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Calendar of Upcoming Events for the HOUSTON Chapter

Prior Events

Date and Time:5/4/2017 12:00 - 1:00pm
Event:Houston NASPP May 2017 Meeting
Topic:“Net Withholding Provisions Ain’t Boring No More!” Description: Due to recent increased scrutiny on net withholding of equity awards (e.g., recent shareholder litigation alleging non-compliance with Rule 16b-3, and FASB’s changed position on maximum withholding rate), the topic of “net withholding” went from somewhat dull to front-and-center interesting. The purpose of this discussion is to cover: • Shareholder litigation/focus with respect to Rule 16b-3 and matchable transactions; • How to implement increased tax withholding without shareholder approval under FASB and applicable listing rules; • Impact of recent FASB net withholding rules on equity administration with respect to non-U.S. countries; • How to implement increased tax withholding under the tax regime, including ideas on how to help streamline compliance with the aggregate method of withholding and next day deposit rules; • Implementing tax withholding during a blackout: net withholding provisions v 10b5-1 compliant sales in the open market; • Impact on accounting rules and liability classification; and • Other miscellaneous thoughts (i.e., ISS thoughts, SOX prohibition on loans to insiders, etc.)
Location:JPMorgan Chase Tower 600 Travis St., Suite 4200 Houston, TX
Contact:Kevin Roberts
Contact Phone:713-512-4485
Contact Email:k.roberts@ms.com
Description:
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Continuing Education Credits: 1 CEP (Administration)
Date and Time:10/11/2017 12:00pm
Event:October 2017 Houston NASPP Luncheon
Topic:TBD
Location:Phillips 66 2331 CityWest Blvd Houston, TX 77042
Contact:Kevin Roberts
Contact Phone:713-512-4485
Contact Email:k.roberts@morganstanleypwm.com
Description:
More Information:
Continuing Education Credits: 2 CEP (Administration)