Integrating equity awards into employees overall financial wellness:
Each year companies grant more than $110 billion in equity to their employees. Yet employers continue to question if their employees understand how their equity works and the power it possesses when thought of in the context of one's overall financial picture. Now compound that with employee stress about paying off college debt, saving for retirement, and covering healthcare costs. In this session we will examine how financial wellness, when delivered in conjunction with equity plans, has a significant impact on employee retention and satisfaction with compensation. We will also focus on how issuers can increase employee engagement with equity programs though digital tools and partners. How changing consumer habits is necessitating a change in how education is being delivered. Lastly, we will look at how companies can increase adoption and determine ROI on financial wellness plans.
is the Head of Corporate Financial Wellness at UBS. In her current role, Nupur is responsible for the corporate financial wellness offering and business. Her team is responsible for the business strategy, product development and partnerships, thought leadership, and cross-channel experience. Nupur joined UBS in 2017, after spending over 20 years in financial services and business consulting services. Prior to joining UBS, Nupur spent over 10 years with Fidelity Investments, where she helped various leadership roles driving growth in Fidelity's stock plan, retirement, financial wellness and retail brokerage businesses. Prior to Fidelity, Nupur held roles in strategy, planning and business development at several firms including Merrill Lynch. Nupur earlier role have been in media and advertising. Nupur has her MBA from Columbia Business School.
Breakfast and networking
Presentation and Q&A
1 Park Plaza
Nashville, TN 37203
Note: The meeting will take place in Building 1 which is closest to 25th Avenue; visitor parking is available in front of Building 1. To learn more about driving directions and to see the HCA campus map please download the Event Flyer from NASPP Nashville chapter event page.
The meeting is free and open to NASPP members and guests. We encourage you to please invite your colleagues to attend the meeting as our guest.
Please RSVP by emailing
Tommy Swindle, CEP
President, NASPP Nashville Chapter