For this week’s blog entry, I have pictures from the 11th Annual CEP and Silicon Valley NASPP Symposium and a short poll about what you think should be changed about stock compensation.
Tech writer and SCU adjunct professor Mike Malone presented the opening keynote. Mike ended with an 11-point program on things that it would be nice to change about stock compensation, including some controversial ideas. What do you think? I’ve included my (somewhat loose) interpretation of Mike’s ideas in a poll below; tell me which ones you’d like to see happen. Click here to participate if you can’t see the poll below.
Christine Zwerling of SOS, Josh McGinn of AST, and Connie Rawson of salesforce.com presented the much less controversial afternoon plenary on “How to Plan Nicely with Others.” One bit of advice from the panel: “Never underestimate the power of a well-timed donut.”
A couple of icons in the stock compensation world, Becky Broussard of Broussard & Associates and Susan Garvin of GoPro, catch up before attending an afternoon break-out session.
James Tozer and Zach Crumpton of E*TRADE chat with Debbie Tsoi-a-Sue of LendingClub in the E*TRADE booth.
More familiar faces! Paz Marie Dizon of Tesla, Lauren Downes of FitBit, and Marianne Friebel of Dolby, all long-time members of the NASPP and CEPs, network at the closing reception.
Baker & McKenzie presents key regulatory updates for global stock plans at the Houston NASPP chapter meeting on Wednesday, April 1, from 11:30 AM to 1:00 PM.
Register for the Global Equity Incentives Survey
The NASPP is currently conducting the 2015 edition of our Global Equity Incentives Survey (co-sponsored with PwC). Don’t miss out–issuers have to participate to have access to the full survey results. The first 50 companies to complete the survey will receive a 10% discount on their NASPP Conference registration. Register to participate today!
NASPP To Do List
Here’s your NASPP To Do List for the week:
It’s a slow news day here at the NASPP. I don’t have anything pressing to blog about so I thought it would be a good time for a poll. Below are a few questions that were recently posted to the NASPP Q&A Discussion Forum that are largely unanswered at the moment. If they apply to you, please take a moment to indicate your answers so we can help these folks out. Thanks for indulging me!
If you can’t see the poll below, click here to participate in it. As always, if you are a contractor that works with multiple clients, please answer for just one of your clients (preferably one that won’t otherwise complete this poll).
Here’s what’s happening at your local NASPP chapter this week:
Silicon Valley: The Silicon Valley chapter and the CEP Institute co-host the 11th Annual CEPI and Silicon Valley NASPP Symposium. The Symposium features a keynote from Mike Malone, one of the world’s best-known technology writers, and 15 other great sessions on hot topics such as the FASB’s recently proposed amendments to ASC 718, practical tips for administering stock plans, and global developments impacting stock plans. I will be presenting with Andrew Schwartz of Computershare and Carrie Kovac of E*TRADE on “The Basics Behind the Beans: An Intro to Equity Comp Tax and Accounting.” It’s not too late to register; I hope to see you there! (Tuesday, March 24, 8:00 AM)
Salt Lake City: Mark Chen and Vicki Davidson of Towers Watson present “Current State – What’s Happening in Executive Pay and Equity Compensation.” (Thursday, March 26, Noon) Twin Cities: Back by popular demand! The chapter hosts ““So, What are You Doing Now?—A Unique Opportunity to Meet and Share Experiences With Other Stock Compensation Professionals.” (Thursday, March 26, 7:30 AM)
It’s a week of “happys”: happy St. Patrick’s day, happy spring (for those of us who have been counting the minutes until spring hits, that will happen at 6:45 pm EDT, 5:45 pm CDT, 4:45 pm MDT and 3:45pm PDT tomorrow, March 20th.) In such a lighthearted week, I decided to keep today’s blog on the lighter side as well.
In a recent survey of our members, it wasn’t surprising that our Global Stock Plans portal ranked in the top 3 of favorite portals (out of 45+ portals). With a myriad of complex issues ranging from securities and tax laws to exchange controls to labor laws to mobile populations (and on, and on), we know stock plan administrators and those who support them continue to place global administration near the top of the priority list.
