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San Diego NASPP: September 2018 Chapter Meeting

September 12, 2018

11:30am to 1:30pm

Event Contact

(858) 863-6412


Cooley LLP
4401 Eastgate Mall
San Diego CA 92121
Participant Behavior “Mythbusters”

Speaker Information

Speaker: Lenka Haase, Senior Manager E*TRADE Financial Corporate Services, Inc.
Lenka is a Senior Manager, heading up the Solutions Architects team with E*TRADE Financial Corporate Services, Inc. In her current role, Lenka works on a consultative basis to help strategically develop proactive action plans for unique plan requirements for current clients and key target prospects. Prior to being a Solutions Architect, Lenka worked as a Senior Client Services manager for some of E*TRADE Corporate Services’ largest clients. Lenka has more than nine years of experience working in the financial services industry at small and large firms. 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 66 licenses.

Event Details

What really drives participants’ behavior? Knowledge, stock price, mood? 

Join this session as we review results from a survey of over 40,000 stock plan participants with accounts 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.

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Remit Meeting Fee     

Fee Structure

$20 – lunch will be provided

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.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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