Calendar of Upcoming Events for the SAN FRANCISCO Chapter

Prior Events

Date and Time:7/24/2014 1:30 - 5:30
Event:Not Quite Half-Day Summer Meeting
Topic:Three Presentations: 1) What an IPO Means For Equity Compensation, 2)Wikis and Tweets and Blogs. Oh My!, and 3) Fine Tuning Your Stock Admin Engine
Location:One Market Restaurant 1 Market Street San Francisco, CA
Contact:Mark Clem
Contact Phone:415-234-6807

SF NASPP Chapter Meeting

Thursday, July 24, 2014 / 1:30 p.m. - 5:30 p.m.

Not-Quite-Half-Day Summer Meeting

Speed learning is back by popular demand! Three 45-minute presentations, networking, prize drawings, hors d’oeuvres, and a hosted bar in an intellectually stimulating and socially satisfying afternoon at one of San Francisco’s finest restaurants.

1:30 p.m. – 2:00 p.m. Registration

2:00 p.m. – 4:45 p.m. Three Presentations (separated by two 15-minute breaks)

4:45 p.m. – 5:30 p.m. Reception with food and beverages

SESSION 1: What an IPO Means for Equity Compensation: Tips and Traps on Preparing For and Adjusting To the Public Market
This presentation will address key equity compensation considerations for the IPO process and beyond. Topics will include trends for equity compensation plans and types of awards, practical considerations regarding structure, communication and implementation and advice on how to avoid common pitfalls.

Presenters: Laura Fahnlander, CEP (Veeva Systems, Inc.); Megan Arthur (Cooley, LLP)


SESSION 2: Wikis and Tweets and Blogs. Oh My!
Let's face it. Social media has invaded every corner of the business world, including equity compensation. Companies are using various applications, including wikis, Twitter, Yammer, blogs, intranets, Facebook and WhatsApp. But are these resources being used effectively - or even officially? And can they add value to stock plan administration, or do they just add another level of unnecessary complexity? This session will help attendees understand the different social networking applications and how they can be used to facilitate various aspects of stock plan administration.

Presenters; Dee Crosby (CEP Institute); Terri Griffith (Leavey School of Business, Santa Clara University)


SESSION 3: Fine Tuning Your Stock Admin Engine
As creatures of habit, many of our processes and procedures exist simply because they always have. Just like a simple tune up can improve the fuel efficiency of your car, you can apply a different kind of tune up to your stock plan Administration. Adjusting the "timing belt" for FMV can literally roll the clock back and allow you the luxury of time on major vestings or purchases. Amending the User Manual can eliminate unnecessary fire drills for expiring options. Polishing up your dashboard can quickly tell management your stock plan story. .

In this presentation we put on our mechanics' hats and share tips on identifying and correcting those problems and for keeping your administrative 'engine' in tip top shape." So come join this panel of seasoned stock plan mechanics for a list of quick tune up items and enjoy the ride while your stock plans hum along.
Presenters:  Emily Cervino, CEP (Fidelity), Barbara Baksa, CEP (NASPP), and Michelle Giampaoli (ServiceNow)

One Market Restaurant
1 Market Street
San Francisco, CA

Valet Parking is available for Lunch for $12 and Dinner for $10 at the corner of Market and Steuart Streets (less expensive than local parking garages.)

VENDORS: If you are interested in sponsoring a meeting, please contact Mark Clem at or 415-234-6807.

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: 2.25 CEP (Various)