Full Length Sessions

In-depth topics presented in 60 minutes

Today’s Hottest Topics

The Trump Card: An Update on SEC & Regulatory Trends
With a new presidential administration in place and the GOP in power, what will happen to rulemaking under the Dodd-Frank Act? This session will examine the CEO pay ratio as well as rules that are still pending, including clawbacks, hedging policies, and pay-for-performance disclosures. LEVELS I, II, III
CPE Field of study — Business Law

  • Joseph Sorrentino, Steven Hall & Partners
  • Unknown user 54272,

The Consultants Speak: Hot Topics in Executive Compensation
Always one of our most popular sessions—our experienced experts will share straight talk on the latest issues, challenges, and best practices for executive compensation. LEVELS II, III
CPE Field of study — Personnel/HR

  • Blair Jones, Semler Brossy Consulting Group
  • Jannice Koors, Pearl Meyer & Partners
  • Bindu Culas, Frederic W Cook & Co Inc

Hot Topics in Equity Compensation
2017 has been filled with late-breaking developments. A majority of the session will cover CEO pay ratio, from how to navigate the rule to execution best practices. Other topics include new regulation, accounting standard changes, relevant court cases, the growing debate surrounding non-GAAP metrics, and more. Join key thought leaders to discuss the latest hot topics in stock compensation. LEVELS I, II, III
CPE Field of study — Business Law

  • Arthur Meyers, Choate Hall & Stewart LLP
  • Michael Melbinger, Winston & Strawn LLP
  • Takis Makridis CEP, Equity Methods LLC

The IRS & Treasury Speak
Featuring key IRS & Treasury staffers, this perennially popular session will focus on new tax laws and regulations and provide timely updates on ongoing projects at the IRS impacting stock compensation. LEVELS II, III
CPE Field of study — Taxes

  • Deborah Walker CPA, Cherry Bekaert LLP
  • Elizabeth Drigotas, Deloitte Tax LLP
  • Stephen Tackney, IRS Office of Chief Counsel
  • Sandy Shurin, Deloitte Tax LLP
  • Stephen Lagarde, Department of the Treasury

What You Need to Know about the ISS Equity Plan Scorecard for 2018
ISS’s Equity Plan Scorecard continues to evolve, including a new qualitative assessment of plan amendments. This panel will cover developments and results from the 2017 equity plan season, trends on the types of amendments companies are introducing into their equity plans, and a look ahead to what companies should be thinking about for 2018 equity plan proposals. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Valerie Ho CEP, AvalonBay Communities Inc
  • John Roe, ISS Analytics
  • Cameron O'neill, ISS Corporate Solutions

Section 16 & Insider Considerations in Today’s Market
Hear the leading authorities on Section 16 and Rule 144 discuss evolving case law, news from the plaintiffs’ bar, recent reporting developments, and guidance from the SEC in these highly visible areas of compliance. Join the most respected experts in these areas! LEVELS II, III
CPE Field of study — Business Law

  • Alan Dye, Hogan Lovells US LLP
  • Peter Romeo, Hogan Lovells US LLP

Around the World in 60 Minutes: Key International Updates
This always popular panel will cover key tax and legal changes around the world—as well as enforcement activity—and provide you with a clear action plan to address recent changes. This session will focus entirely on information relevant only to companies who offer stock compensation to non-US employees. LEVELS I, II, III
CPE Field of study — Business Law

  • Valerie Diamond, Baker McKenzie
  • Brian Wydajewski JD, Baker McKenzie
  • Mirjam Krawiec, EY
  • Amit Banker, EY

Mapping Out Mobility: Perspectives Across the Big 4
This one-of-a-kind panel brings together the Big 4 to weigh in on mobility tracking and integrated solutions as well as how plan sponsors can prioritize various tax, data, and technology considerations to create an action plan. This session is primarily focused on global mobility, but will include some discussion of domestic mobility. LEVELS II, III
CPE Field of study — Taxes

  • AmyLynn Flood, PricewaterhouseCoopers LLP
  • Peter Simeonidis CEP, Deloitte Tax LLP
  • Leann Balbona, KPMG LLP
  • Kelly Guterl, EY
  • Ryan Strong, Fidelity Investments

