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Silicon Valley: February 2018 Luncheon Meeting

February 21, 2018

11:30 AM to 2:00 PM PST


Location

Hyatt Regency Santa Clara
5101 Great America Parkway
Santa Clara, CA 95054
 
Global Stock Plan Compliance Issues

Event Details

Global Stock Plan Compliance Issues

Due to the constantly evolving laws and regulations and increased scrutiny into corporate governance and compensation practices, multinational companies are facing an increasingly complex environment when granting equity around the world.  We are working with smaller budgets, fewer resources and greater expectations for "getting it right" or "doing more with less". This presentation addresses the various tax, legal and regulatory issues that can cause problems for global equity and how to comply with global stock plan requirements. We also will address how stock plan administrators can discover compliance problems; resolve those issues, and use systems and procedures to maintain compliance over the long term.

Registration: 11:30 AM to 12:00 PM
Presentation: 12:00 PM to 1:30 PM (with lunch)
Questions/Networking: 1:30 PM to 2:00 PM

Register Today!


Speaker Information

Rose Hoffman
Director of Global Stock Plan Services - PayPal Holdings, Inc. 
 
Rose Hoffman has been in the Equity Compensation field for over 30 years. Rose has worked on both the issuer and vendor side of various companies in Silicon Valley. Rose is Director of Global Stock Plan Services at PayPal Holdings, Inc. headquartered in San Jose, California. PayPal currently manages Stock Options, RSUs, RSAs, Performance Based RSUs and ESPP Programs to over 18,000 global employees and 31 countries.
 
Denise Glagau 
Partner - Baker McKenzie LLP
 
Denise Glagau is a partner in the Employment & Compensation practice at Baker McKenzie LLP and works with public and private multinational companies offering equity and other incentive programs to employees and other service providers around the world.  She consults on plan design and implementation, drafts plans and grant documentation for global offerings and advises on tax implications, securities disclosure and filing requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering incentive plans in different jurisdictions.
 
Zackary Crumpton
Regional Vice President - E*TRADE Financial Corporate Services, Inc.
 
Zackary is a Regional Vice President, E*TRADE Financial Corporate Services, Inc. and is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP). He is a former Chair of the Certified Equity Professional Institute (CEPI) Advisory Board, Santa Clara University. Under his leadership, the CEPI launched the Guidance Procedures Systems (GPS) research project to assist U.S.-based multinational public companies and plan administrators to effectively and efficiently manage equity compensation plans. He has a Master of Business Administration degree from Golden Gate University and a Bachelor of Business Administration from Texas Christian University as well as the CEP designation.


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

Register Today! 

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 Friday 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@svnaspp.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.

Related Chapter Events

August 30, 2018

SVC NASPP August 30th Event: Networking with SVC NASPP Community

August 30, 2018 5:00 - 8PM

Agave Mexican Bistro
194 Castro St
Mountain View, CA 94041

 

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

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