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Ohio Chapter Meeting - October 15, 2019 (Cincinnati)

October 15, 2019

11:30 -- 1:00


Thompson Hine LLP
312 Walnut Street, 14th Floor
Cincinnati, OH 45202
Unleash Your Hidden Super Powers: 4 Astounding Stock Plan Tricks, presented by Emily Cervino of Fidelity Stock Plan Services

Speaker Information

Emily Cervino
Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services

As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes. Emily has spearheaded work to develop deep understanding of Employee Stock Purchase Plans and the impact of design on participation, conducted analysis on the relationship between Performance Award payouts and corporate performance, and shared extensive data on employee selling behavior, participant perceptions, and participant communications and engagement. In her former role as executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily was involved in all aspects of certification, research, and program marketing. She also managed all the equity compensation programs at National Semiconductor, and held various roles at E*TRADE/ShareData. With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations. 

Event Details

Unleash Your Hidden Super Powers: 4 Astounding Stock Plan Tricks
This super-charged session will examine four strategies to make your stock plan administration faster than a speeding deadline and able to leap communications hurdles in a single bound.  This session will make you a time-traveler by explaining how using prior day close can give you much needed time to process major events, like RSU settlements and ESPP purchases.  After this meeting, you can add "social media master" to your resume by showing you how to supercharge your communications with social media tricks.  The session will give you x-ray vision to see inside participants' heads to help you make more informed decisions about your stock plans. Finally, you can use a crystal ball to see the connections between design and participation in ESPP.  You will leave feeling more powerful than a locomotive, with fresh ideas and ready to take on their next stock plan administration challenge.

RSVP to Nathan Holmes at  Membership is not required to attend.  Lunch will be provided.

11:30 a.m. -- Lunch and networking
12:00 p.m. -- Presentation

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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