We’ve heard you loud and clear, and now I need some additional help. We know you love the Global Stock Plans portal; now, please let us know what type of education and content most interests you in administering global stock plans. There is a brief poll below, but if it doesn’t appear, click here. For those who were so gracious to participate in Barbara Baksa’s “Hot or Not” poll last week, this is entirely unrelated. I guess we should call it “poll” month here in the NASPP Blog.
The NASPP Welcomes James Tozer as Our Newest Regional Representative
I am pleased to announce that James Tozer of E*TRADE is the NASPP’s newest Regional Representative for the southern NASPP chapters. The Regional Representatives provide guidance to the chapters in their region and serve as a liaison between the chapters and the national organization. As the long-term president of the San Diego chapter, we are sure that James’ perspective and experience will be very valuable to the southern region chapters.
Register for the Global Equity Incentives Survey
The NASPP is about to launch the 2015 edition of our Global Equity Incentives Survey (co-sponsored with PwC). Don’t miss out–issuers have to participate to have access to the full survey results. The first 50 companies to complete the survey will receive a 10% discount on their NASPP Conference registration. Register to participate today!
NASPP To Do List
Here’s your NASPP To Do List for the week:
Register to participate in the NASPP and PwC Global Equity Incentives Survey.
In last week’s blog, I polled readers about how interested certain topics are to them. I thought you might be interested in the results, so here they are. The graphs are a little small, but there’s no need to get out your cheaters; if you click on them, they will expand to a clearly readable size.
Hot or Not: Administration Round
Hot or Not: CIC Round
Hot or Not: Hodge Podge Round
Happy St. Patrick’s Day. I realize now that I should have worked some green into these charts.
Here’s what’s happening with your local NASPP chapter this week:
Seattle: Jon Burg of Aon Hewitt/Radford and David Thomas of Wilson Sonsini Goodrich & Rosati present “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, & Financial Accounting.” (Tuesday, March 17, 11:30 AM)
Chicago: Robin Struve And Diana Doyle of Latham & Watkins present “Inversion Transactions and Equity Compensation—What You Should Know!” (Thursday, March 19, 7:30 AM)
KS/MO and Wisconsin: The chapters host a joint webinar featuring Bruce Brumberg of myStockOptions.com on “Tax Return Reporting: What You Need to Know & Communicate With Employees.” (Thursday, March 19, 12:00 PM)
It’s once again time to play the Hot or Not game. I have a list of possible topics for the 23rd Annual NASPP Conference; your job is to tell me whether each topic is “hot” (or not). Some quick guidelines:
Sizzling hot means you’d definitely want to attend a session the topic
Toasty warm means you might be interested in this topic
Ice cold means that you have no interest in this topic
No opinion means you don’t really know what the topic is or otherwise don’t have an opinion on it
The survey should appear below. If you don’t see it or can’t access it, click here to participate.
Tech writer and SCU adjunct professor Mike Malone presented the opening keynote. Mike ended with an 11-point program on things that it would be nice to change about stock compensation, including some controversial ideas. What do you think? I’ve included my (somewhat loose) interpretation of Mike’s ideas in a poll below; tell me which ones you’d like to see happen. Click here to participate if you can’t see the poll below.
Christine Zwerling of SOS, Josh McGinn of AST, and Connie Rawson of salesforce.com presented the much less controversial afternoon plenary on “How to Plan Nicely with Others.” One bit of advice from the panel: “Never underestimate the power of a well-timed donut.”
A couple of icons in the stock compensation world, Becky Broussard of Broussard & Associates and Susan Garvin of GoPro, catch up before attending an afternoon break-out session.
James Tozer and Zach Crumpton of E*TRADE chat with Debbie Tsoi-a-Sue of LendingClub in the E*TRADE booth. 
More familiar faces! Paz Marie Dizon of Tesla, Lauren Downes of FitBit, and Marianne Friebel of Dolby, all long-time members of the NASPP and CEPs, network at the closing reception.
