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Nashville: NASPP Chapter Meeting

September 21, 2017

7:30 AM

Event Contact

Tommy Swindle
615 332-6508


840 Crescent Centre Drive, Suite 600
Franklin, TN 37067
Lessons Learned on the Battlefield: Stories from the Front Line - Presented by Joe Purdy, Solium

Speaker Information

Presenter: Joe Purdy

Joseph “Joe” Purdy has been with Solium for more than 17 years and currently leads their Client Services team within the U.S.-based Solium Institutional Services (SIS) business segment supporting Shareworks clients and partners.

At Solium, Joseph has worked in several client service roles including operations, plan administration, training and consulting. His focus has mostly been on financial reporting and Section 16 filings.  Prior to his current role, he led our Shareworks Certification Program for two years and was a senior member of the Product Management team for the Transcentive.

Joseph has been a speaker on administrative and financial reporting topics at the Global Equity Organization (GEO) Annual Conference, National Association of Stock Plan Professionals (NASPP) Annual Conference and various local chapter events, the Certified Equity Professional Institute (CEPI) Symposium and a variety of Solium events.  He also volunteers for the NCEO and CEP organization.

Joseph has a B.Sc. from Sacred Heart University in Connecticut. He is a Certified Equity Professional (CEP) and a Certified Shareworks Associate (CSA) as well as president of the Connecticut Chapter of the NASPP.

Event Details

Lessons Learned on the Battlefield

Join us for a meeting with Joe Purdy (Solium), an industry veteran who has lived on the front line servicing and administering equity compensation plans, as well as educating clients for over 17 years.  Joe will share lessons learned and issues to avoid based on his vast experience.   In particular, he will discuss ten different scenarios issuers run into and how to avoid pitfalls.  The topics include payroll, financial reporting, educational opportunities, insider filings and beyond.  The session will conclude with an interactive equity compensation themed game show complete with prizes!

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