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Los Angeles: July 2018 Chapter Luncheon

July 24, 2018

11:30am-1:00pm


Event Contact

Joanne Wendler, CEP
626-470-2514
losangeles@naspp.com

Location

Activision Blizzard
3100 Ocean Park Blvd
Santa Monica, CA 90405
 
Double ESPP Session with Experts from Baker McKenzie and Computershare

Event Details

Please RSVP via e-mail to losangeles@naspp.com

It’s a Double Date, ESPP style!

SESSION I: ESPP - General and U.S. Issues

The first session will focus on general and U.S. challenges to offering a Section 423-compliant employee stock purchase plan, including design issues such as setting maximum share limits, defining eligible compensation, deciding whether to allow increases during offering periods, as well as operational issues such as managing the $25,000 limit, dealing with leaves of absence and reporting disqualifying (and qualifying") dispositions.

SESSION II: ESPP - Non-U.S. Issues

Session II Description: The second session will focus on non-U.S. challenges to offering an employee stock purchase plan (that is intended to be Section 423-compliant within the U.S.) outside the U.S., including design issues such as using a non-423 sub-plan versus separate offerings to allow for different treatment required under local laws as well as operational issues such as managing payroll deductions and conversions on a global basis, withholding taxes at purchase, dealing with mobile employees and deciding whether and how to offer the plan in particularly challenging jurisdictions.


Speaker Information

Jessica Laddon, AVP, Computershare
Jessica is a Senior Relationship Manager at Computershare.  She has 19 years of experience designing, implementing and administering equity compensation programs including stock options, restricted stock units, and ESPP with a heavy focus on employee communications and training. Prior to joining Computershare, Jessica served as the Equity Administer at ViaSat, Inc. in Carlsbad, CA and Director of Stock Programs at Science Applications International Corporation (SAIC). Jessica holds an MBA in finance from the University of San Diego, and earned a BA in Economics from University of California San Diego. Jessica became a Certified Equity Professional (CEP) in 2013. She currently serves on the Board of Directors for the NASPP San Diego Chapter and GEO Southern CA Chapter.
 
Denise Glagau, Partner, Baker McKenzie
Denise Glagau is a member of the Firm's North America Employment and Compensation practice and advises multinational companies on the tax and legal issues related to offering employee share plans and other incentive compensation programs in their home countries and on a global basis. Ms. Glagau has multiple degrees from McGill, Dalhousie and Golden Gate Universities.  Denise is a frequent speaker on topics of interest for legal and other professionals dealing with share plan issues and is the Secretary of the San Francisco Chapter of the National Association of Stock Plan Professionals. She is a member of the Firm's Financial Institutions and Healthcare industry groups.

Robyn Shutak, Equity Advisory Services Practice Leader
Robyn Shutak is a practice leader for Computershare’s U.S. plan management business and has more than 15 years of comprehensive experience with employee equity programs. In her current role, Robyn helps to increase the company's brand awareness in the U.S., cultivate new and existing relationships through content development and additional services, and as a subject matter expert, helps support Computershare's products, events, and initiatives.

Prior to joining Computershare, Robyn worked as a Senior Director at the Global Equity Organization (GEO) where she was instrumental in transforming their membership services, was the Education Director for the National Association of Stock Plan Professionals (NASPP) and has held positions at various corporate issuer companies in the San Diego area. 

Robyn is a Certified Equity Professional (CEP). She has served on the Certification Counsel of the CEP Institute and the Curriculum Committee and has been regularly recognized by the CEP Institute with Volunteer Excellence awards. Robyn is a frequent speaker on equity compensation topics and is a co-author of the book, “If I’d Only Known That,” published in 2011 by the NCEO. She served as the Programming Director for the San Diego Chapter of the NASPP for more than seven years. 
 


Fee Structure

Non-members are requested to reimburse the chapter for lunch, which is $20 per person.

Parking details and driving directions will be provided to RSVPs approximately 1 week prior to meeting.


More Information

CEP domain:  Equity Plan Design and Administration, 1 hour 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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