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Tag Archives: NASPP chapter meetings

November 3, 2014

NASPP Chapter Meetings

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

Michigan:  The chapter presents “10 Mistakes Your Participants Are Making With Their Stock Plans You Need To Know About.” (Monday, November 3)

Twin Cities:  I begin my three-city tour of the Midwest with a stock in Minneapolis, where I will present “Ways to Breathe New Life Into Your Stock Plan Education Program.”  There will be prizes, a cat video, and refreshments and networking afterwards.  Seriously, the most fun you’ve had a chapter meeting all year. (Thursday, November 6, 3:00 PM)

Wisconsin Next stop on my tour is the Harley Davidson Museum in Milwaukee, where I will present the cliff notes edition of the NASPP Conference.  More prizes and the cat video again–almost as much fun as attending the NASPP Conference in Las Vegas. (Friday, November 7, 11:45 AM)

Chicago I conclude my tour with a stop in Chicago for a double presentation of both “Ways to Breathe New Life Into Your Stock Plan Education Program” and the cliff notes edition of the NASPP Conference at a special lunch meeting. More prizes, lunch, and twice the fun–you can’t beat that! (Monday, November 10, noon)

I hope to see you in Minneapolis, Milwaukee, or Chicago.

– Barbara

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October 13, 2014

NASPP Chapter Meetings

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

Michigan: The chapter presents “Executive Compensation Trends.” (Tuesday, October 14, 11:30 AM)

Dallas:  Two chapter meetings in one day!  Lori Oliphant of Winstead presents “Preparing for the 2015 Proxy Season” with Steven Stark of Zale and C. Don Hager of DeBee Gilchrist at 7:30 AM at the JC Penney corporate office in Plano at 7:30 AM. Then Lori does it again at 3:00 PM at Winstead’s offices in Dallas, this time with Barbara Ashworth at AT&T and C. Don Hager of DeBee Gilchrist.  (Thursday, October 16)

DC/MD/VA Bill Dunn of PwC presents “What you need to know about Cost Basis changes and Regulatory Developments.”  A cocktail reception will follow the meeting. (Thursday, October 16, 3:30 PM)

San Fernando Valley: Equity Methods presents “Ten Things You Want Your Comp Committee to Know BEFORE Performance Grants are Issued.” (Thursday, October 16, 11:30 AM)

NY/NJ: Joseph Blasi of Rutgers University presents “The Citizen’s Share: Notes From the Lab About What We Learn About Shares From Scientific Studies.” (Friday, October 17, 8:30 AM)

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September 22, 2014

NASPP Chapter Meetings

Here are the NASPP chapter meetings for this and, since the 22nd Annual NASPP Conference is next week, we’ve included next week’s meeting as well:

Atlanta Eric Larre and Jim Kroll of Towers Watson and Reid Pearson of Alliance Advisors present “Executive Compensation:  Top Ten Issues for the Upcoming Proxy Season.” (Wednesday, September 24, 8:00 AM)

Michigan The chapter presents “The Treatment of Equity Awards upon Termination.” (Friday, September 26)

Las Vegas: The 22nd Annual NASPP Conference in Las Vegas kicks off with a chapter meeting for local NASPP members and guests.  Art Meyers of Choate Hall & Stewart presents “Hiring and Firing Executive Officers: Equity Compensation Issues.”  All meeting attendees are invited to stay for the opening reception of the NASPP Conference.  This is a great opportunity to hear from one of the nation’s foremost experts on stock compensation and to see what the NASPP Conference is all about.

In addition, the Florida and Los Angeles chapters are hosting get-togethers at the 22nd Annual NASPP Conference for their members that will be in attendance.

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September 15, 2014

NASPP Chapter Meetings

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

Silicon Valley: John Hamman and Sebastian Goerg of Florida State University present “Compensation Programs and Their Behavioral Consequences.” (Tuesday, September 16, 11:30 AM)

Seattle: Barbara Klementz and Valerie Diamond of Baker & McKenzie present “How to Conquer the World: Best Practices for Global Equity Compliance.” (Wednesday, September 17, 11:30 AM)

Wisconsin: Rive Rutke of Deloitte Tax presents “Employment Tax and Equity.” (Wednesday, September 19, 11:45 AM).

