Turning Up the Heat with Hot Topics in Equity Compensation
In these dog days of summer, Emily Cervino, Fidelity Stock Plan Services, and Julia Franke, Radford, have compiled a refreshing session that brings you what you need to know on some of today’s hottest equity compensation topics. The lineup of sizzling topics including post vesting holding periods, employee selling behavior, ESPP plan design, ASC simplification, participant perceptions, and Pay for Performance. And, when you think it can’t get any hotter, join us for a cool down with a chilled beverage at our post meeting happy hour!
Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services
Working in varied roles in the equity compensation industry since 1998, Emily has a unique appreciation for the opportunities and challenges of equity compensation. At Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.
In her former role as executive director of the Certified Equity Professional Institute (CEPI) at SCU, Emily was involved in all aspects of certification, research, and program marketing. In previous roles, Emily managed all the equity compensation programs at National Semiconductor and held various roles at E*TRADE/ShareData.
Emily is a frequent speaker at equity compensation events, past president of the Silicon Valley Chapter of the NASPP, a member of NASPP, GEO, and NCEO, and a 2015 recipient of the NASPP's Individual Achievement Award. Emily is a Certified Equity Professional (CEP) and she holds Series 7 and 63 securities registrations.
Julia Franke, Senior Consultant, Aon Equity Services
Julia Franke is a Senior Consultant at Aon as part of the equity compensation consulting team. Julia has more than nine years of experience in benefits and compensation consulting. Julia works directly with clients to design well-constructed equity compensation plans, practices and procedures. Julia specializes in the valuation of equity compensation under Topic 718, including Employee Stock Options, Performance Based Awards and Employee Stock Purchase Plans (ESPPs). She has extensive experience with Monte Carlo simulations for the valuation of market based awards, as well as award modification valuations. She also is the strategic marketing leader for Aon’s PeerTracker, which tracks and communicates performance awards to clients, benefitting Human Resources and Financial Reporting, as well as Aon’s PeerTracker Governance tool. This tool allows companies to track metrics such as Relative Degree of Alignment, Multiples of Median, and Absolute Pay-TSR alignment for themselves and their peers to ensure that pay for performance is truly aligned.
Julia earned Bachelor of Science degrees in applied mathematics and economics from Shippensburg State University. She is currently pursuing her Certified Equity Professional (CEP) designation.
Continuing Education Credits:
1 CEP (Various)