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Boston: June 2018 Meeting

June 28, 2018

8:30 - 10:30am

Event Contact

Mike Albert
617 960 7981


PTC Corporate Headquarters
140 Kendrick St
Needham, MA 02494
Fantastic Four: Four Topics to Help Your Equity Plans presented by Emily Cervino from Fidelity Investments

Speaker Information

Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services
Working in varied roles in the equity compensation industry since 1996, Emily has a unique appreciation for the opportunities and challenges of equity compensation.  At Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.

In her former role as executive director of the Certified Equity Professional Institute (CEPI) at SCU, Emily was involved in all aspects of certification, research, and program marketing. In previous roles, Emily managed all the equity compensation programs at National Semiconductor and held various roles at E*TRADE/ShareData. 

Emily is a frequent speaker at equity compensation events, a member of GEO’s Partner Alliance Council, the CEPI Advisory Board, and the NASPP Executive Advisory Council. She is past president of the Silicon Valley Chapter of the NASPP and a 2015 recipient of the NASPP's Individual Achievement Award. Emily is a Certified Equity Professional (CEP) and she holds Series 7 and 63 securities registrations.

Event Details

8:30 - 9:00am Arrival and Check-in
9:00 - 10:30am Presentation and Networking
PTC Corporate Headquarters
140 Kendrick St
Needham, MA 02494

Thank you to our presenter, Emily Cervino from Fidelity Investments, and to our location sponsor, PTC.

Please RSVP by emailing

Fantastic Four: Four Topics to Help Your Equity Plans

Good things come in fours, so this session brings together four hot topics around equity compensation that can help make your plans fantastic!  Emily Cervino, CEP, Fidelity Stock Plan Services, will bring four new ideas for your consideration.  We will start with FMV definition - what is it, what is it used for, and how you can add time into your processed. Next up, is stock plan communications, and how social media tips and tricks can help your stock plan communications get the job done.  Then, we will dive into Performance Awards, exploring the relationship between payout and corporate performance,  as well as addressing if there is an ideal mix.  Finally, we will get a read on what participants really think about their plans, and what they want from their equity.  With four hot topics in this session, you are sure to leave with some fresh new ideas.


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