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San Diego NASPP: June 3, 2020 Chapter Meeting

June 03, 2020

Noon - 1:00pm

Unlimited Data Plan: Getting More Out of Your 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.
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

When it comes to your equity plans you want enough data to help you make the most of your offer. And with the availability of data is growing at a faster rate than the population, how can an organization deal with this deluge of data and use it to their advantage.  We’re here to help sort this all out. Join Fidelity Stock Plan Services to uncover a host of new views into these previously unknown areas in employee behavior, including how the value of the equity award payouts impacts how quickly they sell shares, what ESPP discount levels create more employee holders, what impact age has on selling behavior, if tenure and location make a difference, and how Section 16 behavior varies, and more.  With newly refreshed analysis in 2020, we will share even greater insights about long term holding and surprising consistency of participant behavior.

Date:                          Wednesday, June 3, 2020
Time:                          Noon – 1:00pm
Location:                    Online
Fee:                             None

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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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