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Calendar of Prior Events for the TWIN CITIES Chapter

Upcoming Events

Date and Time:9/21/2017 Registration 3:30, Presentation 4, Networking 5:00
Event:NASPP Twin Cities Chapter Fall Social Event with Special Guest Speaker Michael Melbinger
Topic:Executive Compensation – Five Key Issues in 60 Minutes. With so much going on today it is hard to stay current on all the changes affecting our executive compensation programs. Join us for a content rich presentation by Michael Melbinger on the latest information regarding a host of topics you need to be aware of, including such as: • The impact of accounting rule changes on your upcoming proxy statement, • The renewed importance of the compensation risk assessment, • The necessity of clawback provisions, even without SEC rules, • The sixteen different ways to count and report performance share awards, and • Regulatory updates and new ISS rules, if available.
Location:Grant Thornton, US Bank Plaza North, 200 South 6th Street, 31st Floor, Minneapolis, MN 55402 Parking vouchers will be available if you park in the U.S. Bank Plaza building!!
Contact:Derek Arisian with any questions
Description:

The meeting will begin with a 3:30 p.m. check in and networking period followed at 4:00 p.m. by our speaker's presentation, then refreshments and networking from 5:00 - 6:00 p.m.

Registration: This meeting is free of charge. To reserve your seat, send an RSVP email to  voves.michael@dorsey.com

Speaker: Michael S. Melbinger, Partner, Winston & Strawn LLP

Mike Melbinger is a partner in Executive Compensation and Employee Benefits Practice of the law firm of Winston & Strawn LLP. Mike is also an Adjunct Professor of Law at the University of Illinois College of Law and Northwestern University School of Law. 

Mike practices exclusively in the area of executive compensation and employee benefit issues for corporations, partnerships, executives, boards of directors and fiduciaries. He also handles the benefits and compensation issues in litigation, bankruptcy, change in control, and public offering situations.

Mike is the author of the CCH treatise Executive Compensation, the American Bankers Association's Compliance Guide to Employee Benefit Trusts, and more than 70 articles on executive compensation and employee benefits topics. He is also on the editorial board of The Corporate Executive, myNQDC.com and Practical Tax Strategies, and writes "Melbinger's Compensation Blog," the oldest and most widely read on the topic, for Compensation Standards.com.

Mike received a B.A. from the University of Notre Dame in 1980 and a J.D. from the University of Illinois College of Law in 1983. He serves on the Board of Visitors of the University of Illinois College of Law.

 

More Information:
Date and Time:7/13/2017 Check-in/breakfast: 7:30 a.m. Presentations: 8 – 9
Event:TwinCities NASPP Chapter Meeting
Topic:Transfer Agent Basics and Current Issues Update such as T+2
Location:Dorsey & Whitney LLP 15th Floor 50 South Sixth Street, Minneapolis, MN 55402
Contact:Derek Arisian with any questions
Description:

Whether you are a seasoned veteran or new to stock administration, if you work with stock (private or public), or if you just want a better understanding of what a transfer agent does, you won’t want to miss this program. 

We’ll address topics such as:

  • A transfer agent’s relationship with a publicly-traded company
  • Describe the services provided by a Transfer Agent
  • Explain the difference between registered shareholders and beneficial shareholders
  • The medallion guarantee stamp
  • DWAC’s and Share Movement through the DRS Profile System
  • Lost Shareowners
  • Cost Basis and the difference between covered and non-covered securities
  • Current issues in the transfer agent world that will or may impact companies, such as T + 2

Registration: This meeting is free of charge. To reserve your seat, send an RSVP email to  voves.michael@dorsey.com

 Presenters: Dan Loeffler  -  Relationship Manager Wells Fargo & Company

                     Chris Ward - Relationship Manager Wells Fargo & Company

Dan Loeffler is a relationship manager with Shareowner Services. As a relationship manager, Dan is responsible for managing transfer agent relationships and ensuring customer satisfaction through implementation of stock transfer products that meet customer needs.

Dan became a relationship manager in April of 2010. Prior to his current position, Dan served as a regional services business analyst within Regional Private Banking. He joined the team as a private client associate in 2006. Dan joined Wells Fargo in 2004 as a personal banker in Retail Banking. Prior to Wells Fargo, Dan worked as a mortgage loan consultant at an outside financial services firm.

He has been a Wells Fargo WOW Council Member and a Junior Achievement Volunteer, helping a nonprofit organization educate and inspiring youth to value free enterprise, business, and economics to improve their quality of life.

Chris Ward is a relationship manager with Shareowner Services. He is responsible for managing transfer agent relationships and ensuring customer satisfaction through implementation of stock transfer products that meet customer needs.

Chris joined the Wells Fargo Shareowner Services in 2009. Prior to joining the Relationship Management team Chris served as an associate with our American Depository Receipts group and as an account manager supporting clients completing mergers, acquisitions, Initial Public Offerings, and other corporate events. Chris has a bachelor of science in business administration from Drake University.

Parking:           Free parking is available on a first-come, first served basis.  To park in Dorsey’s client parking, from 6th Street enter the 50 South Sixth Street building through the public parking ramp (going up, not down).  At the top of the ramp, follow the sign private parking.  At the gate, press the intercom for reception, tell the receptionist you are attending the NASPP meeting and the gate will open.  Park in the available client parking spots and proceed to the 15th floor, where the receptionist will direct you to the Conference Room.

More Information:
Date and Time:5/11/2017 Breakfast 7:30, Meeting 8 - 9:00 a.m.
Event:JOINT NASPP Twin Cities Chapter and Twin Cities Compensation Network Meeting
Topic:Are Private Equity Practices the Next Step for Public Company Executive Compensation?
Location:Wells Fargo Center, 90 South 7th Street, Minneapolis, 3rd Floor, Trixie room Location information: When you come in the main entrance to the bank (corner of 6th & Marquette), you’ll see the stage coach in the teller/foyer area. Walk straight ahead to the first elevator bank and go up to the 3rd floor. When you come out of the elevator, you’ll see the reception desk, go through the glass door and make a right to hook back to the Trixie room.
Contact:Derek Arisian - Chapter President
Description:

The regulatory oversight of executive pay - proxy advisory firm policies, rules issued from the SEC, additional disclosure requirements - along with pressures to establish more rigorous executive pay for performance continues unabated. At the same time, we have more executives across Corporate America participating in compensation plans formed by private equity (PE) firm philosophies and practices. And activist investors are asserting their pay philosophies in public company Boardrooms. 

The presentation will cover how PE and public company executive stock incentive plan practices differ - ownership requirements, granting practices, the portfolio of awards and the performance metrics used to vest awards – and offer suggestions as to how PE company practices might help strengthen public company executive pay programs and address the many external pressures. 

To Register: Send your RSVP email to voves.michael@dorsey.com 

Presenter: Donald Nemerov, Managing Director - FGMK, LLC

Don has more than 25 years of experience designing executive compensation and pay-for-performance programs, as well as advising management and board of public, private and tax exempt companies.   Prior to joining FGMK, he spent the last 20 years working for Arthur Andersen, Deloitte, PricewaterhouseCoopers LLC, and most recently, Grant Thornton.

Don has worked with companies across virtually every industry and size on total compensation benchmarking, annual and long-term incentive plans including equity incentives, phantom stock, and non-qualified deferred compensation. Don has also worked with numerous clients on regulatory matters, including ASC 718, Section 409A, Section 280G and SEC proxy/CD&A disclosure.

Don is a frequent speaker and has published numerous thought leadership articles on topics related to executive compensation and pay-for-performance. He has an M.A., Industrial Relations, University of Minnesota and a B.S., Economics, Wharton School, University of Pennsylvania. He is a member of NASPP and WorldatWork.

 

More Information:
Event files: 
Date and Time:2/28/2017 Webinar Starts @ 1:00 p.m. CDT
Event:A Joint Webinar Program with the San Fernando Valley NASPP Chapter Featuring Bruce Brumberg with myStockOptions.com
Topic:"Tax Return Reporting: What You Need to Know & Communicate With Employees"
Location:Receive the webinar registration invitation by emailing: derek.arisian@wellsfargo.com
Contact:Derek Arisian - Twin Cities Chapter President
Description:

Presenter:  Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com

Description: This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements, including cost basis reporting. The webinar will help you review the 2017 tax filings and improve communications with your employees to help them prevent mistakes in reporting stock sales from equity compensation. By attending this webinar session, you will learn about:

·         The most common questions asked by employees

·         Costly mistakes made by employees related to tax return reporting of stock compensation

·         Pitfalls that may cause unwanted IRS attention

·         Tax law changes that apply to stock compensation

·         Key points to communicate with employees

·         Resources available, including the Tax Center on myStockOptions.com and from various stock plan providers.

Webinar Presenter Bio: Bruce Brumberg

Bruce has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code or the securities laws. He is editor-in-chief and co-founder of www.myStockOptions.com, the premier provider of web-based educational content and tools on stock options, ESPPs, restricted stock/RSUs, performance shares, and SARs. This award-winning online resource center has received a patent and been featured in publications ranging from the San Francisco Chronicle to Money magazine. Human Resource Executive magazine selected myStockOptions.com as one of the 10 Best HR Products of the Year. CPA Wealth Provider magazine has selected myStockOptions.com Pro as one of the best products for financial advisors.

The engaging content and tools on www.myStockOptions.com are used by both professionals (stock plan admin, HR, financial planning, lawyers, CPAs) and stock plan participants! The site’s Tax Center is a life saver for many plan participants and stock plan professionals. Many major stock plan service providers and companies license content from myStockOptions.com for their participant websites to improve their stock plan education and communications. The public site also has a Learning Center that offers courses with CE credits for CEPs and CFPs.

Bruce is past President of the Boston NASPP chapter, on the NASPP Advisory Board, and contributor to the Stock Plan Advisor. Bruce also produced the popular "Think Twice" insider trading prevention videos (www.insidertradingvideos.com). Recently he started a new site on nonqualified deferred compensation at www.myNQDC.com. He is involved with another web venture at www.SocialSecuritySolutions.com that helps advisors and individuals make smarter decisions on when to take Social Security. Bruce graduated from the University of Michigan and University of Virginia School of Law.

More Information:
Date and Time:2/2/2017 Check-in/breakfast/networking: 7:30 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:A double-session: Pay Versus Performance - SEC Proposed Disclosure Rules, and Valuation 101 - Best Practices and Trends in Equity Valuation
Location:Capella Tower: Business Center, 3rd Floor between the Tribune and Capella towers, North Country Room, 225 South 6th St, Minneapolis, MN 55402
Contact:Derek Arisian with any questions
Description:

Schedule:

Check-in/breakfast/networking: 7:30 a.m. until 8:00 a.m.

1st presentation starting at 8:00 a.m. going until 8:45

2nd presentation from 8:45 until 9:30 a.m

 

 

Description: 

Session 1:  Pay Versus Performance: SEC Proposed Disclosure Rules 

The concept of Pay Versus Performance isn’t new, although recently, the SEC has added to this changing landscape by proposing disclosure requirements under the Dodd-Frank Act that will require companies to disclose CEO and Named Executive Officer pay as well as relative Total Shareholder Return (TSR) performance, with a narrative on the relationship. Although the new disclosure rules are not final, there are some key differences from other disclosure requirements, such as the Summary Compensation Table. There are also added complexities, with a focus on “compensation actually paid” and market cap weighted TSR performance. Join our speakers as we discuss the details of the proposed rules, as well as major considerations and potential roadblocks. From the technical nuances of valuing vested equity awards to the narrative explaining the relationship of pay and performance, we will prepare you for at least one future obstacle in this ever-changing executive compensation landscape.

 

Session 2:  Valuation 101 - Best Practices and Trends in Equity Valuation

This presentation will give a basic education on the requirements for valuing employee stock options under ASC Topic 718, and modeling techniques such as Black-Scholes, lattice modeling, or Monte Carlo simulation. We will discuss the core assumptions within those modeling techniques such as expected volatility, exercise behavior, dividend yields, risk-free rate and other assumptions. We will explore how the current economic environment is forcing companies to reexamine their modeling techniques and assumption selections.

 

Registration: This meeting is free of charge. To reserve your seat, send an RSVP email to  voves.michael@dorsey.com

 

Presenters: Our presenters will be Dan Coleman and CJ Van Ostenbridge from AON 

Dan Coleman, CPA - Dan is an Associate Partner in Chicago, where he serves as the Midwest and Canadian market leader for Aon’s equity-based compensation valuation practice. Dan has more than 20 years of experience in plan design, valuation, tax, financial accounting, and disclosure issues related to all types of executive and broad based compensation programs for public and privately held companies. Dan specializes in the valuation of employee options and performance shares under Accounting Standards Codification Topic 718 using Black-Scholes, lattice-based models, and Monte Carlo simulations; valuation of contingent consideration, common and preferred stock, debt, stock warrants, and derivatives embedded in convertible debt and convertible preferred stock; and tax and financial accounting issues related to equity based compensation. Dan was a member of the committee that updated the AICPA’s practice aid titled Valuation of Privately-Held-Company Equity Securities Issued as Compensation. Additionally, Dan is a co-author of a book published by the National Center for Employee Ownership titled Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More. Dan has been invited to speak on valuation and accounting issues at numerous industry events and conferences hosted by the AICPA, the National Association of Stock Plan Professionals, the American Society of Appraisers, the University of Illinois, and Big 4 accounting firms.

 

CJ Van Ostenbridge, CEP - CJ Van Ostenbridge is a Consultant with Aon’s employee equity-based compensation valuation practice. In his current role, CJ works directly with clients to assist them with meeting the requirements of ASC Topic 718. This includes developing economic assumptions, valuation using Black-Scholes and Monte Carlo simulation, and properly accruing expense for a variety of equity-based compensation vehicles. CJ holds a Bachelor of Science in Mathematical Decision Sciences from the University of North Carolina at Chapel Hill. CJ has presented at various NASPP chapter meetings and is a Certified Equity Professional (CEP).

 

More Information:
Date and Time:12/1/2016 Registration/breakfast at 7:30 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:A double-session for our December meeting: Changes to Statutory Withholding under ASU 2016-09 – Practical Considerations, and Issues to Consider with Equity Plans During Corporate Transactions
Location:Ernst & Young, U.S. Bank Plaza (South Tower), 14th Floor, Suite 1400, 220 S 6th St, Minneapolis, MN 55402
Contact:Donna Bailey with any questions
Description:

Schedule:

Registration/breakfast/networking: 7:30 a.m. until 8:00 a.m.

