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Orange County: May 31 Lunch Meeting

May 31, 2018



Edwards Lifesciences Corporation
One Edwards Way
Irvine, CA 92614
ESPP Round Table and Tips & Tricks to a successful ESPP experience

Speaker Information

The speaker will be Michlle May from ETRADE

Event Details

Are you considering rolling out a new ESPP, revamping your current plan or want to know more about ESPP then this is the meeting you won't want to miss! 
Here are a few items that we will touch base on: 
1. Plan Design
2. Employee Education
3. Tax Treatment
4. Section 6039 
5. Program Goals
6. Payroll Considerations
7. Holding Periods
8. Plan Limits
9. Open Enrollment
10. Trading Window Consideration
11. Tracking Dispositions
12. Lessons Learned
This will be an open forum and we encourage you to join in with what has worked for you.

Fee Structure

There is no charge for this meeting. 

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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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