Return to Events

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

Related Events

December 18, 2019

SF Chapter NASPP Holiday Happy Hour ...and Equity Trivia Extravaganza! - December 18, 2019

December 18, 2019 4:00pm to 7:00 pm

Thirsty Bear - Salon Room
661 Howard Street, 2nd Floor
San Francisco, CA 94105

Holiday Happy Hour and Equity Trivia Extravaganza

October 17, 2019

SF Chapter NASPP Lunch and Two Sessions – October 17, 2019

October 17, 2019 11:30am to 1:30pm

Charles Schwab Office
211 Main Street, 9th Floor, Yosemite Room
San Francisco, CA

Session 1: Participant Study Results – how participants feel about equity co...


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

©NASPP 2019, All Rights Reserved.