Session 1 (“Changes to Statutory Withholding……”): 8:00 a.m. until 8:45 a.m. Session 2: (Issues to Consider with equity plans…”) 8:45 a.m. until 9:30 a.m.

Description:

Changes to Statutory Withholding under ASU 2016-09 – Practical Considerations

In March 2016, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-09 which modifies certain aspects of accounting for share-based payments to employees under ASC 718. The guidance was developed as part of the FASB’s simplification initiative to address specific topics in an effort to reduce the cost and complexity of financial reporting. Among other things, the new guidance will allow an employer to retain more of an employee’s shares for tax withholding purposes (up to maximum statutory tax rates) without triggering liability accounting. This session will focus on the new guidance around statutory withholding, including practical considerations for the determination of applicable tax withholding rates for local and cross-border employees.

 

 Issues to consider with equity plans during corporate transactions

Once again we are seeing an increase in corporate transactions activity, acquisitions, mergers, takeovers and private equity investments are all increasing in frequency.  Such activity brings with it numerous considerations for the equity compensation plans of those companies involved, these issues can have a significant impact on equity holders and the companies issuing equity if not carefully managed.  This session will focus on the best practices to deal with equity compensation during such transactions, particularly focusing on key considerations and risk areas, change in control considerations, considerations outside of the United States for international award holders, treatment of outstanding awards and 280G considerations.  There are also considerations that should be addressed within the due diligence phase of any transaction that will be discussed.  The session is intended to provide practical guidance for those individuals who manage equity plans, helping them identify and prepare for their role within a transaction.

 

Presenters: Our presenters will be Jason Jones and Chris Ansley

Jason Jones is a Senior Manager in EY’s People Advisory Services practice in Boston. Jason has more than fifteen years of experience assisting multinational companies across various industries in managing their global equity programs in over 100 countries. He focuses on the tax and payroll issues around global equity, with extensive experience in advising on cross-border equity issues. He assists clients in maximizing the benefits of equity compensation plans to both the company and employees. Jason regularly provides services to clients in the areas of tax due diligence and feasibility analysis, cross-border tax and payroll assistance, recharge and corporate tax deductibility, and employee communications. Jason received a BS degree in Accounting/Finance from Northeastern University.

 

Chris Ansley is an Executive Director in EY’s People Advisory Services practice and leads the global mobility team in Minneapolis.  He has more than 20 years of experience in assisting multinational companies with global compensation and global equity issues.  His particular area of focus is specializing in the tax and social security implications of cross border equity and compensation matters.  Chris has worked with both publically traded and private companies in assisting them with managing their global stock plans and has assisted companies with managing the alignment of their internal payroll reporting with their recharge processes.  Chris has assisted companies with both the due diligence of expanding their stock plans globally, as well as assisting clients mitigate the risks of offering stock plans to mobile employees.

Registration: This meeting is free of charge. To reserve your seat, send an RSVP email to  voves.michael@dorsey.com   

Validated Parking: U.S. Bank Plaza has a 3 level, underground contract/visitor parking garage enterable off of 5th Street between 2nd and 3rd Avenues. Parking exit is located on 6th Street between 2nd and 3rd Avenues. Bring your parking ticket to the meeting to receive parking validation.

More Information:
Date and Time:11/9/2016 Registration 7:30, Meeting 8 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:Hot Topics in Equity Compensation
Location:The Seattle Room DORSEY & WHITNEY LLP Suite 1500, 50 South Sixth Street Minneapolis, MN 55402-1498
Contact:Donna Bailey with any questions
Description:

With so much going on in the equity landscape today, it is hard to pick just one topic for a presentation.  Emily Cervino, Fidelity Stock Plan Services, has compiled a rapid-fire session that brings you what you need to know on some of today’s hottest equity compensation topics.  The lineup includes how long employees really hold shares from equity awards, post vesting holding periods, ESPP plan design, and the inner secrets of participants and what they think about equity award.

To Register for this free program, send an RSVP email to voves.michael@dorsey.com

Speaker Bio: 

Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services

Working in varied roles in the equity compensation industry since 1998, Emily has a unique appreciation for the opportunities and challenges of equity compensation.  At Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.

In her former role as executive director of the Certified Equity Professional Institute (CEPI) at SCU, Emily was involved in all aspects of certification, research, and program marketing. In previous roles, Emily managed all the equity compensation programs at National Semiconductor and held various roles at E*TRADE/ShareData.

Emily is a frequent speaker at equity compensation events, past president of the Silicon Valley Chapter of the NASPP, a member of NASPP, GEO, and NCEO, and a 2015 recipient of the NASPP's Individual Achievement Award. Emily is a Certified Equity Professional (CEP) and she holds Series 7 and 63 securities registrations.

More Information:
Date and Time:9/22/2016 Registration 3:30, Presentation 4-5, Social 5-6
Event:Fall Social Event and Guest Speaker From ISS Corporate Solutions, Inc.
Topic:Sweet Sixteen: The 2016 Proxy Season Review and the ISS Policy Update Process followed by our annual Social Event
Location:Grant Thornton 3100 US Bank Plaza North 200 South 6th Street Minneapolis, MN 55402
Contact:Donna Bailey
Description:

The meeting will begin with a 3:30 p.m. check in and networking period followed at 4:00 p.m. by our speaker's presentation, then refreshments and networking from 5:00 - 6:00 p.m.

Before your board finalizes its 2017 compensation decisions, make sure you know the central lessons of the 2016 proxy season. This year has featured heightened investor scrutiny of incentive program design and director pay, and ISS's Equity Plan Scorecard evaluation added new factors.  Join Peter Kimball, Associate Director of ISS Corporate Solutions’ North American advisory practice, for a review of the key developments in the 2016 proxy season, along with an update on the ISS policy update process for 2017.Save the date on your calendar. You won't want to miss this free event.

Registration: To reserve your seat, send an RSVP email to voves.michael@dorsey.com

Speaker BioPeter Kimball is Associate Director of ISS Corporate Solutions’ advisory practice. In this role, he counsels North American clients on say-on-pay proposals, equity plan requests, director elections, shareholder proposals, and other matters that require shareholder approval.  Before transferring to ISS Corporate Solutions, Peter was the head of several industry sectors in ISS's Proxy Advisory Research division, where he chaired the Board, Capitalization, Audit, and Takeover Subcommittee of ISS's Global Policy Board. Prior to joining ISS, Peter was an attorney at White & Case LLP. 

More Information:
Continuing Education Credits: 1 CEP (Administration)
Date and Time:7/14/2016 Registration 7:30, Meeting 8 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:Employment Tax and Equity: U.S. and international employer tax obligations for various types of equity compensation.
Location:Deloitte 50 South 6th St #2800, Minneapolis, MN 55402
Contact:Donna Bailey with any questions
Description:

Discussion will include U.S. and international employer tax obligations for various types of equity compensation, timing of tax deposits, withholding and penalities, payroll compliance, corporate reporting obligations and the latest update on withholding rate approaches.

Our presenters will be Rive Rutke and Mary Rathert, from Global Employer Services, Deloitte Tax LLP

Rive is a leader of the National Global Rewards practice within the Global Employer Services (GES) service line of Deloitte Tax LLP.  She has over 18 years of global compensation and benefits experience. 

She has led numerous international equity plan projects, including global implementations of Deferred Compensation, Stock Option, Restricted Stock, and Employee Stock Purchase Plans as well as aiding companies with tax, regulatory, and corporate tax advice as a result of the implementation of global equity plans.

Rive has also led the implementation of global compensation initiatives for clients specifically focusing on the design and implementation of international benefit and tenure award programs. 

Rive has also had extensive experience with respect to the management of international mobility policies, multi-country tax planning, and compensation structuring for many large multinational clients.  Her responsibilities also include coordination of U.S. and local-country tax compliance and consulting services for clients worldwide.

She is a Certified Public Accountant, having received her Bachelor of Science degree in Accountancy from the University of Illinois at Champaign-Urbana.  Rive is a CEPI Advisory Board member and a member of the AICPA, Illinois CPA Society, Global Equity Organization (GEO), and NASPP.

 

Mary is a Manger in the Global Employer Services practice at Deloitte Tax in Chicago with six years of experience helping clients comply with and manage their tax obligations on a US domestic and international basis. Mary has specific experience in the area of global equity taxation including consulting on and articulating the tax technical positions for equity awards in foreign jurisdictions in which the clients offer equity vehicles.  Mary also has broad experience consulting on US compensation and benefits issues, including payroll tax compliance, benefit plan administration and US compensation issues related to mergers and acquisitions.  

In addition, Mary has assisted in large scale global mobility program transformations helping clients streamline processes and procedures for managing expatriate employees.  As well as specific experience helping clients manage their US and global short-term business traveler populations. 

Mary is a Certified Public Accountant, having received her Bachelor of Science degree in Accountancy and Masters of Science in Accountancy from Southern Illinois University.  She is a member of the AICPA and Illinois CPA Society.

Registration: to reserve your seat, send an RSVP email to  voves.michael@dorsey.com   

Parking and Directions: see the attached for more information regarding directions to Deloitte's offices and parking options. 

More Information:
Event files: 
Date and Time:5/12/2016 Registration 7:30, Meeting 8 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:“So, What are You Doing Now? – A Unique Opportunity to Meet and Share Experiences With Other Stock Compensation Professionals”
Location:Capella Tower Business Center, 225 South Sixth Street, Minneapolis, MN 55402
Contact:Donna Bailey
Description:

Back by Popular Demand!

When we asked for program feedback from our members, they told us that, in addition to attending events featuring interesting, relevant program content, they equally valued the opportunity to network with peers and to establish new contacts. In response, we dedicated a full meeting to peer discussion. The response from those who attended was overwhelmingly enthusiastic! 

Come join us for another unique opportunity to meet and network with some of your peers from different companies and learn more about other professionals in the stock compensation industry. You never know when you’ll need that outside resource to assist you when a new issue arises, and after attending this meeting, you’ll likely have some new contacts to network with when it does. This event is open to all professionals who deal with stock compensation such as HR, compensation, legal, tax, payroll, accounting, stock plan administration, consultants, and anyone else interested in topics surrounding equity compensation. Please remember to bring your business cards with you!

Registration:  

RSVPs 

 •           Please RSVP via e-mail if you plan to attend: voves.michael@dorsey.com and complete and return the attached registration form.

 

More Information:
Event files: 
Date and Time:3/17/2016 Webinar 10 - 11:00 a.m. CST
Event:NASPP Twin Cities Chapter Webinar
Topic:"Tax Return Reporting: What You Need to Know & Communicate With Employees" Presented by: Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com
Location:Online - Registration information below. Webinar credentials will be sent out on 3/14/2016 to all that are registered.
Contact:Donna Bailey
Description:

This tax season has more potential than ever for confusion, uncertainty, and expensive mistakes with all the changes in the past few years in IRS forms and requirements. These include making sense of Form 1099-B from the broker, reporting stock sales on tax return forms 8949 and Schedule D, plus changes in cost basis reporting starting with stock sales made in 2014. The webinar will help you understand the changes and communicate with employees to help them prevent mistakes in reporting stock sales from equity compensation.

By attending this webinar session, you will learn about:

  • What employees need to know about the 1099-B
  • How the 1099-B can help or make more confusing the reporting of stock sales on Form 8949 and Schedule D 
  • The most common questions asked and costly mistakes related to tax return reporting of stock compensation
  • Pitfalls that may cause unwanted IRS attention
  • Tax law changes recently adopted that apply to stock compensation
  • Key points to communicate with employees
  • Independent resources available to help, including the Tax Center on myStockOptions.com. 

Register to attend prior to 3/11.  Webinar credentials will be sent out on 3/14 to all that are registered.

Speaker Bio:

Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the securities laws or the Internal Revenue Code. He is editor-in-chief and co-founder of www.myStockOptions.com (based in Brookline, MA), the premier provider of web-based educational content, tools, and custom web sites on stock options, restricted stock, ESPPs, SARs, and performance shares.

Companies and stock plan service providers license content from myStockOptions.com for their participant websites to improve their stock plan education. myStockOptions.com also has a Learning Center with courses offering CE credits for CEPs and CFPs.

Bruce also produced the popular Think Twice series of training/compliance videos for insider-trading prevention at companies (www.insidertradingvideos.com). Recently he started a new website, www.myNQDC.com, on nonqualified deferred compensation. He is involved with another web venture at www.SocialSecuritySolutions.com. That website helps advisors and individuals make smarter decisions on when to take Social Security. Bruce graduated from the University of Michigan and University of Virginia School of Law.

 

More Information:https://minaspp.wufoo.com/forms/r197vgg40b0ppq9/
Continuing Education Credits: 1 CEP (Taxation)
Date and Time:2/4/2016 Registration 7:30, Meeting 8 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:2016 Proxy Season and Activist Investors
Location:Dorsey & Whitney LLP, 50 South Sixth Street, Suite 1500, Minneapolis, MN 55402
Contact:Donna Bailey
Description:

Our guest speaker for this meeting is Kevin Kelly, a Managing Director of Morrow & Co., LLC in the Chicago office who will provide insights and observations regarding the upcoming 2016 proxy season and discuss issues related to activist investors.

Speaker Bio: In his role as a Managing Director, Kevin is responsible for developing client relations and new business for all shareholder services offered by Morrow.

Prior to joining Morrow in 2003, he worked in the transfer agent business for over 30 years in a wide variety of positions, including sales, marketing, administration, product management, and operations. He worked in the transfer agent and corporate trust departments of Computershare, Harris Bank, Manufacturers Hanover Trust Company, and Chase Manhattan Bank.

Morrow & Co., LLC is one of the leading proxy solicitation firms in the world, with offices in Stamford CT, Chicago and Dallas. Morrow is a fully-integrated shareholder services firm that provides proxy solicitation, strategic consulting, stock surveillance, shareholder ID, corporate governance advisory, information agent on mergers and tender offers, and post merger clean up.

Kevin is a member of National Investor Relations Institute (NIRI), the Society of Corporate Secretaries and Governance Professionals, and The Midwest Securities Transfer Association, Inc.

Kevin holds an M.B.A. degree from Fordham University and a B.A. degree from St. Anselm College.

Registration: To register for this free meeting, complete and send the attached registration form to the address on the form. We also ask that you send us a brief RSVP email to voves.michael@dorsey.com to let us know you are planning to attend.

This meeting qualifies for one Certified Equity Professional credit.  In addition, one hour of Continuing Legal Education in Minnesota will be applied for.

