Senior Manager, Deloitte Tax
Dustin Lewis is a Senior Manager on Deloitte Tax's Global Equity team in San Jose, specializing in global equity compensation consulting for multinational companies. Dustin has experience advising companies ranging from private startups to publicly-traded multinational corporations on all facets of equity compensation, including plan design and implementation, tax/regulatory compliance and strategy, employee communications strategy, and stock administration efficiency and optimization. Dustin holds a J.D. from the UCLA School of Law and is a California‐licensed attorney.
Consulting Manager, E*TRADE Financial Corporate Services
Mike McComas is the NASPP Chapter President for Salt Lake City, and a CEPI certified Consulting Manager with E*TRADE Financial Corporate Services, Inc. Prior to taking on his current role, Mike managed a team of Equity Compensation Operation Specialists. With a tenure of more than ten years at E*TRADE, Mike has obtained expertise in a wide array of equity compensation subjects including broker services operations, vendor data flow, process optimization, as well as the ins and outs of daily stock plan administration.
Join us for our first SLC NASPP Chapter Networking event at the Adobe offices to hear a discussion on managing growth within a global stock plan followed by a networking session to meet local peers within the many facets of the equity compensation industry.
Presentation: It's Grow Time! Create a Scalable Global Compensation Program
Speakers: Mike McComas, CEP, E*TRADE Financial Corporate Services and Dustin Lewis, Deloitte Tax
This session outlines how to create a scalable global stock plan without the budget or headcount. We will discuss global equity and payroll complexities, process optimization, vendor management, tailored and scaled outsourcing vs. hiring in-house, and technology-based force multipliers. You will leave this session with actionable intelligence to analyze how your current operational state supports your plan requirements and a roadmap on identifying and implementing efficiencies to optimize your company's stock plan administration.
Networking Event: Join us for appetizers and drinks in a casual and relaxed happy hour style networking event. Refreshments sponsored by Deloitte, Shareworks by Morgan Stanley, and E*TRADE Corporate Services.
Check-In: 4:30 PM
Presentation: 5:00 PM - 6:00 PM
Social Hour: 6:00 PM - 7:00 PM