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.
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)
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)
Here’s what’s happening at your local NASPP chapter this week:
San Fernando Valley: Bruce Brumberg of myStockOptions.com presents “Tax Return Reporting: What You Need to Know & Communicate With Employees.” (Wednesday, March 11, 11:00 AM, via webcast only)
Florida: Michael Melbinger of Winston & Strawn presents and update on shareholder litigation relating to executive compensation. (Friday, March 13, 8:30 AM)
KS/MO: Emily Cervino of Fidelity presents “Hot Topics in Today’s Equity Compensation.” (Friday, March 13, 8:30 AM)
The DC/VA/MD NASPP chapter welcomes Terry Adamson of Aon Hewitt and Gustavo Delanhese of E*TRADE Financial to present “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting” at their chapter meeting this Tuesday, March 3, at 8:30 AM.
Here’s what’s happening at your local NASPP chapter this week:
Denver: Andrew Schwartz of Computershare presents “2015 Regulatory Update & Review.” (Tuesday, February 24, noon)
Orange County: Nathan O’Conner of Equity Methods presents “What to Expect in 2015 in Stock Compensation.” (Wednesday, February 25, 11:30 AM)
Sacramento: The chapter hosts a roundtable on equity compensation events in 2014 and planning for chapter events in 2015. Does miss your choice to help shape the chapter! Wednesday, February 25, 11:00 AM)
Silicon Valley: Tara Tays of Deloitte Consulting, Hoffman-Friedes of Seagate Technology, and Susan Berry of Infoblox present “Silicon Valley—How Different Are We? A Look at LTIP and ESPP.” (Wednesday, February 25, 11:30 AM)
Los Angeles: Nathan O’Connor and Yan Zhao of Equity Methods present “Updating Your Option Valuation Practices and Considering TSR Awards.” (Thursday, February 26, 11:30 AM)
NY/NJ and Philadelphia: The chapters host a joint meeting featuring Tim Hale and JoAnn Grady of Bank of America Merrill Lynch on “Cost Basis Reporting Changes, Wash Sales and Taxation Update.” (Thursday, February 26, 8:15 AM)
I’ll be attending the Silicon Valley chapter meeting; I hope to see you there!
NASPP Chapter Meetings Here’s what’s happening at your local NASPP chapter this week:
Carolinas: John Roe of ISS Corporate Services presents “ISS in 2015: Equity Plan Score Card, Pay for Performance, and More.” (Wednesday, February 18, 11:00 AM)
Connecticut: Terry Adamson of Aon Hewitt and Louis Taormina of Frederic W. Cook and Co. present “Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, & Financial Accounting.” (Wednesday, February 18, 1:00 PM)
Ohio: Tim Hale from Merrill Lynch presents “Cost Basis Reporting Changes, Wash Sales and Taxation Update.” (Thursday, February 10, 10:00 AM)
San Diego: Megan Arthur of Cooley and Raenelle James of Equity Methods present “Understanding the Complexities in Proxy and Disclosure Reporting.” (Thursday, February 19, 11:30 AM)
Online Stock Plan Fundamentals
Our acclaimed online program, “Stock Plan Fundamentals,” begins again in April. Taught by the industry’s leading experts, this course is the definitive training program for stock plan professionals and covers both the regulatory framework and day-to-day administrative procedures key to overseeing stock plans. Don’t wait to register–the early-bird rate is only available through this Friday, February 20.
NASPP To Do List
Here’s your NASPP To Do List for the week:
Register for the NASPP’s acclaimed online Stock Plan Fundamentals program—don’t wait, the early bird rate is only available through this Friday, February 20.
Submit a speaking proposal for the NASPP’s 23rd Annual Conference. Get started today; all proposals are due by February 27—no exceptions!
Here’s what’s happening at your local NASPP chapter this week:
Austin: Tony Eppert of Winstead presents “Preparing for the 2015 Proxy Season.” (Tuesday, February 10, 11:30 AM)
Dallas: Takis Makridis and Robert Slaughter of Equity Methods present “What to Expect in 2015 in Stock Compensation.” (Wednesday, February 11, 11:00 AM)
DC/VA/MD: Amy Flynn and Peter Simeonidis of Deloitte Tax present “MOBILITY: Taxability, Traceability, Payroll-ability, Survivability.” (Thursday, February 12, 4:00 PM)
Portland: Danielle Benderly of Perkins Coie and Tracy Bean of Mercer present “Hot Topics for 2015 Proxy Season for Stock Plan Professionals.” (Thursday, February 12, 4:00 PM)
Here’s what’s happening at your local NASPP chapter this week:
Chicago: Reid Pearson of Alliance Advisors and Edward Hauder of Exequity present “Corporate Governance, Compensation and Shareholder Engagement Developments: What You Need to Know for the 2015 Proxy Season” at a special luncheon meeting. (Tuesday, February 3, noon)
Boston: Terry Adamson of Aon Hewitt and Matt Roberts of Fidelity Stock Plan Services present “The Next Big Thing: Holding (x2) Restricted Stock.” (Wednesday, February 4, 9:00 AM)
Atlanta: Daniel Kapinos and Harrison Celone of Radford Valuation Services present “Who Doesn’t Love a Discount? Accounting Discounts for Holding Restrictions.” (Thursday, February 5, 2:00 PM)
Twin Cities: Daniel Coleman and Chris Fischer of Aon Hewitt present “Post-Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting.” (Thursday, February 5, 8:00 AM)
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.