Calendar of Upcoming Events for the NEW YORK / NEW JERSEY Chapter

Prior Events

Date and Time:4/11/2017 8:30am - 10:30am ET
Event:April 2017 Chapter Meeting - AON Hewitt and Fidelity
Topic:Rolling Out Restrictions: Post Vesting Holding Restrictions From Concept to Reality ESPPs: Hot or Hype?
Location:Fidelity Investments 499 Washington Blvd. Jersey City, NJ 07310 (Paid parking at Newport Center Mall, PATH from NY and NJ, Light Rail)
Contact:James Mooney
Contact Phone:+1 (201) 913-5022

Rolling Out Restrictions: Post Vesting Holding Restrictions From Concept to Reality

Post vesting holding restrictions are the hot new thing in the world of senior executive stock compensation.  And, it is no wonder.  Considering the ISS bonus points, the substantial accounting discount, and the good corporate governance halo received from requiring executives to hold their shares past vesting, it's no wonder that companies coast to coast are investigating this new trick.  But, when the rubber meets the road, the reality of rolling out a post vesting restriction is not all rosy.  Selecting the right approach, targeting the right audience and messaging this perceived take-away are real challenges for companies newly adopting this provision.  This panel focuses on why everyone is considering post vesting restrictions, and how to make those restrictions a reality.

  • Panel:
    • Aon Hewitt, Terry Adamson
    • Fidelity Investments, Emily Cervino


ESPPs: Hot or Hype?

ESPPs are hotter than ever….or so you keep hearing. They have to live up to very high standards: encourage broad based employee stock ownership, minimize compensation cost, help employees save for the future, to name a few.  Should you believe the hype?  There's been a lot of talk about the resurgence of the ESPP, but what are companies actually doing?  Fidelity and Aon teamed up to identify the latest trends in ESPP design and how various plan design features impact participation rates. Also, hear about the newest Fidelity research on employee selling behavior with respect to ESPP shares. Pacira Pharmaceuticals will join us and share commentary about their plan which was rolled out in the second half of 2014.  

  • Panel:
    • Fidelity Investments, Emily Cervino
    • Aon Hewitt, Julia Franke
    • Pacira Pharmaceuticals, Adam Goldberg, Manager, Accounting
More Information:
Continuing Education Credits: 1.5 CEP (Various)