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Philly All Day Equity Comp Event & Happy Hour

June 06, 2019

8:30 AM - 4:45 PM


Radnor Valley Country Club
555 Sproul Road
Villanova, PA 19085
All Day Equity Comp Event & Happy Hour - Four Educational Sessions with Networking & Happy Hour

Event Details

Register Now! 

Join us for the annual Philly All Day event!  The event this year will be held at the Radnor Valley Country Club and will include four great sessions of equity copmensation content, lunch, networking, and happy hour.  This is a great way to keep up with the latest and greatest developments in equity compensation, win great prizes, and network.

Thank you to our location sponsor, Plan Management, and our lead Sponsors Aon, Deloitte, Fidelity, and Plan Management!  
Thank you also to the other sponsors making this awesome event possible:
E*TRADE is hosting our end-of-day networking happy hour!
Additionally, we'll have exciting door prizes thanks to Charles Schwab!

Here is the schedule for the day:
8:30 – 9:15         Registration and Breakfast
9:15 – 9:25         Welcome & Introduction
9:25 – 10:35       Session 1: Playing Moneyball: Using Data and Analytics to Design Better LTI Plans
10:45 – 11:55     Session 2: Global Equity Trends and Updates
12:00 – 1:15       Lunch & Prize Raffle
1:15 – 2:25         Session 3: Mirror, Mirror on the Wall: What Makes a Successful Equity Program to All
2:35 – 3:15         Session 4: Are You Making These Plan Administration Mistakes?
3:15 – 4:45         Happy Hour

Session Descriptions

Playing Moneyball: Using Data and Analytics to Design Better LTI Plans
Now that performance awards have been regularly used for about a decade, it’s time your Long-Term Incentive Plans evolve just like baseball did with Moneyball. Join this session to see how data and analysis can help inform better and more efficient plan design. With three robust datasets from Aon, Fidelity and ClearBridge, we’ll uncover how rising trends can indicate more effective designs for shareholders and employees. We’ll also look at how designs impact behaviors and how behaviors can impact design. Further studying how performance equity actually aligns with actual performance, we’ll see if the desired effect of performance equity is being realized. And if that’s not enough, hear directly from Radian Group on their perspective of.
Dan Kapinos, Partner, Aon
Steve Lensing, VP Compensation, Radian
Carl Stegman, Senior Vice President Product Management, Fidelity Investments
Arnaldo Ulaj, Principal, Clearbridge Compensation Group

Global Equity Trends and Updates
This session will cover will cover global trends and updates such as:
  • Current and emerging equity compensation plan design trends.
  • Approaches employers are adopting to grant long term incentives globally with a more intentional strategy.
  • Key country-specific tax and regulatory developments affecting stock compensation arrangements outside the US.
Amy Reina, Tax Managing Director, Deloitte Tax LLP
Amy Flynn, Tax Senior Manager, Deloitte Tax LLP

Mirror, Mirror on the Wall: What Makes a Successful Equity Program to All
To better understand participant attitudes and perceptions about their company stock plan, Fidelity Stock Plan Services conducted a participant survey in 2018 to gather information on loyalty, motivation, and comprehension, with a special focus on women and younger participants. Join Fidelity Stock Plan Services and Aon as we share what is in the mind of participants and how equity compensation impacts them.  We will discuss the notable topics including primary engagement indicators, the importance of equity compensation as part of overall benefits, preference for stock awards, buying and selling preferences,  and much more. The session will also address how not only the different generations but also genders in the workplace value their equity compensation. Together, these findings can help you make your equity programs more effective.
Amanda Benincasa, Director, Aon Equity Solutions
Allison Engel, Equity Compensation Managing Director, Fidelity Investments
Sarika Shah, Director of Compensation, Urban Outfitters

Are You Making These Plan Administration Mistakes?
You’ve finally got a handle on your plan, you understand the ins and outs, and everything is up and running. Hurrah! But wait - it’s just when things seem to be running smoothly that we can feel a bit too comfortable and make mistakes that come back to bite the plan administration team. In this session we will share the most common mistakes that lead to plan administration snafus. With anecdotes from over 20 years of experience with private and public company plans, this is your chance to learn from the mistakes of others!
Elena Thomas, Chief Strategy and Operations Officer, Plan Management

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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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