Dee Crosby, CEP
Dee Crosby, CEP, is a Vice President in the Learning & Development Team at Morgan Stanley at Work. She is responsible for the education and training of new and existing Shareworks users on the platform and on equity compensation related topics. Prior to Morgan Stanley, she was the Director of the Certified Equity Professional Institute (CEPI) at Santa Clara University.
Baker & McKenzie
Barbara Klementz is the managing partner of Baker & McKenzie's Los Angeles, Palo Alto and San Francisco offices in California. She is the chair of Baker McKenzie’s Compensation Sub Practice Group. She has practiced in the area of global equity and executive compensation for 20 years.
Louisa Boetius, CEP
Booking Holdings Inc.
Louisa has been in equity compensation for over 20 years and the last 11 years with Booking Holdings; currently overseeing the global equity plan for over 5,000 participants with over 67% based outside the US; granting RSUs and PSUs in 50+ countries; this includes insider filings, proxy reporting and compliance and tax reporting, among other responsibilities. Louisa has earned her CEP designation and is an officer for the Connecticut NASPP chapter.
Booking Holdings Inc.
Ed has over twenty years of experience in the equity compensation industry both working for an issuing company as well as managing teams within a large financial services company. Currently he is managing the corporate equity program for Booking Holdings a multinational corporation with participants in over 50 countries. Prior to joining Booking Holdings, Ed had managed the administration and operations functions for a large stock plan provider. This included managing a team of plan administrators who were responsible for the outsourced support for a number of corporate stock plan equity programs.
Register Today!: https://www.surveymonkey.com/r/CTJUL2021
Once again the Connecticut Chapter of the NASPP would like you to join us for a Virtual Chapter Meeting. We have another great panel lined up for our July 2021 Chapter Meeting. Will be hosting this meeting using Zoom, so we encourage all attendees to join us on camera for a small networking session followed by the presentation. We are very excited to have Dee Crosby of Morgan Stanley, Barbara Klementz of Baker & MacKenzie, Ed Sala of Booking Holdings Inc and one of our very own Chapter Officers, Louisa Boetius of Booking Holdings Inc presenting this month.
Tricky Tax Traps and How to Avoid Them!
When it comes to complying with tax withholding and reporting requirements for equity award income, it is easy to take a wrong turn. This panel of experienced practitioners will provide you multiple perspectives to help guide you through a host of withholding and reporting pitfalls. Our presenters will give you practical tips for how to stay on the right track. The topics will include the latest tax withholding and reporting changes impacting global equity compensation, pros and cons of different withholding methods, how to keep up with changes to reporting obligations and rates, and dealing with special challenges (e.g., remote working – COVID!, working with Israeli trustees, tax withholding and China SAFE).