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Tag Archives: NASPP chapter meetings

October 10, 2016

NASPP Chapter Meetings

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

Austin: Terry Adamson, Jon Burg, and Dan Kapinos of Aon Hewitt present on post-vest holding periods, an update on proxy advisor and institutional investor concerns, and the SEC’s proposed pay-for-performance disclosure. (Tuesday, October 11, 11:30 a.m.)

Wisconsin: Kate Hall and Patrick Gabel of Aon Hewitt present “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting.” ( Wednesday, October 12, 11:45 a.m.)

Atlanta: Katie Gaynor and Jarret Sues of FTI Consulting present “CEO Pay Ratio: Time to Prepare.” (Thursday, October 13, 11:30 a.m.)

San Diego: Emily Cervino of Fidelity Stock Plan Services presents “Looking Deeper into the Minds of Participants.” (Thursday, October 13, 11:30 a.m.)

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October 3, 2016

NASPP Chapter Meetings

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

Florida: Peter Kimball of ISS Corporate Solutions presents “Sweet Sixteen: The Proxy Season Review and the ISS Policy Update Process.” (Monday, October 3, 10:30 a.m.)

Chicago: Ben Burney of Exequity presents “2016 Trends in Relative TSR.” ( Wednesday, October 5, 7:30 a.m.)

Los Angeles: Ryan Ross and Carly Sanfilipo of Aon Hewitt tackle “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting.” (Wednesday, October 5, 11:30 a.m.)

Kansas/Missouri and Michigan: Brian K. Wydajewski and Scott McMillen of Baker & McKenzie present “Top Withholding Woes for Companies.” (Webcast Only, Thursday, October 6, 12:00 p.m.)

Boston: Liz Stoudt of and CJ Van Ostenbridge of Aon Hewitt present “Valuation 101—Best Practices and Trends in Equity Valuation.” (Friday, October 7, 8:30 a.m.)

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September 26, 2016

NASPP Chapter Meetings

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

Salt Lake City: Carly Sanfilipo and Ryan Ross of Aon present “Valuation 101—Best Practices and Trends in Equity Valuation.” (Tuesday, September 27, 12:00 p.m.)

Sacramento: Dan Walter of Performensation presents “The Hard and Soft of Equity: Methods for Analyzing and Evaluating the Efficiency and Impact of Your Equity Programs.” (Webcast only, Wednesday, September 28, 11:00 a.m.)

Phoenix: Sue Holloway of WorldatWorks presents ” Overview of Total Rewards Today.” (Thursday, September 29, 11:30 a.m.)

San Francisco: Join the chapter for lunch and two amazing sessions! First, both Ryan Ross and Carly Sanfilipo of Aon Hewitt Company will tackle “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting” and then they will present “Pay Versus Performance: SEC Proposed Disclosure Rules.” (Thursday, September 29, 11:30 a.m.)

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September 19, 2016

NASPP Chapter Meetings

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

Chicago: Andrea Kagan of Solium presents “Discover Global Employment Law: The Overlooked Area of Regulatory Compliance.” (Tuesday, September 20, 7:30 a.m.)

DC/VA/MD and Philadelphia: It’s the 2nd Annual Joint DC/VA/MD & Philadelphia NASPP Chapter Half Day Event! Join the chapters for lunch and two amazing sessions! First, Barbara Klementz of Baker McKenzie will tackle “Global Equity Compliance 2.0” followed by “Hold. Flip. Split: Acrobatics of Employee Ownership” with Emily Cervino of Fidelity.” (Wednesday, September 21, 8:00 a.m.)

Denver: An informative and fun afternoon guaranteed for all! Come hang out at the one and only Molson Coors Tap Room after a panel discussion on Global Mobility and Taxation! (Thursday, September 22, 4:00 p.m.)

San Fernando Valley: Ryan Ross and Carly Sanfilipo of Aon Hewitt Company present “Pay Versus Performance: SEC Proposed Disclosure Rules.” (Thursday, September 22, 11:30 a.m.)

Twin Cities: It’s that time again! The Twin Cities annual social event is back! After Peter Kimball of ISS presents “Sweet Sixteen: The 2016 Proxy Season Review and the ISS Policy Update Process.” Join the chapter for refreshments and networking! (Thursday, September 22, 4:00 p.m.)

New York/New Jersey: The chapter presents “Enhancing the Performance Alignment through Long-term Incentive Design.” (Friday, September 23, 8:30 a.m.)

Phoenix: Lunch is on the Phoenix chapter as it hosts a mixer and member survey at the Paradise Bakery & Café. (Friday, September 23, 11:30 a.m.)

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September 12, 2016

NASPP Chapter Meetings

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

Nashville: Thomas Swindle of UBS Financial Services along with Kerri L. McKenna and Teresa Yannacone of PwC present “FASB Simplification of Stock Compensation Accounting and Early Adopters Insights.” (Tuesday, September 13, 7:30 a.m.)

