Calendar of Upcoming Events for the OHIO Chapter

Prior Events

Date and Time:3/15/2017 12:00 -- 2:00 PM
Event:NASPP Ohio Chapter Meeting
Topic:Hold. Flip. Split: Acrobatics of Employee Ownership (presented by Emily Cervino of Fidelity)
Location:Thompson Hine LLP 312 Walnut Street 14th Floor Cincinnati, OH 45202-4089
Contact:Nathan Holmes
Contact Phone:937-443-6820

What employees do with vested RSUs has long been a mystery to most companies. When shares hit the employee account, plan sponsor visibility is lost. And, while ESPP share selling behavior has been seen through disposition reporting, companies have very little insight into how selling behavior is linked to plan type and demographic variances.  In this session, Emily Cervino of Fidelity Stock Plan Services uncovers a host of new views into these previously unknown areas,  including  how the value of the payout impacts behavior, what ESPP discount levels create more employee holders, what impact age has, if tenure and location make a difference, and how Section 16 behavior varies.  And, mixing and matching of all data areas creates a virtual menu of choices on how to assess employee selling behavior.

More Information:
Continuing Education Credits: 1 CEP ()