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SF NASPP Chapter Virtual Meeting-Sept 30, 2021

September 30, 2021

11:45am PT to 1pm PT

Event Contact

Dan Schwab
Equity Plan Challenges with SPAC Mergers. Join us for a panel discussion on the nuances, limitations, best practices and ‘gotchas’ when working with a deSPAC transaction.

Speaker Information

Panelists include:
Pam Greene, Partner, Aon
Partner at Aon on the Equity and Corporate Governance team in Aon’s Rewards Solutions practice. In this capacity, she consults on corporate governance, and equity and executive compensation on a wide range of issues, including: Equity Compensation Plan Design, Governance Reviews of Executive Employment Arrangements, Compensation Plans and Programs, Sarbanes Oxley and Dodd-Frank Compliance and Tax Compliance.

Kathryn Randall, Head of Stock Administration, Opendoor
A 20-year veteran having extensive knowledge in all aspects of stock administration, from IPO and SPAC preparation to ASC 718, employee communication and data integrity in software systems.
Extensive experience in stock plan management and the processes and procedures necessary for a smooth-running program.
Barrett Daniels, Partner, Deloitte
Barrett is a Partner in Deloitte's Accounting and Reporting Advisory Practice well as the US IPO Services Co-Leader and the West Region SPAC Leader. He has been primarily focused on IPO and other transactional advisory services including assistance with well over 50 IPO and SPAC related engagements. Barrett t joined Deloitte when his firm, Nextstep Advisory Services, was acquired by Deloitte. Previously, Barrett was an Operating Partner for SoftBank Investment Advisors overseeing the IPO readiness function for the Vision Fund portfolio. In addition, he was also the CFO of a SPAC – GigCapital.

Josh McGinn (moderator), Senior Vice President Western Region, AST Financial
Another veteran with over 33 years of experience providing shareholder services within the stock transfer industry administering full range of shareholder services for premier corporate issuers and IPOs. He works closely with his clients to develop and administer comprehensive and specialized solutions to address their unique needs and industry regulations. Recently, Josh has been busy managing Direct Listings, deSPAC mergers and Early Partial Lock-Up Releases.

Event Details

Equity Plan Challenges with SPAC Mergers

Special Purchase Acquisition Corporations (“SPACs”) have now become a mainstream investment vehicle for the investing public and also a new way for private companies to become publicly traded. It is common to see private companies running a dual track strategy and entertaining a merger with a SPAC.  The deSPAC merger/exchange transactions can be complex especially with limitations on equity award treatments.

Join us for a panel discussions on the nuances, limitations, best practices and ‘gotchas’ when working with a deSPAC transaction. We have lined up an all star panel to share their expertise and to answer questions you may have.

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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