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Calendar of Upcoming Events for the AUSTIN Chapter

Prior Events

Date and Time:9/21/2017 3:00 pm
Event:Austin Chapter Meeting
Topic:M&A Expert Panel
Location:HomeAway 1011 W 5th St Austin, TX 78703
Contact:Kimberly Steele
Description:

There’s a lot more to an M&A transaction than you might think!  Join our expert panel including local Chapter members, Sherri Dittmar from Expedia and Judy Abbgy from Rackspace as they share their experience from recent corporate actions at their respective companies and provide an issuer’s perspective on successfully navigating a transaction.  Sandy Shurin from Deloitte will facilitate the presentation and share some findings as they relate to global stock administration and planning from experience with different types of transactions.

We’re headed to downtown Austin!  HomeAway has graciously offered up a conference room (thank you Sherri!) for our meeting.  Afterwards, follow us across the street for happy hour at the “Tiniest Bar in Texas”.  Our happy hour will be sponsored by Deloitte, a longtime friend of the Austin NASPP Chapter!

Tiniest Bar in Texas at 817 W 5th St

Please RSVP as soon as possible so that we can inform our hosts how many of our members to expect.  Due to limited parking, car-pooling or a ride sharing service is strongly encouraged.

We will provide details on what to expect upon arrival at the HomeAway offices to those who RSVP. 

Speaker Bios:

Sherri Dittmar is the Senior Manager of Stock Administration at Expedia.  She has 16 years of experience in equity compensation and administration. During this time she has been involved in a number of acquisitions and divestitures.  Most recently Sherri joined HomeAway in September 2013 and was responsible for managing the company’s global equity incentive plan. After two years, the company announced that it would be acquired by Expedia. Her role was pivotal in the success of the transaction that involved equity and cash. This was a fast paced transaction involving two public companies that closed six weeks from the announcement date.   This project required many partnerships internally and externally to which Sherri led the charge.  Upon completion of the acquisition, Expedia offered Sherri a permanent role within their global equity team.  Since joining the Expedia team she has been involved in rolling out an equity choice program for their annual incentive cycle.  

Judy Ann Abbgy has 10 years of experience in equity compensation and administration. She joined Rackspace Hosting, Inc. in April 2016 and was responsible for the company’s stock and long-term incentive plan administration. After four and a half months into the role, the company announced that it will be acquired by Apollo Global Management, LLC and that Rackspace will become a privately held company. Judy was instrumental in the successful execution of the Apollo transaction in November 2016 by taking on responsibilities for E*TRADE database transition, partnering with outside counsel on global compliance of converted equity payments, partnering with Accounting and Global Mobility on tax issues, partnering with Payroll on payment processing, and developing of statement communications for the conversion. Early this year, a new equity program was established by Rackspace and made their first private equity offering during their annual grant cycle. She was responsible in the execution and plan setup of these new awards. 

Judy holds a professional designation as a Certified Equity Professional (CEP) from Santa Clara University since 2013, and a Bachelor’s Degree in Accountancy from Colegio de San Juan de Letran (Philippines).

Sandy Shurin is a Senior Manager in Deloitte's Global Rewards practice, who primarily focuses on the tax, regulatory and accounting issues that impact the rewards programs of U.S. and non-U.S. employers. As a global compensation consultant with specialized experience in the area of long-term incentive plans, Sandy has assisted public and private companies with the thorough review of current processes and outstanding equity and non-equity based awards to identify not only compliance concerns but also opportunities for tax optimization and operational efficiencies.

Sandy works with plan sponsors and stakeholders across corporate functions to understand the various technical requirements which impact global rewards programs and, keeping in mind the broader business and operational goals of each company, practical solutions for addressing the complexities of a globally operated program.

Sandy has been a speaker at local, regional, and national industry events on various topics related to global compensation, and currently serves as Chair of the American Bar Association (ABA) Section of Taxation Subcommittee on Executive Compensation, Fringe Benefits, and Federal Securities Laws, in addition to serving on the Board of the Houston chapter of the National Association of Stock Plan Professionals (NASPP), and the Leadership Council for the Houston chapter of the Posse Foundation.  Sandy holds a J.D. from Washington and Lee University School of Law and a B.S. in Finance from The Pennsylvania State University.

 

 

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