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Tag Archives: NASPP chapter meetings

June 15, 2017

Six Scenes from Pennsylvania

Last week I spoke at meetings for the Western PA and Philadelphia chapters. Here are a few pics from the meeting.

DSC02831 - CopyWe had a great turn-out for both meetings. Here are a few folks from PNC who attended the Western PA chapter meeting, which was held at Reed Smith’s offices in downtown Pittsburgh.

See more pics of the Western PA meeting on the NASPP’s Facebook page.

DSC02833 - CopyPat Gentile of Reed Smith and Joe Steitz of Ansys. Joe is the new Western PA chapter president and has been hosting some great meetings. If you are in the Pittsburgh area, you should definitely check one out in the future.

A big thank-you to Pat for arranging for the meeting space and also big thanks to Joe and the rest of the board for hosting the meeting (and accommodating my travel schedule).

DSC02841Attendees at the Philadelphia half-day meeting were invited to enter a raffle for four nifty prizes, including gift baskets and a restaurant gift certificate. Here are two attendees deciding how to allocate their raffle tickets.

DSC02850Attendees listen intently at the Philadelphia half-day meeting.  Emily Cervino of Fidelity and I presented on lessons we can learn from social media for employee communications and Brian Wydajewski from Baker McKenzie presented on complex stock plan issues.

DSC02855Three-fourths of the CEP’s Accounting Curriculum Committee was in attendance in Philadelphia (Steve Tamsula of PNC, me, and Dan Kapinos of Aon)

DSC02857The Philadelphia event was held at the Radnor Valley Country Club in Villanova. After the educational presentations, attendees enjoyed mingling and BBQ at a reception on the patio.

Kudos to chapter president Elena Thomas of Plan Management and the rest of the chapter board for hosting a fantastic event.

See more pics of the Philadelphia meeting on the NASPP’s Facebook page.

– Barbara

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May 31, 2017

Scenes from San Diego

Last Wednesday, Elizabeth Dodge of Equity Plan Solutions and I presented to the San Diego NASPP chapter. Here are a few pics from the meeting. More pics on the NASPP’s Facebook page.

DSC02805Chapter president James Tozer of E*TRADE Financial and Lynn Goldacker of NuVasive wait to check in the meeting attendees. Kudos to James and the rest of the chapter board for hosting a fantastic meeting.

James is also the NASPP’s Regional Representative for the South and is a member of the NASPP’s Executive Advisory Committee.

DSC02808A few of the early arrivals. The early-bird gets a seat at the table.

DSC02813Board member Claudia Baranowski of Illumina and Theresa Lee of Qualcomm. Thanks to Claudia for making copies of the slide presentation for everyone.

DSC02815Board member Thomas Welk of Cooley (and NASPP Individual Achievement Award recipient and member of the Executive Advisory Committee) chats with Ralph Barry of Compensia. The meeting was held at Cooley’s offices; we appreciate the great meeting space.

DSC02816The folks who got a seat at the table.

DSC02817In the background, a few folks who didn’t get a seat at the table. It was a great turnout for a 7:30 AM meeting. So great, I think the board might schedule a few more breakfast meetings.

– Barbara

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May 18, 2017

6 Fun Scenes from the Boston Chapter Meeting

This past Tuesday I presented at the Boston NASPP chapter. Here are a few pics from the meeting (see more pics on the NASPP’s Facebook page).

Mike, Ben, and ArtKudos to chapter president Mike Albert of Fidelity Stock Plan Services and the chapter board for hosting a great meeting in a great location and also for accommodating my travel schedule. Pictured here with Mike is Ben Gibbons and Art Meyers of Choate Hall & Stewart.

 

catching upAttending chapter meetings is a great way to catch up with your friends in the stock compensation community and to make some new friends (oh, and also to learn stuff).

Tripadvisor HQThe meeting was held at Tripadvisor’s headquarters in Needham, MA, which are pretty spiffy. This might look like a living room, but it’s actually the lobby.

Kevin and YoonA big thank-you to Kevin Kirby of Tripadvisor for arranging for such a fabulous meeting space. Joining Kevin in this picture is Yoon Park of Yoon Park Advisors.

