Our Morning Presenter:
Tom Sawyer has been with E*TRADE Financial for nine years and is currently the Director of Participant Education responsible for helping to ensue participants have a high quality experience and receive the education and support they require. Tom has been in the financial services industry since 1999 and has worked as a financial advisor and sales and service training executive. Prior to his career in financial services, Tom was a US Army Engineer officer and as a civilian worked in manufacturing. Tom holds a Bachelor of Science degree from the U.S. Military Academy and a Certificate in Organizational Behavior and Leadership from New York University. Tom is a Certified Financial Planner® and holds FINRA Series 7, 63, 66, 24 and 53 licenses.
Our Afternoon Presenters:
Amy is a manager in the Global Rewards and Equity practice of Deloitte Tax, specializing in global equity compensation consulting for internationally mobile and international “domestic” employees. Amy consults on the expansion of US based programs to overseas locations, including assessment of the tax and regulatory implications before global roll-out, and the implementation of corporate recharge arrangements to generate corporate tax deduction in non-US locations. Amy also assists clients in ensuring proper withholding methodologies are implemented to facilitate payroll tax compliance and addressing their mobile employee equity compliance responsibilities. Amy has over 12 years of experience with US and international tax and payroll compliance for multinational clients (including several Fortune 500 companies), as well as development and implementation of mobile employee policies to address the challenges associated mobile employees.
Caroline is a senior consultant based out of Houston in the Global Rewards and Equity practice of Deloitte Tax, specializing in global equity compensation consulting for internationally mobile and international “domestic” employees. Caroline consults on new tax and regulatory developments related to share plans globally, advises tax withholding and reporting calculations at equity events, provides practical downstream assistance to clients operating outside of the US, and has experience implementing technology-based solutions to address challenges associated with mobile employees holding equity. Caroline also provides advice for improving education, engagement, and overall experience of plan participants throughout the equity award life cycle.
Join US for an exciting new chapter meeting format and lunch.
RSVP today by email to Denver@naspp.com.
Morning Session: 11:00 AM
Participant Behavior Mythbusters Presented by E*TRADE
Join us for this informative session presented by E*TRADE. Based on research from their wide participant base, we will learn about how plan participants feel about their equity grants, how much they really understand about how they work, how they make decisions and how know all this can help issuers design more effective equity compensation plans.
Lunch Break: 12:00 to 12:15 PM
Afternoon Session: 12:15 PM
The Impact of US Tax Reform Presented by Deloitte
Amy Flynn and Caroline Durbin from Deloitte will discuss the impact of US tax reform on long term incentive plans and provide global technical updates and best practices. The presentation will address the impact of tax reform changes made to 162(m) and the impact on the definition of a “covered employee” and the elimination of the performance-based compensation exemption. The opportunity for 162(m) “transition relief” on existing equity awards will also be discussed. Additionally, Amy and Caroline will provide recent global equity technical updates as well as share some best practices for operating share plans in some of the more difficult jurisdictions globally, namely China, France and Israel.
Each Session Qualifies for 1 Hour CEP Credit