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Calendar of Upcoming Events for the LOS ANGELES Chapter

Prior Events

Date and Time:4/27/2017 11:00am PDT
Event:Your Los Angeles chapter presents, "Assisting your C-Suite and Directors in Understanding Retirement, Aging, Estate and Legacy Planning," a webcast with Barry Kozak of October Three Retirement Architects.
Topic:Executives and Directors are an aging population. Many individuals have not considered the impact of retirement, estate and legacy planning on executive compensation and equity instruments. Stock plan professionals may become involved in this process, directly or indirectly. Learn about the interaction of Elder Law and Employee Benefits.
Location:Webcast conducted using Skype for Business or Mikogo. Access provided to RSVPs.
Contact:Joanne Wendler, CEP
Contact Phone:626-470-2514
Contact Email:losangeles@naspp.com
Description:

Barry Kozak, JD, EA, ChFC, CPC, of October Three Retirement Architects, will cover the following topics with Executive Compensation and Stock Plans in mind.

  • Retirement Financing
  • Property Decisions
  • Use of Trusts
  • Mental Capacity
  • Powers of Attorney
  • Famous Estate Stories
More Information:
Continuing Education Credits: 1 CEP (Various)
Date and Time:5/31/2017 11:30AM-1:00PM
Event:Los Angeles Chapter Luncheon Meeting - Mid-Year "State of the Union" with Equity Methods
Topic:State of the Union in Equity Compensation Values and Practices with Josh Schaeffer, Ph.D., Director of Complex Securities Valuation Practice at Equity Methods
Location:Offices of Leaf Group Ltd., 1655 26th Street, Santa Monica, CA 90404. Parking and beverages graciously provided by Leaf Group.
Contact:Joanne Wendler, CEP
Contact Phone:626-470-2514
Contact Email:joanne.wendler@tetratech.com
Description:

Josh Schaeffer leads the complex securities valuation practice for Equity Methods. Drawing from deep experience in valuation of a wide range of financial instruments, Josh is committed to provide valuation solutions that meet client needs and pass the highest level of audit scrutiny.

Josh has worked closely with finance executives across a broad range of public and private firms. He has led teams to value instruments such as equity, debt, and interest rate related derivative securities; executive compensation agreements; private companies; partnerships; earn-outs; and guarantees.

Equity Methods provides fair value measurement, financial reporting, and HR advisory serivces, with a concentration in share-based compensation (ASC 718 and recent updates).

More Information:
Continuing Education Credits: 1 CEP (Accounting)