Best Practices – Changing Service Providers Like a Pro

Learn how to ensure a problem-free, stress-free transition between stock plan service providers.

Thursday, April 30, 2009

4:00 – 5:30 PM Eastern [archive and transcript to follow]
 

Webcast Materials Slide Presentation Additional Materials Sample Conversion Timeline with ESPP Company Profile Sample RFP

Access the webcast with RealAudio Player Access the webcast with Windows Media If you are having difficulty accessing the webcast, please read these Instructions to Listen to Webcast

Changing stock plan administration providers can bring about unanticipated challenges for equity compensation professionals. This doesn’t have to be so! With proper planning, a successful transition from one provider to the next is possible with minimal anguish. This webcast will focus on how to flawlessly plan for a provider change. The panelists will highlight key services to review and audit during the process, reveal what to expect as a result of the change, and suggest who to include in the transition team.

Featured Panelists:

• Christine Zwerling, Equity Compensation Consultant
• Brennan Latham, Vice President, Solutions Architect, Fidelity Stock Plan Services
• Crispin Hanshaw, Director, Retirement & Stock Plan Services, Charles Schwab
• Suzie Bentley, Senior Manager, Payroll, Stock & 401(K), NVIDIA Corporation

Among other topics, this program will cover:

• Critical practices your new provider should understand and utilize.
• Pitfalls and traps for the unwary when transitioning from old to new provider processes.
• How to preserve a good working relationship between the two providers during the transition period.
• Strategies for communicating the change to both internal and external partners and employees with a minimum of confusion.

And, no webcast would be complete without practical implementation considerations.

How to access the webcast: Visit Naspp.com on the day of the program and click the link for the webcast. You need either Real Player or Windows Media to listen to the webcast. An audio archive and transcript of the webcast will be posted after the live program.

Cost: There is no charge for this program if you are a member of the NASPP. The cost for non-members is $595. Alternatively non-members can take advantage of our no-risk trial membership (starting at only $495) to access the program. You can sign up for this no-risk trial online, send us an email at naspp@naspp.com, or call us at (925) 685-9271.

Registration: Advanced registration is not required for NASPP members.  Non-members can email naspp@naspp.com or call (925) 685-9271 to register for the program.

If you can’t access the live program:  If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.