Executive Compensation Conference (ECC)

The SEC All-Stars: The Bleeding Edge
Straight talk on the issues of the day from an all-star panel of former senior SEC staffers. LEVELS II, III
CPE Field of study — Personnel/HR

  • Keith Higgins, Ropes & Gray LLP
  • Brian Breheny, Skadden & Arps LLP
  • Meredith Cross, WilmerHale LLP
  • Keir Gumbs, Covington & Burling LLP
  • David Lynn, Morrison & Foerster LLP

The Investors Speak
Representatives from the leading institutional investment firms BlackRock and T. Rowe Price provide a frank discussion of investor hot button issues in executive compensation. LEVELS II, III
CPE Field of study — Personnel/HR

  • Ning Chiu, Davis Polk & Wardwell LLP
  • Donna Anderson, T Rowe Price Group Inc
  • Michelle Edkins, BlackRock Inc
  • Glenn Booraem, Vanguard Group

Navigating ISS & Glass Lewis
Learn about the proxy advisors' latest hot button issues so you are prepared for your next Say-on-Pay vote. LEVELS II, III
CPE Field of study — Personnel/HR

  • Bob McCormick, CamberView Partners
  • Ning Chiu, Davis Polk & Wardwell LLP
  • Amy Bilbija, Strategic Governance Advisors
  • David Kokell, ISS

Hot Topics: 50 Practical Nuggets in 60 Minutes
A lightning-round of executive compensation hot topics and practical strategies that you can implement immediately. LEVELS II, III
CPE Field of study — Personnel/HR

  • Stacey Geer, Primerica Inc
  • Michael Melbinger, Winston & Strawn LLP
  • Kyoko Lin, Davis Polk & Wardwell LLP
  • Amy Wood, Cooley LLP
  • Bob Lamm, Gunster

Compensation Strategy & Design

Mixology 101: The Rise of Multiple Metrics in Performance Equity
When facing the challenge of selecting appropriate metrics for your performance plans, learn to think like a mixologist, not a mere bartender. This panel will help you balance the competing perspectives of shareholders and executives to create the best mix of metrics for your performance awards. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Roy Saliba, ISS Corporate Solutions
  • Daniel Kapinos CEP, Aon Equity Services
  • Brian Marsh, General Motors Corp
  • Steven Lensing, Radian Group Inc

Equity Incentive Plans: Key Considerations for Shareholder Approval
The session will examine common metrics used to analyze equity incentive plans and take a deep dive on trends in dilution, overhang, burn rate, vesting schedules, performance equity, and other key plan features for S&P 500 companies. An interactive discussion will be woven throughout, highlighting key considerations for companies requesting additional shares. LEVELS II, III
CPE Field of study — Personnel/HR

  • Christopher Fischer, Korn Ferry Hay Group
  • Kelly Geerts, E*TRADE Financial Corporate Services
  • Matthew Goforth, Equilar Inc

For the Mature Viewer: Considerations for Long-Standing Equity Compensation Programs
This session will explore the decision points and challenges faced by the most experienced issuers in administering their equity compensation programs. The panel will discuss changes in plan design, changes in types of awards offered to employees, the impact of changes in business structure, and the evolution of maintaining compliance among other timely topics. LEVELS II, III
CPE Field of study — Personnel/HR

  • Mahesh Joshi, PepsiCo Inc
  • Craig Long, Morgan Stanley
  • Allison McBride, International Paper Company
  • AmyLynn Flood, PricewaterhouseCoopers LLP

Paid for Performance: Compensating the C-Suite with Long-Term Incentives
Paying for performance, attracting and retaining talent, and satisfying key stakeholders, all while driving long-term value creation, can seem like an insurmountable challenge. This interactive panel discussion will examine the tools at the disposal of equity-incentive plan designers and trends in grant practices and incentive design as well as how unique companies fit into the wider context of a competitive marketplace. LEVELS II, III
CPE Field of study — Personnel/HR

