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Calendar of Upcoming Events for the SAN DIEGO Chapter

Prior Events

Date and Time:8/23/2016 11:30am - 1:30pm
Event:Chapter Meeting
Topic:Your Equity Awards Under a Hot Iron
Location:Cooley LLP, 4401 Eastgate Mall, San Diego, CA 92121
Contact:San Diego NASPP
Contact Phone:(858) 863-6412
Contact Email:SanDiego@naspp.com
Description:

In this session, Robert Slaughter and Lenka Haase of E*TRADE Financial Corporate Services bring to you a discussion about underdogs. We’re talking about all those award terms and details all too often overshadowed by high-level goals and strategic visions. This in-the-weeds discussion will put common equity award terms and practices under the microscope. From the details around performance award payout measurements, to dividend equivalents, to handling unexpected modifications and leaves-of-absence, and tracking everything efficiently in your processes, be prepared for this to session to help you iron out some common wrinkles in your own equity plans. Through the use of Q&A’s and live pop quizzes, we hope to make this a fun and interactive discussion. Feel free to bring your most interesting challenges and questions for a live discussion.

Presenters:
Lenka Haase, Solutions Architect with E*TRADE Financial Corporate Services

Lenka is a Solutions Architect with E*TRADE Financial Corporate Services, Inc. In her current role, Lenka works on a consultative basis to help strategically develop proactive action plans for unique plan requirements for current clients and key target prospects. Prior to being a Solutions Architect, Lenka worked as a Senior Client Services manager for some of E*TRADE Corporate Services’ largest clients. Lenka has more than nine years of experience working in the financial services industry at small and large firms. She earned her Bachelor of Science in Business with a focus on Finance from the University of Nevada, Las Vegas. Lenka is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Equity Professional and holds FINRA Series 7 and 66 licenses.

Robert Slaughter, Solutions Architect with E*TRADE Financial Corporate Services
Robert is a Solutions Architect with E*TRADE Financial Corporate Services, Inc. In his role, Robert is responsible for collaborating with Account Executives and Relationship Managers to help attract and win new equity compensation client business and serves as a lead knowledge expert to help with client satisfaction and retention. He holds broad equity compensation experience and has helped hundreds of companies of all sizes design, value, and account for stock-based instruments. He frequently presents on topics surrounding performance awards, executive compensation, and financial reporting. Robert holds Bachelor's degrees in Economics and Mathematics from Arizona State University.

More Information:https://sdnaspp.wufoo.com/forms/s1ibi10l0n5hshu/
Continuing Education Credits: 1 CEP (Administration)
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