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PHL & DC/MD/VA Chapters Full Day Equity Comp Event & Happy Hour

June 21, 2018

8:15 am - 4:30 pm


Event Contact

Elena Thomas
610-359-5870
ethomas@optiontrax.com

Location

Lincoln Financial Field
1 Lincoln Financial Field Way
Philadelphia, PA 19148
 
FULL Day Equity Compensation Event - Four Educational Sessions with Networking, Happy Hour & Stadium Tours

Event Details

The annual PHL & VA/MD/DC NASPP event is expanding to a FULL DAY event this year!  Join us at the home of the Superbowl Champion Philadelphia Eagles for four great sessions of equity compensation content, lunch, networking, happy hour and stadium tours! 

Registration is NOW OPEN! Space is limited, so RSVP today.
If you cannot access the registration link, please contact philadelphia@naspp.com to register. 

The event will be a great way to keep up with the latest and greatest developments in equity compensation, win great prizes, and bask in the glory of athletic greatness. 

Register Today!

If you cannot access the registration link, please contact philadelphia@naspp.com to register. 

Event Agenda – Please see below for presentation details
08:15 – 09:00 Registration and Breakfast
09:00 – 09:10 Welcome & Introduction
09:10 – 10:15 Session 1: The Value Proposition:  Which “Value” is This Again?
10:25 – 11:30 Session 2: Seven Sins of Stock Plan Administration
11:30 – 12:30 Lunch and Prize Raffle
12:30 – 01:35 Session 3: Break Through To Your Board!
01:45 – 02:50 Session 4: Participant Behavior Mythbusters
03:00 – 04:30 Happy Hour and Stadium Tours
 
Thank you to our lead Sponsors Aon, CompIntelligence, E*Trade, Fidelity, & Plan Management Corp. for securing this great event location and providing the exciting content sessions!  A great chance to earn 4 CEP credits at one event!

Thank you also to our additional event sponsors:
Charles Schwab is making possible our end-of-day networking happy hour and the opportunity to tour the stadium of our superbowl champions!

Additionally, we'll have exciting door prizes like event tickets, restaurant certificates and more thanks to Bank of America Merrill Lynch!

Session Descriptions

Session 1: The Value Proposition:  Which “Value” is This Again?
There are too many types of "value” in the equity compensation world.  From target value and accounting fair value to perceived value, realizable value, and realized value, it can be a nightmare to understand what each represent and when each is important. Each type of value intertwines with the others, which means that even simple design decisions can have multiple downstream consequences. In this session, hear from the “value experts” to learn how to maximize perceived value while limiting the accounting value, understand the implications plan design has on realized value, and make sure you’re getting the most bang for your buck from your equity plans.
Speakers:
Liz Stoudt, ASA, CEP, Associate Partner, Aon
Steve Lensing, VP Compensation, Radian
Erin Bass-Goldberg, Managing Director, Fred Cook
 
Session 2: Seven Deadly Sins in Stock Plan Administration
To an outsider, equity compensation plans can appear deceptively benign.  But, lurking behind the scenes is the real truth: equity compensation is highly complex, not always well understood, is in the intersection of multiple disciplines, and is fragile under the weight of regulatory oversight. This session brings together equity aficionados to peel back the layers and reveal insights that busy stock plan professionals may not have about their plans. These “Seven Deadly Sins” will reveal new opportunities in seven distinct areas, including tightening up your tax processing, better understanding your employee behaviors, matching your ESPP design to your objectives, compelling reasons to consider using Prior Day Close for your fair market value definition, and more. 
Speakers:
Amanda Benincasa, MBA, Associate Director, Aon Equity Services
Edward M Pelatti, CEP, Equity Compensation Managing Director, Fidelity Stock Plan Services
 
Session 3: Break Through To Your Board
An expanded version of the hit TED talk from the 25th annual NASPP conference!  With the array of stakeholders involved in equity compensation, we’d all like to improve our communication, particularly with leadership and Board members.  It’s not only the message, but you you deliver it that matters.  In this session you’ll learn powerful hypnosis and influence-based speech patterns to convey your desires more easily and lower barriers to agreement.  The session will also include issuer cases on Board engagement best practices, tools and processes.
Speakers:
Bryan Cassidy, MS, CHt, Senior Product Engineer, Plan Management Corp.
Elena Thomas, MBA, CEP, COO, Plan Management Corp.
Michelle Tomasetti, CEP, Senior Stock Plan Manager, CompIntelligence
 
Session 4: Participant Behavior Mythbusters
What really drives participants’ behavior? Knowledge, stock price, mood? Join this session as we review results from a survey of the stock plan participant population at E*TRADE Securities. The survey covers feedback around several key topics, including participants' perceived value of their stock plan benefits, level of comprehension of plan benefits, and some areas of opportunity for better education.
Speakers:
Brennan Latham, Senior Account Executive, E*Trade Financial Corporate Services, Inc.
Neil Birrell, Solutions Architect, E*TRADE Financial Corporate Services, Inc.


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October PHL NASPP Chapter Meeting with Hay Group and Morgan Lewis

October 17, 2018 8:30 am - 10:30 am

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1650 Arch Street, 23rd floor
Philadelphia, PA 19103

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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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