  • Christopher Fischer, Korn Ferry Hay Group
  • Craig Rubino, E*TRADE Financial Corporate Services
  • Matthew Goforth, Equilar Inc

Selecting Effective Measures and Goal-Setting Within Incentive Plans
Today’s uncertain economic environment drives a greater need for rigor and sound business judgment when reviewing performance and determining payouts. This panel will explore best practices for selecting the optimal performance measures, setting appropriate targets, and determining payout levels. LEVELS II, III
CPE Field of study — Personnel/HR

  • Stephen Kline Consulting Director, Willis Towers Watson
  • Jamie Conroy CCP, Regency Centers LP
  • Tatjana Ricketts Senior consultant, Willis Towers Watson

Mind the Gap: GAAP vs. Non-GAAP Metrics for Incentive Plans
Join us for a discussion of the SEC’s crackdown on the use of non-GAAP metrics and how companies have historically used these metrics in incentive plans. The panelists will share a framework for evaluating the pros & cons of non-GAAP metrics and will provide a checklist of best practices for avoiding problematic accounting, 162(m), and proxy surprises. LEVELS II, III
CPE Field of study — Personnel/HR

  • Takis Makridis CEP, Equity Methods LLC
  • David Thomas, Wilson Sonsini Goodrich & Rosati
  • Kelly Malafis, CAP

Spotlight on the Board: “Gotchas” in the Design, Governance and Administration of Director Compensation
Learn current trends in nonemployee director compensation, including pay mix, choice programs, deferred compensation arrangements, and stock ownership policies, as well as the increasing prevalence of non-US resident board members. We will identify pitfalls and best practices for a successful director compensation program that stays out of the headlines. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Narendra Acharya JD, Baker McKenzie
  • Sinead Kelly JD, Baker McKenzie
  • Fred Whittlesey CEP, CCP, CECP, Compensation Venture Group, SPC

Individual Pay Decisions: Determining Equity Compensation for Executives
Investors are increasingly focused on the form and amount of individual equity awards. This session will examine whether it makes sense to use the same form of equity award for each executive officer, how to determine award values based on role and function, and how program design varies across industries, sectors, and market cycles. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Melissa Burek, Compensation Advisory Partners LLC
  • Doreen Lilienfeld, Shearman & Sterling LLP
  • Suzan Morno-wade, Xerox Corporation
  • Sharon Bulanhagui, S&P Global

Flipping Pay for Performance Upside Down: It’s Not Just Performance Shares
Join our panel of experts as they discuss the pros and cons of performance shares and other LTI vehicles and debate whether there is an optimal LTI portfolio to drive long-term performance. Panelists will share situations when using performance-based awards supported the business objectives and times when they did not. LEVELS II, III
CPE Field of study — Personnel/HR

  • Yonat Assayag, ClearBridge Compensation Group
  • Emily Cervino, Fidelity Investments
  • Mary ann Ankeny, Mattel Inc

The 280G Enigma: How One Tiny Code Section Can Ruin an Otherwise Perfectly Constructed Pay Plan
Buyer (and seller) beware: this panel will highlight how a well-designed pay-for-performance pay plan can turn into a tax disaster when a change in control occurs. Our expert panelist will offer both technical and real-life perspectives and will discuss strategies to mitigate this risk. LEVELS II, III
CPE Field of study — Taxes

  • Alan Nadel, Strategic Apex Group LLC
  • Laurence Wagman CPA, Golden Parachute Tax Solutions LLC
  • Kirsten Marriner, Clorox Company

Compensation Best Practices

You Asked for It Redux: Hot Global Topics from NASPP's “Q&A Discussion Forum"
Bringing back a perennial favorite with some new twists, this panel addresses today’s hottest questions and most difficult challenges for global stock plans. The panelists will tackle popular topics posted on the NASPP’s Global Stock Plans Q&A Discussion Forum and offer a tour of the global resources available on the newly redesigned NASPP website. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Marlene Zobayan CEP, Rutlen Associates LLC
  • Shoshana Litt, Jones Day
  • Jennifer Namazi CEP, NASPP

