Equity compensation such as RSUs, RSAs, and stock options can be valuable assets for individuals, but without proper planning they can result in significant tax implications. Fidelity's Ryan Boland, Emily Cervino and Patrick Floyd will explain how stock plan recipients may need help identifying strategic planning solutions—such as charitable giving—to maximize tax benefits while enabling them to make a meaningful impact.
Please register using this link.
Emily Cervino, CEP, FGE, 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.
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.
Ryan Boland, JD, CFP, Vice President, National Corporate & Executive Giving, Fidelity Charitable
Ryan Boland is vice president of national corporate and executive giving at Fidelity Charitable®, an independent public charity that has helped donors support more than 300,000 nonprofit organizations with $42 billion in grants.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. Mr. Boland assumed his current role in 2020.
In his position, Mr. Boland serves as an expert on effective charitable giving for corporations and their executives who sponsor or participate in equity compensation programs. He does this by building and delivering training and education opportunities for the wealth planning community, equity compensation professionals, human resources including Total Rewards specialists and more. In this role, Mr. Boland works to help individuals leverage the benefits of Fidelity Charitable’s donor-advised fund program to strategically give more to the charities they support.
Patrick Floyd, CEP, Director, Executive Services Officer, Fidelity Stock Plan Services
Patrick Floyd has an in-depth knowledge about his clients company stock plan, and significant experience helping executives navigate the opportunities and requirements of plan participation. He is an experienced financial services professional, Patrick Floyd’s qualifications include: • Series 7, 63, and 66 registrations • CRPC® designation • Certified Equity Professional • Life and health insurance licenses