Member Note: Add or remove yourself from the NASPP Twin Cities Chapter mailing list.  

More Information:
Continuing Education Credits: 1 CEP (Administration)
Event files: 
Date and Time:12/3/2015 Registration 7:30 a.m. Meeting 8 - 9:00 a.m.
Event:NASPP TwinCities Chapter Breakfast Meeting
Topic:FASB’s Proposed Amendments to ASC 718
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey
Description:

Please join us for a breakfast presentation by Michael Bussa and Samantha Holdridge from Ernst & Young. They will provide a timely and critical overview of the proposed changes to ASC 718, including statutory withholding, accounting for forfeitures, and accounting for income taxes when awards vest or are settled.  Additionally, they will help us get ready for 2016 with a discussion of practical and operational considerations for your organization with items to consider should the changes be adopted.  Bring your questions!

There is no charge to attend this important meeting.  Be sure to share this invitation with all in your company charged with stock plan administration and its accounting.

The meeting and hot breakfast are free! To help us better plan for this event, please send an RSVP email to Voves.Michael@dorsey.com if you are planning to attend.

This meeting qualifies for one Certified Equity Professional credit.  In addition, one hour of Continuing Legal Education in Minnesota will be applied for.

Speakers:  

Michael A. Bussa, CPA  Partner, Human Capital Practice  Ernst & Young LLP

Michael is a Partner in Ernst & Young’s Human Capital practice and is the U.S. leader for the Firm’s Global Equity services practice.  He has nearly 30 of experience and has managed equity compensation engagements for organizations across all industry lines. Michael has extensive experience in the areas of international assignment planning and structuring, global equity plan design and implementation, feasibility analysis, tax and regulatory due diligence, compliance risk assessment and cost minimization, global payroll compliance, merger and acquisition due diligence, corporate tax planning, US GAAP/IFRS analysis and employee education. 

Michael received his Bachelor of Science in Accounting from Brooklyn College, City University of New York and is a CPA in the state of New York.  He is a frequent speaker on at organizations such as the National Association of Stock Plan Professionals, the Global Equity Organization, the Tax Executives Institute, the National Foreign Trade Council, and Bloomberg/BNA, and has appeared on CNN’s Your Money program. 

Samantha Holdridge Senior Manager – Human Capital Practice Ernst & Young LLP  +1 312 879 2471 samantha.holdridge@ey.com

Samantha Holdridge is a Senior Manager in EY’s Human Capital practice with experience in global equity compensation, global mobility tax services and Human Capital tax technology enabled software solutions.  She has more than 15 years of overall industry experience, with more than 12 years of Human Capital experience with EY.

Samantha currently focuses on working with multinational companies with global equity compensation programs. She is responsible for managing global equity services engagements and advising clients in the areas of global equity incentive plan design and implementation, tax and legal due diligence, feasibility analysis, cross-border tax planning and payroll support, corporate tax planning and employee education.  She also works extensively on implementing EY Stock and Mobility Service (EYSMS) to automate the cross-border reporting and withholding  requirements within organizations. 

Samantha has also served as a lead in the firm’s Human Capital Technology group. She oversaw the development, deployment, maintenance and support of a number of our global software solutions. She has extensive experience in supporting clients’ technology needs, including program lead and global trainer for the EY cost projection tool; managed the implementation and centralization of tax cost estimate support centers to facilitate preparation of cost projections globally.

Samantha received her BA in Business and Sociology from Lake Forest College in Lake Forest, Illinois. She is an IRS enrolled agent and certified Project Management Professional (PMP).

Member Note: To add or remove yourself from the NASPP Twin Cities Chapter mailing list, go to http://www.naspp.com/%5FChapterUserManage/.  

More Information:
Continuing Education Credits: 1 CEP (Various)
Date and Time:9/24/2015 Registration 3:30, Prog 3:45, Recptn 5:15-7 pm
Event:Annual meeting/social event with food and beverages provided.
Topic:Compensation and Equity Trends Update
Location:KPMG LLP 4200 Wells Fargo Center, 90 South Seventh Street Minneapolis, MN We will be meeting on the 40th Floor
Contact:Donna Bailey
Description:

Join us for a lively discussion on the compensation and benefit trends we are seeing in the areas of acquisitions, plan design and implementation.  Additionally, we will provide a tax update on certain key countries and U.S. multi-state jurisdictions and discuss the trends in automation of certain key share administration processes we are seeing in the marketplace. Following the presentation, join us for a social/networking period including free food and beverages. There is no fee for this meeting but we would ask that you register by sending us an RSVP email to voves.michael@dorsey.com with your name and company information to help us plan appropriately.

Schedule:

Registration 3:30 p.m.–3:45 p.m.
Presentation 3:45 p.m.–5:15 p.m.
Reception and networking 5:15 p.m.–7:00 p.m.

Presenters:

Mark Spittell is a Managing Director in KPMG’s Compensation and Benefits practice. Mark’s background includes significant hands-on experience with qualified retirement plans (ESOPs, 401(k) plans, pension plans, cash balance plans, etc.), nonqualified deferred compensation programs, equity compensation, VEBA trusts, 280G Golden Parachute calculations and issues, payroll matters, and fringe benefits.  This experience was gained first through his tenure as an Employee Plans Revenue Agent at the IRS and then through his subsequent experiences with KPMG and Alvarez & Marsal.  

Leann Balbona is a Managing Director in KPMG’s Global Mobility Services practice specializing in global equity tax matters. She has more than 20 years of experience in tax technology, tax planning and mobility strategy for the world’s leading companies. Leann is nationally responsible for global equity technology deployment and client service delivery. 

She has written for many publications including International Tax Review, Expatriate Advisor and Expatriate Administrator.  She also regularly presents at trade association conferences and teaches at KPMG’s national Tax Business School.  

More Information:
Continuing Education Credits: 1.5 CEP (Various)
Date and Time:7/16/2015
Event:NASPP Twin Cities Chapter Breakfast Meeting
Topic:The Latest Trends and Developments in Executive Compensation
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey
Description:

Please join us for a discussion with Brian Blackwood and Scott Hippen from Towers Watson covering some of the latest trends and developments in executive compensation, including:

  • The emerging trends in pay program design and pay levels, based on changes that major U.S. companies disclosed in their proxies;
  • The latest say-on-pay outcomes, and the evolving role of proxy advisors and their voting recommendations;
  • Regulatory and legal developments, including new SEC pay-for-performance disclosure requirements; and
  • The impact of all of the above on equity compensation plan design and administration.

 

More Information:
Continuing Education Credits: 1 CEP (Administration)
Event files: 
Date and Time:5/14/2015 Check in and Breakfast 7:30 a.m. Program 8-9
Event:NASPP Twin Cities Chapter Breakfast Meeting
Topic:Equity Compensation Industry Trends and Plan Design
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - Chapter President
Description:

Are you current on all recent tax and legal developments that apply to your global equity plans? Would you like to know what changes to expect during the remainder of 2015?

Our guest panel will provide a summary of the most significant new developments affecting the taxation and regulatory compliance for your global equity plans. They will update you on the new Australian tax and securities law legislation, the anticipated changes to the French-qualified RSU regime, the potential impact of new data privacy rules in Russia, the UK plan registration requirements, and many other important issues. Change is inevitable, and 2015 is proving to be no exception.

Presenters:

Aimee Soodan

Aimee has experience in all areas of employee benefits with a concentration in US and international executive and equity compensation. She is exceptionally well-versed with respect to the tax, legal and administrative aspects of global equity programs. Aimee is Director of the Global Equity Organization’s US Midwest Chapter and is actively involved in the National Association of Stock Plan Professionals.

Aimee regularly advises large multinational employers with respect to the global extension of their employee equity compensation programs, including the design, implementation, administration and ongoing tax and regulatory compliance of such programs. She represents some of the largest companies in the pharmaceutical, biotech and medical device industries. Aimee is also well-versed in international executive mobility, particularly in the taxation of equity compensation payable to globally mobile employees. She also designs, drafts and conducts US and international legal reviews of equity reimbursement agreements, change in control agreements and nonqualified deferred compensation, long-term incentive and employee stock purchase programs.

Brian K. Wydajewski

Brian heads Baker & McKenzie’s Chicago Office Global Equity Services Practice which assists multinational corporations with the design, implementation and operation of global equity compensation plans. Brian has authored numerous articles, and is a frequent speaker on employee benefits, executive compensation and global equity compensation issues. In addition, Brian is past chair of the Illinois State Bar Association’s Employee Benefits Section Council, and is an adjunct professor at the Center for Tax Law and Employee Benefits at the John Marshall Law School.

Brian focuses his practice on domestic and international employee benefits and executive compensation. He advises on registration and prospectus requirements associated with the offer of equity compensation abroad, structure of equity compensation arrangements, as well as data privacy requirements in the collection, processing and transfer of personal data across borders. He also counsels multinational corporations on employee benefit, executive compensation and equity compensation issues arising in complex corporate transactions such as mergers, acquisitions, spin-offs and initial public offers.

Registration:  To register complete and send the attached registration form, along with your payment of $30 to the address on the form. You may also pay by check or credit card at the door on the day of the meeting, but we ask that you send us a brief RSVP email to voves.michael@dorsey.com to let us know you are planning to attend.

More Information:
Continuing Education Credits: 1 CEP (Various)
Event files: 
Date and Time:3/26/2015 Registration: 7:30 Discussion: 8:00 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:“So, What are You Doing Now? – A Unique Opportunity to Meet and Share Experiences With Other Stock Compensation Professionals”
Location:Dorsey & Whitney LLP Seattle Conference Room, 15th Floor 50 South Sixth Street, Minneapolis, MN 55402
Contact:Donna Bailey - Chapter President
Description:

Back by Popular Demand!

Last year, we asked for program feedback from our members. They told us that, in addition to attending events featuring interesting, relevant program content, they equally valued the opportunity to network with peers and to establish new contacts. In response, we dedicated a full meeting to peer discussion. The response from those who attended was overwhelmingly enthusiastic! 

Come join us for another unique opportunity to meet and network with some of your peers from different companies and learn more about other professionals in the stock compensation industry. You never know when you’ll need that outside resource to assist you when a new issue arises, and after attending this meeting, you’ll likely have some new contacts to network with when it does. This event is open to all professionals who deal with stock compensation such as HR, compensation, legal, tax, payroll, accounting, stock plan administration, consultants, and anyone else interested in topics surrounding equity compensation. Please remember to bring your business cards with you!

Registration:

RSVPs 

 •           Please RSVP via e-mail if you plan to attend: twincitiesnaspp@gmail.com

 •           Complete and send the attached form by Monday, March 23rd, to:  

Michael J. Voves
Dorsey & Whitney LLP
50 South Sixth Street, Suite 1500
Minneapolis, MN 55402

Parking:

See registration form for details.

 

More Information:
Event files: 
Date and Time:2/5/2015 Registration & Breakfast 7:30 Meeting 8-9:00 a.m.
Event:NASPP Twin Cities Chapter Breakfast Meeting
Topic:Post-Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting, presented by Aon Hewitt Consulting
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - Chapter President
Description:

Post-Vest Holding Periods:  The Intersection of Corporate Governance, Plan Design, and Financial Accounting
The inclusion of post vest holding periods in time-vested and performance-vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices, and to facilitate compliance with regulatory requirements – such as the incentive compensation disgorgement provisions of Dodd-Frank.  This session will provide an overview of the current corporate governance environment related to mandatory post-vest holdings periods.  The session will also outline competitive practice and administrative challenges presented by post-vest hold periods.  Finally, the session will discuss the financial accounting benefit and reduction in compensation expense that may be realized for awards that include mandatory post vest holding periods.

Registration: To register complete and send the attached registration form, along with your payment of $30 to the address on the form. You may also pay by check or credit card at the door on the day of the meeting, but we ask that you send us a brief RSVP email to TwinCitiesNASPP@gmail.com to let us know you are planning to attend.

Speakers:  Daniel D. Coleman, Midwest Practice Leader, Valuation Services Aon Hewitt Consulting and Chris Fischer, Partner Aon Hewitt Consulting, Executive Compensation and Corporate Governance.

Speaker Bios: Dan Coleman is an Associate Partner in Chicago, were he serves as the Midwest and Canadian market leader for Aon Hewitt’s equity-based compensation valuation practice.  Dan has more than 18 years of experience in plan design, valuation, tax, financial accounting, and disclosure issues related to all types of executive and broad based compensation programs for public and privately held companies.

Chris is a Partner and Senior Consultant located in Aon Hewitt’s Performance, Reward & Talent Consulting Practice in Lincolnshire, Illinois. He is also a member of the Practice’s Global Technical Shared Services Team, which has a global responsibility for technical areas impacting executive and director compensation. Chris has over 13 years of experience in consulting on director and executive compensation corporate governance matters, and has worked with hundreds of companies, ranging from large multibillion dollar public companies to smaller private organizations. He also assists companies by providing guidance on a broad range of executive compensation matters including, short- and long-term incentives, executive pay levels, contractual employment and postretirement relationships, deferred compensation program design and funding strategies, change in control, severance, and corporate restructuring and change. Chris is both a Certified Public Accountant and an attorney.

More Information:
Continuing Education Credits: 1 CEP ()
Event files: 
Date and Time:12/4/2014 Registration 7:30 Meeting 8:00 - 9:30 a.m.
Event:NASPP TwinCities Chapter Breakfast Meeting
Topic:Employee Mobility and a World of Challenges: Steps to Take Control of a Mobile, Global Workforce
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - Chapter President
Description:

Description:  Business is global. The most successful companies need to mobilize talent quickly to capitalize on opportunity – and they can’t let tax and regulatory challenges stand in their way. But those challenges are real.  As governments around the world seek to augment revenue streams in the wake of the financial crisis, audits of both nationally based and foreign companies are on the rise. And given government willingness to take punitive action, tracking your global workforce and correctly withholding taxes is essential.

Join us and our presenter, Don Drybrough, Vice President, Corporate Solutions - Solium for this informative program.

Registration: To register complete and send the attached registration form, along with your payment of $30 to the address on the form. You may also pay by check or credit card at the door on the day of the meeting, but we would ask that you send us a brief RSVP email to the following addressTwinCitiesNASPP@gmail.com to let us know you are planning to attend.

 

Speaker Bio: DON DRYBROUGH, Vice President, Corporate Solutions – Solium

Don Drybrough specializes in Shareworks and all its related areas, including equity, share purchase, brokerage, money movement, expensing for GAAP, IFRS 2 and FAS 123R (ASC 718). Don also works with new and existing clients on launching and implementing plans and equity initiatives.

