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Calendar of Upcoming Events for the AUSTIN Chapter

Prior Events

Date and Time:12/12/2017 3:00 pm
Event:Austin Chapter NASPP Holiday Happy Hour and Session
Topic:Millennials and Beyond: How to Attract and Retain Gen Y and Gen Z Employees
Location:Cirrus Logic 800 West, Sixth Street Austin, TX 78701
Contact:Kimberly Steele
Description:

Does your equity compensation plan appeal to your millennial employees? Do they understand the value of what you are providing? How can you attract and retain the young workforce in this competitive recruiting environment? Share with your Austin peers whether you’ve designed your programs and communication plans to successfully meet the needs of your millennial employees, and any challenges you’ve encountered along the way.

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SPEAKER BIOS:

Patrick Gabel, Director, Aon Hewitt

Patrick Gabel is a Director in Aon's Equity Valuation group in Chicago. He has broad experience with the design, valuation, and financial reporting of employee equity compensation programs. Patrick leverages extensive actuarial background in analyzing historical plan experience and performing complex valuations, to apply an added rigor and discipline to the world of employee equity compensation.

Master of Arts, Mathematical Statistics and Probability, and Bachelor of Science, Mathematics, Bowling Green University

Kelly Geerts, CEP, Director Advanced Solutions, E*TRADE Financial Corporate Services, Inc.

With more than two decades of experience in deploying end-to-end equity best practices on the issuer side, both strategically and operationally, Kelly brings a practical approach to a broad range of equity administration processes. As the Director of E*TRADE's Advanced Solutions team, she is focused on process optimization, enabling her clients to reduce internal risks and scale their business by building efficiencies. 

During her tenure at Apple, she managed the global process and strategy for Apple Inc's equity and payroll programs. She focused on overall process improvement initiatives, such as implementing and managing automated global mobility taxation procedures, to support Apple's rapid growth, ensure global compliance, build flexible tools and uncover opportunities for measurable efficiency gains. She also actively participated in M&A decisions involving equity acquisitions.

Kelly is an active participant in the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and a past presenter at both NASPP and GEO's Annual Conferences. She is a second-time board member of GEO and a former member of E*Trade's Client Advisory Board and NASPP's Austin Chapter 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.

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