Pamela and HalPamela Murphy of Charles River Laboratories and Hal Lorton of Fidelity chat after my presentation.

sofasThis was possibly the most interesting meeting room I’ve ever presented in. There were comfy sofas, and coffee table, a book shelf filed with travel souvenirs, and even a fireplace (well, technically it was the back of a pizza oven).

– Barbara

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May 9, 2017

Scenes from the Dallas Chapter Round-up

Last Friday I attended the NASPP Dallas Chapter’s 5th Annual Southwest Roundup and Equity Compensation Workshop. It was my first time attending this event, so I took a few pictures for the blog and the NASPP’s Facebook page.

OfficersIt was a great event with lots of informative presentations throughout the day. Kudos to the entire chapter board for putting together such a fantastic program. Pictured here are board members Stacey Langley of Spirit Realty Capital, J.D. Ivy of Alvarez & Marsal, and Patricia Fuentes of Merrill Lynch, along with president Fred Constantinesco (aka Freddy C.).

keynoteThe keynote for the day was presented by Hector Picard of Don’tStopLiving.org. Hector has many impressive accomplishments, including completing multiple Ironman triathlons. He also lost both of his arms in a work-related accident (before the triathlons) and now devotes his life to helping and inspiring others. The Dallas chapter meeting was a stop on his “Tour to Inspire.”

AonThe Aon team came prepared for Cinco de Mayo (the event was held on May 5) with a full mariachi band of rubber ducks. See a close-up of the ducks on the NASPP’s Facebook page.

In this picture: Patrick Gabel, Stephen Popowsk, Wesley Parker, and Dan Coleman of Aon. Also in the pic is Rebecca Kargl of Concho Resources. (Rebecca doesn’t work for Aon, but she was chatting with the team when I happened by with my camera.)

SOSRyan Moore of Stock & Options Solutions has an exciting array of giveaways for attendees to take home, all artistically arranged on his table.

receptionThe day concluded with a reception featuring, what else on Cinco de Mayo—margaritas! In this pic, Brittaney Reese of Gamestop, Janet Clements of Morgan Stanely, Suzanne Kraemer of Celanese Corporation, and Anton Sardos of Fluor catch up during the reception.

See more pics of the event on the NASPP’s Facebook page.

– Barbara

 

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December 12, 2016

NASPP Chapter Meetings

Here’s what’s happening at your local NASPP chapter this week:

KS/MO:  The chapter hosts a holiday luncheon, featuring highlights from the 2016 NASPP Conference, planning for chapter meetings in 2017, and discussion of current hot topics. (Tuesday, December 13, 11:30 AM)

Connecticut: Daniel Kapinos and Kate Hall of Aon Hewitt present “Are you Feeling Crazy Yet? The Ever Changing Environment Thanks to Regulatory Updates.” (Thursday, December 15, 10:00 AM)

NY/NJ: The chapter presents a recap of two sessions from the 2016 NASPP Conference: “Our Company Is in Play: What to Do Before and After the Transaction” and “What the Board Giveth, the Clawback May Taketh Away.”  (Thursday, December 15, 8:30 AM)

San Fernando Valley: Paul Gladman of Deloitte Tax presents “A Global Perspective On Contingent Workers.” (Thursday, December 15, 11:30 AM)

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December 5, 2016

NASPP Chapter Meetings

Here’s what’s happening at your local NASPP chapter this week:

AustinThe chapter hosts its Holiday Happy Hour, featuring cocktails and nibbles at The Dogwood at Rock Rose. (Tuesday, December 6, 3:30 PM)

Chicago: Don Nemerov of FGMK presents “Are Private Equity Practices the Next Step for Public Company Executive Compensation?” (Tuesday, December 6, 7:30 AM)

San Diego: The chapter hosts is annual holiday social and networking event at Rough Draft Brewing Company. (Tuesday, December 6, 3:00 PM)

Boston: Emily Cervino of Fidelity presents “Turning Up the Heat with Hot Topics in Equity Compensation.” (Wednesday, December 7, 8:30 AM)

Philadelphia: The chapter hosts a presentation titled “Legal Hot Topics in Equity Compensation for 2017.” (Wednesday, December 7, 3:30 PM)