Ohio: Amit Tekwani and Nathan O’Connor of Equity Methods present “2016 State of the Union in Equity Compensation.” (Tuesday, September 13, 11:00 a.m.)

Las Vegas: Raul Fajardo of Certent and Ken Stoler of PwC present “Simple But Complex: ASC Topic 718 Updates (aka ASU 2016-09).” (Wednesday, September 14, 12:00 p.m.)

Michigan: Ron Rosenthal and Ian Dawson of Deloitte Consulting present “Executive Compensation—2016 Trends and Emerging Issues.” (Thursday, September 15, 8:30 a.m.)

Ohio: Barbara Klementz of Baker & McKenzie presents “Global Equity Compliance 2.0—Taking it to the Next Level.” (Thursday, September 15, 8:00 a.m.)

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August 29, 2016

NASPP Chapter Meetings

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

Houston: J.D. Ivy and Mindy Davidson of Alvarez & Marsal present “What You Need to Know Now About Equity Compensation.” during the August Luncheon. (Wednesday, August 31, 12:00 p.m.)

Wisconsin: Peter Klinger of BDO presents “Buh Bye APIC Pools: Update on FASB Rule Changes to Equity Compensation Accounting.” (Wednesday, August 31, 11:45 a.m.)

DC/VA/MD: Emily Cervino of Fidelity Stock Plan Services and Julia Franke of Radford present “Turning Up the Heat with Hot Topics in Equity Compensation.” (Thursday, September 1, 3:15 p.m.)

Orange County: Raul Fajardo of Certent and Ken Stoler of PwC present “Simple But Complex ASC Topic 718 Updates (aka ASU 2016-09).” (Thursday, September 1, 9:00 a.m.)

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August 22, 2016

NASPP Chapter Meetings

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

San Diego: Lenka Haase and Robert Slaughter of E*TRADE Financial Corporate Services present “Your Equity Awards Under a Hot Iron.” (Tuesday, August 23, 11:30 a.m.)

Pheonix: WEBINAR ALERT! Join John Hammond and Elizabeth Dodge as they discuss “The Future of Stock Plan Education—Using Video to Reach Your Employees.” (Wednesday, August 24, 1:00 p.m. PT)

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August 15, 2016

NASPP Chapter Meetings

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

Salt Lake City: Nathan O’Connor and Daniel Hunninghake of Equity Methods present “Current Trends in Stock Compensation: What to Expect in 2017.” (Wednesday, August 17, 12:00 p.m.)

Silicon Valley: Mike Andresino of Posternak Blankstein & Lund, Christine Cognetti McCasland of Morgan Stanley and Melanie Vinson of Workday present “10b5-1 Trading Plans: Recent Survey Results.” (Wednesday, August 17, 12:00 p.m.)

Carolinas: Mark Rosen and Matt Depp of Pearl Meyer present “Trends in Executive Compensation and Long-term Incentive Plan Design.” (Thursday, August 18, 11:30 a.m.)

Denver: Morgan Stanley presents the results of the 2015 Morgan Stanley /Shearman & Sterling 10b5-1 Practices Survey. (Thursday, August 18, 12:00 p.m.)

Kansas/Missouri: WEBINAR ALERT! Please join PwC for the latest global developments affecting us in the equity compensation space, including Brexit. (Thursday, August 18, 9:00 a.m. CT)

New York/New Jersey: WEBINAR ALERT! Please join PwC for the latest global developments affecting us in the equity compensation space, including Brexit. (Thursday, August 18, 10:00 a.m. ET)

San Francisco: Lunch and two presentations! First, Andrea Kagan of Solium Global Compliance Team will break down the black box of regulatory compliance to four key areas—securities law, exchange control regulations, data protection and employment law. Then, John Wolff of GuideSpark  will hold an interactive discussion about communication strategies to better educate your employees about equity compensation. (Thursday, August 18 11:30 a.m.)

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August 8, 2016

NASPP Chapter Meetings

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

Philadelphia: Kerri McKenna and Teresa Swindle of PwC, along with Thomas Swindle of UBS Financial Services present “FASB Simplification of Stock Compensation Accounting and Early Adopters Insights.” (Tuesday, August 9, 11:30 AM)

Atlanta: Valerie Diamond of Baker & McKenzie presents, “The Global Equity Round Up – Latest Developments And Tricky Issues.” (Thursday, August 11, 1:30 PM)

Dallas:  Dallas NASPP invites you to the August meeting! Join and get 1 hour of CEP, CPE and SHRM. Aon Hewitt will present, “Share Requests: Doing what is right for your Company.” (Thursday, August 11, 7:30 AM)

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