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DC/VA/MD: June 2019 Half-day Event

June 27, 2019

8:30-1:00


Event Contact

Eddie Pelatti
dc-va-md@naspp.com

Location

2U, Inc.
7900 Harkins Road
Lanham, MD 20706
 
Topic 1 - Gender Gap in Equity Compensation Topic 2 - Four Astounding Stock Plan Tricks

Speaker Information

Emily Cervino, CEP, FGE
Head of Industry Relationships and Thought Leadership
Fidelity Stock Plan Services 
 
As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes. 
Emily has spearheaded work to develop deep understanding of Employee Stock Purchase Plans and the impact of design on participation, conducted analysis on the relationship between Performance Award payouts and corporate performance, and shared extensive data on employee selling behavior, participant perceptions, and participant communications and engagement. 
In her former role as executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily was involved in all aspects of certification, research, and program marketing. She also managed all the equity compensation programs at National Semiconductor, and held various roles at E*TRADE/ShareData. 

With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media.  Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations. 
 
Elena Thomas
Plan Management Corp.
 
Elena Thomas heads operations for Plan Management Corp.| OptionTrax. In this capacity, she works closely with both private and public company clients to ensure delivery of best practice plan administration software and services. Areas of expertise include performance award administration and financial reporting. She also currently serves as a Board Member of the Philadelphia chapter of NASPP and is a Certified Equity Professional. Elena was previously with McKinsey & Company in the Philadelphia, Paris, and Mexico City offices. Elena was a Project Manager and strategy practice member, focusing on financial technology and access to capital for micro, small and medium enterprises worldwide. Prior to pursuing her M.B.A at the University of North Carolina, Elena worked with CGI-AMS, Inc. as a Project Manager and client relationship lead for software design and development projects.
 
 
 

Event Details

We are excited to announce a very special event on Thursday, June 27th! The Chapter is welcoming industry experts Emily Cervino, Fidelity Stock Plan Services, and Elena Thomas, Plan Management Corp., for a half-day event. The space provided by 2U, Inc. is excellent and they are centrally located for our Chapter. The New Carrollton train station is within walking distance of 2U, Inc. and serves Amtrak, MARC and Metro lines. A special thanks to our sponsors, Fidelity Investments and Plan Management Corp. for covering the cost of this event. This is a great opportunity to learn something new, earn 2 CEP credits, and network with your peers. Please RSVP to dc-va-md@naspp.com.

2U, Inc.
7900 Harkins Rd.
Lanham, MD 20706

Schedule
8:30 Breakfast
9:00 Elena Thomas, The Gender Gap and Equity Compensation
10:15 Break
10:30 Emily Cervino, Unleash Your Hidden Super Powers: 4 Astounding Stock Plan Tricks
11:45 Lunch

The Gender Gap and Equity Compensation
Despite increased attention and the growth of women-focused corporate initiatives, the latest studies show that the gender pay gap persists, and according to some metrics is widening.   This entertaining session will discuss the latest trends and findings on the gender gap from the latest McKinsey & Company Women in the Workplace study, look at some past societies and their female participation and compensation practices, and look at why equity compensation is a powerful tool to leverage in trying to close the gender pay gap.
 
Unleash Your Hidden Super Powers: 4 Astounding Stock Plan Tricks
This super-charged session will examine four strategies to make your stock plan administration faster than a speeding deadline and able to leap communications hurdles in a single bound.  This session will make you a time-traveler by explaining how using prior day close can give you much needed time to process major events, like RSU settlements and ESPP purchases.  After this meeting, you can add "social media master" to your resume by showing you how to supercharge your communications with social media tricks.  The session will give you x-ray vision to see inside participants' heads to help you make more informed decisions about your stock plans. Finally, you can use a crystal ball to see the connections between design and participation in ESPP.  You will leave feeling more powerful than a locomotive, with fresh ideas and ready to take on their next stock plan administration challenge.

 

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