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Denver: March 2019 Meeting

March 12, 2019

11:00 am to 2:00 pm


Event Contact

John Barringer
720-354-3858
jbarringer@ffec.com

Location

IHS Markit
15 Inverness Way East
Englewood, CO
 
Think of The Administrators!

Speaker Information

John Schultz is a Managing Director with A&M Taxand, LLC in Denver, Colorado, specializing in compensation and benefits planning and consulting. Mr. Schultz brings more than 23 years of experience, providing on-going consulting to many organizations regarding benchmarking, designing and implementing compensation structures (both executive compensation as well as broad-based compensation), including base salary, bonus structures and long-term incentive plans. Mr. Schultz also consults regularly on all types of employee benefit and executive compensation programs as well as executive employment and change-in-control agreements. Mr. Schultz is an expert in all aspects of equity compensation, including the tax and accounting implications. Mr. Schultz regularly coordinates employee benefit and executive compensation issues in connection with mergers and acquisitions, including analysis of golden parachute issues, employment agreement/change in control payments, and other potential benefit plan liabilities. Mr. Schultz earned a bachelor's in finance from the University of Florida, a Juris Doctor from the Florida State University College of Law, and a LL.M. in taxation from the University of Denver. Mr. Schultz is licensed to practice law in Colorado and Florida.
 
Jeff Swerdlow is a Senior Director with the Compensation and Benefits group of Alvarez & Marsal Taxand, LLC in Denver, CO. He brings experience assisting public, privately held, private equity and non-profit organizations as an executive compensation consultant and attorney.  Prior to its acquisition by A&M, Mr. Swerdlow joined Compensation & Benefit Solutions, LLC in March 2011. Throughout his career, Jeff has focused primarily on assisting companies in evaluating, designing and administering compensation programs and incentive plans. In addition, he has focused on developing his technical expertise to assist clients with Internal Revenue Code sections 409A, 280G and 162(m) matters as they arise in the development and administration of compensation plans. Mr. Swerdlow earned a bachelor’s degree from Muhlenberg College in Allentown, Pennsylvania, his J.D. from Stetson University College of Law, and his LL.M. in taxation from the University of Denver. Jeff has been admitted to both the Florida Bar and Colorado Bar.

Darren Smith: Darren spearheads Solium’s efforts in the Global Compliance and Tax Mobility arena. As a specialist in global tax and regulations, he advises numerous multi-national clients on various requirements related to their equity plans and how to best leverage technology to manage their plan risk and automate processes. His role within Solium also encompasses training and education, product development and system integration. Darren has a Juris Doctor (J.D.) from both the University of Colorado Boulder and the University of Alberta as well as a Bachelor of Commerce in finance.
 

Event Details

Think of the Administrators! Simplicity vs. Complexity in Incentive Plan Design Presented by Alvarez & Marsal

This session will cover the broad range of issues associated with designing incentive plans from the plan administrator perspective. There will be a particular focus on plan design features that may be favored by management driving the design process, but which can cause significant headaches for those actually administering the plans. The presenters will also touch on specific plan design features that sound nice in theory but are particularly troublesome in practice and can lead to greater issues (i.e., Internal Revenue Code section 409A failures). 
 
 
Think of the Administrators! Taking your Equity Plan Global Presented by Solium Shareworks

This session will cover many of the key matters you need to consider when expanding your equity plan into new markets. Whether your company is in early stages and just starting to expand or already established globally (and growing), compliance can be challenging. We will explore where to start, some best practices, what to watch out for and common mistakes companies tend to make when they go international. Global complexity should not stand in the way of including global participants; you just need to set your company up for success and get your global compliance right. 

RSVP via return e-mail


More Information

The Chapter meeting format includes two sessions; one before lunch, beginning at 11:00 am, one after lunch, beginning at  12:15 pm. Each session is one hour long and affords the attendee one hour of CEP Continuing Education credit. You may attend one or both sessions. The second session is followed by unstructred networking. See you there!

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