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

October 17, 2019

11:30am to 1:30pm


Event Contact

Wendy Jennings
415-269-4780
wendyjen@cisco.com

Location

Charles Schwab Office
211 Main Street, 9th Floor, Yosemite Room
San Francisco, CA
 
Session 1: Participant Study Results – how participants feel about equity compensation Session 2: LTI Plan Design Ideas in the Face of Market Uncertainty

Speaker Information

Dan Schwab, Inside Sales Manager, Charles Schwab Stock Plan Services
Ray Tumacder, Field Vice President, Client Relationship Management from Charles Schwab Stock Plan Services 
Dan Walter, Managing Consultant, FutureSense
Jon Burg, Partner, Infinite Equity
 

Event Details

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

Dan Schwab – Inside Sales Manager & Ray Tumacder – Field Vice President, Client Relationship Management from Charles Schwab Stock Plan Services

Hearing directly from participants help sponsors better understand employee behaviors around equity compensation.  Key insights from Schwab’s Annual Participant Study may help sponsors make more informed decisions when managing their equity compensation program and how they could improve working with their plan participants.  During this presentation, Schwab will outline insights and key findings from its Annual Participant Study. Working with a 3rd party research firm, a study including 1,000 active equity compensation participants that work for public and private companies was administered. The findings from the study will help equity compensation professionals manage expectations among leaders in their firm and clarify how employees in today’s workforce are connecting stock plans to financial wellness, retention and employer selection.

Session 2:  LTI Plan Design Ideas in the Face of Market Uncertainty

Jon Burg, Partner, Infinite Equity and 
Dan Walter, Managing Consultant, FutureSense

Does the prospect of a market correction or full blown recession weigh on your mind?  The goal of any executive compensation program, particularly the long-term incentive portion of that program, is to align pay with performance.  Management and Boards strive to achieve that alignment through careful plan design, selecting equity vehicles and performance measures that are most appropriate for their company and their industry. However, certain vehicles such as stock options are less than ideal facing this uncertainty, and long-term financial-based performance goals could become obsolete in the first year (think PSUs granted in 2007).  Market uncertainty can greatly impact these types of awards, and companies that fail to account for market uncertainty may find themselves facing a failure of alignment between their stock’s performance and the long-term incentive awards ultimately earned.  Fortunately, there are best practices in plan design that companies can incorporate in the face of market uncertainty.  Join Infinite Equity and FutureSense as we discuss these practices and how they can improve your plan design.

 

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

 

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.

NASPP

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

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