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Global Share Plan Update & Stock Plan Best Practices

June 17, 2020

11:00 AM - 1:00 PM


Event Contact

John Barringer
303-356-1668

 
2020 is off to a turbulent start. A global update and a presentation of Best Practices Presented by: Morgan Stanley & Baker McKenzie

Speaker Information

Aimee Soodan
Partner
Baker McKenzie

Aimee Soodan has over 20 years of experience in all areas of compensation and benefits with a concentration in US and international equity and executive compensation. Aimee heads the Chicago Office's Global Equity Services practice, which assists multinational organizations with the global extension of their employee equity compensation programs, including the design, implementation, administration and ongoing tax and regulatory compliance of such programs. Aimee also designs, drafts and conducts US and international legal reviews of long-term incentive and employee stock purchase programs, nonqualified deferred compensation programs, equity reimbursement agreements and change in control agreements. She is also well-versed in international executive mobility, particularly in the taxation of equity compensation payable to globally mobile employees.
Aimee serves on the National Association of Stock Plan Professionals’ Executive Advisory Committee and the Global Equity Organizations' Partner Alliance Council. She is the Director of the Global Equity Organization's US Midwest Chapter and is an adjunct professor at the Center for Tax Law & Employee Benefits at the UIC John Marshall Law School in Chicago.
 

James J. Detterick CRPS® ARPC®
Managing Director

Corporate Equity Solutions Director
Institutional Consulting Director
Corporate Client Group Director

Jim runs a large advisory group whose mandate is to deliver Institutional Wealth Advisory Services for mid- to large corporations. The team consists of professionals with various specialized backgrounds in the executive comp and benefits space, advising and managing corporate equity plans, Section 16 and Rule 144 affiliate programs, non-qualified deferred compensation plans, qualified retirement plans (both defined benefit plans and defined contribution plans) and corporate-sponsored financial planning mandates. Jim’s team has offices in New York, NY, Chicago, IL, Dallas, TX and Denver, CO and works with institutions located across the country. Jim consults to some of the largest corporate relationships within Morgan Stanley globally. Jim sits on the firm’s Advisory Board for the stock plan business, the retirement plan business and Graystone’s Institutional Consulting business (serving as Co-Chair of that board)


Jeff Wescott
Senior Vice President
Stock Plan Director

Jeff has spent his career working with a wide range of companies on their needs related to equity compensation plans, 10b5-1 plans, section 16 and rule 144 transactions, and non-qualified deferred compensation plans. In addition to working with plan sponsors and the institutional client on implementing best practices, Jeff also helps to advise corporate executives on a number of pertinent financial planning considerations such as concentrated stock diversification strategies, asset allocation analysis and implementation, section 16 and rule 144 filing best practices, block trading strategies, and tax deferral strategies.


Ryan Lewis CFP® CFS, CMFC
Managing Director

Ryan’s primary responsibility for the group is to be the liaison between the corporate relationship manager and the institutional client for all things investment analysis and strategy.  Ryan and the investment strategy team focus on investment policy statement creation and monitoring, investment line-up builds and ongoing manager analysis throughout the relationship. Since 2006, he has been instrumental in creating a Corporate Client Group and Family Office model which allows the team to create and execute solutions for institutional clients and seamlessly service their committees.  Ryan also is an Adjunct Professor teaching financial planning to graduate students at a Pace University in New York.

Event Details

Global Update Presented by Baker McKenzie
While recent developments affecting global share plans are (thankfully) frelatively benign, you will still want to be on top of new issues and requirements and their impact on your company's equity plans.  During this session, we will focus on recent developments around the world, both with respect to regulatory requirements (e.g., securities law developments related to the offer of an ESPP in the European Union, the impact of Brexit, new currency controls in Argentina) as well as tax law developments (e.g., proposed cap of 50% exemption for option income in Canada, new reporting requirement in Denmark, Swedish tax withholding issues). 

Best Practices in Executive Services for Today’s Stock Plans Presented by Morgan Stanley
We will discuss a long list of stock plan practices including: Pre-clearance considerations and blackout management, How to implement and effectively mange minimum retained ownership requirements, Using sophisticated trading techniquesin your participant population, 10(b)5-1 plans, Block trading including Group Block Trading as well as other techniques for best execution. We will cover updates in company stock-lending transaction strategies and the latest trends in Donor Advised Funds and company stock gifting.



More Information

This two-part event will qualify for two (2) hours of CEP Continuing Education credit.
 

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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