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Calendar of Upcoming Events for the SAN FERNANDO VALLEY Chapter

Prior Events

Date and Time:5/18/2016 11:30 am
Event:San Fernando Valley NASPP Chapter Meeting
Topic:Trends in Executive Compensation
Location:DTS Inc., 5220 Las Virgenes Road, Calabasas, CA 91302
Contact:Jeff Peak
Contact Phone:800-665-6085
Contact Email:jeffrey.peak@schwab.com
Description:

Session Description

An overview of hot topics in:

  • Executive compensation including executive pay levels and structure
  • Director compensation
  • Regulations
  • Legislation

Presenter

Alexa Kierzkowski, Prinicipal, Frederic W. Cook & Co.

Alexa has specific experience in designing total compensation strategies, including short- and long-term incentive plans, as well guidelines for initial public offerings and M&A activities.  Alexa has also provided assistance to public and private companies in many business phases, from early stage start-ups and IPO/spin-offs to mid-level growth companies and mature Fortune 500 clients. Her active client relationships include but are not limited to: ACADIA Pharmaceuticals, Amgen, Blue Diamond Growers, Boise Cascade, Ixia, Nu Skin, Packaging Corporation of America, PetSmart, Public Storage, RAND Corporation, ResMed, Sony Pictures Entertainment, Sportsman’s, Warehouse and Tillamook County Creamery Association.

More Information:
Date and Time:6/16/2016 11:30 am
Event:San Fernando Valley NASPP Chapter Lunch Meeting
Topic:Title: RSU Release Prep: It’s All About Your Checklist
Location:The Cheesecake Factory, 26901 Malibu Hills Road, Calabasas Hills, CA 91301
Contact:Jeff Peak
Contact Phone:800-665-6085
Contact Email:jeffrey.peak@schwab.com
Description:

Session Description

"Failing to prepare is preparing to fail."-John Wooden, legendary UCLA basketball coach

Grant Acceptance. Elections. Broker Accounts. Retirement Eligibility. Tax set-ups. Performance Goals. International. Terminations. Mobility. Deferrals. RSU Release Prep is all about the details. Tracking them is nerve-wracking. And the stakes are high. One misstep can damage your reputation. A tiny error can morph into a serious liability. As a Release Date approaches many stock plan administrators experience a dark foreboding, and a sense of isolation, disorientation and helplessness. Some show signs of schizophrenia and hear voices.

A good checklist is better than prescription meds. Brain surgeons and airline pilots use checklists; laws mandate they do so, even for the most routine procedures. The risk of missing a step is too high. The same goes for RSU Releases; a well-structured RSU Release Prep Checklist will ensure that you never miss a step either.

RSU Release Prep - It's All About Your Checklist, will demonstrate how to use your equity plan software provider's Pre-Release Report as a companion piece to sample RSU Release Prep Checklists.

 

Presenters

Dan Shickler

Dan is an Equity Compensation Consultant at Silicon Valley-based Stock and Option Solutions. In NYC Dan worked in Corporate Reorg through the M & A boom in the 80s, "right-sized" countless corporate trust operations as a management consultant in the 90s and has been involved in various capacities with Equity Comp since.

Carolyn Fox

Carolyn is the Stock Administrator for Los Angeles headquartered Riot Games, Inc.  Carolyn has been in the equity administration business since 2000 and has worked with both private and public companies in various capacities within equity compensation.

More Information: