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Calendar of Upcoming Events for the LOS ANGELES Chapter

Prior Events

Date and Time:11/29/2017 11:30AM
Event:Los Angeles Chapter Luncheon Meeting: Driving Stock Plan Participant Behavior with E*TRADE. Hosted by GreenDot, Sponsored by E*TRADE.
Topic:What really drives participants' behavior? Knowledge, stock price, mood? Join Emily Bone and Courtney Rodgers of E*TRADE for this informative and action-oriented review of E*TRADE's survey of the stock plan participant population (over 40,000 responses!) The survey covers feedback around several key topics, including participants' perceived value of their stock plan benefits, level of comprehension of plan benefits, and some areas of opportunity for better education.
Location:Green Dot Corporation, 3465 E Foothill Blvd., Pasadena, CA 91107
Contact:Joanne Wendler, CEP, Chapter President
Description:

Emily Bone

As a Solutions Architect with ETrade Corporate Services, Emily Bone works closely with prospects and existing clients on complex equity administration considerations, financial reporting, and product adoption. During her career within equity administration, Emily pursued a career with Activision Blizzard where she was a Senior Stock Plan Administrator. During her career with the Fortune 500 company, she was instrumental in administering the broad based global equity plan and specialized in processes and functionality, global participant training, mobility considerations, custom reporting, M&A projects, and financial planning. Emily has achieved her CEP and MBA in Finance from Pepperdine University.

 

Courtney Rodgers

Courtney Rodgers is an Account Executive with E*TRADE Financial Corporate Services responsible for business development with issuer companies and their complex equity plans. She has been with E*TRADE for over 8 years, originally beginning her equity compensation career in working strategically with emerging market issuer companies.  She holds FINRA Series 7 and 63 registrations and has passed the Level 1 & 2 Certified Equity Professional examination.  Courtney is Vice President Secretary of the Los Angeles Chapter of NASPP.

More Information:
Date and Time:1/18/2018 11:30AM
Event:Los Angeles Chapter Luncheon Meeting: Making Equity Compensation Audit-Proof. Speakers from Aon Equity Consulting Services
Topic:Guest speakers from Aon will have us start the year off right by revisiting SOX controls in Equity Compensation. Aon Equity Consulting Services will take us through typical encounters with auditors in 2018. We will look at the various 'villains' you could be fighting this winter, including updates to audit controls for ASU 016-09 as well as other ASU's that may impact your company's equity processes.
Location:Aon (LBL Auditorium) 707 Wilshire Blvd., Suite 2600 Los Angeles, CA 90017
Contact:Joanne Wendler, CEP
Description:

Guest speakers from Aon will have us start the year off right by revisiting SOX controls in Equity Compensation.  Aon Equity Consulting Services will take us through typical encounters with auditors in 2018.  We will look at the various 'villains' you could be fighting this winter, including updates to audit controls for ASU 016-09 as well as other ASU's that may impact your company's equity processes.  Other changes such as the change to revenue recognition rules and and non-employee equity accounting will be discussed.

With Amanda Benincasa, MBA and Kristin Jones, both of Aon's equity and valuation consulting practice.

Location and luncheon graciously sponsored by Aon.

More Information:
Continuing Education Credits: 1 CEP (Accounting)
Date and Time:2/28/2018 11:00 AM Pacific
Event:Joint Chapter Webinar: San Fernando Valley, Los Angeles and Orange County Chapters
Topic:Joint Chapter Webinar: San Fernando Valley, Los Angeles and Orange County Chapters' Annual Tax Reporting Webinar with presenter, Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com. Meeting co-sponsored by Schwab and myStockOptions.com.
Location:Webinar details will be communicated to attendees who RSVP. RSVPs will be collected in early February of 2018.
Contact:Jeff Peak or Joanne Wendler
Description:

This tax season will continue to bring confusion, uncertainty, and expensive mistakes on IRS forms and with filing requirements, including cost basis reporting.  The webinar will help you review 2018 tax filing rules and prepare for communications with your employees in the 2018 U.S. tax season.

  • Employee FAQs
  • Costly mistakes made by employees related to stock-based compensation
  • Pitfalls which may cause unwanted IRS attention
  • Tax law changes
  • Key points to communicate
  • Resources available
More Information:
Continuing Education Credits: 1 CEP (Taxation)