Return to Events

How to Create a Successful Mobility Taxation Policy

April 20, 2021

2:00 PM to 3:00 PM PDT


 
How to Create a Successful Mobility Taxation Policy.

Speaker Information

Maria Rocha, CEP

Sr. Solutions Implementation Manager

Charles Schwab
 

Maria has 15 years of experience in the Equity Compensation industry with a background in client service, implementation, and training. Maria joined Schwab Stock Plan Services in 2007 and has held various roles within the department. In her current role she consults with Clients and their tax advisors to determine their global tax and income sourcing needs and implements the appropriate product offering.

 

Paul Gladman

Sr. Manager, Equity & Incentives

Deloitte Tax LLP

 

Paul is a senior manager within Deloitte Tax Global Equity team in Los Angeles, specializing in global equity and long-term incentive consulting for multinational corporations. Paul has experience advising both publicly traded and privately held organizations on all features of equity compensation, including plan design and execution, global tax/regulatory compliance, employee communication strategy, stock administration optimization and M&A due diligence.
Paul is an IRS Enrolled Agent (EA) in the United States and a member of the Association of Taxation Technicians (ATT) in the United Kingdom.

 

 

Christine Zwerling, CEP

Director, Global Equity Administration

Twilio

 

Christine Zwerling 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.

 

 

Virginia Crofoot, CEP

Sr. Equity Accounting Manager

DoorDash

 

Virginia Crofoot is the Senior Equity Accounting Manager at DoorDash. Having thirteen years of combined experience in stock plan administration, SOX compliance, auditing, accounting, and financial reporting, Virginia is practiced in consulting, process improvement, risk management, equity administration and taxation, and SEC reporting. Virginia is currently responsible for equity accounting and reporting, global equity tax and global equity compliance, for DoorDash. Virginia received her Certified Public Accountant (CPA) designation in 2010 from the Kentucky State Board of Accountancy and is a Certified Equity Professional (CEP).

Event Details

Mobile employee populations come in all shapes and sizes, and each organization will require a flexible approach. In this session we will share Twilio and DoorDash's approaches to mobility tax compliance. Join this panel for an informative session as they help you find a mobility solution that is the appropriate fit for your organization. Get some tips for building a business case and shaping a policy to get your ideal mobility compliance model implemented. The panel will help you understand how to get started by utilizing the tools you may already have at your disposal, as well as leveraging outsourced solutions as you plan for growth and expansion. The experienced panel will specifically touch upon the true definition of a mobile employee, why this is a problem area, and why organizations should care.


Get more information
Register Now!
I can't make it
 

 


Fee Structure

Meeting Fees:
$0.00 for NASPP Members
$10.00 for Non-NASPP Members


Those who preregister and choose not to use PayPal, please mail checks to: SVC NASPP, PO Box 60865, Sunnyvale, CA 94088-0865


Pre-registration closes on the Tuesday before the meeting. Payments must be received by the Tuesday prior to the meeting. For registration questions email registration@svcnaspp.com with your inquiry. 

   

If you do not send your cancellation notice by the Registration Deadline any payment received will not be refunded.
 

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

©NASPP 2019, All Rights Reserved.