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Calendar of Upcoming Events for the OHIO Chapter

Prior Events

Date and Time:2/21/2017 12:00 -- 2:00 PM
Event:NASPP Ohio Chapter Meeting
Topic:Share Request Proposals from an Investor Lens (presented by Laura Wanlass, Dan Pliskin and Kevin Wells of Aon)
Location:Columbus, Ohio Thompson Hine LLP Huntington Center, 17th Floor 41 South High Street Columbus, Ohio 43215
Contact:Nathan Holmes
Contact Phone:937-443-6820
Contact Email:Nathan.Holmes@ThompsonHine.com
Description:

Obtain behind-the-scenes knowledge on how investors and proxy advisory firms (ISS & Glass Lewis) evaluate stock plan proposals. In addition to summarizing key aspects of ISS’ new Equity Plan Scorecard approach, you'll also gain key insights into the “Black Box” approach taken by Glass Lewis.  Further, we will explore the growing number of non-ISS / Glass Lewis compliant programs companies are pursuing the past two proxy seasons.  Did we mention these were also successful endeavors?

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Continuing Education Credits: 1 CEP ()
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
Contact Email:Nathan.Holmes@ThompsonHine.com
Description:

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 ()