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

Prior Events

Date and Time:8/24/2017 10:00am-12:00pm
Event:DC Chapter Meeting
Topic:Performance Equity 201
Location:Aon 1120 20th St. NW Suite 600 Washington DC 20036
Contact:Eddie Pelatti
Description:

Performance equity is everywhere, but how does your company’s performance plan stack up against the rest of the marketplace? Aon will discuss what performance metrics are out there, which metrics are the most popular, the pros and cons of each metric, and the accounting consequences of company specific vs. market conditions. Aon will also take a deeper dive into the most popular performance metric - relative TSR – based on the results of their Inaugural Global Relative TSR survey

CJ Van Ostenbridge is a Senior Consultant with Aon’s employee equity valuation group. Aon assists over 450 companies with all aspects of ASC Topic 718, ranging from plan design considerations to valuation to expense accruals. In his current role, CJ works directly with clients to analyze data, perform statistical analysis, develop economic assumptions, and produce financial reporting information for a broad range of equity-based compensation instruments.

CJ holds a Bachelor of Science in Mathematical Decision Sciences from the University of North Carolina at Chapel Hill. He is a Certified Equity Professional and is currently pursuing his Associate of the Society of Actuaries designation.

Dan Kapinos is an Associate Partner and the East Coast Practice Leader for Aon’s Equity Services Team, providing expertise, service and advice surrounding equity compensation to over 600 companies, including plan design considerations, performance metric selection and goal setting, reporting requirements under ASC Topic s718 and 805 and IRC 280G, corporate governance analytics, performance tracking and more.

Dan collaborates directly with management and compensation committees to design sound equity compensation plans, practices and procedures, also focusing on the financial management of their equity compensation programs.  As leader of Aon’s PeerTracker tool, Dan oversees the tracking and communication of performance awards to clients, providing cross-functional benefits to Human Resources and Financial Reporting.  He is also oversees Aon’s software development and other technology initiatives, products and services in the equity compensation space.

Before joining Aon, Dan graduated from the Pennsylvania State University with a degree in statistics.  In 2009, he obtained the Certified Equity Professional (CEP) designation through Santa Clara University.  He is currently pursuing the Certified Executive Compensation Professional (CECP) designation through the WorldatWork Society of Certified Professionals.  Dan is a frequent national and international speaker and writer on a variety of equity compensation topics, with organizations like the CEP Institute, NASPP and GEO.  Dan is a member of the Alumni Board of Directors for the Eberly College of Science at the Pennsylvania State University, where he serves as Chair for the Student Engagement Committee and created the For The Glory Scholarship Fund.  Dan has also served as the President of the NASPP Philadelphia Chapter, and currently sits on the Curriculum Committee for the CEP Institute.

More Information:
Continuing Education Credits: 1.5 CEP (Accounting)
Date and Time:8/24/2017 3:00pm-4:30pm
Event:Baltimore Chapter Meeting
Topic:Performance Equity 201
Location:Legg Mason 100 International Drive Baltimore, MD 21202
Contact:Eddie Pelatti
Description:

Performance equity is everywhere, but how does your company’s performance plan stack up against the rest of the marketplace? Aon will discuss what performance metrics are out there, which metrics are the most popular, the pros and cons of each metric, and the accounting consequences of company specific vs. market conditions. Aon will also take a deeper dive into the most popular performance metric - relative TSR – based on the results of their Inaugural Global Relative TSR survey

CJ Van Ostenbridge is a Senior Consultant with Aon’s employee equity valuation group. Aon assists over 450 companies with all aspects of ASC Topic 718, ranging from plan design considerations to valuation to expense accruals. In his current role, CJ works directly with clients to analyze data, perform statistical analysis, develop economic assumptions, and produce financial reporting information for a broad range of equity-based compensation instruments.

CJ holds a Bachelor of Science in Mathematical Decision Sciences from the University of North Carolina at Chapel Hill. He is a Certified Equity Professional and is currently pursuing his Associate of the Society of Actuaries designation.

Dan Kapinos is an Associate Partner and the East Coast Practice Leader for Aon’s Equity Services Team, providing expertise, service and advice surrounding equity compensation to over 600 companies, including plan design considerations, performance metric selection and goal setting, reporting requirements under ASC Topic s718 and 805 and IRC 280G, corporate governance analytics, performance tracking and more.

Dan collaborates directly with management and compensation committees to design sound equity compensation plans, practices and procedures, also focusing on the financial management of their equity compensation programs.  As leader of Aon’s PeerTracker tool, Dan oversees the tracking and communication of performance awards to clients, providing cross-functional benefits to Human Resources and Financial Reporting.  He is also oversees Aon’s software development and other technology initiatives, products and services in the equity compensation space.

Before joining Aon, Dan graduated from the Pennsylvania State University with a degree in statistics.  In 2009, he obtained the Certified Equity Professional (CEP) designation through Santa Clara University.  He is currently pursuing the Certified Executive Compensation Professional (CECP) designation through the WorldatWork Society of Certified Professionals.  Dan is a frequent national and international speaker and writer on a variety of equity compensation topics, with organizations like the CEP Institute, NASPP and GEO.  Dan is a member of the Alumni Board of Directors for the Eberly College of Science at the Pennsylvania State University, where he serves as Chair for the Student Engagement Committee and created the For The Glory Scholarship Fund.  Dan has also served as the President of the NASPP Philadelphia Chapter, and currently sits on the Curriculum Committee for the CEP Institute.

More Information:
Continuing Education Credits: 1.5 CEP (Accounting)
Date and Time:9/6/2017 1:00PM-3:00PM
Event:VA Chapter Meeting
Topic:Personal Security Awareness
Location:Hilton Global Headquarters 7930 Jones Branch Drive McLean, VA 22102
Contact:Eddie Pelatti
Description:

 

We are very excited to welcome Gary Rossi from Fidelity Investments. Personal security is a concern for everyone, from high net worth executives to rank and file employees. The risks are great for affluent executives, as professional fraudsters refine techniques.  Individuals may be concerned with securing their online identity and keeping their home and family safe, but don’t always know the best practices and resources that available. This session focuses on online and personal security and provides education and practical advice on security threats and appropriate risk mitigation strategy. This thought-provoking discussion about personal security will help you and your executives to combat this growing threat.

Some of the specific topics often discussed include:

•             Preventing Online Fraud (e.g., enhanced log-in security)
•             Digital Footprint / Online Presence
•             Vetting Household Help
•             Residential Safety & Security
•             Information Security at Home
•             Preventing Elderly Exploitation
•             Travel Security

More Information: