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NY/NJ: April 2018 Meeting

April 13, 2018

8:30am - 10:30am ET

Event Contact

James Mooney


1290 Avenue of the Americas
New York, NY
Get a Grip on the True Costs of ESPPs

Speaker Information


Julia Franke, CEP

Associate Director

AON Equity Services


Julia Franke is an Associate Director at Aon as part of the equity compensation consulting team. Julia has more than ten years of experience in benefits and compensation consulting.

Julia works directly with clients to design well-constructed equity compensation plans, practices and procedures. Julia specializes in the valuation of equity compensation under Topic 718, including Employee Stock Options, Performance Based Awards and Employee Stock Purchase Plans (ESPPs). She has extensive experience with Monte Carlo simulations for the valuation of market based awards, as well as award modification valuations. She also is the product leader for Aon’s PeerTracker, which tracks and communicates performance awards to clients, benefitting Human Resources and Financial Reporting.

Julia earned Bachelor of Science degrees in applied mathematics and economics from Shippensburg State University. She is currently pursuing her Certified Equity Professional (CEP) designation.

Kenneth Puritz
Senior Relationship Manager
Computershare Plan Managers
Kenneth is a Senior Client Relationship Manager with Computershare Plan Managers. As a Senior Relationship Manager Kenneth is responsible for his clients overall satisfaction with the services they receive from Computershare. He ensures that all services and products are delivered in a timely, professional and high quality manner and develops plans for the purpose of outlining a strategy to enhance and strengthen each client’s relationship with Computershare. He has twenty years experience working with corporate equity plans; the last fifteen with Computershare.
Kenneth earned a degree in Economics from Rutgers University and holds a Certified Equity Professional industry designation.


Event Details

Like any employee benefit, there are costs involved in administering an ESPP. That said, the cost may not be as much as you think, and the benefits may just offset much of that cost. Find out what the TRUE cost is to have an ESPP.

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