10 Equity Plan Provisions That Make You Go … Hmmm
Using a case-study approach, this session will examine 10 equity plan provisions that present unique challenges and often result in variations in practice. The panel will share technical considerations and their approaches to these complex terms, which include noncompetes, clawbacks, 409A traps, forfeiture provisions, and more. LEVELS II, III
CPE Field of study — Personnel/HR

  • Gordon Klepper, Marriott International Inc
  • Alexander Lifson, BDO USA LLP
  • Heather Ryan, Ingersoll-Rand Company
  • David Calder, 3M Company

Rallying the Team: Responding to an Adverse Proxy Advisor Recommendation
A negative proxy advisor recommendation doesn’t have to be a catastrophe! This panel will help you better understand the basis for recommendations, engage with the proxy advisor, and, in some cases, respond with modifications or clarifications. LEVELS II, III
CPE Field of study — Personnel/HR

  • Peter Kimball, ISS Corporate Solutions
  • Kevin Gardner, Transocean Offshore Dpwtr Drllng
  • Jessica Garascia, USG Corporation

Survey Says: 10 Dos & Don’ts of Stock Plan Administration
Leveraging data from the NASPP/Deloitte Consulting 2017 Stock Plan Administration Survey and real-world case studies, this session will offer timely insight on key trends in administration and communication for stock plans, stock ownership programs, and insider trading compliance, as well as the latest data on ESPPs. LEVELS I, II, III
CPE Field of study — Specialized Knowledge

  • Sara Spengler CEP, Fitbit
  • Susan Miller CEP, Lockheed Martin Corporation
  • Barbara Baksa CEP, NASPP
  • Joseph Rapanotti, Deloitte Consulting LLP

Best Practices for Insider Trading Policies
Learn how your insider trading policy compares to your peers’. In this interactive session, our expert panelists will share their experiences and recommendations and invite the audience to share their questions and practices. LEVELS I, II, III
CPE Field of study — Business Law

  • Arthur Meyers, Choate Hall & Stewart LLP
  • Keyoor Mankad CEP, My Equity Comp LLC
  • Duane Carthy, E*TRADE Financial Corporate Services

So You Say I Have a Noncompete … What Are You Going to Do About It?
This panel is your guide to noncompete provisions, including common misunderstandings and mistakes, market data and examples, and state-by-state comparisons. Panelists will provide practical, actionable tips and discuss “stories from the field” from the perspectives of the board, management, advisors, and executives. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Martha Steinman, Hogan Lovells US LLP
  • Matt Vnuk, Compensation Advisory Partners (CAP)
  • Hilary Rapkin, Wex Inc
  • Matthew McDonald, Klehr Harrison Harvey Et Al

Global Stock Plans in Jeopardy!
Play our version of Global Stock Plan Jeopardy and learn how to mitigate risks in your global stock plan, including data privacy laws, payroll and tax complexities, legal issues, communication complications, and more. Attendees will share their experiences and win prizes, and everyone will get a copy of the latest GPS|Global Stock Plan publication! LEVELS II, III
CPE Field of study — Business Law

  • Valerie Diamond, Baker McKenzie
  • Jule Torre, Applied Materials Inc
  • Unknown user 35443,

Top Secret! Data Privacy in a Connected World
Make sense of data privacy laws! This panel will consider data privacy issues in the context of the massive amounts of data collected in the process of administering global stock plans. Panelists will highlight what data can be lawfully collected along with compliance strategies, pitfalls, and current political trends that could affect future regulations. LEVEL II
CPE Field of study — Business Law

  • Nicholas Greenacre, White & Case LLP
  • Henrik Patel, White & Case LLP

Tour de Stock Ownership Guidelines
Take a tour of the key aspects of stock ownership guidelines. Our expert panel will walk through the latest trends and best practices and strategies for tracking compliance with guidelines. LEVELS I, II
CPE Field of study — Personnel/HR

  • Michelle Tomasetti CEP, CompIntelligence
  • David Lanka CEP, Bank of America Merrill Lynch
  • Nathan O'Connor, Equity Methods LLC

