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Western PA: August 28th Western PA Chapter Meeting

August 28, 2019


Event Contact

Mike Winowich


American Eagle Outfitters INC. Corporate Headquarters
77 Hot Metal Street
Pittsburgh, PA 15203
Summertime Blues - Technical tax issues to review as we prepare for year end

Speaker Information

Patricia Eschbach-Hall (Tricia)  - Partner – Jones Day
For more than 19 years, Tricia Eschbach-Hall has navigated clients through the complex regulatory environment for executive compensation and employee benefits arrangements, including in the context of complex mergers and acquisitions, executive transitions, day-to-day administration, and corporate restructurings. With a focus on practical approaches, Tricia counsels clients on the design and implementation of deferred compensation plans, equity plans, incentive awards, severance plans, qualified retirements plans, and welfare benefits. She regularly prepares and negotiates employment, severance, and change in control agreements for employers and has significant experience drafting benefit plans and employee materials. Working with colleagues from around the world, Tricia often assists clients with cross-border employee-related issues.
Tricia has provided benefits and compensation advice to many companies undergoing company-changing acquisitions and divestitures. Most recently, this included Sherwin-Williams' $11.3 billion acquisition of The Valspar Corporation, Parker Hannifin's $4.3 billion acquisition of CLARCOR, and Marathon Petroleum's $23.3 billion acquisition of Andeavor. She also has provided the benefits and compensation advice to several companies undergoing corporate spin-offs, including Conagra Foods' separation into two independent public companies, B&W's spin-off of its Power Generation business, TriMas' spin-off of its Cequent businesses, and The Timken Company's spin-off of its steel business.

William Murphy - Principal, People Advisory Services -  Ernst & Young LLP
William P. Murphy is a principal in Ernst & Young LLP’s People Advisory Services (PAS) practice which focuses on the people matters for company and in particular their human resource, compensation and benefits function. Bill has over 23 years of experience in executive compensation and executive benefit matters and is a member of the Americas PAS Rewards leadership team and he leads the Americas Compensation practice. Bill is also the PAS leader for NE Ohio and Pittsburgh area.
Bill routinely helps companies and/or compensation committees with the design, tax, accounting and financial reporting, institutional shareholder, and general shareholder implications of equity compensation programs. Bill has served as the compensation advisor to several public and private company compensation committees and also works directly with management on compensation design and benchmarking issues including executive, broad based, and equity compensation. In addition to being a national tax and accounting resource for equity within EY, Bill also spends significant time helping clients with the administration of equity programs, including process improvement initiatives, equity administration vendor considerations, and internal audit equity considerations. Bill is also active in transaction issues related to equity compensation, including IPOs, divestitures and spin-offs and mergers and go private transactions.
Bill is a frequent speaker on a variety of compensation matters nationally, with particular emphasis in the executive compensation and equity compensation space, including at the NASPP, CEP and E-Trade Directions conferences. Bill also frequently leads internal compensation training for EY. Bill is the author of several articles on executive compensation/equity compensation.

Event Details

Please come out and join us as Jones Day and Ernst & Young presents:

Summertime Blues - technical tax issues to review before year end Join our panelist for breakfast and a deep dive into a few tax technical issues companies should evaluate and address before year end, including some new era Section 162(m) issues and planning and withholding on equity compensation.  We will also sprinkle (or summertime shower) in some tips for Section 409A compliance.
  • Agenda
    • 8:30-9:00 – Networking and Breakfast
    • 9:00-10:00 – Presentation/Discussion
  • Location:
    • American Eagle Outfitters INC. Corporate Headquarters
      77 Hot Metal Street
      Pittsburgh, PA  15203
Tricia Eschbach-Hall
Jones Day

William Murphy
Principal, People Advisory Services
Ernst & Young LLP

Eligible for 1 CEP credit

More Information

Please proceed to the parking garage on Tunnel Blvd., next to the AE Corporate Campus, for parking. Pull into the far left parking lane under the green light and pull a parking ticket from the machine. You may submit your ticket to the Receptionist for validation. You will enter the building directly beside our parking garage - under the entrance with a silver eagle above the doors.  You will sign in with the Receptionist and be directed to the HR Training Room on the 1st Floor.

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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