Don has more than 10 years of experience in equity administration with Solium in both Canada and the United States. Prior to joining Solium, he spent 10 years working for transfer agents. Don has a bachelor's degree in economics from Carleton University and has completed the Canadian Securities Course (CSC).

More Information:
Date and Time:11/6/2014 3:00 - 6:00 P.M.
Event:Fall Social Event and a Visit From NASPP's Executive Director - Barbara Baksa
Topic:Social Event with Guest Speaker Barbara Baksa presenting "Ways to Breathe New Life Into Your Stock Plan Education Program"
Location:Grant Thornton 3100 US Bank Plaza North 200 South 6th Street Minneapolis, MN 55402
Contact:Donna Bailey
Description:

We are holding our annual social event a bit earlier this year and are very pleased to have the NASPP Executive Director, Barbara Baksa, join us to celebrate another fine year of local programs and member networking. 

The meeting will begin with a 3:00 p.m. check in and networking hour followed at 4:00 p.m. by Barbara's presentation, "Ways to Breathe New Life Into Your Stock Plan Education Program," then refreshments and networking from 5:00 - 6:00 p.m.

The Program:  This refreshing and highly interactive, audience-driven session will highlight creative ways that companies can improve their stock plan education program.  Presented in a game-show format, this session will highlight innovations such as a stock plan newsletter, leveraging focus groups, employee testimonials, using better examples, using automated email replies, and much more.  This may be the most fun presentation you attend all year.

The Speaker: Barbara A. Baksa, CEP Executive Director - National Association of Stock Plan Professionals. Barbara has over 20 years’ experience in equity compensation and currently serves as Executive Director for the NASPP.  She is a frequent speaker on equity compensation related topics, has contributed chapters to four books on equity compensation, and authored “Accounting for Equity Compensation,” published by the NCEO.  Barbara also serves as editor of The NASPP Advisor and contributing editor of The Corporate Executive and is a member of the CEP Advisory Board.

Registration: To register, please complete the registration form below and send us a quick email RSVP to let us know you are planning to attend. Our email address is TwinCitiesNASPP@gmail.com.

You will also find a map and directions to Grant Thornton's offices, along with parking information in the attached file below.

More Information:
Continuing Education Credits: 1 CEP ()
Event files: 
Date and Time:7/17/2014 Registration 7:30 Meeting 8:00 - 9:00 a.m.
Event:Chapter Breakfast Meeting
Topic: ISS Discusses Trends and Issues in this Year's Proxy Reports
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey
Description:

ISS Discusses Trends and Issues in this Year's Proxy Reports

We are pleased to have John Roe, the Head of Advisory and Client Services at ISS, present an equity plan recap from this proxy season (including some interesting plan features that emerged in 2014), a quick preview of potential ISS equity plan evaluation policy changes on tap for proxy season 2015, shareholder activism over this season (Faruqi and David Winters pop to mind), and trends in shareholder engagement (in the wake of Coca-Cola, many of the companies that we work with are planning to include upcoming equity plans as part of their shareholder engagement agenda).

In addition, John will also cover Say-on-Pay results and trends, national pay trends and pay trends for the Twin Cities area, realizable pay, the ISS peer group methodology, the ISS policy formulation process, and other compensation issues.

Don't miss this opportunity to invite your Head of Legal and Head of HR to hear, and ask questions of, John Roe from ISS.

 

John Roe Bio:

John Roe is the Head of Advisory and Client Services at ISS, where he leads our team of executive compensation and corporate governance experts. John joined ISS from the Corporate Executive Board, where he ran several businesses focused on helping executives make strategic and tactical decisions to solve their most difficult business problems. Before CEB, John spent six years as Chief Operating Officer and Chief Compliance Officer of an SEC-registered institutional investor, where he focused on corporate governance and business practice institutionalization. Prior to CEB, John was an Engagement Manager at McKinsey & Company, served on the White House Staff, was a military officer, and designed computers at Compaq. John holds an MBA (Jones Scholar) from Rice University and a BS in Electrical Engineering.

More Information:
Continuing Education Credits: 1 CEP (Securities Law)
Event files: 
Date and Time:5/15/2014 7:30 Registration 8:00 - 9:00 Meeting
Event:NASPP Twin Cities Chapter Monthly Meeting
Topic:“So, What Do You Do? – A Unique Opportunity to Meet other Stock Compensation Professionals”
Location:Dorsey & Whitney LLP 15th Floor 50 South Sixth Street, Minneapolis, MN 55402
Contact:Donna Bailey - Chapter President
Description:

Tired of attending events where your only chance to ‘network’ with someone new is if you happen to sit next to them before the presentation starts? Come join us for a unique opportunity to meet and network with some of your peers from other companies along with professionals from various groups and learn more about other professionals in the stock compensation industry.   You never know when you’ll need that outside resource to assist you with a new issue, but after attending this meeting, you’ll have some new resources to reach out to when that issue does arise. This event is open to all professionals that deal with stock compensation such as HR, compensation, legal, tax, payroll, accounting, stock plan administration, consultants, and anyone else interested in topics surrounding stock compensation. Please remember to bring your business cards with you!”

More Information:
Event files: 
Date and Time:3/27/2014 7:30 a.m. Registration, 8:00 - 9:00 Program
Event:NASPP TwinCities Chapter Meeting
Topic: Executive Compensation Practices and Trends in the Middle Market
Location:Target Corporate Headquarters 1000 Nicollet Mall Minneapolis, MN 55403
Contact:Donna Bailey, Chapter President
Description:

 Presentation Summary

Executive compensation has continued to evolve in recent years.  Companies are increasingly required to balance the need for competitive pay with the need to respond to increased scrutiny, particularly with regard to the relationship between pay and performance.

To provide some insight and perspective, Buck Consultants has recently completed a study of executive compensation practices and trends in the middle market.  In this study, Buck analyzed total direct compensation for Chief Executive Officers in companies listed on the S&P 400 MidCap Index (largely companies with $1B to $5B in revenue).

In this presentation, we will discuss our findings with regard to both current practices and trends for CEO pay in these Mid-Cap companies.  Because long-term incentives typically comprise the largest portion of executive compensation, our study focuses on prevalence, mix, usage and design of equity vehicles.  Finally, we will look at governance issues, including corporate governance concerns and the degree of alignment between pay and performance.

Presenter Biography

Jim Sillery is a Principal of Buck Consultants in its Minneapolis office.  For nearly 30 years, he has advised companies and their boards of directors across a broad range of industries and ownership structures.

More Information:
Date and Time:2/6/2014 Sign In: 7:30 am Program: 8:00 – 9:00 am
Event:NASPP TwinCities Chapter Meeting
Topic:Preparing for the 2014 Proxy Season (Part II)
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - Chapter President
Description:

 Join us as we continue our review of developments and disclosure requirements for the upcoming proxy season.  Shawna Anderson, Partner, Corporate Group, Dorsey & Whitney LLP, will survey the current status of recent rule changes and disclosure initiatives, provide a preview of some still pending rulemaking efforts and provide practical advice on how to prepare your proxy statement and annual report in 2014.

To register, please complete the attached registration form and send it along with your payment to the address shown on the form. To help us better plan for the meeting, please also send an RSVP email to TwinCitiesNASPP@gmail.com to let us know you are planning to attend.

More Information:
Date and Time:12/12/2013 Registration: 3:30 p.m. Program: 4:00 - 5:00 p.m.
Event:December 12th Chapter Meeting and Annual Social Event
Topic:Guest Speaker Michael Melbinger, Partner, Chair, Employee Benefits and Executive Compensation Practice of Winston & Strawn LLP, from 4:00 -5:00 p.m. followed by our annual social event from 5:00 -7:00 p.m. with hors d'oeuvres and beverages provided.
Location:Dorsey & Whitney LLP Suite 1500, The Seattle Room on the 15th Floor 50 South Sixth Street Minneapolis, MN 55402 (At the corner of 6th and Nicollet) As you approach from 6th Street, the Dorsey office will be on the left side. Turn left into the public parking ramp and drive up the ramp. Dorsey’s customer parking is available on a first come, first served basis. Simply follow the sign for private parking, and when at the gate, press the intercom for reception. Otherwise, you can also follow the signs for public parking.
Contact:Donna Bailey
Description:

 Michael is a nationally known speaker, host of a popular blog and adjunct professor of law at Northwestern University School of Law and the University of Illinois Collage of Law. He will be sharing his insights on a host of hot topics.

More Information:
Event files: 
Date and Time:10/17/2013 7:30 a.m. Registration, 8:00 - 9:00 Program
Event:NASPP TwinCities Chapter Meeting
Topic:Transfer Agents: The Basics and Other Things You've Always Wanted to Know
Location:Minneapolis Women’s Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey, Chapter President
Description:

Whether you are a seasoned veteran or new to stock administration, if you work with stock (private or public), or if you just want a better understanding of what a transfer agent does, you won’t want to miss this program.

We’ll address questions such as:

What value does your transfer agent add?  Why do companies need one?

What exactly is a medallion guarantee and how is it different from a notary public signature? 

What is the difference between a registered and a beneficial owner?    

What does a transfer agent do to find shareholders that become “lost”?

And just what is a DWAC and what does it look like anyway?

We’ll also touch on some current issues in the transfer agent world that will or may impact companies with transfer agents.

 

To Register: Please complete the attached form.

More Information:
Date and Time:7/25/2013 7:30 a.m. - 12:30 p.m.
Event:Half Day Event!
Topic:We hope you will join us for a half day of best practices and networking. Multiple speakers, break-out workshops, breakfast and lunch keynote addresses, and more.
Location:DoubleTree Hotel 1500 Park Place Blvd. St. Louis Park, MN 55416
Contact:Donna Bailey - NASPP Chapter President
Description:

Save the Date! We have a fabulous program lined up.

We hope you will join us for a half day of best practices and networking. Attendees will also be entered in a free drawing for an iPad Mini.

 

Presenters Include:

Dan Walter, Performensation Consulting; Preparing for, defending and promoting your compensation programs through the upcoming reporting season.

Ed Hauder, Exequity; "Clash of the Titans: ISS' and Glass Lewis' Battle for Proxy Advisory Supremacy - What Does It Mean for You?"

Amit Banker and Andrew Kotsoudas, Ernst & Young; International long term incentive tax updates for 2013

Kevin Kelley, Morrow; A Post Proxy Season Analysis

Val Jundt, Keane; State Unclaimed Property Compliance 101

Martin Rosenbaum and Jon Parritz,  Maslon, Edelman, Borman and Brand; Clawbacks and Equity Plan Litigation Issues

James Hawkins, Solium; What to expect when you're expecting a corporate action.

Landy Tam, Computershare; Employee Stock Purchase Plans, The Hidden Gem of Employee Compensation

Ann RuschySALO; Work Wellness, An Award Winning Story

Susan J Roeder, Wells Fargo; Issuer Experiences and Transfer Agent Role Related to State Unclaimed Property Audits 

 

 

We have applied for CLE Credits for the Conference

 

CONFERENCE INFORMATION

 The 2013 Conference is sponsored by the Twin Cities Chapter of the National Association of Stock Plan Professionals and several of our presenting companies.

The event will be held on Thursday, July 25, 2013 at the DoubleTree Hotel in St. Louis Park, MN. 

To register, complete the attached form.

CONFERENCE REGISTRATION FEE

Members and Non-Members registering prior to the Conference                        $75

Members and Non-Members registering after 7/23/2013 or at the door               $100

The conference includes breakfast, lunch, two general session keynote addresses, eight breakout sessions, complementary materials and a grand prize drawing.

 

CONFERENCE SCHEDULE

 

7:30 a.m.

Registration

 

8:00 a.m.

Breakfast, Welcome: Donna Bailey, Twin Cities Chapter President

General Session Dan Walter, Performensation Consulting

 

9:00 – 11:00 am

Workshops

 

11:00 – 12:30 p.m.

Lunch, General Session Ed Hauder, Exequity

 

12:30

Prize Drawing - iPad Mini

More Information:
Date and Time:5/16/2013 7:30 a.m. Registration, 8:00 - 9:00 Program
Event:Chapter Breakfast Meeting -
Topic:Enhancing Performance in an Underperforming World: The Do's and Don'ts of Granting Performance-Based Awards in the United States and Abroad
Location:Minneapolis Women’s Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - NASPP Chapter President
Description:

Speakers:  Brian K Wydajewski, Baker & McKenzie/Chicago Aimee A. Soodan, Baker & McKenzie/Chicago As multinational companies continue to grapple with designing the most effective manner for delivering long-term incentives to a constantly changing and increasingly mobile global workforce, the one vehicle that continues to create the most intrigue and present the most challenges is the use of performance-based awards. Regardless of whether the underlying vehicle takes the form of options, restricted shares or restricted share units, companies are accelerating the use of performance awards not only for senior-level executives but also for employees in middle-management and lower levels of their organizations. Although performance plans traditionally have varied by company, industry and region, the recent use of performance-based awards has yielded a body of understanding having broad-application in all performance based equity compensation arrangements in the areas of design, legal/regulatory/tax, accounting and award administration. This session will address those "lessons learned" and focus on various best (and worst practices) when using performance based awards on a global basis.

 

 

More Information:
Event files: 
Date and Time:3/21/2013 7:30 a.m. Registration, 8:00 - 9:00 Meeting
Event:Chapter Meeting - Save the Date
Topic:Panel Discussion: Topic: Proxy Issues, Hot Topics and Executive Compensation Design Emphasis / Changes in 2013
Location:Minneapolis Women’s Club - Centennial Room
Contact:Donna Bailey - NASPP Chapter President
Description:

Program Speakers:

This meeting will be a panel discussion with panelists Amy Schneider, Deputy General Counsel for UnitedHealth Group Incorporated, Eric Gonzaga, Managing Director & Minneapolis Practice Leader Compensation & Benefits Consulting Group at Grant Thornton LLP, and moderator Jim Sillery, Principal, Compensation Group at Buck Consultants. Each brings a wealth of experience as well as the most up-to-date knowledge of trends and practices in executive compensation. This will be a great opportunity to engage the panel in discussions on any issue or concern you have on this topic as well as getting their thoughts on some of the Hot Topics being addressed by companies today.

Please take this opportunity to reserve the date on your calendar and send in your registration today. Just complete the form attached to this email and send it along with your payment to reserve your seat.

