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Tag Archives: NASPP chapter meetings

July 29, 2013

NASPP Chapter Meetings

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

Western PA: Doug Ellis of K&L Gates and Steve Kline of Towers Watson provide a debrief of this year’s proxy season and an update on Rule 10b5-1 plans. (Tuesday, July 30, 8:00 AM)

KS/MO: The chapter presents a hot topics roundtable (Wednesday, July 31, lunch)

Wisconsin: Michael Falk of Winston & Strawn presents on the latest Section 409A developments. (Wednesday, July 31, 11:45 AM)

DC/VA/MD: Sinead Kelly and June Anne Burke of Baker & McKenzie present “International Updates and Grant Acceptances for Equity Plans.” (Friday, August 2, 11:30 AM)

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July 22, 2013

NASPP Chapter Meetings

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

DC/VA/MD: In this 1/2 day meeting, Christine Cognetti of Morgan Stanley presents “10b5-1 Plans in Today’s Environment” and Jen Baehr and Jenn Namazi of the NASPP present “Hot Topics in Equity Compensation.” Be sure to say “hi” to Jen and Jenn if you attend the meeting. (Monday, July 22, 8:30 AM)

Austin: Marianne Snook with Stock & Option Solutions presents “Stock Talk: How to Communicate with Your Employees.” (Tuesday, July 23, 11:30 AM)

Philadelphia: Jen Baehr and Jenn Namazi take their show on the road to present “Hot Topics in Equity Compensation” to the Philly chapter. Be sure to say “hi” to the Jen(n)s is you attend. (Tuesday, July 23, 8:30 AM)

Twin Cities: It’s a big week for half-day events, with the Twin Cities chapter also hosting one. The meeting features a keynote by Dan Walter of Performensation on preparing for, defending and promoting your compensation programs through the upcoming reporting season. A variety of breakout session are also being offered. (Thursday, July 25, 7:30 AM)

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July 15, 2013

NASPP Chapter Meetings

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

Los Angeles: Brad Reynolds of ISP Advisors, Frances Johnston of Royse Law Firm, Marianne Brannock-Hill of FRS Equity Strategies, and Andrea Kagan of KPMG present “Corporate Governance – Keep the Striped Suit at Bay.” (Wednesday, July 17, 1:00 PM)

Ohio: The chapter hosts a half-day meeting featuring two presentations: “Still Crazy After All These Years: Taking the Insanity Out of Mobile Employee Administration” and “Who let the watchdogs out?” (Wednesday, July 17, 10:00 AM)

Boston and Connecticut: The chapters host their 5th annual regional all-day conference, featuring presentations on Section 162(m), the 2013 proxy season, global awards, spin-offs, FICA taxation, and personal career growth. This is a great event; if you are in the area, you should definitely attend. Check out the pics from last year’s program. (Friday, July 19, 8:00 AM)

NY/NJ: Eric Hosken and Kelly Malafis of Partner with Compensation Advisory Partners present “To Request New Shares or Not Request New Shares: The Equity Plan Proposal Decision.” (Friday, July 19, 8:30 AM)

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July 8, 2013

NASPP Chapter Meetings

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

Atlanta: Terry Adamson and Daniel Kapinos of Aon Hewitt present “Capped Stock Awards: The Next Generation.” (Tuesday, July 9, 11:30 AM)

Carolinas: “Key International Developments–What Plan Sponsors Need to Know Now” presented live and simultaneously in Raleigh and Charlotte. (Thursday, July 11, 8:30 AM)

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June 25, 2013

Silicon Valley Chapter All-Day

Last Friday, the Silicon Valley NASPP chapter held their annual all-day conference. Year after year, this is consistently a great event. For today’s blog entry, I feature a few pictures from this year’s conference.

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The day started off with a keynote presented by Mike Albert of Fidelity, Aaron Boyd of Equilar, and Stacey Lombardi of Allergan on “The New Normal? Executive Shareholding Requirements.” You can see that they had a full house.

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For the second keynote of the day, Jon Burg of Radford, Donna Hammer of Yelp, and Dan Walter of Performensation presented their answer to MythBusters: “The Truth about ESPPs – 10 Employee Stock Purchase Plan Myths and Facts.” This slide busts the myth that other types of plans (e.g., 409(k), RSUs) can provide the same benefits as ESPPs.

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There was lots of traffic through the exhibit hall all day. Here attendees mingle during breakfast.

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I presented with Elizabeth Dodge of Stock & Option Solutions and Carrie Kovac of Symantec on “Alphabet Soup: 10-K, 10-Q, S-K, Where Does Your Stock Plan Info Go? And Why Should You Care?” Hopefully our audience had as much fun watching the presentation as we did presenting it.

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Stock & Option Solutions gave out these nifty “boogie bots” at their table in the exhibit hall. They are even cooler in action: see the video. And, yes, I am aware that photographing a red robot toy on a red background is not my best moment as a photographer.