Silicon Valley: Robert Purser of PwC and Jillian Forusz of Adobe Systems present “FASB Simplification of Stock Compensation and Early Adopters Insight.” (Wednesday, December 7, 11:00 AM)

Phoenix: The chapter hosts its annual holiday reception and networking event at Tapas Papa Frita. (Thursday, December 8, 4:00 PM)

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November 28, 2016

NASPP Chapter Meetings

Here’s what’s happening at your local NASPP chapter this week:

Atlanta, KS/MO, Philadelphia, Nashville: The chapters host a joint webcast featuring Kerri McKenna and Robert Purser from PwC along with Thomas Swindle from UBS presenting “FASB Simplification of Stock Compensation Accounting and Early Adopters Insights.” (Wednesday, November 30, 3:00 PM Eastern)

Twin Cities: The chapter hosts a double-session featuring Jason Jones and Chris Ansley from EY presenting “Changes to Statutory Withholding under ASU 2016-09 – Practical Considerations” and ” Issues to Consider with Equity Plans during Corporate Transactions.” (Thursday, December 1, 7:30 AM)

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November 14, 2016

NASPP Chapter Meetings

Here’s what’s happening at your local NASPP chapter this week:

ConnecticutLenka Haase of E*TRADE Financial presents “Year End Procedures—How Your Equity Vendor Can Help You!” (Tuesday, November 15, 10:00 AM)

Ohio: Daniel Dunn and Lenka Haase of E*TRADE Financial present “Year End Procedures—How Your Equity Vendor Can Help You!” (Wednesday, November 16, 9:00 AM)

Carolinas: Paul Bailey from Red Hat presents “ASC 718 in Motion: The FASB’s Amendments.” (Thursday, November 17, 11:30 AM)

NY/NJ: Stephen Giove of Shearman & Sterling and Christine Cognetti McCasland of Morgan Stanley present “Hot Topics for Public Companies.” (Thursday, November 17, 8:30 AM)

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November 7, 2016

NASPP Chapter Meetings

Here’s what’s happening at your local NASPP chapter this week:

Chicago: Emily Cervino of Fidelity Stock Plan Services and PJ Gabel of Aon Hewitt present “Hot Topics in Equity Compensation.” (Tuesday, November 8, 7:30 a.m.)

Wisconsin: Emily Cervino of Fidelity Stock Plan Services presents “Turning Up the Heat with Hot Topics in Equity Compensation.” (Tuesday, November 8, 11:45 a.m.)

Nashville: Nathan O’Connor and Josh Schaeffer of Equity Methods present “2016 State of the Union—A World Tour of Equity Compensation.” (Wednesday, November 9, 7:30 a.m.)

Twin Cities: Emily Cervino of Fidelity Stock Plan Services continues her tour of the Midwest NASPP chapters with “Hot Topics in Equity Compensation.” (Wednesday, November 9, 7:30 a.m.)

Los Angeles: Luncheon meeting sponsored by E*TRADE and hosted by Activision! Join Gustavo Dalanhese and Lenka Haase of E*TRADE Financial Corporate Services as they present “Managing Fixed Processes in a Changing Environment.” (Thursday, November 10, 11:30 a.m.)

Michigan: CJ Van Ostenbridge and Dan Kapinos of Radford present “Pay Versus Performance: SEC Proposed Disclosure Rules.” (Thursday, November 10, 8:30 a.m.)

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October 17, 2016

Joint Texas Chapter Meeting

The first ever joint meeting of the Austin, Dallas, and Houston NASPP chapters will be held in conjunction with the 24th Annual NASPP Conference.  Join the chapters for the following presentation:

Topic:  ESPPs: Hot or Hype?
ESPPs are hotter than ever….or so you keep hearing. They have to live up to very high standards: encourage broad based employee stock ownership, minimize compensation cost, help employees save for the future, to name a few.  Should you believe the hype?  There’s been a lot of talk about the resurgence of the ESPP, but what are companies actually doing?  Harrison Celone and Patrick Gabel of Aon Hewitt will identify the latest trends in ESPP design and how various plan design features impact participation rates. (Monday, October 24, 2:00 PM)

The meeting is open to everyone; you don’t have to be registered for the Conference to attend. In addition, all attendees are invited to the Conference Opening Reception following the meeting.

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