Take a Trip with TripAdvisor: A Journey of Discovery
This session will feature the innovative global stock plans of TripAdvisor and Discovery Communications. Speakers from both companies will discuss their strategies, including legal and tax compliance, employee communications and translation, use of qualified plans, and more. LEVEL II
CPE Field of study — Personnel/HR

  • Kevin Kirby, CarGurus
  • Joseph Bergman, Discovery Inc
  • Bob Grayson, Tapestry Global Compliance Partners
  • Lorna Parkin Managing Associate, Tapestry Global Compliance Partners

Accounting & Taxation

The Power of One Process for Effective Equity Administration
Hear how one company has approached managing their equity administration using one process for their equity awards whether employees are local, business travelers, expatriates, or permanent transfers. Working collaboratively with their vendors and local payroll contacts has led to a streamlined process and an excellent participant and administrative experience. LEVEL II
CPE Field of study — Taxes

  • Brian Ruff CEP, Eli Lilly and Company
  • Mitch Beaverson, Eli Lilly and Company
  • Leann Balbona, KPMG LLP
  • Andrew Govers, KPMG LLP

Financial Reporting & Accounting Playbook: Winning Plays from the Pros
Win the quarterly review and annual audit game! Our pros will help you create an audit playbook, including tips for gathering valuation assumption support and documenting decisions and actions as well as many other proven strategies. LEVELS I, II
CPE Field of study — Auditing

  • Raul Fajardo CEP, Certent Inc
  • Kevin Hassan, PricewaterhouseCoopers LLP
  • Bill Storey CPA, CEP, Kar Auction Services

State and Local Taxation of Equity Compensation
This information-packed session will answer your tricky questions about state and local taxation in the US, including taxation of mobile employees, application of SDI/SUI, state-to-state commuters, the intersection of FASB’s rules with state tax laws, and pesky county and city taxes. LEVELS I, II, III
CPE Field of study — Taxes

  • Michael Castello, Sallie Mae
  • Kerri McKenna CPP, CPA, PricewaterhouseCoopers LLP
  • Stephen Baillie CEP, CPP, Chegg Inc
  • Erik Dilland, Delphi Automotive PLC

Recharges & Chargebacks: An Approachable Discussion to a Complex Issue
Corporate recharges can be a key component for maximizing the financial efficiency of your equity plans. This how-to guide will discuss implementation strategies, process improvements, potential cost-savings, and other impacts, and will review real-world scenarios. LEVEL II
CPE Field of study — Accounting

  • Christine Zwerling CEP, Twilio Inc.
  • David Johnson CEP, Deloitte Tax LLP
  • Georgina Lai, Pivotal Software Inc

A Disrupter’s Guide to Equity Accounting Transformation: Insights from Winning Teams
The panel will analyze survey data from hundreds of publicly traded companies to glean insights on how equity plan accounting can play more a strategic role in finance. Topics include how to drive better management reporting, enhance controls, achieve clearer forecasting and budgeting, and initiate collaboration with Tax and HR, and more. LEVELS II, III
CPE Field of study — Accounting

  • Raenelle James, Equity Methods
  • Carolina Koch CPA, CMA, Procter & Gamble Co
  • Fatou Ba, Hilton Worldwide

Valuation 101: A Beginner’s Guide to Equity Valuation
From Black Scholes and Monte Carlo Simulation to implied or peer or historical volatility and various methods for estimating expected life, the panel aims to cover it all. Valuation experts will help you understand valuation models, uncover techniques to lower expense, and discover the latest audit-approved best practices. LEVELS I, II
CPE Field of study — Accounting

  • Bernice Toy, NASPP
  • Steve Tamsula CEP, PNC Financial Services Group Inc
  • Bill Storey CPA, CEP, Kar Auction Services
  • Carly Sanfilipo CEP, Aon Equity Services

Administration & Communication

Think of the Administrators! Simplicity vs. Complexity in Incentive Plan Design
This session will focus on plan design features that may be favored by management but can cause headaches for those administering plans. The presenters will also touch on specific plan design features that sound nice in theory but are particularly troublesome in practice and can lead to greater issues (e.g., 409A failures). LEVEL II
CPE Field of study — Personnel/HR

