interests, some of whom may become lifelong friends or trusted colleagues. At its core, this is still a relationships business, and we haven’t lost sight of that.

1. Add to your swag collection.

Our sponsors never fail to surprise us with their creative ideas for branded swag. After a long week of networking and discussion, it’s always nice to come home with a new notebook, water bottle or pair of headphones. Your kids will love the swag too!

It’s said often, but bears repeating: we are all very fortunate to work in this industry. It gives us financial security, valuable relationships and challenging work. Sharing your time and knowledge with colleagues at an STA conference is a meaningful way of giving back.

STA Affiliate Events

Upcoming STA Affiliate Conferences - Q1 2023

The temperature may be dropping but affiliate conferences and events are popping up all over this winter! These annual meetings are the main event for each respective affiliate. They are well-attended and strongly supported on both the local and national levels. As you plan your travel for the new year, we strongly encourage you to consider attending a few of these events this winter.

We know that you will find that it's time well spent!

Learn More

STA Women in Finance

Wrapping Up 2022

It’s December 21 and we are officially in holiday mode. If you ask the big box stores, the season kicked off sometime around Labor Day, when we had our first sightings of tinsel, ribbon and all things red and green. But with Hanukkah starting this past weekend and Christmas on Sunday, we will soon be bidding farewell to another year. Beyond exchanging presents and overindulging in food and good cheer (have you had your first Mistletoe Margarita yet?), this is usually the time of year when we reflect on the past 12 months, as well as our hopes for the future.

At STA WIF, we’d like to take this moment to look back on our achievements in 2022.

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STA Open Call

The Financial Services' Journey to the Cloud

The growth of financial services firms moving data and certain business functions to the cloud has increased exponentially post Covid. While the benefits of the cloud have existed for some time its industry's ability

to address the high thresholds of regulatory compliance and safeguards demanded by financial firms have contributed greatly to the

overall demand for their services.

Watch via Zoom

Taking Stock

Holidays at Harry's

By Jim Toes

President & CEO, STA

Last week, restaurateur icon Harry Poulakakos celebrated the 50th anniversary of the institution that bears his name, Harry’s at Hanover Square. This momentous event was recognized eloquently by NYSE at their opening bell ceremony, a worthy tribute to an honorable and extremely hardworking man who is loved and respected by many.

Read More

STA In The News

Brought to you by Forefront Communications

Will Auctions Help Investors Get Better Prices? Traders Are Skeptical

By Alexander Osipovich, Wall Street Journal

If regulators have their way, your orders to buy and sell stocks could be directed into auctions where sophisticated trading firms would battle to give you the best price. The problem: Those firms say the plan won’t work. Brokers, stock-market veterans and some academics are skeptical, too

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