RSVPs and Meeting Fees
• Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
• The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, March 18, 2013, to: Twin Cities NASPP, c/o Michael Voves, Dorsey & Whitney LLP, Suite 1500, 50 South Sixth Street, Minneapolis, MN 55402-1498  [Note: Please use full address when sending the form and the check.] Please use the attached Payment Form.
• The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Get LinkedIn with NASPP!
You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!  Visit our LinkedIn Group site http://www.linkedin.com/groups?home=&gid=2572768&trk=anet_ug_hm

 

More Information:
Date and Time:2/7/2013 7:30 - 9:00 a.m.
Event:Twin Cities NASPP Chapter Meeting
Topic:Trends and New Developments in Employee Stock Purchase Plans
Location:Dorsey & Whitney, Suite 1500, 50 South Sixth Street, Minneapolis MN
Contact:Donna Bailey - NASPP Chapter President
Description:

ESPPs can provide great tax benefits to empoyees, while serving as an effective use of an empoyer’s compensation expense. Join us for the latest insight on employee stock purchase plans (ESPPs). 

The presentation will discuss
·       Pros and cons of tax-qualified ESPPs vs. non-qualified ESPPs
·       Trends in ESPP design (duration of offering periods, use of holding periods, look-back features, re-set features and more) 
·       Offering ESPPs globally
·       Impact of new cost basis reporting requirements
Presenters:
·       Sandra Sussman, Director - Compensation Consulting, Buck Consultants, San Francisco, CA
·       Michael Voves, Partner, Dorsey & Whitney, Minneapolis, MN
Attorneys - We will apply for 1.0 CLE credits.

RSVPs and Meeting Fees

 
  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, February 4, 2013, to: Twin Cities NASPP, c/o Michael Voves, Dorsey & Whitney LLP, Suite 1500, 50 South Sixth Street, Minneapolis, MN 55402-1498  [Note: Please use full address when sending the form and the check.]
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.
Get LinkedIn with NASPP!
You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

 

More Information:
Event files: 
Date and Time:12/6/2012 7:30 - 9:00 a.m.
Event:Chapter Meeting
Topic:2013 Tax and Regulatory Preview Hot Topics to Thaw the Minnesota Winter
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey - Chapter President
Description:

Registration, Breakfast and Networking; 7:30 to 8:00 a.m.

Program: 8:00 - 9:00 a.m.

2013 Tax and Regulatory Preview
While the market has been up this year, keeping many of us busy, the IRS and other agencies have also been active, quietly making changes that will directly affect stock plan administrators. Attend this chapter meeting to get a timely and practical understanding of the latest regs, and what you need to know for next year, without having to use an ice pick.
 
Speaker Bio
Andrew L. Schwartz, CPA, CEP   Vice President, Computershare.
 
Andrew has over 12 years of experience with the administration and taxation of equity compensation, and is responsible for analyzing the implications of all tax and regulatory changes to Computershare’s plan administration business.
 
For the past eight years, Andrew has managed the Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and investment plan business. He has also been a lead advisor to the industry on IRS cost basis reporting. He is a frequent speaker at industry events and on webinars, and an author of several articles on tax and securities changes affecting stock plan administration.

Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis. He has been a Certified Public Accountant since 1992, earned the CEP (Certified Equity Professional) designation in 2002, and holds FINRA series 7, 24, and 63 securities licenses. He is a member of the AICPA, NCEO, and NASPP.
 
Contact Information:
 
Andrew Schwartz
Computershare
480 Washington Blvd. – 27th Floor
Jersey City, NJ 07310
 
Work Phone – 201-680-3340
Work Fax – 201-680-4638

Email: andrew.schwartz@computershare.com

 

Registration Information:
Please complete the attached registration form, and send along with your payment to the address shown. Also, to help us better plan for the meeting, please send us a quick RSVP by email to twincitiesnaspp@gmail.com .
 
For more information contact:
Donna Bailey - NASPP Chapter President
952-475-4305
 
More Information:
Date and Time:11/15/2012
Event:Chapter Meeting and Cocktail Party
Topic:Guest Panelists from Wells Fargo, American Stock Transfer, Computershare, E*Trade, Schwab and Morgan Stanley, followed by cocktails and networking
Location:Dorsey & Whitney Law Offices Suite 1500 50 South Sixth Street Minneapolis, MN 55402-1498
Contact:Donna Bailey
Description:

Please plan to join us at our next Chapter meeting to be held at the offices of Dorsey & Whitney in downtown Minneapolis on November 15. We will host a panel discussion with a number of major Transfer Agents/Stock Plan Administrators from 3:00 -5:00 p.m. followed by our annual social event from 5:00 -7:00 p.m. with hors d'oeuvres and beverages provided.

We know that everyone needs to perform due diligence on their TA’s/Plan Administrators each year and this program is intended to assist you with that task. We have invited Wells Fargo, American Stock Transfer, Computershare, E*Trade, Schwab and Morgan Stanley to participate on the panel. We will have a moderator lead the discussion with a set of questions and concerns for the panelists to address. As the regulatory/processing environment continues to change it is important for everyone to hear best practices and capabilities from the major providers and get a better understanding of how everyone is dealing with the challenges you face. 
If there are any specific questions or issues you would like us to present to the panel please forward those to Ted Garrity at tgarrity@feltl.com and we will be sure to include those into the discussion.
This is sure to be a meeting you don’t want to miss, so sign up early and we’ll look forward to seeing you on November 15th.

 

More Information:
Date and Time:9/13/2012 7:30 - 9:00 a.m.
Event:Chapter Meeting
Topic:“Proxies in the Era of Pay for Performance” Presented by Brian Blackwood & Mike Grund – Towers Watson
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey
Description:

Breakfast and Networking: 7:30 to  8:00 a.m.

Program: 8:00 - 9:00 a.m.

We are pleased to have Brian Blackwood and Mike Grund from Towers Watson lead a discussion on the changes they are seeing in company proxies as a result of sharehold and advisory services' focus on pay for performance in executive compensation.

Please see presenter bios in the meeting announcement.

RSVPs and Meeting Fees – Special Offer for September 13 Meeting
 
We have a special offer for anyone thinking about attending the September 13 Chapter Meeting. For this meeting only, you can pay at the door and still get the advance payment rate of $30.00! Please bring your questions and participate in what should be a very informative meeting.
 
However, if you can send in your check right away, it would still help us out. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, September 10, 2012, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140 [Note: Please use full address above when sending the form and the check.] Please use the attached Payment Form.
 
For payment at the door, provide cash or check payable to Twin Cities NASPP.
 

One way or another, please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com.

 

More Information:
Date and Time:8/9/2012 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting (Webinar)
Topic:Equity Compensation in Closely Held Companies: Survey Data and Design Issues
Location:Free Webinar
Contact:Donna Bailey - NASPP Twin Cities Chapter President
Description:

Corey Rosen, National Center for Employee Ownership will be our guest speaker for this webinar, discussing the latest information on Equity Compensation practices in Closely Held Companies from NCEO's most recent member survey and Corey's work with NCEO members.

More Information:
Date and Time:5/17/2012 7:30 - 9:00 a.m.
Event:Chapter Meeting
Topic:Equilar Shares Hottest Topics in Executive Compensation
Location:Minneapolis Women’s Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Donna Bailey
Description:

Breakfast and Networking: 7:30 a.m. to 8:00 a.m.

Program: 8:00 a.m. to 9:00 a.m.

Our speaker for this program is Aaron Boyd - Director of Research Equilar, Inc.

 Now in the second year of Say on Pay, the attention surrounding corporate governance and executive pay has never been higher. A well thought out compensation policy and strong governance principals have always been at the heart of a successful company. Recently, stricter regulations by lawmakers and a stronger push by investors have put these topics into the forefront of discussion, priming these issues for directors, investors, the general public. This presentation looks at some of the hottest topics, from the most recent trends in CEO pay to corporate responses to negative recommendations from proxy advisors. This presentation will cover the major topics every board member needs to know.
This presentation will include:
·        The most recent trends in CEO pay including bonus payouts and equity grants
·        An early look at Say on Pay results
·        Company responses to negative recommendations about their pay plans
·        A dive into how companies are constructing peer groups
·        Discussion of realizable pay and its growing impact
·        Trends in clawbacks and hedging policies
More Information:
Date and Time:3/22/2012 7:30 - 9:00 a.m.
Event:Chapter Meeting
Topic:Employee Engagement: Non-monetary Recognition
Location:Target Corporate Headquarters 1000 Nicollet Mall Minneapolis, MN 55403 Check-in at the security desk and proceed to room TPN-229
Contact:Martin Rosenbaum
Description:

Summary: Please join us for our “non-traditional” March meeting, titled, Employee Engagement: Non-monetary Recognition. As compensation professionals, it’s important to understand our organization’s complete value proposition. LTI programs, or more broadly, compensation programs are often presumed to be the culprit behind high levels of turn-over or unsatisfied employees…when in fact, surveys show that employees’ negative perception toward an employer is often attributable to inadequate recognition. Please join us as BI Worldwide, a leading employee engagement firm, shares its eye-opening research, as well as some ideas that will help keep your employees motivated and engaged – without breaking the company bank! We encourage you to bring a friend or colleague to this meeting!!
 
Speaker: Tim Houlihan has, for more than 25 years, indulged his curiosities of human behavior in the workplace. He passionately pursues answers to questions such as “why do some people work harder than others?” and “why do some people set and achieve goals?” and acknowledges that behavioral economics holds excellent explanations for some of these mysteries.
As the Vice President of Reward Systems at BI, Tim is responsible for leading the development of innovative reward systems.  He partners with academic colleagues from leading universities around the world and he is actively engaged with leaders in Fortune 1000 companies to develop solutions for the human side of business problems.
Tim joined BI in 1998 and has held marketing and sales positions at Deluxe Corporation prior to that.

Send an email confirmation to our chapter e-mail at twincitiesnaspp@gmail.com with your RSVP confirmation to attend. This greatly helps our meeting planners. Thank you.

 

More Information:
Date and Time:2/23/2012 7:30 - 9:00 a.m.
Event:Chapter Meeting
Topic:Plan Communications "Achieving Equity Effectiveness - A New Understanding"
Location:Grant Thornton LLP 200 South 6th Street Minneapolis, MN 55402
Contact:Donna Bailey
Description:

Guest speaker James Sillery, Principal, Buck Consultants in Minneapolis.

Summary: Since the inception of equity compensation programs as we know them today, companies have sought to achieve the “holy grail” of plan design – true equity effectiveness.  Despite overwhelming advances in technology and sophistication in financial modeling tools, the overall satisfaction of major constituencies – shareholders, companies and employees – score surprisingly low.  The cost/benefit relationship remains stubbornly unsatisfactory.

Using tools anchored in the principles of behavioral economics, this presentation takes a holistic view of the drivers of equity effectiveness, presenting a more complete approach to optimizing the use of equity as a compensation instrument, an approach that can increase the satisfaction of constituencies, and, as a result, increase equity effectiveness.

Speaker: Jim Sillery is a Principal in Buck Consultants’ Minneapolis office.  For nearly 30 years, he has advised companies in a broad range of industries, addressing both domestic and global compensation issues.  He has worked extensively in helping companies develop equity compensation solutions that provide a competitive advantage in today’s intensely and rapidly changing global markets. 

Prior to joining Buck, Jim has provided consulting services for several consulting firms, ranging from compensation boutiques to large global human capital consultancies.  In corporate roles, Jim has directed the compensation, benefits and human resource technology functions at several major global corporations. 

Jim is an Adjunct Professor at The John Marshall Law School.  He has an MBA from Keller Graduate School of Management and a Bachelors of Science in Psychology from the University of Scranton.  Jim has been recognized by World at Work with a lifetime achievement award. 

 

 

More Information:
Date and Time:12/8/2011 7:30 a.m. to 9:00 a.m.
Event:Joint program with the Society of Corporate Secretaries and Governance Professionals chapter and the Twin Cities Chapter of NASPP
Topic:Payback Time: Issues and Answers on Clawback Provisions
Location:Minneapolis Women’s Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Marty Rosenbaum, Chapter President
Description:

Breakfast and Networking: 7:30 a.m. to 8:00 a.m.

Program: 8:00 a.m. to 9:00 a.m.
 
Topic:
Payback Time: Issues and Answers on Clawback Provisions
Description:
If your stock compensation isn't subject to a clawback provision now, we expect that it will be soon. Find out why clawback provisions are more and more popular and learn about fundamental design considerations—such as who should be subject to clawback provisions and for how long, use of discretion, and enforcement considerations. This session will also address the tax treatment of clawbacks for both the company and executives.
Presenter:
Michael S Melbinger
Biography:
Mike Melbinger is a partner in the law firm of Winston & Strawn LLP, and global head of the Firm’s Executive Compensation and Employee Benefits Practice. Mike is also an Adjunct Professor of Law at both the University of Illinois College of Law and Northwestern University School of Law.
More Information:
Date and Time:10/20/2011 2:30 p.m. to 6:00 p.m.
Event:Chapter Meeting and Social Gathering
Topic:Presentation 1: Everything You Wanted to Know about Performance Equity (or as much as will fit into an hour). Presentation 2: Hot Trends in Equity Compensation Grant and Award Practices Followed by a Reception
Location:Location: Maslon Edelman Borman & Brand, LLP 3300 Wells Fargo Center 90 South Seventh Street Minneapolis, MN 55402-4140 See directions at http://www.maslon.com/CM/AboutUs/AboutUs476.asp
Contact:Marty Rosenbaum, Chapter President
Description:

Don’t Miss the October 20th NASPP-Twin Cities Chapter Meeting and Social Gathering


Member Appreciation Event – Free for NASPP Members

Date: Thursday, October 20, 2011

Location: Maslon Edelman Borman & Brand, LLP
               3300 Wells Fargo Center
              
90 South Seventh Street
               Minneapolis, MN 55402-4140

               See directions at http://www.maslon.com/CM/AboutUs/AboutUs476.asp

Registration: 2:30 p.m. to 3:00 p.m.

Program: 3:00 p.m. to 5:00 p.m.

Reception: 5:00 p.m. to 6:00 p.m.

 

This special event features two great topics presented by one of our most popular speakers, Dan Walter, and a networking reception, all at the Maslon offices in Minneapolis. If you missed Dan’s presentation at our gathering last fall, don’t miss him this time!!!

 

A special thank you to our sponsors for this event: Grant Thornton LLP, Morgan Stanley Smith Barney, Wells Fargo Shareowner Services and Maslon Edelman Borman & Brand, LLP!