  • John Schultz J.D., LL.M., Alvarez & Marsal Tax and LLC
  • Jeff Swerdlow J.D., LL.M., Alvarez & Marsal Tax and LLC
  • Peter Weaver, Newmont Mining Corporation

Reconcilable Differences: Remedies for Reconciliations Across Processes & Transactions
Reconciliations are everywhere in stock plans. How do you make this common process less painful and more accurate while ticking and tying everything to the auditors’ satisfaction? This expert panel provides actionable steps for reducing the amount of effort involved while increasing the quality of reconciliations. LEVELS I, II, III
CPE Field of study — Auditing

  • Laura Reis CEP, Cylance Inc
  • Elizabeth Dodge CEP, Equity Plan Solutions LLC
  • Dayana Abreu, E*TRADE Financial Corporate Services

Emails, and Phone Calls, and Webinars … Oh My!
Amp up your stock plans through participant education! This panel harnesses 40 years of equity compensation experience to demonstrate how a multichannel strategy, including web, video, email, print, and in-person, creates a web of education that catches all employees. LEVELS I, II
CPE Field of study — Communications and Marketing

  • Unknown user 50687,
  • Krista Glatthaar CEP, Fidelity Investments
  • Monte Foreman, Tesla Inc

Go LEAN: Applying Process Efficiency Principles to Equity Plans
Learn proven tactics gleaned from LEAN and Six Sigma programs to improve your processes. Our panel will demonstrate approaches, such as fishbone diagrams and value-stream mapping, that will help you in your day-to-day job and result in direct time and cost savings. LEVELS I, II, III
CPE Field of study — Specialized Knowledge

  • Neta Pyasi MBA, CEP, Solium
  • Linden Bohrer MBA, Solium
  • Ed Welsh MBA, LSS MBB, Lean Six Sigma Canada

Say Yes to the Vest
Marry best practices in planning and execution to create your own happy event. With proper event planning, RSU vesting can be happily ever after. This multifaceted panel will discuss best practices and real live scenarios of dos and don’ts when preparing for an upcoming vesting event. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Maria Acevedo-pichardo, AST Equity Plan Solutions
  • Juliette Senior - mckay, Genpact US Holdings Inc
  • Ralph Balzano, AST Equity Plan Solutions
  • Seth Pollack, BGC Partners

It’s Out of the Bag; Your Plan Is Out of the Box!
This session will focus on plan design complexities and the role of technology when problem solving. Panelists will explain their out-of-the-box plan rules and resultant challenges, and then engage in an open discussion about the effectiveness of their solutions, areas for improvement, and how technology helps. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Marsha Tepper CEP, Morgan Stanley
  • Jodi Riccardi CEP, Expedia Inc
  • Susan Miller CEP, Lockheed Martin Corporation
  • Lance Titchkosky, Solium

Spins, Splits, & Other Gymnastics: Getting Corporate Actions Under Control
The unfamiliar tax reporting required for corporate transactions, along with balancing two databases and managing differences in cost basis allocations, can be enough to make a stock plan administrator land way off the mat. Learn real-life best practices and compliance tips from our panel of experts. LEVEL II
CPE Field of study — Taxes

  • Ellie Kehmeier CPA-Inactive, Steele Consulting LLC
  • Andrew Schwartz, Computershare
  • Gail Potratz, Masco Corporation

Broker for a Day: What You Should Know about the Brokerage World
Explore the mysteries of the broker world, including how trading systems and markets work and the intricacies of share and money movement. We’ll debunk common myths and discuss common concerns, such as managing large sales to cover RSU taxes, why orders should be routed through a trading desk, and what your participants need to know when it comes to trading. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Nick Kavallieratos, Morgan Stanley
  • Patricia Landry MBA, CEP, Solium
  • Scott Shuryn, TD Ameritrade

