Calendar of Upcoming Events for the ATLANTA Chapter

Prior Events

Date and Time:1/30/2018 3:30 - 6:30 p.m.
Event:NASPP Atlanta Chapter Meeting Sponsored by Aon Equity Services
Topic:Pirates of Stock-Based Compensation! A Treasure Hunt to Find Hidden Cost Savings in Your Equity Plans.
Location:Sage Woodfire Tavern Restaurant 4505 Ashford Dunwoody Road Atlanta, GA 30346 770-804-8880
Contact:Jill Gilmer

Pirates of Stock-Based Compensation!  A Treasure Hunt to Find Hidden Cost Savings in Your Equity Plans

Arrgghh you ready to save some money?  Your equity plans may already contain design features that could save your company some compensation expense.  Alternatively, there may be a better way of valuing your equity plans that can help lower the cost of the programs.  Join this group of pirates, err... experts, to find out where "X" marks the spot within your equity plan.  We'll explore how plans where vesting accelerates once an employee is retirement eligible, but the awards are not sellable until the original vest date can yield significant cost reductions.  We'll also talk about the different assumption methodologies and valuation models at a company's disposal that could reduce compensation expense.  Jump on board to learn how to pillage your equity plan to reduce costs without impacting the design or employees!

Julia Franke, CEP, Aon Equity Services

Julia Franke is an Associate Director with Aon’s Equity Services Team, which specializes in equity compensation including corporate governance, plan design, and ASC Topic 718 valuation and expense.  Specifically, Julia specializes and assists clients with valuation of employee options and performance shares under ASC Topic 718 using Black-Scholes, lattice, and Monte Carlo simulations; share management calculations; valuation of liabilities attributed to change in control due to IRC 280G; development of underwater option exchange programs; and the design of employee equity programs. She is the strategic leader for Aon’s PeerTracker, which tracks and communicates performance awards to clients, benefitting Human Resources and Financial Reporting.  Julia earned Bachelor of Science degrees in applied mathematics and economics from Shippensburg State University.  She obtained the Certified Equity Professional (CEP) designation through Santa Clara University.

Scott Wallace, E*Trade Corporate Services

Scott Wallace is a Senior Product Manager with E*TRADE Corporate Services. Prior to joining E*TRADE in 2015, Scott was the Manager of Stock Administration at CenturyLink where he migrated several acquired company stock plans to E*TRADE. Scott has over 15 years of experience as a certified accounting professional with focus on SEC financial reporting, audit, EPS computations and technical accounting research for several Fortune 200 companies. Scott has a Master of Professional Accountancy from the University of Nebraska.

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