 

 

All the way from the Silicon Valley, a 2 for 1 special presentation


Presentation 1: Everything You Wanted to Know about Performance Equity (or as much as will fit into an hour).

Dan is one of our industry's thought leaders in the area of Performance Awards. Shareholders, politicians and the media love these plans. Companies are having a harder time staying in love with them. Find out how design, communication, administration and reporting concerns are being compounded by an unpredictable and volatile market.

Learn how performance equity can be a safer, and more predictable, bet than time-based equity in stormy times. Find out how absolute and relative metrics can be used to calm the waters while still driving performance. This presentation provides an overview of all forms of performance compensation.

 

Presentation 2: Hot Trends in Equity Compensation Grant and Award Practices:  What companies are doing, what they should be doing, and what they may want to stop doing.

This presentation has received rave reviews at NASPP Chapters around the country. Dan will present a multimedia discussion on current equity compensation design trends, executive and broad-based equity usage and where performance equity may be headed. This presentation will allow attendees to do a high level evaluation of their own equity compensation plans to determine where there may be opportunities for improvement.


BIO:

Dan Walter, CEP, is the President and CEO of Performensation. A popular and frequently-requested speaker, Dan does dozens of presentations a year, combining humor and technical expertise into accessible and practical information. Dan can be found on the web at www.performensation.com. Dan is a featured writer at CompensationCafe.com and is the founder of the ECE (www.equitycompensationexperts.groupsite.com) a free networking organization.  He is also a board member for the NCEO, an active member of the NASPP, GEO, WorldatWork, SHRM, and a frequent adviser at FoundersSpace.com, Quora.com, Focus.com and OnStartUps.com.  Please visit www.linkedin.com/in/danwalter for Dan’s public profile. You can also follow him at the Compensation Cafe blog, and on Twitter @Performensation.

 

Attorneys - We are applying for 2.0 hours CLE credit.

 

RSVPs and Meeting Fees

 

  • Members and non-members: Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting is free for NASPP Members.
  • For non-members, the fee in advance is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by October 14, 2011, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140. [Note: Please use full address when sending the form and the check.] Please use the attached Payment Form.
  • The non-member meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected! Enter this link in your browser to get connected:

              http://www.linkedin.com/groupRegistration?gid=2572768&csrfToken=ajax%3A9065697858402515795

 

For more information:

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

More Information:
Continuing Education Credits: 2 CEP ()
Date and Time:9/15/2011 7:30 a.m. to 9:00 a.m.
Event:Chapter Meeting
Topic:Featured Speaker – Andrew Katsoudas Director, Global Human Resource Services - PricewaterhouseCoopers Phone: 312-298-2831 Email: andrew.katsoudas@us.pwc.com “Granting Equity Outside the US”
Location:Minneapolis Women's Club
Contact:Marty Rosenbaum, Chapter President
Description:

 

Save the date:

September 15th Meeting – NASPP Twin Cities Chapter

 

Date: Thursday, September 15, 2011

Breakfast and Networking: 7:30 a.m. to 8:00 a.m.

Program: 8:00 a.m. to 10:00 a.m.

Location: Minneapolis Women’s Club

 

Featured Speaker – Andrew Katsoudas

Director, Global Human Resource Services - PricewaterhouseCoopers

 

Topic – “Granting Equity Outside the US, including

 

- Highlights from the 2011 PWC Global Equity Incentive Survey

 

- Hot Topics in Global Compliance, including tax withholding and reporting, data privacy, age discrimination and other critical issues

 

- Best practices in global equity compensation

 

CLE credits applied for.

 

 

RSVPs and Meeting Fees

Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com

The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, September 12, 2011, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140 [Note: Please use full address above when sending the form and the check.] Please use the attached Payment Form.

The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

 

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

Enter this link in your browser to get connected:

              http://www.linkedin.com/groupRegistration?gid=2572768&csrfToken=ajax%3A9065697858402515795

 

 

 

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

 

More Information:
Date and Time:5/19/2011 7:30 a.m. to 9:00 a.m.
Event:Chapter Meeting
Topic:What Should Your Board be Thinking About? Trends in Equity Compensation, Shareholder Proposals, Proxy Advisory Group Guidance and much more.
Location:Minneapolis Women's Club
Contact:Marty Rosenbaum, Chapter President
Description:

 

Hear the latest update from Aaron Boyd, Head of Research for Equilar, Inc. one of the leading proxy research vendors in the U.S.

More Information:
Event files: 
Date and Time:3/24/2011 7:30 a.m.- 10:00 a.m.
Event:Chapter Meeting
Topic:Two (2) Very Informative Presentations: - How to Build a Highly Effective Relationship with Your Compensation Committee - The 2011 Proxy Season - A Mid-Season Review on “Say-On-Pay” and Other Dodd- Frank Proxy Provisions
Location:Target’s Corporate Offices Downtown Minneapolis
Contact:Contact: Martin Rosenbaum
Description:

 

Don’t Miss This Twin Cities Chapter Meeting – Two (2) Very Informative Presentations

 

Date: Thursday, March 24, 2011

Breakfast and Networking: 7:30 a.m. to 8:00 a.m.

Program: 8:00 a.m. to 10:00 a.m.

Location: Target’s Corporate Offices Downtown Minneapolis

 

 

How to Build a Highly Effective Relationship with Your Compensation Committee

 

Featuring: Donald P. Delves, Independent Executive Compensation and Corporate Governance Consultant; Charlie Montreuil, VP Enterprise Rewards, Best Buy Co. Inc.

 

       Learn how to build great relationships

 

       Learn how to build proactive partnerships

 

       Anecdotes and ‘tales from the front”-specific things that have worked and those that have not

 

 

The 2011 Proxy Season - A Mid-Season Review on “Say-On-Pay” and Other Dodd-Frank Proxy Provisions 

 

Featuring: Timothy S. Hearn, Partner, Dorsey & Whitney LLP, and Co-Chair of Dorsey’s Public Company Governance and Compliance Practice Group; and Amy L. Schneider, Partner, Dorsey & Whitney LLP, and SEC Reporting Specialist.

 

        Dorsey’s 2011 review of new rules and disclosed requirements for proxy season

 

       Practical advice on the preparation of proxy statements

 

       Lessons learned in “the season of say-on-pay.”

 

 CLE credits applied for.

 

 

RSVPs and Meeting Fees

Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com

The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, March 21, 2011, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140 [Note: Please use full address above when sending the form and the check.] Please use the attached Payment Form.

The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

 

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

Enter this link in your browser to get connected:

              http://www.linkedin.com/groupRegistration?gid=2572768&csrfToken=ajax%3A9065697858402515795

 

 

 

More Information:
Continuing Education Credits: 1 CEP ()
Date and Time:1/20/2011 7:30 a.m. - 9:00 a.m.
Event:Twin Cities Chapter Meeting Free Program
Topic:Money Sanity Solutions
Location:Minneapolis Women's Club 410 Oak Grove Street Minneapolis, MN 55403
Contact:Martin Rosenbaum
Description:

FREE OF CHARGE

Donna Bailey & The Duddingston Sylvester Group Proudly Present:

 

MONEY SANITY SOLUTIONS

Featuring: NATHAN DUNGAN, Founder of SHARE SAVE SPEND

Author of Prodigal Sons and Material Girls: How Not to Be Your Child’s ATM
Author of Money Sanity Solutions: Linking Money & Meaning


Nathan is a dynamic speaker who will offer strategies and insights critical to the financially savvy executive and stock plan administrator – helping companies maximize employee performance and satisfaction:

 

·        Workplace Productivity – How Financial Stress at Home Can Lower Productivity in the Workplace

·        Liquidity Event – The Importance of Helping Employees Articulate Goals and Values When Making Investment Decisions After an Exercise

·        Proactive Engagement – How Your Company Can Engage and Educate Employees to Improve Their Financial Well-Being

“Nathan helps employees achieve financial well-being so they can effectively manage their personal finances and, in turn, improve their engagement and productivity.”

- Charles Montreuil VP, Enterprise Rewards & Corporate Human Resources, Best Buy

Free Program – Sponsored by Morgan Stanley Smith Barney

Attorneys - We will apply for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • There is no meeting fee, thanks to the sponsorship of Morgan Stanley Smith Barney!
  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Meeting Flyer and Directions are attached

 

More Information:
Date and Time:12/2/2010 7:30 a.m. to 9:00 a.m.
Event:Chapter Meeting
Topic:Trends and New Developments in Offering Employee Equity Plans Globally
Location:Minneapolis Womens Club
Contact:Martin Rosenbaum
Description:

Don’t Miss This Twin Cities Chapter Meeting

 

Thursday, December 2, 2010 – 7:30 a.m. – 9:00 a.m.

Minneapolis Woman's Club

Trends and New Developments in Offering Employee Equity Plans Globally

Don’t miss this presentation by a national expert on global equity compensation! You’ll learn about significant new tax and legal developments impacting employee equity plans offered to employees outside the U.S. including Australia, China, the European Union, France, Ireland, Vietnam and more. 

The presentation will not only help you understand the tax and legal changes, but also:

·        Explain the steps that you will need to take and how to prioritize the “to dos” from all the new developments – figure out which tasks to focus on first and which are less risky to leave for the new year. 

·        Describe emerging trends for U.S. multinationals offering employee equity plans globally, and explain what companies should be considering for global grant practices for the coming year.

Presenter:

·       Jennifer B. George, Partner, Orrick, Herrington & Sutcliff LLP, San Francisco, CA

Attorneys - We will apply for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by Monday, November 29, 2010, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140 [Note: Please use full address when sending the form and the check.] Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Payment Form and Directions are attached

 

More Information:
Date and Time:10/28/2010 3:00 p.m. to 6:30 p.m.
Event:Chapter Meeting and Social Event
Topic:I. How to Get a Seat at the Table II. 2010 Equity in the Media, Blogs and Politics
Location:SUPERVALU Corporate Headquarters 11840 Valley View Road, Eden Prairie, MN (see map and directions attached)
Contact:Martin Rosenbaum
Description:

Special Twin Cities Chapter Meeting and Social Gathering

 

Member Appreciation Event – Free for NASPP Members

 

Thursday, October 28, 2010

SUPERVALU Corporate Headquarters

11840 Valley View Road, Eden Prairie, MN (see map and directions attached)

Registration: 3:00 p.m.

Program: 3:30 p.m. to 5:00 p.m.

Networking Reception: 5:00 p.m. to 6:30 p.m.

 

This special event features two great topics presented by one of our most popular speakers, and a networking reception, all at the beautiful SUPERVALU Corporate Headquarters in Eden Prairie!

Presenter:  Dan Walter, Performensation

I. How to Get a Seat at the Table

This program is targeted at compensation professionals but will be useful for anyone who needs to make sure their message is heard. Includes internal and external promotion, social media, communication techniques and more. At other events, this presentation by Dan has been one of the highest rated programs ever!

II. 2010 Equity in the Media, Blogs and Politics

Dan will provide an overview, with real-world examples, of what has been happening in the compensation industry from the "outsiders'” point of view.

 

A big thank you to our Event Sponsors:

Grant Thornton

Morgan Stanley Smith Barney

Wells Fargo Shareowner Services

 

Attorneys - We are applying for 1.5 hours CLE credit.

 

RSVPs and Meeting Fees

 

  • Members and non-members: Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting is free for NASPP Members.
  • For non-members, the fee in advance is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by October 22, 2010, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140. [Note: Please use full address when sending the form and the check.] Please use the attached Payment Form.
  • The non-member meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

 

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Payment Form, Map and Directions are attached

 

More Information:
Date and Time:9/16/2010 7:30 a.m. to 9:00 a.m.
Event:Chapter Meeting
Topic:Dodd-Frank Act – Implications for Boards and Compensation Advisors
Location:Minneapolis Womens Club
Contact:Martin Rosenbaum
Description:

The Dodd-Frank Act is potentially the broadest change to financial regulation since the Great Depression.  It represents a shift that will impact all aspects of the financial services industry.  The act is quite controversial – on one side “The idea . . . is that sunlight is the best disinfectant.” On the other side “This is political disclosure, as opposed to an economic disclosure.”

 

Please join us on September 16th, as Don Nemerov and Eric Gonzaga of Grant Thornton’s national executive compensation practice provide a practical review of this new statute.  Specifically, Don and Eric will cover: 

  • “Say-on-Pay”
  • Pay-for-Performance Disclosure
  • Internal Pay Ratio Disclosure
  • Clawback/Compensation Recovery Policies
  • “Say-on-Golden Parachutes”
  • Compensation Committee Independence
  • Compensation Consultant Independence

Most importantly, however, our presenters will leave us with a review of practical implications for governance, and action steps that will help us prepare for the Dodd-Frank Act.

 

Presenters

 

·       Don Nemerov, Grant Thornton, LLP, Chicago

·       Eric Gonzaga, Grant Thornton, LLP, Minneapolis

Don and Eric are both practice leaders in GT’s executive compensation practice, and serve SEC clients throughout the country.  Don’s bio is attached.

 

We will apply for 1.0 CEP credit.

Attorneys - We are applying for 1.0 CLE credit.

 

 

More Information:
Continuing Education Credits: 1 CEP ()
Date and Time:6/10/2010 8:00 a.m. to 9:00 a.m.
Event:Chapter Meeting - Webinar and Conference Call See Archive Information Below
Topic:Executive Pay – A New World Order or Business as Usual? Presentation by Hay Group
Location:Webinar and Conference Call
Contact:Martin Rosenbaum
Description:

 

 

Webinar Archive Information

 

Executive Pay – A New World Order or Business as Usual?

This was an excellent program, and a large number of our members tuned in on June 10 to watch the webinar. The webinar is now available on an archived basis. Here is a link to the web recording (audio and video). We have also attached a PDF of the slides. Thanks again to Hay Group for sponsoring the webinar and making the recording available.

In the webinar. Hay Group discussed its key findings and potential implications from the recently completed The Wall Street Journal/Hay Group 2009 CEO Compensation Study.  The presentation addresses CEO pay at the 200 major U.S. companies examined, as well as emerging trends in light of the current economic and regulatory environment, including widespread attacks on CEO compensation.

Panelists were:

  • William M. Gerek, U.S. Regulatory Expertise Leader, Hay Group

 

  • Dana A. Martin, Consultant, Hay Group

 

See bios attached.

 

Our next Chapter meeting will be held on Thursday, September 16, 2010 at 7:30 a.m. at the Women’s Club. And don’t forget to sign up for the Annual Conference in Chicago, September 20-23. Have a great summer!

