Calendar of Upcoming Events for the SAN FERNANDO VALLEY Chapter

Prior Events

Date and Time:2/12/2015 11:30 am - 1:30 pm
Event:San Fernando Valley NASPP Chapter Luncheon
Topic:No Holds Barred: A Look at Employee Holding Behavior and Post-Vest Holding Requirements of Restricted Stock
Location:The Cheesecake Factory 26901 Malibu Hills Road Calabasas Hills, CA 91301
Contact:Sheila Frierson
Contact Phone:310-751-1496


Description:  This entirely new session explores the “holding” of restricted stock from two different angles. New research from details the holding behaviors of employees after their restricted stock awards vest.  Next, using the holding behavior data as a foundation, we will present how post-vesting holding requirements make both governance sense and financial cents!


Join this event to explore the new role that post-vest holding requirements can play with respect to stock-based compensation.  When employees are required to hold company stock after vesting, companies can be eligible to reduce the fair value expense of those awards by up to 40%.  And, as an extra bonus, such provisions can also super charge your plan to fast track it to a favorable recommendation on the new ISS Equity Plan Scorecard while driving towards individual ownership requirements.  This session takes a serious look at what could be the next big thing in equity compensation and why the future looks bright for these plan provisions. 

Panelists: Jon Burg, Radford and Emily Cervino, Fidelity

More Information:
Continuing Education Credits: 1 CEP ()