Surprise! You’re Having a Merger!
Using Cisco’s acquisition of AppDynamics as a case study, this panel will highlight lessons learned from three perspectives: acquirer, acquiree, and record keeper. We’ll use sample checklists to cover everything you can do to prepare for a merger and answer frequently asked participant questions. LEVELS II, III
CPE Field of study — Specialized Knowledge

  • Wendy Jennings CEP, Cisco Systems,Inc
  • David Wamboldt, Charles Schwab
  • Jeanne Arrigo, Cisco Systems Inc

Euros, Yens & Pesos: Managing Foreign Exchange Ratios, Controls, and Employee Issues
Your stock may be denominated in US dollars but what currency do your employees use? This panel will explore the world of foreign currency from how to manage onerous exchange control laws and currency fluctuations to best practices for currency exchange policies and addressing employee concerns. LEVEL II
CPE Field of study — Specialized Knowledge

  • Marlene Zobayan CEP, Rutlen Associates LLC
  • Madori Playford CEP, Credit Karma
  • Aaron Oberg, E*TRADE Financial Corporate Services

Step-by-Step: Keys to a Successful Global ESPP
Whether your company has offered its ESPP globally for years or is considering starting an ESPP, the panel will provide step-by-step advice on how to achieve a successful global ESPP. The presentation will highlight best practices in plan design, communications, tax and regulatory compliance, and ongoing administration. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Wendy Jennings CEP, Cisco Systems,Inc
  • Stacey Lombardi, Brady Corporation
  • Cathy Song, Deloitte Tax LLP

Pitch Perfect: Designing a Communication Strategy That Will Have Participants Singing
Performance awards may link pay with performance, but the gap between actual value and perceived value remains. This expert panel will highlight recent survey findings and innovative technology—including video, custom websites, and integrated solutions—to help you close the gap. LEVELS I, II
CPE Field of study — Communications and Marketing

  • Billy Vitense, Starbucks Coffee Company
  • Angela Hammond CEP, Ingersoll-Rand Company
  • John Hammond CEP, Aon Equity Services
  • Julia Franke CEP, Aon Hewitt

Are Your Employee Equity Awards Safe? The Growing Threat of Cybercrime
With the rapid evolution of cybercrime, safeguarding participant and company data is now of paramount importance. This panel of experienced fraud and risk management experts will demonstrate how you can increase your vigilance and suggest strategies and tools to deflect potential threats. LEVELS I, II
CPE Field of study — Specialized Knowledge

  • Jule Torre, Applied Materials Inc
  • Thierry Vo, UBS Financial Services Inc
  • Ronald Plesco, KPMG LLP
  • Kenneth Jones, UBS Financial Services Inc

Power Sessions

On our final day, join us for fast-paced, 20-minute presentations on strategic and thought-provoking topics. Designed to be smaller and highly interactive, you will have opportunity to attend up to four Power Sessions. Each session will be repeated four times, so you may customize your agenda as you so choose.

Further on up the Road: ASC 718 Compliance in 2017
Common characteristics of optimized ASC 718 reporting processes and traps for the unwary. LEVEL I
CPE Field of study — Personnel/HR

  • Rob Miceli CEP, Bank of America Merrill Lynch

Seven Secrets of Financial Planning
Tips to leverage financial planning to help employees understand the value of their equity awards. LEVELS I, II
CPE Field of study — Personnel/HR

  • Bruce Burrows CFP, CIMA, Morgan Stanley
  • Steven Strzelecki CEP, Morgan Stanley

Does One Size Fit All? Getting the Most Out of Your Equity Plan
LEVELS I, II
CPE Field of study — Personnel/HR

  • Marshall Vance PhD, University of Southern California

Top Five Equity Compensation Accounting Takeaways
Learn key terms and the top five areas of equity accounting. LEVELS I, II
CPE Field of study — Personnel/HR

  • Raul Fajardo CEP, Certent Inc
  • Don Gillotti CEP, Certent Inc

Thinking Bigger: Integrating Equity into a Total Rewards Framework
Explore opportunities to increase the value of equity though company messaging, total rewards statements, and compensation planning. LEVELS I, II
CPE Field of study — Personnel/HR

