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Austin: June 2018 Stock Plan Communications Summit

June 05, 2018

3:00 pm


Event Contact

Kimberly Steele
480-399-8688
austin@naspp.com

Location

Deloitte
500 W 2nd Street, Suite 1600
Austin, TX 78701
 
It’s time to talk…about the way we talk. Engage with our panel to find more effective ways to communicate stock plan benefits.

Event Details

It’s time to talk…about the way we talk.  More complexity, less time, and shorter attention spans have created a need to find more effective ways to communicate stock plan design, stock plan benefits, tax issues for mobile and non-mobile plan participants, and the impact of corporate events on equity award holders.  In addition to substantive content, format and style is more important than ever.  Melissa Yim, a Senior Manager in Deloitte Consulting’s Human Capital practice, Sandy Shurin, a Senior Manager with Deloitte Tax’s Global Rewards practice, Shannon Reznick, Manager Executive Compensation, NRG Energy and Tom Sawyer, Director, Participant Education, E*TRADE Financial Corporate Services, Inc., will share proven strategies to communicate key stock plan design and operations.  As a group, we’ll start thinking about new ways to share the value and mechanics of your program!
 
This session is for you if you have:
  • received questions from plan participants about stock compensation taxation
  • rolled out (or are considering) a new plan (e.g. ESPP) or changing plan design for existing equity vehicles
  • been through a corporate life event, or think there is a possibility for one sometime in the future
  • plan participants that work in more than one tax jurisdiction (i.e. mobile employees, global or domestic)
  • FAQs or other static verbiage as your primary communication strategy for stock plan participants.
We’ll start this interactive workshop format at 3 p.m. at Deloitte’s downtown Austin offices, with cocktails and hor-d’oeuvres afterwards on the patio!
 
Bring your questions, ideas, and of course your co-workers/friends.

Speaker Information

Melissa Yim, Senior Manager in Deloitte Consulting’s Human Capital practice
Sandy Shurin, Senior Manager with Deloitte Tax’s Global Rewards practice
Shannon Reznick, Manager Executive Compensation, NRG Energy 
Tom Sawyer, Director, Participant Education, E*TRADE Financial Corporate Services, Inc.


Fee Structure

Venue and Happy Hour sponsored by Deloitte
 

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.

NASPP

P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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