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Phoenix: June 2019 Lunch Meeting Presented by Fidelity

June 05, 2019

11:30am - 1pm

Event Contact

Lisa Dilek


Seasons 52
2502 E Camelback Rd
Phoenix, AZ 85016
This or That? Offering Employees a Choice In Equity Plans

Speaker Information

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. 

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

Join us for lunch and hear Emily Cervino, CEP, FGE from Fidelity Stock Plan Services present:

This or That?  Offering Employees a Choice In Equity Plans
Who doesn't love a choice?  Would you go to a restaurant with only one menu item? Shop at a store with only one pair of pants?  Why should  equity compensation plans be any different?  Empowering employees  to select the makeup of their long-term incentive plans can be a great idea.  This session explores the growing trend of offering choice, including the mechanics of allowing choice, meeting the need for increased education and modeling tools, and mitigating the accompanying risks.  When done right, employee choice plans can provide a new twist on an old favorite.  This session delves into the details of choice, why companies offer it, and tips and tricks for more successful choice plans.

Please register by Monday, June 3:
This session is available for 1 CEP credit hr.

More Information

There is parking across from the restaurant in a pay lot. Please bring the yellow token with you for validation and  complimentary parking.

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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