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Connecticut: March 2020 Hartford Chapter Meeting

March 26, 2020

10:00 AM - 12:00 PM ET


Event Contact

Joseph Purdy, CT Chapter President
203.447.5843
joe.purdy@shareworks.com

Location

UBS Financial Services, Inc.
One State Street, Suite 1600
Hartford, CT 06103
 
Join us for a chapter meeting in downtown Hartford in March 2020!

Speaker Information

Michael Nannini
UBS Financial Services Inc.
 
Mike Nannini is Head of Corporate Client Management with UBS Workplace Wealth Services, responsible for Client Relationship Management, Market Engagement and Business Development across Equity Plans, Financial Wellness and Retirement Services offerings. Mike's goal is to collaborate with existing and potential clients, understand what's important to them and align appropriate solutions. This is achieved by following a disciplined, partner-based approach focused on discovering corporate and stakeholder level goals, defining success and charting a path forward. Plan participants display similar needs: to understand what they have, anticipate the future, establish an action plan and adjust as circumstances change. Corporations have many different reasons for leveraging UBS's services across Retirement, Equity and Financial Wellness. Mike's 20+ years of experience in working with corporate clients in various roles and across different business areas allow him to truly understand their motivations and customize solutions accordingly. 
 
Mike joined UBS in 2016 and has more than 20 years of financial services experience, including roles in strategy, relationship management, business development, sales management and broad business level responsibilities.
 
Mike graduated from Stockton University in NJ with a degree in Finance and holds FINRA Series 7, 9 and 10 licenses. He lives in Wall, NJ with his wife Melissa, two sons, Anthony and Nick, and step-son, Gavin.
 

Event Details

Register Today!
 

Join us for our March 2020 Hartford Chapter Meeting
"Equity Awards - Value to Employees and Their Well-Being"

Date: Thursday, March 26, 2020
Time: 10:00 AM - 12:00 PM ET
Where: UBS
One State Street, #1600, Hartford, CT  06103
Parking: Parking Nearby, Fee Not Included.
Cost: Free, Thanks to our Annual Sponsors and Host, UBS!
Note: Lunch will be provided
 

UBS research, including UBS Equity Award Value Index, shows that employees tend to attach little to no perceived value to their equity awards. A strong culture reinforcing company's growth potential, straight forward plan design, and most importantly, personalized awards education and human advice can have a significant impact on employees perceived value of their awards. As the workplace continues to evolve – millennials make majority of the workforce, three generations working side by side, diversity, inclusion, and values are key. Employees of this new normal are more concerned about their specific needs – their present, future and overall wellbeing. They are looking for help at a more accelerated pace.
In this session, we will explore strategies to empower your employees and to start building loyalty with the workforce of the future today. The session will answer questions such as: 
  • How much value do employees attach to their equity awards?
  • What efforts can help drive higher award value, employee engagement and satisfaction?
  • Why generational differences are important to employee programs?
SEE THE ATTACHED FLYER FOR MORE DETAILS!

Thanks for our chapter's annual sponsors:  EquityComp Associates, Computershare, Certent, E*TRADE and TD Ameritrade

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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.

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