I’ll be at the Silicon Valley chapter meeting; I hope to see you there!

– Barbara

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September 8, 2014

NASPP Chapter Meetings

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

Austin: Kathy Biddle of Equity Administration Solutions, Inc. (EASi) presents “Financial Reporting Best Practices.” (Tuesday, September 9, 11:30 AM)

Phoenix: Kathy Biddle of EASi takes her roadshow to Phoenix, where she again presents “Financial Reporting Best Practices.” (Tuesday, September 11, 11:30 AM)

NY/NJ: June Ann Burke of Baker & McKenzie and Don Drybrough of Solium present “Employee Mobility And A World Of Challenges: Steps To Take Control Of Mobile, Global Workforce.” (Friday, September 12, 8:30 AM)

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September 2, 2014

Connecticut Chapter Meeting

The Connecticut NASPP chapter hosts a meeting at the Aldrich Contemporary Art Museum. Lisa Wilkes of E*TRADE Financial will share new research on what E*TRADE stock plan participants understand about their equity compensation plans and where there are opportunities to help them. The event will include a cocktail and appetizer networking hour followed by a guided tour of the Museum. Don’t miss this unique event! (Thursday, September 4, 3:00 PM)

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August 25, 2014

NASPP Chapter Meetings

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

Denver: Usman Zafar of EASi presents “Financial Reporting Best Practices.” (Tuesday, August 26, noon)

Sacramento: Dee Crosby of the CEP Institute presents on all the good things CEPI has been working on, including the GPS program. (Tuesday, August 26, 11:00 AM)

Florida: Michael Palermo of Fidelity and Liz Stoudt of Radford present “Show Me The Money—Minimizing P&L Impact Without Impacting People.” (Thursday, August 28, 8:30 AM)

Houston Anthony Eppert of Winstead presents “How to Increase the Life Expectancy of the Equity Plan’s Share Reserve and other Hot Topics.” (Thursday, August 28, noon)

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August 18, 2014

NASPP Chapter Meetings

Lots of NASPP chapter meetings this week!

Connecticut: AmyLynn Flood of PwC, Stephen Antuna of GuideSpark, and Heather Royce of The Priceline Group present on educating stock plan participants. (Wednesday, August 20, 9:30 AM)

Las Vegas/Phoenix: The Las Vegas and Phoenix chapters host a joint webinar on “New Frontiers: Emerging Trends in Employee Equity Plan Engagement and Education,” co-Presented by Frank Guido of Solium and John Wolff of GuideSpark. (Wednesday, August 20, noon)

Orange Co./San Fernando Valley/San Diego:  The Orange Co., San Fernando Valley, and San Diego chapters host a joint webinar on “What I did on My Summer Vacation: Top 10 Stock Administration Tips to Make the Most of Your ‘Downtime,'” co-presented by Tami Bohm of Radian, Jen Baehr of the NASPP, and Jen Tardif of Solium. (Wednesday, August 20, 11:30 AM)

Salt Lake City: John Ludlum of Holland & Hart and Jonathan Golightly of Fusion-io present “The Tax Man Cometh: Hot Items for an IRS Payroll Tax Auditor!” (Wednesday, August 20, noon)

Michigan: Stephanie Glashow of E*TRADE presents “Inside the Participants’ Minds: How Well Do They Understand Their Equity Compensation Plans?” (Thursday, August 21)

Seattle: Ken Stoler, Matthew McKittrick, and Kari Piehl of PwC present “Equity Compensation Viewpoints Other than Stock Administration!” (Thursday, August 21, 11:30 AM)

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August 11, 2014

NASPP Chapter Meetings

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

Philadelphia Emily Cervino and Mike Palermo of Fidelity will present “Hot Topics! What’s Happening With Today’s Equity Compensation.” Be sure to stick around for the after party at xfinity Live!  It looks like it will be a fun time! (Tuesday, August 12, 3:30 PM)

Western PA:  The next stop for Emily and Mike is Pittsburgh, where they will again present “Hot Topics! What’s Happening With Today’s Equity Compensation.” (Wednesday, August 13, 8:00 AM)

Atlanta:  Nathan O’Connor and Amit Tekwani of Equity Methods present “2014 State of the Union in Equity Compensation Design, Valuation, and Accounting.” (Friday, August 15, 11:30 AM)

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