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Neta Pyasi of Solium, Ken Scully of Facebook, and Sinead Kelly of Baker & McKenzie presented “Out-of-this-world Practical and Technological Tips for Managing Your Mobile Employees.” Here, Ken and Sinead answer questions from the audience afterwards.

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A big thank-you to the sponsors for the event.

Kudos to Inta Abele of Schwab, the Silicon Valley chapter president, and the rest of the chapter board for hosting a great event again this year!

– Barbara

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June 24, 2013

NASPP Chapter Meetings

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

Connecticut: Deborah Lifshey and Aalap H. Shah of Pearl Meyer & Partners present “Dressing for the Public – Do You Have the Right Accessories?” (Tuesday, June 25, 10:00 AM)

San Diego: Emily Cervino of Fidelity and Jon Burg of Radford present “Performance Awards – Rewarding Results or RSUs in Disguise? Trends, Tips and Traps with Today’s Performance Equity,” (Wednesday, June 26, 11:30 AM).

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June 17, 2013

NASPP Chapter Meetings

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

Philadelphia: The chapter hosts a presentation on “What to Expect When You’re Expecting… a Corporate Action.” (Monday, June 17, 11:30 AM)

Kansas/Missouri: Andrew Katsoudas of Ernst & Young presents “Hot Topics in Global Equity/Best Practices for Managing Your Global Plans.” (Tuesday, June 18, 11:30 AM)

Chicago: Bill Gerek and Tim Bartlett of Hay Group present findings from the Wall Street Journal/Hay Group 2012 CEO Pay Study. (Wednesday, June 19, 7:30 AM)

San Fernando Valley: The chapter hosts a presentation on “A Real-Time Update on Proxy Season Trends & Takeaways.” (Wednesday, June 19, 11:30 AM)

DC/VA/MD: Terry Adamson of Aon Hewitt and Don Gillotti of EASi present “Accounting for Performance Based Restricted Stock Awards.” (Friday, June 21, 8:30 AM)

Silicon Valley: The chapter’s annual all-day conference featuring keynote presentations on “The New Normal? Executive Shareholding Requirements” and “The Truth about ESPPs – 10 Employee Stock Purchase Plan Myths and Facts,” among many other presentations!

I will be presenting at the Silicon Valley chapter all-day with Elizabeth Dodge of Stock & Option Solutions and Carrie Kovac of Symantec on “Alphabet Soup: 10-K, 10-Q, S-K, Where Does Your Stock Plan Info Go? And Why Should You Care?” I hope to see you there! This is a great event–check out the photos of last year’s all-day.

– Barbara

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June 12, 2013

NASPP To Do List

NASPP Connecticut Chapter Joins Forces with WorldatWork


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The Connecticut NASPP chapter recently hosted a joint meeting with Colonial Total Rewards Association, which is the local WorldatWork chapter. We love to see NASPP chapters collaborating with other local organizations. 

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Edi Abbott of ECA Consulting and Program Director for the Connecticut NASPP Chapter with Dan Purushotham of the Colonial Total Rewards Association. Edi and Dan helped organize the meeting. Congratulations to the Edi and the rest of the Connecticut chapter board for hosting a great meeting.

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

 

NASPP To Do List
Here’s your NASPP “to do” list for this week.

– Barbara

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June 10, 2013

NASPP Chapter Meetings

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

Phoenix: Kate Forsyth and Jason Russell from Deloitte will be discussing domestic and international hot topics. (Tuesday, June 11, 11:30 AM)

Los Angeles: Vicki Davidson, and Dan Mumenthaler of Towers Watson present “2013 Executive and Equity Compensation Trends: A ‘Race to the Middle.'” (Wednesday, June 12, 11:30 AM)

New York/New Jersey: David Wise and Martin Somelofske of Hay Group present highlights of the results of the Wall Street Journal/Hay Group 2013 CEO Compensation Study. (Friday, June 14, 8:30 AM)

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June 3, 2013

NASPP Chapter Meetings

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

Sacramento: Jon Burg of Radford and Dan Walter of Performensation present “ESPP Fact or Fiction.” (Tuesday, June 4, 11:00 AM)

Orange County: Emily Cervino of Fidelity presents “What’s Happening: Hot Topics in Equity Compensation.” (Wednesday, June 5, 11:30 AM)

Houston: The chapter hosts a presentation on the current state of Rule 10b5-1 trading plans. (Thursday, June 6, 12:00 PM)

Dallas: The chapter hosts its 1st Annual Southwest Roundup, an all-day conference. Speakers include Richard Fisher of Morgan Stanley on Rule 10b5-1 plans; AmyLynn Flood of PwC on stock compensation in M&A; a representative from EASi on automating stock plan processes; and Emily Cervino of Fidelity and Jon Burg of Radford on performance awards. The conference also includes a keynote by Kristen Kaufman, author of “Is This Seat Taken? Random Encounters That Change Your Life.” (Friday, June 7, 7:30 AM)

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