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Ask the Experts Booth Schedule

Location: Exhibit Hall

Staffed by some of the best minds in stock compensation, the Ask the Experts Booth provides an opportunity for attendees to get answers to technical questions on industry-related topics. Take a look at the schedule below to see who will be in the booth and what their specialties are. To see the updated booth schedule, please reference the Ask the Experts schedule in the NASPP Conference mobile app during the conference.

Wednesday, October 18, 2017

9:30 AM – 10:15 AM     Morning Break

Marlene Zobayan – Rutlen Associates
• Mobility Taxation

Mark Bach – Morgan Stanley
• Rule 10b5-1 Plans, Section 16

Robert Slaughter– E*TRADE Financial Corporate Services, Inc.
• Performance Awards, Accounting

1:45 PM – 2:30 PM     Afternoon Break

Will Thoms – UBS Equity Plan Advisory Services
• Section 16, Rule 10b5-1 Plans

Tierney Dowling – Charles Schwab
• Performance Awards, Global Stock Plans

Kevin Stanek– Equatex
• ESPPs, Global Stock Plans

Thursday, October 19, 2017

9:45 AM – 10:30 AM     Morning Break

Scott Bellinger– Computershare
• Plan Design, Mergers & Acquisitions/Change-in-Control

JoAnn Grady– Bank of America Merrill Lynch
• ESPP, Stock Plan Administration

Nyron Persaud– Winston & Strawn, LLP
• Executive Compensation

2:00 PM – 2:45 PM     Afternoon Break

Mike Albert– Fidelity Stock Plan Services
• Restricted Stock Units, Mergers & Acquisitions/Change-in-Control

Art Meyers– Choate Hall & Stewart, LLP
• CEO Pay Ratio

Josh Schaeffer– Equity Methods, LLC
• CEO Pay Ratio

Kerri McKenna– PwC
• Taxation (U.S.)



Disclaimer: The Experts in the Ask the Experts booth are intended to provide informal answers on questions that can be answered quickly and that don't require research. You will have only a few minutes to consult with the experts; please choose questions that are appropriate to this time frame. Consulting these experts is not a substitute for obtaining qualified accounting, legal, or tax advice. Due to the informal nature of the exhibit hall and time constraints, the experts will not be able to fully familiarize themselves with your company, stock plans, and awards. Consequently, there may be aspects of your particular situation that cause the rules discussed by the experts to apply differently to you. Also, the individuals denoted as experts herein and in the Ask the Experts booth are not necessarily licensed, certified, or otherwise credentialed. You should obtain additional guidance from your own advisors that are fully credentialed and more fully familiar with your situation.