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Calendar of Upcoming Events for the DC/VA/MD Chapter

Prior Events

Date and Time:2/12/2015 4pm to 6pm
Event:VA NASPP Chapter Meeting
Topic:MOBILITY: Taxability, Traceability, Payroll-ability, Survivability.
Location:CEB Waterview Conference Center 1919 N. Lynn Street 24th Floor, Riverview Conference Room Arlington VA 22209
Contact:Anu Saran
Contact Phone:202-729-5073
Contact Email:Anuradha.saran@carlyle.com
Description:

Speakers: Amy Flynn and Peter Simeonidis, Deloitte Tax LLP

An area which continues to come under increasing scrutiny is mobile employees participating in employer equity plans. Despite the ever increasing scrutiny many companies are still struggling with not only identifying mobile employees but in tacking how to balance the increasingly complex rules on withholding and reporting and the administrative burdens placed on companies.

In this session, Deloitte will lead a discussion on the issues companies face with respect to US domestic and globally mobile employee equity holders. We will explore the technical issues around mobile employees, in addition to providing practical insight into the approaches we see companies adopting. Key discussion topics will include: 

•        Who/what is a mobile employee? Identifying and tracking the population.

•        Tax rules around sourcing of income for mobile employees.

•        Employer withholding and reporting obligations.

•        Current regulatory landscape.

•        Practical approaches to risk management.

 

More Information:
Continuing Education Credits: 1 CEP ()
Date and Time:3/3/2015 8:30am to 10am
Event:VA NASPP Chapter Meeting
Topic:Post Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting
Location:K12 Inc. 2300 Corporate Pk. Dr. Ste 100 Room 1005 (first floor) Herndon, VA 20171
Contact:Anu Saran
Contact Phone:202-729-5073
Contact Email:Anuradha.Saran@carlyle.com
Description:

The inclusion of post vest holding periods in time vested and performance vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices, and to facilitate compliance with regulatory requirements – such as the incentive compensation disgorgement provisions of Dodd-Frank.  This session will provide an overview of the current corporate governance environment related to mandatory post vest holdings periods.  The session will also outline competitive practice and administrative challenges presented by post vest hold periods.  Finally, the session will discuss the financial accounting benefit and reduction in compensation expense that may be realized for awards that include mandatory post vest holding periods.

Panelist:

Terry Adamson, Aon Hewitt

Gustavo Dalanhese, E*TRADE Financial Corporate Services, Inc.

 

More Information:
Continuing Education Credits: 1 CEP ()
Date and Time:12/9/2015
Event:DC/VA/MD NASPP Chapter Meeting
Topic:Accounting Topic presented by Equity Methods- Please reach out if you have a specific accounting topic that you would like us to consider
Location:TBD- Please reach out if you are interested in hosting this event at your location
Contact:Anu Saran
Contact Phone:202-729-5073
Contact Email:Anuradha.saran@carlyle.com
Description:
More Information:
Continuing Education Credits: 1 CEP (Accounting)