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SVC NASPP: February 19th Meeting - Trends in Financial Wellness

February 19, 2020

11:30 AM to 2:00 PM PST


Location

Marvell Semiconductor Inc.
5488 Marvell Lane
Santa Clara, CA 95054
 
Employers have an opportunity to reduce employee stress, improve retention and engagement, and set themselves apart in the marketplace by offering holistic financial wellness benefits.

Speaker Information

Krystal Barker Buissereth, CFA 

 

Krystal is an Executive Director, a CFA® charterholder and the Head of Financial Wellness at Morgan Stanley.  Financial Wellness is part of a new Morgan Stanley at Work suite of financial solutions, which include Retirement, Financial Wellness and the equity management offering, Shareworks by Morgan Stanley.  Financial Wellness provides personalized financial education, advice and solutions to help employees of Morgan Stanley's clients improve their financial knowledge and as well as identifying their needs.

 

Prior to joining Morgan Stanley, Krystal held a number of leadership roles on the Digital Strategy team at Goldman Sachs providing strategic leadership for the development of new product and service offerings across employer financial wellness programs and direct to consumer wealth management services for the Ayco and Goldman Sachs wealth management businesses.  Prior to joining Goldman Sachs, Krystal was a business development strategist for the head of Deutsche Asset & Wealth Management focused on accessing growth and cost saving opportunities for the Division. Before her role at Deutsche Bank, Krystal was an investment banker at Lehman Brothers/Barclays, executing capital markets transactions for the Firm's most strategic clients. 

 

Krystal serves as a New York Board Trustee of the Point Foundation, an organization dedicated to the empowerment of promising LGBTQ students through scholarship funding and leadership training. Krystal earned her MBA with Honors from The Wharton School of The University of Pennsylvania and her A.B Cum Laude in Mathematics & Economics from Bowdoin College.

 

Laura Balma, CEP

 

Laura Balma is currently Sr. Manager, Global Equity for Five9, Inc. Laura manages the company's global stock plan operations and has over 20 years of equity compensation plan experience working for multi-national public companies. She has held positions at Polycom, Ross Stores, Documentum (EMC Corporation), and has worked as an independent consultant. She has expertise in many facets of Equity Administration including Global Stock Plan Management, SEC filings, 10b5-1 Plans, Employee Education, and experience in global equity compliance in over 45 countries. She recently completed a successful migration of Five9's stock administration platform to Shareworks. Laura received her Certified Equity Professional (CEP) designation in 2005 from Santa Clara University.

Event Details


JOIN OUR DISCUSSION ON ONE OF THE HOTTEST TOPICS IN EMPLOYEE BENEFITS

Get your CEP AND CPE Continuing Education Credit

The latest research on employee financial health finds widespread evidence of financial fragility. This financial stress has spillover effects on employee productivity, effectiveness, and satisfaction. Employers have an opportunity to reduce employee stress, improve retention and engagement, and set themselves apart in the marketplace by offering holistic financial wellness benefits. This session will include a panel of experts who will highlight the latest research on workplace financial health conducted by the Financial Health Network and sponsored by Morgan Stanley. The panelists will also provide insight into what employees are looking for, provide some actionable tips for creating and implementing a successful Financial Wellness program, and share their experiences in helping employees improve their financial well-being.

 
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Fee Structure

Meeting Fees:
$35.00 for PRE-PAID NASPP Members
$45.00 for PRE-PAID Non-NASPP Members

$60.00 for Non-Members, Walk-Ins, or Members Paying at the Door
 

Continuing Education:

Certified Equity Professionals:  1.5 CEP Credits

Accountants:  1.5 CPE Credits

 

Program Level: Overview

 

Pre-requisites: None

 

The NASPP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through it website: www.nasbaregistry.org.
 

As an added benefit to active NASPP members, the chapter will extend a limited number of complimentary registrations to unemployed NASPP members. Complimentary registrations are limited to two per person, per year. Please indicate on the comments section below to apply for this complimentary registration.
 
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 Monday before the meeting. Payments must be received by the Monday prior to the meeting. If payment is not received by the payment deadline, you will be asked to pay the $60 walk-in registration fee at the door. For registration questions email registration@svcnaspp.com with your inquiry. 
   
CANCELLATION POLICY   
During registration, your name is added to the list of meeting attendees and luncheon accommodations are made accordingly. To avoid a $60 cancellation fee, email registration@svcnaspp.com.
 
If you do not send your cancellation notice by the Registration Deadline:
  • any payment received will not be refunded
  • if no payment was received, a "No Show" penalty of $60 will be recorded by the Chapter and you will be invoiced.
 

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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