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Update - March 2017
April 3, 2017

President's Perspective

Membership renewal time was a breeze this year. I thank all for their prompt renewal. I must also tip my hat to Rick Ryder and his Website Committee, and to Patti Koetting, for their excellent work in upgrading the members’ login area of our website with new features for making and tracking payments for our dues and conference.

The most recent news on our website, though, is our refreshed homepage. If you have not yet seen it, I encourage you to visit. It includes concise descriptions of our history, membership, activities and leadership. It helps visitors find a directory of our members, and the Find An Expert search function. Most importantly, our new homepage now includes our Mission Statement:

SER provides continuing professional education and promotes ethics and integrity among its members while remaining dispute neutral as an organization.

Our mission statement is our guiding light. It helps to remind us of why we are here and what is important for us to accomplish. Having it on the website allows our visitors to understand our purpose and values as a first impression. Many thanks to Bruce Foerster, Hugh Cohen, Jack Herrmann, Richie Leisner, Ross Tulman and Rick Ryder for their thoughtful wordsmithing.

The next step in improving our website will require a group effort. Our Library area contains many resources of use for our members, broken into the categories of Articles; Notable Cases & Other Investment Related Information; Member Related Documents and Past Conference and Annual Meeting Materials. Our Library is already a good resource, but I suspect that we can develop it into an authoritative mine of expert materials. We all have reference materials that we call upon when working on cases. I ask that every member contribute. First, tour the Library to determine which documents that you feel are missing. Once you have identified material to submit, go to the Email members section and send the documents to the Article Submission Coordinator. Then, check in periodically to see whether any other members’ submissions can be of use to you in future cases.  

Respectfully, Jeffery Schaff, President


Annual Membership Meeting and Conference

This year's Annual Membership Meeting and Conference will be held at the Union League Club in Chicago on July 28-29. Save the date. Registration will open in May.


Our LinkedIN page is now up to 89 followers.  If you have not done so already, please log in to LinkedIN, find “Securities Experts Roundtable” and click the Follow button.

         Click here to visit our page on LinkedIN, and to read all of our postings thusfar.

Website Statistics


  • ​February 2017: Unique Visitors – 1,172; Number of Visits – 2,125


SER Members serve parties engaged in securities disputes. SER is a party-neutral organization. Items published in this Newsroom that express an opinion or a party bias are not reflective of SER's policy positions or its views as an organization. Items published in the Newsroom on this Website may also be published on SER's LinkedIn Page.

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