Calendar of Upcoming Events for the SILICON VALLEY Chapter

Prior Events

Date and Time:2/24/2016 11:30
Event:February 2016 Chapter Meeting
Topic:Innovative Compensation “Next Practices” for 2017
Location:Bay Club Santa Clara 3250 Central Expressway Santa Clara, CA 95051
Contact:Scott Barrall
Contact Phone:408-904-1071

Innovative Compensation “Next Practices” for 2017

The executive compensation landscape is growing in turbulence. Meeting the needs of shareholders, delivering value to retain and motivate executives, and responding to the recent and expected Dodd-Frank rule-making will force tough tradeoffs. As executive compensation has suffered from homogenization, many companies are looking for creative solutions that balance the competing priorities in front of them. It's not too early to begin planning for innovative enhancements to drive in 2017. 

Innovative solutions often create administrative changes for Stock Plan Professionals.  In addition to playing a key role in supplying information to support decision-making and highlighting deficiencies in current long term incentive plan programs, Stock Plan Professionals must administer and report on these creative solutions efficiently and accurately once they are implemented.

In this presentation, our guest speakers will share four "next practices" - trends in formation - they are seeing among clients and industry friends. They will discuss the growth of hybrid awards, ways of delivering more value for less accounting cost, techniques for setting operational targets, and lengthening performance periods. Armed with knowledge of these underlying incentive plan design principles, stock plan professionals will be able design effective administrative processes to support these awards. 

Takis Makridis, CEP, Equity Methods

Takis Makridis, CEP, is the current President and CEO of Equity Methods. Takis Makridis is responsible for the strategy, service delivery, and thought leadership efforts at Equity Methods. Leveraging extensive consulting experience, Takis is relentlessly committed to delivering practical, plain-English, high-impact solutions to clients while remaining active in the firm's research efforts.

Throughout his career, Takis has worked closely with finance and HR executives to address their equity compensation design, valuation, and financial reporting needs, and is critically engaged with thought leaders across the industry in addressing new and emerging issues. 

Ingrid Freire, CEP

Ingrid is currently the Director of Global Stock Plans for HP Inc. and has been helping private and publicly held companies with in-house equity compensation and outsourcing for the past 21 years.  Her experiences include managerial roles in both compensation and equity administration in large multi-national companies.

Ingrid is a Certified Equity Professional, a frequent speaker at industry events, and currently serves on the Northern California Global Equity Organization as the Speaker Coordinator.


More Information:
Continuing Education Credits: 1.5 CEP (Various) 1.5 CPE (Personnel/HR)
Date and Time:3/22/2016
Event:12th Annual CEP and Silicon Valley NASPP Symposium
Topic:12th Annual CEP and Silicon Valley NASPP Symposium
Location:Santa Clara University 500 El Camino Real Santa Clara, CA 95053
Contact:Dee Crosby
Contact Phone:408-554-2187

Join us for the Best One Day Event in Equity Compensation!

You are invited to register for the 12th Annual CEP and Silicon Valley NASPP Symposium at Santa Clara University on March 22, 2016.

A full day of practical information and outstanding networking opportunities for only $350. Toss in CPE for CPAs and continuing education for CEPs, and this is an exceptional value.  Plus, new this year - Meet the Authors. This is your chance to meet the experts who write the textbooks for the CEP curriculum. Ask questions! Get an autograph!  Email the secret code that you receive upon registration for your chance to win a drawing to participate in a private lunch with the Authors during the Symposium.

More Information:
Continuing Education Credits: 5.75 CEP () 6.5 CPE (Administrative Practice)