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Calendar of Upcoming Events for the SILICON VALLEY Chapter

Prior Events

Date and Time:1/25/2017 11:30AM
Event:January 2017 Chapter Meeting
Topic:SVC NASPP January 25th Meeting: International Updates and What you Need to Know for 2017
Location:Bay Club Santa Clara 3250 Central Expressway Santa Clara, CA 95051
Contact:Scott Barrall
Contact Phone:408-704-1071
Contact Email:president@svcnaspp.com
Description:

Getting a jump on the 2017 grant season has never been easier! As a new year begins, it is time for a review and heightened appreciation of the tax, regulatory and market changes impacting the grant of global equity awards in 2017.  Some changes are already in effect and others are anticipated for 2017. This meeting will help you to gain insight and perspective on the most important changes impacting the grant of options, restricted stock units and other equity awards by multinational corporations to their global employees.

During the presentation, we will discuss:  

  • Recent and pending tax and legal changes impacting stock awards in various countries
  • Current market practices and anticipated trends for 2017
  • Best practices, cost-savings opportunities and recommendations for global companies granting awards around the world

Speakers

Valerie Diamond is chair of Baker & McKenzie's Global Equity Services Sub Practice Group. She assists companies in the design and implementation of international employee stock plans and provides advice on the tax, securities law and exchange control compliance issues that arise when options, restricted stock units or purchase rights are granted to service providers. Ms. Diamond is a member of the CEPI advisory board and the NASPP advisory committee.  She has been named a "Leader in the Field" by Chambers USA, which notes that "her international focus and expertise makes her a go-to attorney for large corporations in the US." Ms. Diamond assists clients of all sizes in meeting international compliance obligations relating to all forms of equity awards and long-term incentives.  She also is the author of BNA Publication, "Global Share Plans: Issues for Multinational Employers."

Barbara Klementz is the chair of the San Francisco/Palo Alto Global Equity Services subpractice and co-chair of the San Francisco/Palo Alto Compensation and Employment Law Practice Group. She has practiced in the area of global equity and executive compensation for more than sixteen years and serves as a member of the National Association of Stock Plan Professionals, the Global Equity Organization and the San Francisco Bar Association. Ms. Klementz focuses her practice on global equity compensation programs, employee benefits and executive compensation. She regularly advises multinational companies on implementing their equity compensation programs worldwide - particularly as it relates to tax and securities law matters and exchange control regulations. Ms. Klementz also frequently advises on the treatment of such programs in corporate spin-offs and other corporate transactions, as well as on the tax treatment of cross-border employees.

More Information:https://events.r20.constantcontact.com/register/eventReg?oeidk=a07edlc0yz6140808e5&c=f4077ef0-7b57-11e3-8482-782bcb740129&ch=f481df10-7b57-11e3-8534-782bcb740129
Continuing Education Credits: 1.5 CEP (Various) 1.5 CPE (Business Law)
Date and Time:2/22/2017 11:30AM
Event:February 2017 Chapter Meeting
Topic:Share Request Proposals from an Investor Lens
Location:NEW LOCATION: Hyatt Regency Santa Clara, 5101 Great America Parkway, Santa Clara, California, USA, 95054
Contact:Scott Barrall
Contact Phone:408-704-1071
Contact Email:president@svcnaspp.com
Description:

Share Request Proposals from an Investor Lens

Obtain behind-the-scenes knowledge on how investors and proxy advisory firms (ISS & Glass Lewis) evaluate stock plan proposals. In addition to summarizing key aspects of ISS’ new Equity Plan Scorecard approach, you'll also gain key insights into the “Black Box” approach taken by Glass Lewis.  Further, we will explore the growing number of non-ISS / Glass Lewis compliant programs companies are pursuing the past two proxy seasons.  Did we mention these were also successful endeavors?

Jon Burg

Jon Burg is a Partner and practice leader of Aon Radford’s equity compensation consulting practice.  He has 19 years of compensation and benefits consulting experience, including a specialization with equity compensation the past 12 years.  Jon collaborates directly with management and compensation committees to design sound equity compensation plans, practices and procedures.  He also works with companies on the valuation and financial management of their programs under ASC Topic 718 and IFRS 2, leveraging an extensive actuarial background to provide rigorous and thoughtful compliance.

Ryan Sanchez

Ryan Sanchez is Director with the Aon Governance services team, where he teams with other consultants to provide executive compensation, corporate governance, and shareholder outreach guidance and analysis. Ryan previously spent over ten years with Institutional Shareholder Services (ISS) in their proxy research department where he was instrumental in researching and developing their executive and equity compensation policies.

Dave Eaton

David Eaton is an Associate Partner with the Aon Governance services team, where he teams with other consultants to provide executive compensation, corporate governance, and shareholder outreach guidance and analysis. Prior to this, Mr. Eaton was Vice President of Proxy Research at proxy advisor Glass Lewis. At Glass Lewis, Mr. Eaton was responsible for the company's compensation analysis globally, including oversight and development of the firm’s say-on-pay policies.

 

 

More Information:
Continuing Education Credits: 1.5 CEP (Various) 1.5 CPE (Personnel/HR)
Date and Time:3/28/2017 8AM-6PM
Event:13th Annual CEP and Silicon Valley NASPP Symposium
Topic:13th Annual CEP and Silicon Valley NASPP Symposium
Location:Santa Clara University Benson Center 500 El Camino Real Santa Clara, CA 95053
Contact:Scott Barrall
Contact Phone:408-704-1071
Contact Email:president@svcnaspp.com
Description:

The Silicon Valley Chapter of the NASPP would like to remind you that registration for the 2017 CEPI and SVC NASPP Symposium is now open. the Symposium is the Best One Day Event in Equity Compensation and we are currently offering an early bird discount of $100 off your registration through the end of the year!

The Symposium will be held on Tuesday March 28, 2017 at Santa Clara University in Santa Clara, California.  

We're currently in the process of lining up the top speakers in the industry to address the ongoing challenges in equity compensation.  The Symposium is a full day of educational and informative sessions that qualify for both CEP and CPE continuing education and is a great opportunity to network with our peers.

Register now to take advantage of the early bird rate.

Sincerely,

Scott Barrall

President, SVC NASPP


Dee Crosby
Director, CEP Institute

cepi@scu.edu - (408) 554-2187 - cepi.scu.edu

More Information:http://www.cvent.com/events/13th-annual-cep-and-silicon-valley-naspp-symposium/invitation-00b6f1f9483f4abf90508adf669412b1.aspx