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Subtle Design Trends with Big Impact!

March 09, 2020

12:00 - 1:30


Location

Fidelity Investments
245 Summer St. (3rd Floor), Commons Conference Room
Boston, MA.
 
Our Industry experts from Infinite Equity will share practical ideas and lead an engaging dialog to help you maximize the value from your Equity program!

Speaker Information

Liz is a Partner at Infinite Equity. With 17 years of experience, Liz advises companies on their equity programs, with a particular love for employee stock purchase programs. Liz leverages an actuarial science background and data analytics to help companies make better design and valuation decisions.  Prior to joining Infinite Equity, Liz led a regional equity compensation consulting team at a large consulting firm and worked as a pension actuary.  Liz is a frequent speaker at equity compensation events, serves on the CEP Advisory Board, and is the President of the Philadelphia Chapter of the NASPP. Liz has a Bachelor of Science in Actuarial Science from the Pennsylvania State University, is an Associate of the Society of Actuaries, and is a Certified Equity Professional. She is based in Philadelphia.
 
CJ is a Director at Infinite Equity, where he helps companies design, value, account for, and track their equity programs.  CJ specializes in the valuation of complex awards requiring Monte Carlo simulation and assisting companies to navigate stock-based compensation accounting.  CJ most recently worked in an equity compensation consulting role from 2014 to 2019, where he served as a Director and also spearheaded the industry leading survey of Relative TSR programs.  CJ frequently speaks on a wide variety of equity compensation topics across the US.  He earned a Bachelor of Science in Mathematical Decision Sciences from the University of North Carolina and is a Certified Equity Professional. CJ currently lives in Philadelphia.
 

Event Details

  • March 9th, 2020
  • 245 Summer St. 3rd floor, Commons Conference Room 
  • 12:00 - 1:30
  • Lunch is included!
  • Free to both NASPP members and non-members
  • CEP Continuing Ed. credit will be offered
  • Please RSVP to Boston@naspp.com 
Equity is the most flexible compensation vehicle companies have at their disposal, and we believe it can also be the most effective, if thoughtfully deployed. However, companies consistently do not take advantage of the potential, resulting in the vast majority of equity programs looking eerily similar (e.g., all RSUs with 4-year annual vest or ESPPs with 15% discount and 6-month lookback). What are some small changes we can make to differentiate our offering, make it more appealing to recruits, or be more effective in achieving the stated objectives? Our speakers will examine a number of small design tweaks to address big needs.


 

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