Calendar of Upcoming Events for the SILICON VALLEY Chapter

Prior Events

Date and Time:7/19/2017 11:30AM
Event:July 2017 Chapter Meeting
Topic:T+2; Where are you now? Review and tips for meeting the accelerated share delivery time frame
Location:Hyatt Regency Santa Clara, 5101 Great America Parkway, Santa Clara, California, USA, 95054
Contact:Scott Barrall
Contact Phone:408-704-1071

T+2;  Where are you now? Review and tips for meeting the accelerated share delivery time frame.

With share settlement accelerating to T+2, how are you complying and what can you do to improve the timing of your share deliveries? Come review the background and challenges of T+2 and hear some actions and recommendation you can adopt to execute more timely deliveries of shares for your employees and your executives. 

Josh McGinn is  Senior Vice President for Western Region Relationship Management at AST and has more than 30 years of industry experience. He enjoys thought leadership and speaking on industry trends and regulatory changes while always looking to achieve the greatest operating and cost efficiencies.

Bill Radtke, CEP Senior Vice President – Wealth Management, is a UBS Financial Advisor and Certified Equity Professional (CEP). He advises corporate clients as well as individual executives on their equity compensation plans located throughout the United States. Bill's team is located in the UBS San Francisco office dedicated to the UBS Equity Plan Advisory Services business. Bill has been a member of the National Association of Stock Plan Professionals (NASPP) Silicon Valley Chapter since 2000 as well as a previous member of the Executive Committee. He holds a BS in Political Science from Santa Clara University and is married with one daughter.

More Information:
Continuing Education Credits: 1.5 CEP (Administration)