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Calendar of Upcoming Events for the BOSTON Chapter

Prior Events

Date and Time:6/16/2015 8:30 - 10:30am
Event:Boston NASPP Chapter June 2015 meeting
Topic:Living on Easy Street: Innovative Ideas to Make Your Life in Equity Comp Easier
Location:EMC Corporation 176 South Street Hopkinton MA 01748
Contact:Mike Albert
Contact Phone:617-960-7981
Contact Email:boston@naspp.com
Description:

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.

More Information:
Continuing Education Credits: 1 CEP (Administration)
Date and Time:7/16/2015 8:00am - 5:00pm
Event:The 7th Annual New England NASPP Regional Conference Co-hosted by the Connecticut and Boston NASPP Chapters.
Topic:2015 Regional Conference: A Day Full of Sessions on Equity Compensation and Executive Compensation.
Location:Crowne Plaza Hotel, 100 Berlin Road, Cromwell, CT 06416 (860-635-2000)
Contact:Mike Albert
Contact Phone:617 563-9622
Contact Email:boston@naspp.com
Description:

Connecticut and Boston NASPP Chapters Co-Host the 7th Annual New England NASPP Regional Conference

The Connecticut and Boston NASPP Chapter Boards of Directors are happy to announce the 7th Annual Regional Conference to be held in the Greater Hartford, CT area on Thursday, July 16th 2015. As those who attended a Connecticut/Boston conference in the past know, this is a well-established event with an excellent opportunity for learning and networking with equity compensation colleagues. You will be able to attend five sessions through the day including two general sessions and three breakout sessions (each with 2 topics to choose from). The event will also offer a lot of networking opportunities, continuing education credits (CE and CPE credits) as well as keeping you well fed (e.g, breakfast, refreshments and lunch).

REGISTER TODAY!: https://www.surveymonkey.com/s/2015Regional

Important Considerations:

  • We are looking for sponsors for this event with opportunities including a traditional vendor exhibitor experience with terrific access by attendees to all sponsors (email Brian.J.Schulz@morganstanley.com for sponsorship details).
  • Both NASPP and Non-NASPP members are welcome to attend.
  • Attendee Cost: $0.00, Value: Priceless
  • Attendees will have the opportunity to earn both CEP and CPE credits for this event.
  • If you are thinking of staying overnight, we have a special room rate at the event hotel ($109.00), mention this event when booking your room over the phone.

Location: Crowne Plaza Hotel, 100 Berlin Road, Cromwell, CT 06416 (860-635-2000)
Time: 8:00 AM - 5:00 PM EDT

Session and Speaker Line-Up for 2015:

  • General Session - Key International Updates: Your Connection to Developments Around the Globe in 60 Minutes
      --  Barbara Klementz - Baker & McKenzie
      --  June Anne Burke - Baker & McKenzie
     
  • Breakout 1: Topic A - Volunteer Firefighters:  Navigating a Financial Reconciliation
      -- Ruth Doyle - Certant
      -- Craig Korth - The Priceline Group
      -- Gary Scrofani - CompIntelligence
     
  • Breakout 1: Topic B - The Art of the (ESPP) Deal: Getting Your Global Employees to Sign on the Dotted Line
      --  Andrea Kagan  - Solium
      -- John Hammond - Bendystraw LLC
     
  • Breakout 2: Topic A - Securing Shareholder Approval of Equity-Based Compensation – The New ISS Lens
      --  James Kroll - Towers Watson
      --  John Adams - Towers Watson
     
  • Breakout 2: Topic B - Let’s Do the State-to-State Shuffle
      --  Don Drybrough - Solium
      --  Edgar Vanagas - Mass Mutual
      --  Amy Reina - Deloitte
     
  • Breakout 3: Topic A - Through the Looking Glass: Insights into Employee Selling Behavior
      -- Andrea Schussler - Fidelity Stock Plan Services
      -- Jon Tibbals - The Hartford
      -- Vinay Iyengar - Fidelity Stock Plan Services
     
  • Breakout 3: Topic B - Tips and Tricks for Tough Situations
      -- Sharmon Prialux - PricewaterhouseCoopers
      -- AmyLynn Flood - PricewaterhouseCoopers
     
  • General Session -  Equity Compensation Jeopardy!
      --  Emily Cervino - Fidelity Stock Plan Services
      --  Barbara Klementz - Baker & McKenzie
      --  Peter Simeondis - Deloitte
More Information: