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Calendar of Upcoming Events for the DENVER Chapter

Prior Events

Date and Time:6/30/2016 12:00 Noon
Event:Chapter Meeting Presented by Charles Schwab
Topic:FINANCIAL ACCOUNTING STANDARDS SIMPLIFICATION – WHAT DOES IT MEAN TO YOU?
Location:Charles Schwab Conference Center 9875 Schwab Way, Lone Tree, Colorado
Contact:John Barringer - Chapter President
Contact Phone:720-354-3858
Contact Email:jbarringer@ffec.com
Description:

On March 30, 2016 the FASB released Accounting Standards Update 2016-09.  What is included in the new rules?  What will be changing, and when?  What does this mean for your company?  

In this presentation we will compare and contrast the current guidance and the new simplifications.  We will discuss who is affected by the updates, summarize the main provisions and how they differ from current GAAP, and explain the transition requirements and effective dates.

Whether you are the primary person responsible for financial reporting or the stock plan administrator at your company, it is important to understand the new guidance and how your equity plans will be impacted.

Julie Morton has 12 years of experience in the equity compensation industry with extensive knowledge of plan design, administration, taxation, and financial reporting for equity plans.

Julie has lived in Denver, Colorado since 1976 and joined Charles Schwab as a Client Service Manager in 2011.  Julie holds a Bachelor of Science in Business Administration, and earned her Certified Equity Professional designation in 2008. 

More Information:
Continuing Education Credits: 1 CEP (Administration)
Date and Time:7/26/2016 12:00 Noon
Event:Chapter Meeting
Topic:10 Mistakes Your Participants Are Making With Their Stock Plans You Really Need to Know About
Location:Charles Schwab Campus Auditorium 9800 Schwab Way, Lone Tree, CO
Contact:John Barringer
Contact Phone:720-354-3858
Contact Email:jbarringer@ffec.com
Description:

10 Mistakes Your Participants Are Making With Their Stock Plans You Really Need to Know About
We all know that award recipients have varying degrees of sophistication and exhibit certain behaviors, but how does that impact their financial well-being and why should you care as an issuer? This presentation will examine the ten most common mistakes participants make and how it may diminish the perceived value of your stock plan.

Presenter:
Bruce Brumberg, Editor-in-Chief & Co-founder myStockOptions.com
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. Bruce graduated from the University of Michigan and University of Virginia School of Law.

More Information:
Continuing Education Credits: 1 CEP (Administration)
Date and Time:8/18/2016 12:00 Noon
Event:Chapter Meeting Presented by Morgan Stanley
Topic:Results from the 2015 Morgan Stanley /Shearman & Sterling LLP 10b5-1 Practices Survey
Location:Prologis 4545 Airport Way, Denver, CO 80239
Contact:John Barringer - Chapter President
Contact Phone:720-354-3858
Contact Email:jbarringer@ffec.com
Description:

In October 2015, Morgan Stanley and the law firm of Shearman & Sterling conducted a comprehensive survey regarding 10b5-1 practices and insider trading policies with the Society of Corporate Secretaries and Governance Professionals. During this session we will review the results of the survey, which explored frequent areas of interest including:

•Amendments, modifications and terminations

•Length of cooling off periods

•Term lengths and the broker selection process

•Current insider trading policy practices, including how companies are utilizing their insider trading policies to regulate their 10b5-1 plan practices

More Information:
Continuing Education Credits: 1 CEP (Administration)