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San Francisco: February 2019 Lunch and Two Sessions

February 21, 2019

11:30 AM to 1:30 PM


Charles Schwab Office
211 Main, 9th Floor
San Francisco, CA
Best Practices for M&A and Death & Divorce

Event Details

Session I:  M&A Best Practices for Successful Equity Award Conversion and Integration and Open Q & A Session 

This panel will discuss best practices and legal considerations for the assumption, conversion or payout of equity awards in M&A transactions.  The panel will focus on the treatment of target’s outstanding equity awards, post-closing integration issues, and related gotchas.  Learn about best practices to protect yourself and maximize opportunities for success. The panel will also hold an open Q & A session, so come armed with your questions.  

Brandon Gantus – Partner, Wilson Sonsini Goodrich & Rosati
Wendy Jennings, CEP – Director, Global Stock Operations/M&A Stock & Payroll, Cisco Systems, Inc.

Session II: Divorce, Death & Despair

 A myriad of complex reporting, stock administration and tax issues may arise when a public company executive officer’s equity holdings and stock awards are split in a divorce or are subject to a death. Come hear two experienced practitioners provide a clear overview of these issues and how best to address and resolve them.

Speaker:   Justin “JT” Ho-Senior Associate, Orrick, Herrington & Sutcliffe

Register Today!

Fee Structure

$40 advance registration; $50 at the door

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June 20, 2019

San Francisco: June 2019 Lunch and Two Sessions

June 20, 2019 11:30am to 1:30pm

Charles Schwab Office
215 Fremont Street, 9th Floor, Yosemite Room
San Francisco, CA

Creating a Scalable Global Compensation Plan and a One-Year Checkup on GDPR


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