  • Michael Albert CEP, Fidelity Investments

Take This Job and Love It!
Learn how to make the job your own, form relationships to further your success, and hang in there when things get tough. LEVELS I, II
CPE Field of study — Personnel/HR

  • Kimberly Arnold, UnitedHealth Group

Why FinTech Matters to You
From digital wallets and bitcoin to equity crowdfunding, learn why FinTech is booming, how it and software-as-a-service (SaaS) are disruptors, and why equity compensation will benefit. LEVELS II, III
CPE Field of study — Personnel/HR

  • Marcos Lopez, Solium

Minding the Age Gap: A Millennial Perspective on Stock Plan Administration
Hear candid feedback from a survey of stock-eligible millennials and leave with a toolkit of unique ideas for engaging your younger employees. LEVELS I, II
CPE Field of study — Personnel/HR

  • James Nichols, Amazon.com Inc

Biases in Metric Setting for Performance Awards
How to overcome our biases to set better targets for performance awards. LEVEL II
CPE Field of study — Personnel/HR

  • Josh Schaeffer, Equity Methods LLC
  • Phil Drake Ph.D., Arizona State University

The Rise of Non-Proxy Advisory Firm Compliant Share Requests
Real-world strategies for preserving plan flexibility while getting the shares you need, including practical tips for shareholder engagement. LEVEL I
CPE Field of study — Personnel/HR

  • Laura Wanlass, Aon PLC
  • Kristen Williams, Pacira Pharmaceuticals

Break Through to Your Board: Communicate More Effectively with Hypnotic Speech Patterns
Learn powerful hypnosis- and influence-based speech patterns to convey your desires more easily and lower barriers to agreement. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Bryan Cassidy MS, CHt, Plan Management Corporation

Seven Steps to Equity Effectiveness
Changing the conversation to help employees and your company derive greater value from your equity program. LEVELS I, II, III
CPE Field of study — Personnel/HR

  • Renee Trotta kettelle CEP, Charles Schwab

Presentation Arena

Let top experts help you get more out of breaks and lunches with quick, dynamic talks on hot industry topics (Oct. 18-19).

Out-of-Control Performance Awards! Reigning in the Madness
Case studies of where performance awards have gone off course, putting employees, shareholders, and compensation programs at risk. LEVEL II
CPE Field of study — None

  • Josh Henke CECP CCP, Alvarez & Marsal Tax and LLC

Forecasting Tax Benefit Volatility
Predicting and managing the impact of stock plan tax benefits (and shortfalls) on earnings. LEVEL II
CPE Field of study — None

  • Stephen Zwicker FSA, Willis Towers Watson
  • Mark Daniels FSA, EA, Willis Towers Watson

ASC, ASU, IRS, OMG! Withholding on Equity Awards
A look at the impact of ASU 2016-09 on tax-withholding procedures for both US and non-US employees, with particular focus on supplemental payment withholding procedures in the US. LEVEL II
CPE Field of study — None

  • Jason French CEP, EY
  • Debbie Spyker, EY

Show Me the Money: Making the Business Case for Mobility Compliance
How to present management with a clear, cost-based risk analysis of your mobility compliance, with the goal of funding your compliance. LEVELS I, II, III
CPE Field of study — None

  • Dustin Lewis, Deloitte Tax LLP

Knowing Your Participants
Survey data revealing key insights into what participants understand about equity and how they view this valuable benefit. LEVEL I
CPE Field of study — None

  • Robert Slaughter, E*TRADE Financial Corporate Services

Maybe I Shouldn't Have Said It That Way . . .
Practical tips on how to provide the information decision makers need in a way that doesn’t inadvertently put you in the hot seat. LEVEL II
CPE Field of study — None

  • David Thomas, Wilson Sonsini Goodrich & Rosati

Isolationism vs. Globalization: Stock Plans in a Confused World
How the evolving political landscape, particularly the Trump administration and Brexit, affects executive pay, global regulation, and taxation. LEVEL II
CPE Field of study — None

  • Nicholas Greenacre, White & Case LLP
  • Henrik Patel, White & Case LLP