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Carolinas NASPP: Engaging Your Participants

July 17, 2019

11:30am-1:00pm ET


Brighthouse Financial
11225 North Community House Road (Gragg Building)
Charlotte NC 28277
Potential disconnects with engaging your participants and how your company can better align to employee expectations.

Speaker Information

Speaker Bio: Yaniv Rubina, Bank of America Merrill Lynch


As a member of the Global Corporate & Institutional Advisory Services Team, Yaniv focuses on the development, marketing and relationship oversight of Merrill Lynch’s Human Capital Services and suite of Executive Services. This includes full outsourcing solutions for Equity Plans, 401(k), NQDC, DB, Corporate 529, Healthcare Savings, 10b5-1 trading plans and related services.

Yaniv has been with Merrill Lynch for 12 years and has prior experience in 401(k), Equity Plan administration and call center management. He is a Certified Plan Fiduciary Advisor with A B.S. in Finance from Florida State University and an MBA with Emphasis in Leadership from Jacksonville University. Yaniv holds the Series 7, 66, 24, 9 & 10 and holds a certificate in Financial Gerontology & Financial Longevity from University of Southern California Davis School of Gerontology.


Event Details

Please RSVP to this email with your name, company, and the location you will attend (Raleigh or Charlotte). If you need to join remotely, please reply with that as well…although we can’t order you lunch 😊

In order to make this as engaging a discussion as possible, we encourage you to send a question in your email response that you'd like us to review and discuss (time permitting, depending on responses). Additionally, and as always, if you have topics you'd like us to entertain during a future chapter meeting, please send them!

11:30-12:00: arrival and lunch (will be provided at no cost)
12:00-1:00: presentation and discussion
1:00: departure

Raleigh (please note this is a different location than prior meetings at Red Hat):
Syneos Health
1030 Sync Street
Morrisville NC 27560

Brighthouse Financial
11225 North Community House Road (Gragg Building)
1st floor lobby
Charlotte NC 28277

This event is free for NASPP members and non-members. If you're not already a member, please go to, hover over 'About' and click 'Become a Member' to learn more.


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.


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

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