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San Francisco: February 2018 Lunch and Two Sessions!

February 15, 2018

11:30 AM to 1:30 PM

Event Contact

Dan Schwab


Charles Schwab
215 Fremont Street, 1st Floor,
San Francisco, CA
Two Topics: 10 Reasons to Consider Prior Day Close for Your FMV AND Accounting Impacts of the Tax Reform Bill

Speaker Information

Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services
Working in varying roles in the equity compensation industry since 1996, Emily has a unique understanding of the opportunities and challenges of equity compensation. At Fidelity Stock Plan Services, she oversees Plan Sponsor Marketing and thought leadership, and focuses on building Fidelity’s strong industry presence.

In her former role as executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University, Emily was involved in all aspects of certification, research, and program marketing. She also managed all the equity compensation programs at National Semiconductor, and held various roles at E*TRADE/ShareData.

Emily is a frequent speaker at equity compensation events, a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, recipient of the 2015 NASPP Individual Achievement Award, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.

Barbara Baksa, CEP, Executive Director, NASPP
Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP).  She is a frequent speaker on equity compensation related topics, has authored numerous white papers and articles on stock compensation and has contributed chapters to four books on equity compensation. Barbara is also the author of the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara also serves as editor of The NASPP Advisor and co-editor of The Corporate Executive.

Barbara began her career in equity compensation over 20 years ago. She is a Certified Equity Professional and a member of the Advisory Board of the CEP Institute at Santa Clara University.  Barbara has a BA in English from the University of Iowa.

Pam Weems, Director, PwC
Pam Weems is a Director in the People and Organization group at PwC and is based in Denver.  Pam works with clients with a wide variety of long term and equity compensation programs, including design, domestic and international corporate and payroll tax compliance, accounting and financial reporting under US GAAP and IFRS.  In particular, Pam helps companies set up and maintain auditable calculations and processes in connection with the accounting and tax requirements for equity and deferred compensation awards.  Pam also has a clear understanding of administrative issues, including share management and participant experience, and works with companies in the stock plan vendor selection and implementation process.

Event Details

First Session:  

What a Difference a Day Makes

Barbara Baksa of NASPP and Emily Cervino of Fidelity Stock Plan Services join forces to bring you 10 compelling reasons to consider using Prior Day Close for your fair market value definition.  By the end of this Top Ten list, prior day close will likely be at the top of your to-do list!

Second Session: 

Accounting, Tax Accounting and Process Impacts of Tax Reform on Executive Compensation

Pam Weems of PWC will focus on accounting, tax accounting and process impacts of tax reform on executive compensation.  Specifically, we will look at:

  • Transition and grandfathering rules for existing compensation arrangements 
  • Action items for the short and long term, including proxy statement disclosure and plan amendments
  • Impact of the new corporate tax rate on existing DTAs and making the adjustments
  • Tracking and modeling compensation under the new rules

Register Today! The first 30 registrants will be entered into a raffle to win one of three $10 Starbucks gift cards.

CPE Continuing Education Credit: 1.5, Equity Plan Design, Analysis, and Adminstration


Registration:   11:30am
Session I:        11:45am to 12:30pm
Session II:       12:45pm to 1:30pm


Charles Schwab
215 Fremont Street, 1st Floor
San Francisco, CA

Parking: Underground parking 1 block away in the Orrick Building: Entrance on 1st Street, between Howard and Folsom ($2.75/ hour).

BART/MUNI: Exit the Embarcadero Station, walk 2 blocks down to Fremont Street, Left onto Fremont, 3 blocks to 215 Fremont Street.


NASPP Members:  $40
Nonmembers:  $55
Register Today! 

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.


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