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SF NASPP Chapter Virtual Meeting-June 17, 2021

June 17, 2021

11:45am PT to 1:15pm PT


Event Contact

Dan Schwab
415-667-6367
dan.schwab@schwab.com
 
Topic: Help Employees Make Stock Donations Easily and Efficiently - Hear about how Twilio has created an “easy button” solution they found for donating and how they rolled it out to employees.

Speaker Information

Natasha Whitledge, Employee Impact Manager, Twilio.org 
Natasha is the employee impact manager of Twilio Inc.’s social impact division, Twilio.org.  She has been with the company for almost 10 years and leads Twilio’s WePledge 1% program, engaging and supporting employees through a variety of philanthropic campaigns. Natasha is passionate about helping companies use their unique assets and people to positively impact communities.

Christine Zwerling, Director Global Equity Administration, Twilio Inc. 
Christine is the head of equity administration for Twilio. She began working in the equity compensation industry in 1995 and has worked as a consultant and as an in-house stock plan professional. She has extensive knowledge of the rules, regulations, and accounting standards that drive so many stock plan processes. Christine earned her CEP designation in 2000 and was honored with the National Association of Stock Plan Professionals (NASPP) Individual Achievement award in 2007. Christine also serves as treasurer on the executive committee of the San Francisco NASPP chapter. She is also a frequent speaker for various industry events, including NASPP chapter meetings, NASPP’s national conference, the NCEO Employee Ownership Conference, Global Equity Organization (GEO) meetings, and E*TRADE’s Directions Conference.

Kyle Woumn, Head of Technology, Overflow
Kyle is the Head of Technology at Overflow, a startup that makes it super easy to donate stock to nonprofits. Overflow works with over 100 nonprofits and has facilitated over $3M in stock donations to these organizations. Prior to Overflow, Kyle was a software engineer at Twilio on the messaging team. Kyle is a huge advocate for diversity in tech and is a member of /dev/color, whose mission is to empower Black software engineers to grow into industry leaders.

Robert Shaye, Founder, Fireside Finances
Fireside Finances provides financial wellness workshops to companies across the country. We tailor the presentation to your financial benefits offered.  The company was founded by Robert Shaye in 2018 and is a Washington State registered LLC. After 10 years in the military, Rob brought his passion for education and investing to the private sector. Rob is a graduate of the U.S. Coast Guard Academy and holds an MBA from the UC Berkeley Haas School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional.  In addition to running Fireside Finances, Rob is also a lecturer at the United States Coast Guard Academy, where he teaches a three credit class "Personal Financial Management." He serves as the advisor to the Cadet Investment Club and also provides financial readiness training to military members attending classes at the U.S. Coast Guard Leadership Development Center.

Event Details

Session starts 11:45am for a pre-meeting networking session.  Main session starts at 12:00pm PT to 1:15pm PT

Topic:  Help Employees Make Stock Donations Easily and Efficiently

Twilio is just one of many companies that are part of Pledge 1%.  Pledge 1% is a philanthropic program companies sign up for where the company pledges to donate 1% of equity, 1% of time, 1% of product, and 1% of profit to charitable organizations.

Modeled after Pledge 1%, a corporate initiative encouraging companies to commit one percent of their equity, time, product and/or profit to charitable organizations, Twilio created WePledge 1% to bring a similar, flexible philanthropic commitment to individuals. Through WePledge 1%, Twilio supports and encourages employees to “take the pledge” and commit to giving one percent of their time or financial resources, or a combination of both, to causes important to them personally. 

One area we’ve found challenging for employees was donating stock. There are many hoops to jump through to make a donation through most brokers.  Our goal is to make it as easy as possible for Twilions to give, by removing any barriers.  We sought out a platform like GoFundMe or PayPal but for equity, to simplify the process of charitable stock donation.  Join our session to hear about the “easy button” solution we found for donating and how we rolled it out to employees.

Register Today!

 

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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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