Living on Easy Street: Innovative Ideas to Make Your Life in Equity Comp Easier
Join Barbara Baksa of NASPP and Emily Cervino of Fidelity as they focus on methods of making your life easier within equity compensation. No one promised you a rose garden, but with a little thought and action you can prune back some of the thorny issues and make your work life a lot easier. This session will highlight small changes that can pay big dividends in your administrative processes. From considering prior day close as your FMV, to using Excel to make reconciliations a snap, to simplifying RSU vesting events, this session is ready to open your eyes to an array of time saving, cost saving, and sanity saving shortcuts and tips. We’ll deliver at least ten clever and simple ideas for your move to easy street.
Barbara A. Baksa, CEP, Executive Director, National Association of Stock Plan Professionals
Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP). In addition to her administrative responsibilities, she oversees all NASPP member programs and services, including the NASPP Annual Conference, online educational programs, webcasts on current developments, website content, surveys and research, regional chapters, and industry involvement.
Barbara is a frequent speaker on equity compensation related topics and has recently spoken at events hosted by the WorldatWork, the American Payroll Association, and, of course, both the national NASPP organization and regional NASPP chapters. Barbara has authored numerous articles on stock compensation, contributed chapters to several books on equity compensation, and authored the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership. Barbara also serves as editor of The NASPP Advisor and co-editor of The Corporate Executive.
Barbara began her career in equity compensation over fifteen years ago. She is a Certified Equity Professional and a member of the Advisory Board of the CEP Institute at Santa Clara University. Barbara has a BA in English from the University of Iowa.
Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services
With over 15 years’ experience in varied roles in the equity compensation industry, Emily has a unique appreciation for the opportunities and challenges of equity compensation. In her current role with Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.
Formerly as Executive Director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily developed and promoted the rigorous standards of the CEPI, managed program marketing and coordinated an extensive volunteer base in defining course curriculum, test development, and standard setting to comply with the rigorous certification standards. Under Emily's leadership, the CEPI launched a research agenda focusing on risks and controls for equity compensation. 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, including the National Association of Stock Plan Professionals (NASPP), Certified Equity Professional Institute (CEPI), Global Equity Organization (GEO), and the National Center for Employee Ownership (NCEO). She is Past President of the Silicon Valley Chapter of the NASPP, and a member of NASPP, GEO and NCEO. Emily holds a BS from Santa Clara University, obtained her CEP designation in 1998 and holds Series 7 and 63 securities licenses.
Continuing Education Credits:
1 CEP (Administration)