 

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

More Information:http://www.naspp.com
Date and Time:4/20/2010 7:30 a.m. to 10:00 a.m
Event:Chapter Meeting - Special Two-Hour Proram
Topic:Double Presentation by Barbara Baksa and Emily Cervino of the National NASPP Organization I. How to Succeed in Equity Compensation. II. Opening Pandora’s Box: Perils and Pitfalls of Performance Plans.
Location:Minneapolis Women's Club
Contact:Martin Rosenbaum
Description:

Double Presentation by Barbara Baksa and Emily Cervino of the National NASPP Organization

 

I.  How to Succeed in Equity Compensation.  In a difficult market, where plan activity is down and staff reductions are prevalent, it is critical to manage your own professional growth. This presentation will highlight how you can provide additional value to your employer in this economy and earn "a seat at the table," while ensuring you are recognized for your talents and contributions. Our speakers, leaders in the equity compensation industry, will discuss the strategies that they believe have been key to their own success and review tips collected from other industry leaders. In addition, the presentation will provide practical suggestions for how to accomplish these tactics while performing your "day job" at the same time.

 

II. Opening Pandora’s Box: Perils and Pitfalls of Performance Plans.  Performance plans are one of today’s hottest trends in stock compensation. While these plans offer numerous benefits for employers, they also conceal a morass of pitfalls and traps for the uninitiated.  This presentation will prepare attendees to implement a performance plan. Attendees will leave with a checklist of critical considerations to address when designing your own (or your clients’) plans and actions to take before rolling a program out to employees.  Topics covered will include planning for vesting and tax events, accounting traps to be wary of, key administrative considerations, and employee communication.

Presenters:

·       Barbara Baksa, CEP, Executive Director, National Association of Stock Plan Professionals

·       Emily Cervino, Director, Certified Equity Professional Institute, University of Santa Clara

 

 

We will apply for 2.0 CEP credits.

Attorneys - We are applying for 2.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by April 15, 2010, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140 [Note: Please use full address when sending the form and the check.] Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

We Want Your Input!


This is a reminder – please take a few minutes to answer the questions on our Member Survey, if you haven’t done so already. The Survey is very short and easy to complete. Your feedback will help us keep our Chapter meetings relevant to you.
 

To complete the Survey, click on this link.


Thank you very much. If you have any other feedback, please feel free to contact the Chapter President, Marty Rosenbaum, at martin.rosenbaum@maslon.com, 612-672-8326.

 

Get LinkedIn with NASPP!

You’re invited to join our Twin Cities Chapter Group on LinkedIn for announcements, updates, networking and just staying connected!

 

 

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Payment Form and Directions are attached

 

More Information:
Continuing Education Credits: 2 CEP ()
Date and Time:1/28/2010 7:30 a.m. to 9:00 a.m.
Event:Twin Cities Chapter Meeting
Topic:Risky Business – The SEC’s New Proxy Risk Disclosure Requirements
Location:Minneapolis Women's Club - See attached directions
Contact:Martin Rosenbaum
Description:

This timely panel will address the new risk disclosures required by the SEC’s recent amendments to the proxy disclosure rules, effective for any fiscal year ended after December 20, 2009. Panelists will include:

 ·      Don Delves, The Delves Group

 ·      J. Henry Oehmann III, Grant Thornton

 ·      Martin R. Rosenbaum, Maslon Edelman Borman & Brand LLP

 

The panelists will discuss the following topics:

 

·       Should every company conduct a formal risk assessment before mailing this year’s proxy statement? How should the assessment be conducted, and who should be responsible?

·       What types of compensation create risk, and how can the risk be mitigated?

·       What should be included in the proxy disclosure, and where in the proxy statement should it be included?

·       If the company concludes no material risk is presented, should negative disclosure be included, or should the proxy be silent?

 

 

For a preview, see Don’s recent Forbes article on this topic (reference below).

Attorneys - We will apply for 1.0 CLE credits.

RSVPs and Meeting Fees

Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com

The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by January 22, 2010, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand LLP, 3300 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-4140.

Please use the attached Payment Form.

The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

Payment Form and Directions are attached

 

 

·       Martin Rosenbaum, Partner, Maslon Edelman Borman & Brand, LLP

 

More Information:http://www.forbes.com/2009/12/10/compensation-risk-incentive-leadership-governance-pay.html
Date and Time:12/10/2009 7:30 a.m. - 9:00 a.m.
Event:Chapter Meeting
Topic:Proxy Season Preview – Don’t Get Caught Unprepared!
Location:Minneapolis Women's Club
Contact:Martin Rosenbaum
Description:

Proxy Season Preview – Don’t Get Caught Unprepared!

The SEC will soon release its final rules for proxy statements, which will probably apply in the 2010 proxy season. Stay ahead of the game – join us for a proxy season preview with our panel of experts, including:

·       Paul Conley, Principal, Towers Perrin

·       Dave Donlin, Assistant General Counsel, Target Corporation

·       Jay Swanson, Partner, Dorsey & Whitney

 

 

 

 

Our panelists will discuss the following topics:

·        New SEC disclosure rules

·        Drafting the CD&A

o       Last year’s lessons learned

o       Future Considerations

·        The future of shareholder access

·        Rule 452 – elimination of broker discretionary voting for directors

·        Working with shareholder proposals

 

Attorneys - We will apply for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee payable at the door is $50.00. For payment at the door, provide cash or check payable to Twin Cities NASPP.
More Information:
Date and Time:11/11/2009 7:30 p.m.
Event:Twin Cities Chapter Annual Conference Get-Together
Topic:Dinner and Social Event
Location:Scoma's Restaurant, San Francisco, CA
Contact:Eric Gonzaga
Description:

 

See Picture Below! See you next year!

More Information:
Event files: 
Date and Time:9/17/2009 7:30 a.m. - 9:00 a.m.
Event:Chapter Meeting
Topic:"Hot Topics" in Executive Compensation
Location:Minneapolis Women's Club
Contact:Martin Rosenbaum
Description:

The past twelve months have seen an unprecedented degree of activity in the field of executive compensation both in the US and globally.  The Treasury and Administration have outlined a principles-based approach to executive compensation regulation at all publicly-traded companies.  Upcoming legislation will likely impose “Say on Pay” and other restrictions at all publicly –traded companies.  This presentation will discuss the governance implications for general-industry firms including Say on Pay, aligning rewards with risk management, and others.  We will also discuss the proposed SEC proxy disclosure amendments and share some global developments based upon the results of the 2008 NASPP International Stock Plan Design and Administration survey.

Featuring:

Rive Rutke, Director, Deloitte Tax LLP

Tara Tays, Manager, Human Capital - Total Rewards, Deloitte Consulting LLP

          See Biographies, Attached

 

Attorneys - We have applied for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by September 11, 2009, to: Twin Cities NASPP, c/o Martin Rosenbaum, 90 South Seventh Street, Minneapolis, MN 55402-4140. Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.
More Information:
Date and Time:6/11/2009 7:30 a.m. - 9:00 a.m.
Event:Chapter Meeting
Topic:Mobile Employees – Practical International Considerations
Location:Minneapolis Women's Club
Contact:Martin Rosenbaum
Description:

Twin Cities Chapter Meeting

 

Thursday, June 11, 2009 – 7:30 a.m. – 9:00 a.m.

Minneapolis Woman's Club

 

Mobile Employees – Practical International Considerations

 

In today’s climate, international travel and relocation are increasingly common for employees and executives. The taxation of these “mobile employees” is always complex, and never more than with equity compensation. This presentation will focus on cross-border issues surrounding domestic and international mobility, and how best to navigate those challenges.  Special focus will be given to reporting, compliance and taxation, including IFRS 2 for employers and mobile employees.

 

Featuring:

Kevin Dickinson, CEP

Senior Stock Plan Consultant, Consulting Services, E*TRADE Corporate Services

See attached biography

 

Attorneys - We have applied for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by June 5, 2009, to: Twin Cities NASPP, c/o Martin Rosenbaum, 90 South Seventh Street, Minneapolis, MN 55402-4140. Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Payment Form and Directions are attached

 

More Information:
Date and Time:4/23/2009 7:30 a.m. - 10:00 a.m.
Event:Chapter Meeting - Special Double Program
Topic:I. “Proxy Season Recap: Where do we go from here?” Presented By: Alexander Cwirko-Godycki, Research Manager, Equilar, Redwood Shores, CA II. “Stop Before You Swap” Presented By: Jim Sillery, Principal, Buck Consultants, Chicago, IL
Location:Minneapolis Women's Club
Contact:Tim Quist
Description:

Announcing the Next Twin Cities Chapter Meeting:

A Blockbuster Two-Hour Program Featuring Timely Information from Two National Speakers!

 

Thursday, April 23, 2009 – 7:30 a.m. – 10:00 a.m.

Minneapolis Women’s Club

 

I. “Proxy Season Recap: where do we go from here?”

Presented By: Alexander Cwirko-Godycki, Research Manager, Equilar, Redwood Shores, CA

 

2009 Proxy Season Update from National Leader in Compensation Data

 

With financial markets upside down and executive compensation acting as a rallying cry for populist sentiments in Congress, the stakes for compensation professionals and boards of directors have never been higher.  Not only do practitioners face the challenges of designing effective incentives in the face of an uncertain future, they must also balance employee morale and retention with the potential for outbursts of severe public scrutiny. Taking these developments into account, Equilar’s proxy season trends recap provides an examples-based and data-driven review of compensation practices that will shape your most critical decisions in 2009.  These include understanding recent shifts in equity compensation program design, tracking the rising prevalence of option exchanges and repricings, monitoring the latest cash incentive plan practices and keeping abreast of key governance practices like claw-back policies.  Please join us for a comprehensive discussion of proxy season 2009.

 

II. “Stop Before You Swap”
Presented By: Jim Sillery, Principal, Buck Consultants, Chicago, IL

Practical Strategies for Dealing With Low Equity Values

 

The last several months have been a period of tremendous share price volatility and an unprecedented decline in equity market value. The drop in the stock market has made underwater stock options a major topic of conversation. Some have been quick to suggest an option exchange as a solution, but many complexities are worth considering before pursuing an exchange program. While the accounting, regulatory, and governance issues are not insurmountable, exchange programs often fail to achieve the objectives of value restoration, overhang reduction, and shareholder alignment. The current governance environment will bring heightened scrutiny to any action designed to restore value for employees before shareholders see some recovery. This presentation presents a broad array of potential solutions to companies struggling with underwater equity and how to begin with a fundamental assessment of the current equity program's effectiveness.

Attorneys - We are applying for approval for 2.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00 (the same as for our one-hour programs!). Please mail a check for $30.00, payable to Twin Cities NASPP, by April 17, 2009, to: Twin Cities NASPP, c/o Martin Rosenbaum, 90 South Seventh Street, Minneapolis, MN 55402-4140. Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.
More Information:
Date and Time:3/12/2009 7:30 a.m.-9:00 a.m.
Event:NASPP Twin Cities Chapter - Meeting March 12, 2009
Topic:EXECUTIVE WEALTH MANAGEMENT: MANAGING CONCENTRATED EQUITY POSITIONS Key risks associated with concentrated positions and strategies to provide for wealth protection and wealth diversification under the current adverse market conditions
Location:Offices of Morgan Stanley, 8000 Tower of Norman Lakes Office Towers, 8331 Norman Center Drive, Bloomington, Minnesota See attached directions; free parking in attached ramp behind the building
Contact:Martin Rosenbaum
Description:

 

 

 

 

Come to the next Twin Cities Chapter Meeting for timely information, and great networking as always!

 

Thursday, March 12, 2009 – 7:30 a.m. – 9:00 a.m.

 

Note location for this meeting only:

Offices of Morgan Stanley, 8000 Tower of Norman Lakes Office Towers, 8331 Norman Center Drive, Bloomington – see attached directions; free parking in attached ramp behind the building

 

EXECUTIVE WEALTH MANAGEMENT: MANAGING CONCENTRATED EQUITY POSITIONS

 

Key risks associated with concentrated positions and strategies to provide for wealth protection and wealth diversification under the current adverse market conditions

 

Topics include:

 

  • Dealing with restrictions under securities law, tax law and other factors
  • Strategies for creating liquidity, including use of 10b5-1 plans in a diversification program, covered call options, etc.
  • Strategies for hedging risk, including puts, collars and other strategies
  • Strategies for diversifying a concentrated position, including sales and exchange funds

 

 

Featuring Vernon Martens, Vice President, Senior Wealth Planning Consultant with Morgan Stanley Wealth Planning Services, New York, NY

And Toby Piper LaBelle and Jack Armstrong, Financial Advisors with Morgan Stanley, Wayzata, MN

See attached bios

 

Attorneys - We have applied for approval for 1.0 CLE credits.

 

RSVPs and Meeting Fees

 

  • Please RSVP via e-mail as soon as possible if you plan to attend: twincitiesnaspp@gmail.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by March 6, 2009, to: Twin Cities NASPP, c/o Martin Rosenbaum, Maslon Edelman Borman & Brand, LLP, 90 South Seventh Street, Minneapolis, MN 55402-4140. Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.

Contact: Martin Rosenbaum

Email: martin.rosenbaum@maslon.com

Phone: 612-672-8326

 

Payment Form is attached

Directions are attached

 

More Information:
Date and Time:1/22/2009 7:30 a.m. - 9:00 a.m.
Event:The Twin Cities Chapter of the NASPP would like to invite you to the first chapter meeting of 2009!
Topic:Minnesota Withholding Tax Rules on Options and Deferred Compensation of Non-Residents
Location:Minneapolis Women's Club
Contact:Timothy Quist
Description:

Minnesota Withholding Tax Rules on Options and Deferred Compensation of Non-Residents

 

Implementing the 2008 Minnesota law change requiring companies with nonresident recipients of certain deferred compensation to withhold on and report such payments as Minnesota taxable income.

 

·  Legal and practical insights from experienced and knowledgeable practitioners

 

·  Discussion of impact on stock option exercises and severance payments

 

·  Bring your questions and observations for an interactive discussion

 

Featuring:

Gina De Concini, Esq., Oppenheimer Wolff & Donnelly LLP

Tim Zellmer, Esq., Assistant General Counsel, Exec. Comp & Benefits, General Mills

See attached biographies

 

Attorneys - We have received approval for 1.0 CLE credits.

