Calendar of Upcoming Events for the SAN FRANCISCO Chapter

Prior Events

Date and Time:8/24/2017 11:30am PT
Event:SF Chapter NASPP Lunch and Two Sessions!
Topic:1. Mergers, acquisitions, and combinations?...Oh my! 2. You’ve been acquired, now what?
Location:Charles Schwab 215 Fremont Street, 1st Floor San Francisco, CA
Contact:Dan Schwab

August 24, 2017

SF Chapter NASPP Lunch and Two Sessions! 

Registration Link:

The first 30 registrants will be entered into a raffle to win one of three $10 Starbucks gift cards. Don't wait - Register today!


Join us for two great sessions:


Registration:   11:30am
Session I:        11:45am to 12:30pm
Session II:       12:45pm to 1:30pm


Charles Schwab
215 Fremont Street, 1st Floor
San Francisco, CA


SESSION I: Mergers, acquisitions, and combinations?...Oh my!

Speakers:  Barbara Wallace, Oracle Corporation and Stacey Fox, Salesforce

Come hear two seasoned veterans, Barbara Wallace of Oracle and Stacy Fox of Salesforce,  talk about processes, tips, must do’s, the ‘do nots’,  and the horror stories of assimilating and integrating equity plans due to merger activity.  As the current environment finds more acquisitions occurring than IPOs, one may easily find themselves on the giving or receiving end of a complex transaction so come learn from the best and brightest as how to shine through such an event. 

SESSION II: You’ve been acquired, now what?  

Speaker:  Becky Bruno, Oracle Corporation and Stacey Fox, Salesforce

And if you may be subject to a merger/acquisition or are considering a career change now or in the future or even looking to hire top talent, please join us for our second session that will cover perfecting your resume and interview skills.  In this session, you will learn about resume do’s and don’ts, acceptable formats, current resume trends, how to leverage social media when job searching and the key interview “must do’s”.  This is a great session for anyone – those early in their career as well as those more seasoned



Barb Wallace, Senior Director of Employee Stock Services, Oracle Corporation 

Barb Wallace is Senior Director of Employee Stock Services for Oracle Corporation.  Prior to joining Oracle in 1999, Barb spent 16 years at Electronic Arts after 3 years in public accounting with KPMG. She and her Reno, NV team of 7 are responsible for all aspects of Oracle Corporation’s employee equity plans, both organic and assumed through acquisitions.   Barb and her group were instrumental in designing and rolling out an Equity Choice Program worldwide whereby over 18,000 employees in over 45 countries were able to state their preference for receiving stock options, RSUs or a combination of both.

Barb and her group have assumed over 200 separate equity plans from over 50 acquisitions, including notable companies such as Siebel, Hyperion, BEA, Sun Microsystems, Taleo, Responsys, Micros and most recently NetSuite.  Barb is a Certified Public Accountant and a frequent speaker at industry events and conferences.

Stacy Fox, Finance Director, Salesforce

Stacy Fox is a finance director at Salesforce heading the Global Equity Plan Services & 401(k) team. Stacy has worked in the equity compensation field since 1996 when she joined ShareData in the application support department (ShareData was later acquired by E*TRADE). Over the past years, Stacy had worked on both the vendor and issuer side at various companies in Silicon Valley and has managed integrating over 40 acquisitions.  Her job experiences have ranged from managing in-house equity compensation programs to handling complex on-site consulting assignments for various customers. Salesforce offers global ESPP, RSU and Option programs to over 27,000 employees. Since receiving her CEP designation from Santa Clara University in 1998, Stacy has volunteered for CEP item writing, question standard setting, curriculum evaluation and currently sits on the Advisory Board. Stacy has also chaired the Northern California Global Equity Organization (2004 & 2005) and also sat on the SVC NASPP executive committee (2005). Stacy has a BA in psychology from San Jose State University.

Becky Bruno, President, Bruno Recruiting Group, Inc.

Becky Bruno is the President of Bruno Recruiting Group, Inc, a boutique search firm specializing the placement of finance and equity compensation professionals.  Prior to recruiting, Becky spent over 10 years in the equity compensation industry and has firsthand experience with the complexities and requirements for stock plan professionals.


LOCATION: Charles Schwab 215 Fremont Street, 1st Floor, San Francisco

PARKING: Underground parking 1 block away in the Orrick Building: Entrance on 1st Street, between Howard and Folsom ($2.75/ hour).

BART/MUNI: Exit the Embarcadero Station, walk 2 blocks down to Fremont Street, Left onto Fremont, 3 blocks to 215 Fremont Street.

PAYMENT: If you will be submitting payment via check, please make it out to SF NASPP, and mail it to: SF NASPP, 4100 Redwood Road, Suite 183, Oakland, CA 94619-2363.

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More Information:
Continuing Education Credits: 0.75 CEP (Various)