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Calendar of Upcoming Events for the SILICON VALLEY Chapter

Prior Events

Date and Time:9/23/2015
Event:September Chapter Meeting
Topic:Mission Impossible: Overcoming the Challenges of Payroll
Location:Bay Club Santa Clara 3250 Central Expressway Santa Clara, CA 95051
Contact:Scott Barrall
Contact Phone:408-704-1071
Contact Email:sbarrall@deloitte.com
Description:

The equity administration process has a huge dependency on payroll teams and systems, both upstream and downstream. Discover ways to build a better partnership between Stock Plan Administration and Payroll, to uncover hidden efficiencies, and to improve your employee experience.

 

Speakers

Kelly Geerts

Kelly Geerts has more than two decades of experience in deploying end-to-end global equity and payroll best practices on the issuer side, both strategically and operationally, from her prior management roles at Apple Inc. Kelly currently leads the E*TRADE Advanced Data Solutions team of consultants, assisting E*TRADE clients with corporate actions such as mergers and acquisitions, spin-offs and stock splits.


Rose Hoffman

Rose Hoffman has been in the Equity Compensation field for over 25 years. Over the past 25+ years, Rose has worked on both the issuer and vendor side of various companies in Silicon Valley. Rose is currently Manager of the Global Stock Plan Services Group at PayPal, Inc. headquartered in San Jose, CA. PayPal currently manages Stock Options, RSUs, RSAs, PBRSUs and ESPP Programs to over 17,000 global employees. 

 

Rose received her CEP in June 2001, she has volunteered for the CEPi with Question Standard Setting and Question Item Review.  Rose was the President of the SVC NASPP from 2007 through 2009 and volunteered for the SVC NASPP Program Committee from 2004 through 2007. Rose has been a speaker at the local and national levels at E*TRADE Directions Conferences and NASPP Conferences.

More Information:
Continuing Education Credits: 1.5 CEP (Various) 1.5 CPE (Administrative Practice)