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Calendar of Upcoming Events for the TWIN CITIES Chapter

Prior Events

Date and Time:2/28/2017 Webinar Starts @ 1:00 p.m. CDT
Event:A Joint Webinar Program with the San Fernando Valley NASPP Chapter Featuring Bruce Brumberg with myStockOptions.com
Topic:"Tax Return Reporting: What You Need to Know & Communicate With Employees"
Location:Receive the webinar registration invitation by emailing: derek.arisian@wellsfargo.com
Contact:Derek Arisian - Twin Cities Chapter President
Contact Phone:612-667-2424
Contact Email:derek.arisian@wellsfargo.com
Description:

Presenter:  Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com

Description: This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements, including cost basis reporting. The webinar will help you review the 2017 tax filings and improve communications with your employees to help them prevent mistakes in reporting stock sales from equity compensation. By attending this webinar session, you will learn about:

·         The most common questions asked by employees

·         Costly mistakes made by employees related to tax return reporting of stock compensation

·         Pitfalls that may cause unwanted IRS attention

·         Tax law changes that apply to stock compensation

·         Key points to communicate with employees

·         Resources available, including the Tax Center on myStockOptions.com and from various stock plan providers.

Webinar Presenter Bio: Bruce Brumberg

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. This award-winning online resource center has received a patent and been featured in publications ranging from the San Francisco Chronicle to Money magazine. Human Resource Executive magazine selected myStockOptions.com as one of the 10 Best HR Products of the Year. CPA Wealth Provider magazine has selected myStockOptions.com Pro as one of the best products for financial advisors.

The engaging content and tools on www.myStockOptions.com are used by both professionals (stock plan admin, HR, financial planning, lawyers, CPAs) and stock plan participants! The site’s Tax Center is a life saver for many plan participants and stock plan professionals. Many major stock plan service providers and companies license content from myStockOptions.com for their participant websites to improve their stock plan education and communications. The public site also has a Learning Center that offers courses with CE credits for CEPs and CFPs.

Bruce is past President of the Boston NASPP chapter, on the NASPP Advisory Board, and contributor to the Stock Plan Advisor. Bruce also produced the popular "Think Twice" insider trading prevention videos (www.insidertradingvideos.com). Recently he started a new site on nonqualified deferred compensation at www.myNQDC.com. He is involved with another web venture at www.SocialSecuritySolutions.com that helps advisors and individuals make smarter decisions on when to take Social Security. Bruce graduated from the University of Michigan and University of Virginia School of Law.

More Information:
Date and Time:5/11/2017 Breakfast 7:30, Meeting 8 - 9:00 a.m.
Event:NASPP Twin Cities Chapter Meeting
Topic:Are Private Equity Practices the Next Step for Public Company Executive Compensation?
Location:Wells Fargo Center, 90 South 7th Street, Minneapolis, 3rd Floor, Trixie room Location information: When you come in the main entrance to the bank (corner of 6th & Marquette), you’ll see the stage coach in the teller/foyer area. Walk straight ahead to the first elevator bank and go up to the 3rd floor. When you come out of the elevator, you’ll see the reception desk, go through the glass door and make a right to hook back to the Trixie room.
Contact:Derek Arisian - Chapter President
Contact Phone:612-667-2424
Contact Email:derek.arisian@wellsfargo.com
Description:

The regulatory oversight of executive pay - proxy advisory firm policies, rules issued from the SEC, additional disclosure requirements - along with pressures to establish more rigorous executive pay for performance continues unabated. At the same time, we have more executives across Corporate America participating in compensation plans formed by private equity (PE) firm philosophies and practices. And activist investors are asserting their pay philosophies in public company Boardrooms. 

The presentation will cover how PE and public company executive stock incentive plan practices differ - ownership requirements, granting practices, the portfolio of awards and the performance metrics used to vest awards – and offer suggestions as to how PE company practices might help strengthen public company executive pay programs and address the many external pressures. 

To Register: Send your RSVP email to voves.michael@dorsey.com 

Presenter: Donald Nemerov, Managing Director - FGMK, LLC

Don has more than 25 years of experience designing executive compensation and pay-for-performance programs, as well as advising management and board of public, private and tax exempt companies.   Prior to joining FGMK, he spent the last 20 years working for Arthur Andersen, Deloitte, PricewaterhouseCoopers LLC, and most recently, Grant Thornton.

Don has worked with companies across virtually every industry and size on total compensation benchmarking, annual and long-term incentive plans including equity incentives, phantom stock, and non-qualified deferred compensation. Don has also worked with numerous clients on regulatory matters, including ASC 718, Section 409A, Section 280G and SEC proxy/CD&A disclosure.

Don is a frequent speaker and has published numerous thought leadership articles on topics related to executive compensation and pay-for-performance. He has an M.A., Industrial Relations, University of Minnesota and a B.S., Economics, Wharton School, University of Pennsylvania. He is a member of NASPP and WorldatWork.

 

More Information: