Barbara A. Baksa, CEP
National Association of Stock Plan Professionals
Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP). In addition to her administrative responsibilities, she oversees all NASPP member programs and services, including the NASPP Annual Conference, online educational programs, webcasts on current developments, website content, surveys and research, regional chapters, and industry involvement.
Barbara is a frequent speaker on equity compensation related topics, has authored numerous white papers and articles on stock compensation and has contributed chapters to four books on equity compensation. She is the author of the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara also serves as editor of The NASPP Advisor.
Barbara began her career in equity compensation over 20 years ago. She is a Certified Equity Professional, member of the Curriculum Committee and the Advisory Board of the CEP Institute at Santa Clara University, and an Executive Fellow of the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University School of Management and Labor Relations. Barbara has a BA in English from the University of Iowa.
Lenka Haase CEP, CFP
Total Rewards and Well-Being Strategies
Deloitte Consulting LLP
With more than a decade of experience working in financial services, the majority of which has been dedicated to equity compensation administration, Lenka Haase works with some of the world’s most recognizable brands through Deloitte Consulting LLP’s total rewards practice. Her areas of expertise include:
- Large scale administration processes review and optimization
- Global change management processes
- New vendor selection and implementation
- Education delivery
Lenka is a member of National Association of Stock Plan Professionals, Global Equity Organization, and presents at regional and national conferences on a variety of equity compensation administration topics. She earned her Bachelor of Science in Business with a focus on Finance from the University of Nevada, Las Vegas. Lenka is a Certified Financial Planner™ professional as well as a Certified Equity Professional and holds FINRA Series 7 and 63 licenses.
Under the current economic environment, establishing a competitive long-term incentive program is crucial for companies to motivate, retain and attract employees; assessing the competitiveness of your company’s programs against industry peers is critical to this process. This informative session will provide the latest trends in stock plan design from the 2019 Domestic Stock Plan Design Survey, the most in-depth long-term incentive design survey data available in the market (co-sponsored by the NASPP and Deloitte Consulting LLP). Also, we plan to share with you how companies may be adjusting their long-term incentive programs in response to COVID-19.
The topics for this session will include the following:
- Prevalence of equity vehicles granted
- Types of vehicles granted by employee level
- Length and type of vesting/performance period of equity awards
- Metrics used to measure performance
- Termination provisions (e.g., retirement, change in control, death, and disability)
- Burn rate and overhang levels
- Prevalence of claw back provisions and common terms & condition
- Changes to equity awards in response to COVID-19