Calendar of Upcoming Events for the SAN FRANCISCO Chapter

Prior Events

Date and Time:5/19/2016 11:30am - 1:30pm PST
Event:San Francisco NASPP Chapter Lunch and Two Sessions!
Topic:1. Understanding the Psychological Principles of Decision Making and Motivation when designing your equity plan 2. Key International Updates: The 411 on the Tax and Legal Changes You Need to Know Now for Global Equity Grants
Location:Charles Schwab & Co., Inc. 215 Fremont Street San Francisco, CA
Contact:Dan Schwab
Contact Phone:415-667-6367

NASPP Lunch and Two Sessions! 

Registration link:

The first 30 registrants will be entered into a raffle to win one of five $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


SESSION I: Understanding the Psychological Principles of Decision Making and Motivation when designing your equity plan

Presenter: Carine Schneider, President, Equity Solutions

Session I Description:

Understanding the Psychological Principles of Decision Making and Motivation when designing your equity plan

Understanding human motivation and decision making is key when designing effective equity plans. In this session, you will receive an introduction into the theories and recent case studies on human motivation and decision making and how they impact the communication, design and administration of an effective plan. By understanding how the human mind works, small and large changes can impact the effectiveness and success of your plan.


SESSION II: Key International Updates: The 411 on the Tax and Legal Changes You Need to Know Now for Global Equity Grants

Presenter: Barbara Klementz, Partner Global Equity Services Group, Baker & McKenzie LLP

Session II Description: Keeping up with changes in the taxation, legal and regulatory environment surrounding global stock plans can be an overwhelming proposition. In this session, our speaker will discuss the latest notable changes impacting plan sponsors of international stock plans, touching on key tax, legal and other regulatory developments over the past year. Hear practical perspectives on how companies have responded to these developments and reactions seen and heard from the global community.


SESSION I:  Carine Schneider, President, Equity Solutions

Carine Schneider is an experienced senior management executive and Board Member, working with various large and small global companies. Ms. Schneider is an industry pioneer in equity and executive compensation. She is the President, NASDAQ Private Market Equity Solutions based in San Francisco, California.

Before joining Nasdaq, Carine was the CEO of Certent (formerly EASi), a provider of global stock plan tracking and reporting software to over 800 companies in 15+ countries and was co-founder and CEO of Global Shares, an independent provider of global stock plan administration and technology services based in Ireland. She has held senior level management position with Citigroup Stock Plan Services (now Morgan Stanley), was a Partner with PwC and was the Leader of the Global Stock Plan Services group at Towers Watson. In 1992.

Carine was the co-founder and founding Executive Director of the National Association of Stock Plan Professionals (NASPP). Carine was also the Director of Customer Services for Transcentive (now Solium Capital) and was the Manager of Shareholder Relations at Oracle Corporation where she assisted the CFO with the IPO (1986) and managed all aspects of the company’s various stock and benefit plans.


In 1999, Ms. Schneider founded the Global Equity Organization (GEO), a non-profit global networking and education organization with 6000 members worldwide. She currently serves as the Chairperson of the Board of Directors.

She has also been the Chair of the Advisory Board for the Santa Clara University Certified Equity Professionals Program (twice) and is a member of GEO, NASPP and the NCEO. She was the founder and President of the American Coalition of Stock Plan Administrators (ACSPA). In 2011, Carine was selected by the Foundation of Enterprise Development to be a judge for the “Creating Wealth By Sharing Wealth TM National Essay Contest” which captured the views of college students across U.S. campuses about using broad-based ownership and profit sharing (sharing the wealth principles).

Ms. Schneider was born in The Netherlands and speaks Dutch as well as English. She received her Bachelor’s degree from the University of California, Santa Cruz. She speaks frequently at conferences around the world, including US, Europe, China, India and Australia and has contributed chapters and articles to various industry publications and books. 

SESSION II:  Barbara Klementz, Partner Global Equity Services Group, Baker & McKenzie LLP

Barbara Klementz is a partner in the Global Equity Services Group in Baker & McKenzie’s San Francisco office, where she is co-chair of the San Francisco/Palo Alto Compensation and Employment Law Practice Group. She has practiced in the area of global equity and executive compensation for more than fourteen years and serves as a member of the National Association of Stock Plan Professionals, the Global Equity Organization and the San Francisco Bar Association. Ms. Klementz has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others. She is also a frequent speaker on a variety of global equity topics. Ms. Klementz is admitted to private practice in California and Dusseldorf, Germany.

Ms. Klementz focuses her practice on global equity compensation programs, employee benefits and executive compensation. She regularly advises multinational companies on implementing their equity compensation programs worldwide — particularly as it relates to tax and securities law matters and exchange control regulations. Ms. Klementz also frequently advises on the treatment of such programs in corporate spin-offs and other corporate transactions, as well as on the tax treatment of cross-border employees.

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.

To remove yourself from the San Francisco Chapter NASPP Chapter mailing list, go to


More Information:
Continuing Education Credits: 1.5 CEP (Various)