 

Note: New Policy for RSVPs and Meeting Fees

 

  • As always, please RSVP to Tim Quist via e-mail as soon as possible if you plan to attend: tim_quist@securecomputing.com
  • The meeting fee for advance payment is $30.00. Please mail a check for $30.00, payable to Twin Cities NASPP, by January 16, 2009, to: Twin Cities NASPP, c/o Martin Rosenbaum, 90 South Seventh Street, Minneapolis, MN 55402-4140. Please use the attached Payment Form.
  • The meeting fee payable at the door is $50.00, if we do not receive your check in advance of the meeting. For payment at the door, provide cash or check payable to Twin Cities NASPP.
  • We will no longer charge a higher fee for non-members; however, we will strongly encourage you to join and enjoy the many benefits of NASPP membership!
More Information:
Date and Time:12/4/2008 7:30 a.m. to 9:00 a.m.
Event:Twin Cities Chapter Meeting
Topic:"What You Should Know About the Bailout Bill"
Location:Minneapolis Women's Club
Contact:Timothy Quist
Description:

 

 

We are excited to announce that Jeff Martin from the Washington, DC office of Grant Thornton LLP will be presenting a very timely program, "What You Should Know About the Bailout Bill."

 

Some of the topics Jeff will cover include:

Compensation rules under the Troubled Asset Relief Program (“TARP”), including an executive compensation deduction limit and disallowed deduction for golden parachute payments.

New standards under the Capital Purchase Program (“CPP”), including consideration of corporate risk behavior, clawback provisions, etc.

How the rules may be incorporated into future legislation for a broader group of companies.

Separate from the bailout legislation, Jeff will discuss the status of a previously proposed amendment to Section 409A, that would limit the amount of certain compensation an employee can defer.

 

See the link to Jeff’s biography below.

 

We will also go over some highlights from the 2008 Annual Conference in New Orleans in October.

 

Meeting Fees (Note new fee structure):

Advance RSVP: $25 for NASPP and TCCN Members, $35 for non-member guests

Without RSVP: $40 for NASPP and TCCN Members, $50 for non-member guests

 

Attorneys - We are applying for 1.0 CLE credits.

 

Please RSVP to Tim Quist via e-mail if you plan on attending. You may pay the meeting fees at the door, cash or check payable to Twin Cities NASPP.

 

Location: The Minneapolis Woman's Club

Contact: Tim Quist

Email: tim_quist@securecomputing.com

 

Directions and Parking Information are attached

 

More Information:
Date and Time:10/23/2008 6:30 p.m.
Event:Twin Cities Chapter National Conference Social Event
Topic:An unofficial, casual and fun get-together in New Orleans!
Location:K-Paul's Louisiana Kitchen
Contact:Tim Quist
Description:

As you are aware, the NASPP National Conference in New Orleans is just around the corner! 

We would like to extend an invitation to all Twin Cities Chapter Members (and their significant others) who will be in New Orleans to the second annual “Twin Cities Chapter National Conference Get-Together”*. This is sure to be a fun and informal chance to meet or reconnect with members of our local Chapter!
 
As we will be in a city that is known for great food, we thought it would be fun to try and schedule a nice dinner at a location known for its spectacular local fare- Chef Paul Prudhomme’s K-Paul’s Louisiana Kitchen!  Information on the establishment can be found by clicking on "More Info".
 
While we can’t set reservations until approximately mid-September, we do know that Thursday October 23rd seems to be a great time to hold the event. To that end, I would ask that you RSVP to Tim Quist via e-mail at tim_quist@securecomputing prior to September 19, 2008 so that he can try and obtain reservations at this very popular restaurant. 
 
More details will be provided as they become available, and on behalf of our Chapter Board of Directors, I hope to see you there!
 
*Please note that this is not a NASPP Twin Cities Chapter sponsored event, and that you will be responsible for any food and/or beverage costs you incur.
 
More Information:http://www.kpauls.com/
Date and Time:9/18/2008 8:00 AM CDT
Event:Troubled Company Panel Discussion/Conference Call
Topic:Troubled Company, Workout and Bankruptcy Issues A little “gloom and doom” with your morning Java Panel Discussion: Michael L. Meyer of Ravich Meyer Kirkman McGrath Nauman & Tansey, P.A. – an attorney who concentrates his practice on workout and bankruptcy situations. Scott Feraro and Kathy Bonneville of Seabury OCI Advisors, LLC – Compensation Consultants with active practices in the Twin Cities area. Moderator: Martin R. Rosenbaum of Maslon Edelman Borman & Brand LLP See attached bios
Location:Dial-in information: .......................................................................................................... 1. Conference Dial-in Number: (308) 344-6400 (Please Note: Long Distance Charges Will Apply – however, there is no other charge for the program) 2. Enter Participant Access Code: 101305# (You must hit the # button following the number) Toll-Free Customer Service: (877) 482-5838 (The operator will ask for the dial-in number and Participant Access Code) .............................................................................................................
Contact:Tim Quist
Description:

 

 

Note: Please e-mail your questions in advance of the program to: martin.rosenbaum@maslon.com

You will also have the opportunity to e-mail your questions live during the program!

 

 

Topics will include:

Underwater stock options, morale issues and communications strategies
Executive separation agreements, interim executives, and protecting the company in hiring new executives
Workout and Chapter 11 issues – retention agreements, treatment of benefit programs,  dealing with creditors
Q&A and Roundtable Discussion 

See attached course materials.

More Information:http://www.naspp.com/chapters/Events.aspx?ChapterID=14
Date and Time:6/5/2008 7:30 a.m. to 5:00 p.m.
Event:

Twin Cities Chapter All Day Conference

Topic:
Location:

DoubleTree Park Place Hotel, St. Louis Park, Minnesota

Contact:Marty Rosenbaum, Chapter President
Description:

Announcing the Twin Cities NASPP Chapter’s All Day Conference!

 

Thursday, June 5, 2008 – 7:30 a.m. - 5:00 p.m.

DoubleTree Park Place Hotel, St. Louis Park, Minnesota

 

We have a fabulous program lined up. Topics will include:

  • David Chun, CEO of Equilar, a nationally known research group based in the Bay Area, on the compensation trends indicated by the 2008 proxy season.
  • Barbara Baksa, National Executive Director of NASPP, with a fun and informative “game show” program on equity plan issues.
  • Other national and local speakers with a variety of administration, governance, legal and tax updates.

We will send further information, including registration information, but save the date!

 

Meeting Fees:

$250 in advance, $300 at the door, for NASPP and TCCN Members

$300 in advance, $350 at the door, for non-member guests

 

Attorneys - We are applying for CLE credits.

 

For further information, or for sponsorship opportunities, contact Marty Rosenbaum, Chapter President, Maslon Edelman Borman & Brand, LLP

Email: martin.rosenbaum@maslon.com

 

More Information:
Date and Time:4/17/2008 7:30 AM - 9:00 AM
Event:

Twin Cities Chapter of the NASPP April 2008 Chapter Meeting

Topic:

 

Please RSVP to Tim Quist via e-mail if you plan on attending.

  

 

 

 

The Program will feature a Panel Discussion on day-to-day plan administration questions. Topics will include:

  • Option exercise practices
  • Restricted stock administration and tax practices
  • Federal and state tax and withholding issues
  • Share reserve calculations

Important: bring all of your questions that you wanted to ask, but didn’t know where to find the answers!

 

Experienced panelists include:

Shirley Luftman, Supervalu, Inc. (Midwest Regional Representative, NASPP)

Troy Renner, CH Robinson

Kristen Rudy, Ecolab Inc.

 

Meeting Fees: $25 for NASPP and TCCN Members, $35 for non-member guests

 

Attorneys - We are applying for 1.0 CLE credits.

 

You may pay the meeting fees at the door, cash or check payable to Twin Cities NASPP.

 

 

 

 

Location:

The Woman's Club of Minneapolis

The Woman's Club of Minneapolis is located one block south of Loring Park, on the east side of Hennepin Avenue across from the Walker Art Center.

The Woman's Club has two parking lots on Oak Grove Street. One is next to the Club and the other is east and across the street.

From the West:
394 East to the Dunwoody/Hennepin Avenue Exit
Follow Dunwoody to Lyndale Avenue
Turn right (South) on to Lyndale Avenue
Turn left (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the East:
94 West to the Hennepin/Lyndale Avenue Exit
Turn right (North) on to Hennepin Avenue
Follow Hennepin Avenue to Oak Grove Street (Second Stop Light)
Turn right (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the North:
94 East to the Hennepin/Lyndale Avenue Exit
Follow Hennepin to Oak Grove Street
Turn left (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the South:
35W North to 94 West
94 West to the Hennepin/Lyndale Avenue Exit
Turn right (North) on to Hennepin Avenue
Follow Hennepin Avenue to Oak Grove Street (Second Stop Light)
Turn right (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

Contact:Please RSVP to Tim Quist
Description:
More Information:
Date and Time:3/6/2008 7:30 AM - 9:00 AM
Event:Twin Cities Chapter of the NASPP March 2008 Chapter Meeting *Attorneys Note: One hour of CLE credit has been applied for.
Topic:The Twin Cities Chapter of the NASPP would like to invite you to the March 2008 Chapter meeting.

We are excited to announce that Mike Grund from Towers Perrin will be presenting a timely and important program on Equity Plan design trends, considerations and issues.

Some of the topics Mike will cover include

Executive long-term incentive trends and practices
Trends in broad-based equity grants
Outside Director equity trends
Other factors including IRS guidance and Proxy disclosure considerations

Mike will also field questions from the group, rounding out this valuable learning experience.

Please take the opportunity to view Mike's biography that is attached below. The presentation is attached below.

Location:Offices of Grant Thornton LLP
500 US Bank Plaza
200 South Sixth Street
Minneapolis, MN 55402

Meeting fee information and directions to Grant Thornton's offices are available by clicking "additional information" below

Please RSVP to Tim Quist via e-mail if you plan to attend

Contact:Tim Quist
Description:Meeting Fees:
$25 for NASPP and TCCN Members
$35 for non-member guests

Meeting fees are payable at the door, cash or check payable to "Twin Cities NASPP" only please.

Grant Thornton LLP 500 US Bank Plaza North (Formerly the Pillsbury Center Building) 200 S. 6th Street Minneapolis, MN 55402

FROM THE NORTHWEST:
Take I-94 east and exit on 4th Street South
Continue south on 4th Street to 3rd Avenue S (about 6 blocks)
Turn right on 3rd Avenue S. and drive one block to 5th Street S. and take a right onto 5th street
Go a half block and turn left into the US Bank Plaza Underground Parking ramp
Grant Thornton is located in Suite 500 in the North Tower of the US Bank Plaza
FROM THE NORTH: Take I-35W south to the Washington Avenue exit
Take a right on Washington Avenue and go to 3rd Avenue S
Take a left on 3rd Avenue S. and proceed to 5th Street S
Turn right on 5th Street S
Go a half block and turn left into the US Bank Plaza Underground Parking ramp
Grant Thornton is located in Suite 500 in the North Tower of the US Bank Plaza
FROM THE EAST
Take I-94 west and exit on 5th Street
Follow 5th Street around the Metrodome and into downtown
Take a left on 11th Avenue
Go 2 blocks, and take a right on 7th Street
Go to 3rd Avenue S. and take a right
Drive 2 blocks and take a left on 5th Street
Go a half block and turn left into the US Bank Plaza Underground Parking ramp
Grant Thornton is located in Suite 500 in the North Tower of the US Bank Plaza
FROM THE SOUTH:
Take I-35 north to downtown staying in the left lane, which takes you to the 5th Avenue S exit
Continue about 3 blocks to 7th Street S. and turn left
Go 2 blocks and take a right on 3rd Avenue S
Drive 2 blocks and take a left on 5th Street S
Go a half block and turn left into the US Bank Plaza Underground Parking ramp
Grant Thornton is located in Suite 500 in the North Tower of the US Bank Plaza.
FROM THE WEST:
Take I-394 east and take the 4th Street exit
Continue S. to 3rd Avenue S. and turn right
Proceed 2 blocks to 5th Street S. and turn right
Go a half block and turn left into the US Bank Plaza Underground Parking ramp
Grant Thornton is located in Suite 500 in the North Tower of the US Bank Plaza.

More Information:
Event files: 
Date and Time:1/24/2008 7;30 AM - 9:00 AM
Event:The Twin Cities Chapter of the NASPP would like to invite you to the first chapter meeting of 2008!
Topic:Employee Communications for Stock Plans

Scott Weisberg, Vice President, Compensation, Benefits and Staffing for General Mills will be speaking on the topic of Employee Communications for Stock Plans. Pursuant to some recent changes that General Mills has made in their Long-Term Equity Incentives, Scott will review the process that General Mills went through in making this transition. He will discuss the Strategy process, the Communication Plan and the "What" and "Why" surrounding these communications. The session will include a presentation of some of the communications materials that General Mills used in rolling out the changes to their employee participants, as well as a question and answer period for attendees.

Please click on "attached file" for Mr. Weisberg's biography.

Location:The Minneapolis Woman's Club
410 Oak Grove Street
Minneapolis, MN 55403

Please click on "additional information" at the bottom of the page to access meeting fees and directions to the Women's Club.

Please RSVP to Tim Quist via e-mail if you plan on attending. You may pay the meeting fees at the door, cash or check payable to Twin Cities NASPP

Contact:Tim Quist
Description:Meeting Fees: $25 for NASPP and TCCN Members, $35 for non-member guests

The Woman's Club of Minneapolis is located one block south of Loring Park, on the east side of Hennepin Avenue across from the Walker Art Center.

The Woman's Club has two parking lots on Oak Grove Street. One is next to the Club and the other is east and across the street.

From the West:
394 East to the Dunwoody/Hennepin Avenue Exit
Follow Dunwoody to Lyndale Avenue
Turn right (South) on to Lyndale Avenue
Turn left (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the East:
94 West to the Hennepin/Lyndale Avenue Exit
Turn right (North) on to Hennepin Avenue
Follow Hennepin Avenue to Oak Grove Street (Second Stop Light)
Turn right (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the North:
94 East to the Hennepin/Lyndale Avenue Exit
Follow Hennepin to Oak Grove Street
Turn left (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

From the South:
35W North to 94 West
94 West to the Hennepin/Lyndale Avenue Exit
Turn right (North) on to Hennepin Avenue
Follow Hennepin Avenue to Oak Grove Street (Second Stop Light)
Turn right (East) on to Oak Grove Street
Follow the right fork in the road, stay on Oak Grove Street

More Information:
Event files: