Calendar of Upcoming Events for the AUSTIN Chapter

Prior Events

Date and Time:5/5/2015 11:30 am
Event:Q2-2015 Austin Chapter Meeting
Topic:Equity vs. Payroll: Friend or Foe?
Location:Where: Cover 3 512-374-1121 2700 W Anderson Ln Austin, TX 78757
Contact:Ken Lipscomb
Contact Phone:512-656-0213

Kelly Geerts, Managing Director with ISP Advisors LLC, will present the following:

Global equity administration is inherently dependent on complete and accurate payroll information for employees across the world, and therein lies the rub:  how many companies support a global payroll solution and can provide complete employee data for the equity administration system?  The answer: only a handful.  Most large global companies support a few dozen payroll entities and a dozen or more payroll platforms or services, few of which have consistent pay periods, reporting capabilities, or understanding of the equity administration process.  

With real examples from companies like eBay, Yahoo! and Qualcomm, find out:

  • what works well with their payroll partners, and what does not;
  • the challenges that they’ve encountered in interacting with multiple payroll entities and how (if) they’ve solved them; and
  • the experience of implementing a global payroll system and how it might resolve some of the existing challenges.

Please join us for this event — perhaps it can encourage you to creatively solve your own payroll challenge!  


Kelly's Bio:

Kelly Geerts, CEP

ISP Advisors LLC

Managing Director

9503 Topridge Drive

Austin, TX 78750

512-387-2424 (office)

512-905-7696 (cell)

With more than two decades of experience in deploying end-to-end equity and payroll best practices on the issuer side, both strategically and operationally, Kelly brings a practical approach to a broad range of payroll and equity administration processes.

Prior to joining ISP Advisors, Kelly managed the global process and strategy for Apple Inc.’s payroll and equity programs. Kelly focused on overall process improvement initiatives, such as implementing and managing automated global mobility taxation procedures, to support Apple’s growth as it expanded to more than 90,000 employees and 70 legal entities. Kelly developed relationships with internal stakeholders and external peers to ensure global compliance, built flexible tools and uncovered opportunities for measurable efficiency gains. Kelly also actively participated in M&A decisions.

Kelly has extensive experience in global equity and payroll strategy, day-to-day equity and payroll administration operations, payroll tax and accounting, and payroll systems. Kelly’s background includes developing, implementing and managing control processes. Kelly has also designed and implemented HR and payroll-related systems and interfaces as well as employee self-service functionality.

Kelly is an active participant in the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and has presented at NASPP and GEO events. Kelly is a former board member of GEO and ETrade’s Client Advisory Board. Kelly received a BBA in Business Management from the University of Texas at Austin and is a Certified Equity Professional (CEP) through Santa Clara University.

More Information:
Continuing Education Credits: 1 CEP ()