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Wisconsin: September 2019 Meeting

September 12, 2019

11:45 am - 1:00pm


Event Contact

Wisconsin@NASPP.com

Location

Harley-Davidson Auditorium (3800 W Juneau Avenue)
3800 W Juneau
Milwaukee WI
 
Tackling the Trends: Hot Design Ideas in Equity Compensation

Speaker Information

Presenters:
Amanda Benincasa - Director and the East Coast Practice Leader with Aon Equity Services, the equity valuation and accounting group for Aon that assists over 600 companies with all aspects of ASC Topic 718, ASC Topic 505, ASC Topic 480, and ASC Topic 260, ranging from plan design considerations to expense accruals, to SEC filings, and more.
Her background consists of both consulting and technical accounting for equity, handling topics including employee stock options, restricted stock units, performance share awards, restricted stock awards, repurchases, IPOs, and an array of SEC reporting responsibilities (10Q/K, Proxy, Forms 4/5, etc.). She is an industry speaker, addressing topics related to equity valuation and accounting, and has written several articles surrounding the same topics. She serves on the Board of Directors of the NASPP Boston Chapter.

Amanda graduated from Moravian College in Bethlehem, PA where she obtained her Master of Business Administration with a concentration in Business Analytics, and previously attended Muhlenberg College in Allentown, PA where she obtained her Bachelor of Arts degree in Accounting with a dual minor in finance and business administration. She is pursuing the Certified Public Accountant (CPA) designation. Amanda is based in Philadelphia.


Narendra Acharya - is a partner in the Chicago office of Baker & McKenzie LLP and a member of the Firm's Global Equity Services group.  He focuses his practice on matters relating to US and international compensation and benefits — including global stock plans and pensions.  Mr. Acharya has particular expertise dealing with cross-border compensation issues, including issues raised in corporate reorganizations and inversion transactions. 
 
Mr. Acharya assists US and non-US companies – both publicly traded and privately held – in the design and implementation of employee stock plans. He has extensive experience advising clients on income tax, social security, payroll withholding and reporting, local corporate tax deduction, employment law, securities and other regulatory issues applicable to equity awards in numerous jurisdictions. Mr. Acharya advises companies on the application of deferred compensation rules under Code Sections 409A and 457A, as well as a broad range of tax and compensation issues related to international mobile employees.
 
Mr. Acharya is a graduate of Cornell Law School and is licensed to practice in the States of Illinois and New York.  In addition, Mr. Acharya is also a Chartered Accountant (Province of Ontario, Canada).

Event Details

Tackling the Trends: Hot Design Ideas in Equity Compensation to be presented by Aon and Baker & McKenzie.  
The fast-paced world of equity compensation is ever changing, particularly as companies seek to reward and retain their employees and incentivize the right kind of behavior by their employees and executives. In this session, the audience will learn about some of the hottest new design ideas relating to equity compensation programs that are setting trends in today’s market, including: (i) adoption of mandatory post-vesting deferral or holding periods following settlement of awards, (ii) automatic plan participation, whether via automatic award acceptance, automatic exercise or automatic enrollment in ESPP, (iii) use of loans to boost ESPP participation, (iv) new clawbacks relating to reputational damage, (v) paying dividend equivalents on outstanding awards and (vi) front-loaded equity awards. The panelists will highlight the pros, cons and “gotchas” with each new idea, from a legal, tax and accounting/valuation perspective, and including consideration of global compliance issues for rolling out the new designs outside the US.

No luncheon fee - Lunch will be provided by Aon Equity Services

Please note that attendees will need to be escorted up to the Auditorium after arriving at the Harley-Davidson University entrance at 3800 W. Juneau Avenue.

Fee Structure

Aon Equity Services will be sponsoring the lunch.
 

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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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