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Luncheon Roundtable Discussions

Thursday, October 19 @ 11:30 am to 1:00 pm
Location: HUB (International Terrace)

Conference attendees have the opportunity to sit, eat lunch and have a friendly discussion on an interesting topic. We have set aside a few tables that will have special hosts to lead the following discussions.

No need to sign up in advance—if there is room at a table discussing a topic that interests you, sit down and join the discussion.

  • Employee Education & Communication, hosted by Jeff Andreas, Charles Schwab
  • Employee Education & Communication, hosted by Scott Shuryn, TD Ameritrade
  • ESPP - Design & Administration, hosted by Emily Cervino, Fidelity Stock Plan Services
  • Equity Awards in a Change-in-Control, hosted by Kelly Geerts, E*TRADE Financial Corporate Services, Inc.
  • Excess Tax Withholding, hosted by Dean Smith, Bank of America Merrill Lynch
  • Global Stock Plans, hosted by Suvekshya Bhattarai, Computershare
  • Global Stock Plans, hosted by Mitan Patel, Equatex
  • Preparing for the CEO Pay Ratio, hosted by Takis Makridis, Equity Methods
  • Rule 10b5-1 Plans, hosted by Josh Shek, Morgan Stanley
  • Taxation of Mobile Employees, hosted by Joseph Rapanotti, Deloitte Consulting LLP