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Calendar of Upcoming Events for the SEATTLE Chapter

Prior Events

Date and Time:8/29/2017 11:30AM-1:15PM
Event:Seattle Chapter NASPP Lunch Meeting
Topic:Fall Into Compliance: Key International Updates Impacting Equity Awards
Location:Perkins Coie 1201 Third Ave. Suite 4900 Seattle, WA 98101
Contact:Emily Curcio
Description:

Presenters:

Aimee Soodan - Partner, Baker & McKenzie LLP

Narendra Acharya - Partner, Baker & McKenzie LLP

Description:

Join Baker McKenzie for a review of the latest tax, legal and other regulatory developments affecting equity awards over the past year, such as the relaxed exchange control rules in Argentina, the new qualified RSU regime in France, the impact of Brexit on global share plans, developments in plaintiff shareholder litigation impacting US equity plan and award terms, and much more. Hear practical perspectives on how companies have responded to these developments and reactions seen and heard from the global community.

Registration: 11:30am - 12:00pm

Presentation: 12:00pm - 1:15pm

Meeting Fees: 

Members:

Lunch will be sponsored for NASPP members by Baker & McKenzie LLP

Non-Members:

Meeting fee is $25.

Payments can be made via PayPal under account seattle@naspp.com.

We can accept checks at the meeting made payable to "Seattle Chapter of NASPP."

***Thank you to our generous sponsors: Baker & McKenzie LLP***

 *CANCELLATION POLICY*

IF YOU NEED TO CANCEL ONCE YOU HAVE SENT IN AN RSVP FOR A MEETING,

PLEASE GIVE AT LEAST 48 HOURS NOTICE.

 THE CHAPTER RESERVES THE RIGHT TO BAR ALL NO-SHOWS FROM ATTENDING FUTURE CHAPTER MEETINGS.

CEP Credits:

Certified Equity Professionals (CEPs) may earn credit toward continuing education (CE) by attending this meeting. For more information about the CEP continuing education requirements, please refer to the CEP website.

Biographies:

Aimee Soodan - Partner, Baker & McKenzie LLP

Aimee Soodan is a partner in Baker McKenzie's Global Equity Services Practice and has experience in all areas of employee benefits with a concentration in US and international executive and equity compensation. She is exceptionally well-versed with respect to the tax, legal, and administrative aspects of global equity programs. Chambers USA notes, "her knowledge of global equity is absolutely incredible." Aimee is Director of the Global Equity Organization's US Midwest Chapter and is actively involved in the National Association of Stock Plan Professionals. She regularly advises large multinational employers with respect to the global extension of their employee equity compensation programs, including the design, implementation, administration and ongoing tax and regulatory compliance of such programs. She represents some of the largest companies in the pharmaceutical, biotech and medical device industries and is also well-versed in international executive mobility, particularly in the taxation of equity compensation payable to globally mobile employees. Aimee also designs, drafts and conducts US and international legal reviews of equity reimbursement agreements, change in control agreements and nonqualified deferred compensation, long-term incentive and employee stock purchase programs.

Narendra Acharya - Partner, Baker & McKenzie LLP

Narendra Acharya, a partner in Baker McKenzie’s Employment & Compensation Practice, focuses his practice on matters relating to US and international employee benefits and executive compensation including global stock plans and pensions, as well as matters pertaining to pensions, executive compensation and employment issues in mergers and acquisitions. Mr. Acharya has particular expertise dealing with cross-border compensation issues, including issues raised in corporate reorganizations and inversion transactions. Mr. Acharya has been selected as a BTI Client Service All Star, which recognizes "innovative attorneys who are leveraging market changes to stand out with corporate counsel and deliver superior client service."

More Information:http://events.constantcontact.com/register/event?llr=xn6jfhmab&oeidk=a07eed97hbb8fe2a39d
Date and Time:9/19/2017 11:30AM-1:00PM
Event:Seattle Chapter NASPP Lunch Meeting
Topic:Working with Wacky Withholding
Location:Perkins Coie 1201 Third Ave. Suite 4900 Seattle, WA 98101
Contact:Emily Curcio
Description:

Working with Wacky Withholding 

Presenters:

Andrew Schwartz, CPA, CEP - Computershare

Description:

Companies offering equity awards encounter various issues when withholding for taxes due on award income. The discussion will include practical information on withholding types, methods, rates, and timing; as well as the role of brokers, tax quirks with employee awards, and effective employee communication.

 

Registration: 11:30am - 12:00pm

Presentation: 12:00pm - 1:00pm

Meeting Fees: 

Members:

Lunch will be sponsored for NASPP members by Computershare.

Non-Members:

Meeting fee is $25.

Payments can be made via PayPal under account seattle@naspp.com.

We can accept checks at the meeting made payable to "Seattle Chapter of NASPP."

***Thank you to our generous sponsor: Computershare***

 *CANCELLATION POLICY*

IF YOU NEED TO CANCEL ONCE YOU HAVE SENT IN AN RSVP FOR A MEETING,

PLEASE GIVE AT LEAST 48 HOURS NOTICE.

 THE CHAPTER RESERVES THE RIGHT TO BAR ALL NO-SHOWS FROM ATTENDING FUTURE CHAPTER MEETINGS.

CEP Credits:

Certified Equity Professionals (CEPs) may earn credit toward continuing education (CE) by attending this meeting. For more information about the CEP continuing education requirements, please refer to the CEP website.

Biographies:

Andrew Schwartz, CPA, CEP - Computershare

Andrew has over 16 years of experience with the administration and taxation of equity compensation. He manages Computershare's Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and transfer agency business. He's also a lead tax and regulatory advisor to Computershare's US Plan Managers division and a frequent speaker at equity compensation and securities industry forums.

Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis. He is a Certified Public Accountant, a Certified Equity Professional, and is a FINRA series 7, 24, and 63 securities licensee. He is a member of the AICPA, NCEO, GEO, and NASPP.

More Information:http://events.constantcontact.com/register/event?llr=xn6jfhmab&oeidk=a07eeh59p3w23b4514e
Date and Time:To Be Determined
Event:**CANCELED** Seattle Chapter NASPP Holiday Party
Topic:Virtual Reality
Location:Orange LV The Malt House (fka Rainier Brewery) 5890 Airport Way South Georgetown, WA 98108
Contact:Emily Curcio
Description:

Please join us as we celebrate all of our hard work in 2016! This is a great opportunity to mingle with other members -- enjoy cocktails, appetizers and some Virtual Reality! Come play with the latest in VR/AR, including the Vive and HoloLens headsets, wall screens and a variety of other games at Orange LV Studios in Seattle's historic Georgetown.

More Information: