Calendar of Upcoming Events for the SAN DIEGO Chapter

Prior Events

Date and Time:6/25/2015 11:30 AM – 1:30 PM
Event:Chapter Meeting
Topic:Stock Operations Process Optimization (or how to make the most of what you already have…)
Location:Illumina, Inc., 5200 Illumina Way, San Diego, CA 92122
Contact:San Diego NASPP
Contact Phone:(858) 863-6412

Are your stock administration resources maxed out? Is your stock team feeling overwhelmed – too much to do and not enough time in which to do it?

In today’s economy, profits are rising but operating expenses are still lean. Your stock team is expected to deliver an exceptional performance with minimal resources. Learn how to take a holistic look at your equity compensation processes and identify your team’s compliance risks and challenges. We will focus on identifying efficiency gains and mitigating risks in a way that allows your team to shine.

Kelly Geerts CEP
Managing Director, Operational Strategy Practice Leader, ISP Advisors LLC

With more than two decades of experience in deploying end-to-end equity and payroll best practices on the issuer side, both strategically and operationally, Kelly brings a practical approach to a broad range of payroll and equity administration processes.

Prior to joining ISP Advisors, Kelly managed the global process and strategy for Apple Inc.’s payroll and equity programs. Kelly focused on overall process improvement initiatives, such as implementing and managing automated global mobility taxation procedures, to support Apple’s growth as it expanded to more than 90,000 employees and 70 legal entities. Kelly developed relationships with internal stakeholders and external peers to ensure global compliance, built flexible tools and uncovered opportunities for measurable efficiency gains. Kelly also actively participated in M&A decisions.

Kelly has extensive experience in global equity and payroll strategy, day-to-day equity and payroll administration operations, payroll tax and accounting, and payroll systems. Kelly’s background includes developing, implementing and managing control processes. Kelly has also designed and implemented HR and payroll-related systems and interfaces as well as employee self-service functionality.

Kelly is an active participant in the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), and has presented at NASPP and GEO events, as well as E*Trade’s Directions conference. Kelly is a former board member of GEO and E*Trade’s Client Advisory Board. Kelly received a BBA in Business Management from the University of Texas at Austin.

More Information:
Continuing Education Credits: 1 CEP (Administration)
Event files: