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Twin Cities NASPP Chapter Meeting 2/13/2020

February 13, 2020

Breakfast and Networking 7:30 a.m., Meeting 8:00 to 9:00 a.m.


Location

Capella Tower Conference Center - 3rd Floor
225 South 6th St
Minneapolis, MN 55402
 
Financial Wellness – New Insights Into Employee Preferences and Employer Opportunities

Speaker Information

Anthony DeTurris
Vice President Morgan Stanley @ Work
Currently, Anthony is responsible for supporting the needs of current corporate clients, while also actively engaging in the sales process for new clients.
 
Anthony joined Morgan Stanley in 2019, after spending 10 years in the financial services industry in roles of increasing responsibility, including managing a team of Financial Wellness Specialists responsible for participant education and employee engagements, and managing the rollout of new corporate Financial Wellness offerings. Anthony started his career in finance as a Financial Advisor within Global Wealth Management for Merrill Lynch, and in Private Banking for JP Morgan.
Anthony graduated from Quinnipiac University with a degree in International Business and holds his Series 6, 7, 24, 63, and 66 securities licenses. Anthony is also fully insurance licensed, and holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
 
 
Donna Bailey
Senior Vice President, Director Equity Compensation Services for Morgan Stanley
Donna has 34 years of industry experience with the last 21 years in equity compensation working with public companies. Donna brings her passion and expertise to consistently deliver results and is proud of her reputation of being service oriented and focuses on the needs of her clients including corporate relationships executive services, employee education, problem solving and conflict resolution.

Donna has been actively involved with the NASPP for over 20 years; formerly serving as the Twin Cities, Chapter President. Donna is currently the Midwest Regional Representative and serves on the Executive Advisory Board for the NASPP.
 
 
Jill Hughes
Senior Director, Executive Compensation, Pentair
Jill is a compensation professional overseeing executive compensation, equity and global mobility, and has been with Pentair the past 12 years.  Prior to joining Pentair, Jill held a variety of roles in the areas of HR and compensation for GE Capital, Fingerhut, Kurt Manufacturing and Piper Jaffray. 
 
Jill has played an active role in the compensation community, sitting on the Board of the TCCN as the Education Chair for 6 years. 
 
Jill has a Masters degree in Human Resources and Industrial Relations (HRIR) from the University of Minnesota and a business degree from the University of St. Thomas. 

Event Details

Program Details: Financial stress is affecting productivity and employees are looking to their employers to offer a holistic solution beyond retirement plans to achieve their financial goals. This program will review key findings of a survey conducted by the Center for Financial Services Innovation (CFSI) and sponsored by Morgan Stanley to understand employees’ financial needs, provide insight into what employees are looking for and provide actionable tips for creating and implementing a successful Financial Wellness program.
Speakers: Anthony DeTurris, Morgan Stanley @ Work; Donna Bailey, Morgan Stanley Wealth Management and Jill Hughes, Senior Director Executive Compensation, Pentair.
To Register, send an RSVP email to TwinCities@NASPP.com  This program is free of charge.
For More Information: Go to https://www.naspp.com/chapters/Events.aspx?ChapterID=14
 
 

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

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