Register for the Silicon Valley Area Chapter Meeting
Date: September 26, 2014
Time: 8:30am - 9:30am Presentation
Topic: Global ESPPs
Whether your company has offered its ESPP globally for years or is considering starting or re-starting an ESPP, in this session the panel will take another (and closer) look at global ESPPs. Increasingly, with complex and expensive regulatory obstacles, as well as low participation, companies are more selective in offering their ESPPs around the world. In addition, companies that may have suspended their ESPPs internationally due to compliance, participation and budgetary concerns, are increasingly exploring offering their ESPPs in select countries. We will examine the regulatory challenges of a global ESPP, including the unique issues presented by Section 423 plans. The panelists will share their experiences and best practices for successfully offering ESPPs globally.
Overview of discussion, introduction of panelists.
Discuss the introduction or re-introduction of ESPPs internationally.
Examine the regulatory challenges, including the unique issues for Section 423 plans.
Explore best practices for a successful global ESPP.
Questions from audience.
Location: Synopsys, 445 Mary Avenue, Building 1, Sunnyvale, CA 94085
Cost: Issuer Members: Free; Non-Issuer Members and Issuer Non-Members: $20; Non-Pre-Registered Walk-Ins and Non-Issuer Non-Members: $50
Registration: GEO members and non-members are welcome to attend this event. Registration is required.
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What's Happening: New (and Resurgent) Equity Themes in 2013
With 2012 year-end in the rear view mirror, the rest of 2013 lays ahead and it is sure to be filled with new discussions on equity, as well as a return of dormant issues. Join this session for a rapid fire session of ten things to think about for the rest of 2013. From the impact of tax changes, to insights on participant thoughts on their equity plans, to some of the old favorites with retirement eligibility and 10b5-1, Emily Cervino, CEP, from Fidelity Investments, and Robyn Shutak from the Global Equity Organization, will lead an insightful and educational session on topics that are sure to cross your desk this year.
Emily Cervino, Fidelity Investments
Robyn Shutak, Global Equity Organization
Emily Cervino, CEP, Vice President, Fidelity Investments
With over 15 years experience in varied roles in the equity compensation industry, Emily has a unique appreciation for the opportunities and challenges of equity compensation. At Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.
Formerly as Executive Director of the Certified Equity Professional Institute (CEPI) at SCU, Emily was involved in all aspects of certification, research and program marketing. In previous roles, Emily managed all the equity compensation programs at National Semiconductor and held various roles at E*TRADE/ShareData.
Emily is a frequent speaker at equity compensation events, Past President of the Silicon Valley Chapter of the NASPP, and a member of NASPP, GEO and NCEO.
Robyn A. Shutak, CEP, Senior Director, Programs and Member Services, Global Equity Organization (GEO)
Robyn Shutak is the Senior Director, Programs and Member Services for the Global Equity Organization, a non-profit global membership organization dedicated to providing value in the areas of education and networking within the equity compensation industry, with more than 13 years of experience in all aspects of equity compensation.
Prior to joining GEO, Robyn was the Education Director for the National Association of Stock Plan Professionals (NASPP) where she was responsible for the design, implementation and management of the association's educational offerings. Prior to her role at the NASPP, Robyn held positions at various issuer firms where she had responsibility for global employee stock options, restricted stock, and stock purchase programs. Robyn's issuer experience includes oversight of employee stock plans in various M&A transactions, insider trading compliance, accounting and valuation, plan administration and plan participant communications on a global basis.
Robyn is a Certified Equity Professional (CEP). She currently serves on the Certification Counsel of the CEP Institute, has also served on the Curriculum Committee and has been regularly recognized by the CEP Institute with Volunteer Excellence awards. Robyn is a frequent speaker on equity compensation topics and is a co-author of the book, “If I’d Only Known That,” published in 2011 by the NCEO. She served as the Programming Director for the San Diego Chapter of the NASPP for more than seven years. She holds a BA in English from San Diego State University and a Paralegal Certificate (with honors) from the ABA Paralegal Program at the University of San Diego.