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Equity Plan Fluency - Generations, Women & Work

October 07, 2019

11:00 AM - 2:00 PM

Event Contact

John Barringer


Charles Schwab
9800 Schwab Way
Lone Tree CO 80124
How to communicate without a translator.... generational behaviors, financial wellness and the value of equity compensation.

Event Details

Session One 11:00 - 12:00
Generations, Women & Work

A recent survey indicated that 62% of Americans feel financial issues are a significant source of stress in their lives.  Money and work top the stress charts year after year.  The influences and experiences in our lives from a very young age heavily contribute to how we operate in the world and it all starts with the generation we belong to…Amy Reback, head of Charles Schwab Corporate Stock Plan Services delivers this compelling analysis of our generational behaviors, with some insight on our attitudes Financial Wellness and the value of our equity compensation.

Presented by: Amy Reback, Vice President, Charles Schwab Workplace Financial Solutions

Session Two 12:15 - 1:15
Financial Reporting Fluency

When admins and accountants get together it can sometimes feel like we speak different languages.  This session is designed to help you connect with your partners by learning their vocabulary.  We will identify touch points where the two worlds intersect so you gain an understanding of how your daily activities impact others.  You will leave this session knowing how to communicate without a translator, helping you avoid misunderstandings, create efficiencies, and establish long-lasting partnerships.

Presented by:  Julie Morton and Kellcie McCormick, Charles Schwab Stock Plan Services Client Service Managers

Our Host is: Charles Schwab
9800 Schwab Way 
Lone Tree, COolorado

This two-part meeting qualifies for 2 hours of CEP Continuing Education credit. Please note that we are requesting attendees sign in to this meeting.  This is so we can share the chapter’s attendance statistics and compile information.  

RSVP via return e-mail

Fee Structure

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.


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