NASPP SVC February 25th Meeting: Addressing burning questions about RSUs

Presentation Description

RSUs are the most common equity vehicle and drive many questions in industry discussion forums, conference water cooler conversations, and benchmarking requests. This jam-packed session addresses the top questions received about RSUs, including how companies manage retirement provisions for RSUs, whether there is a better way to define FMV for tax purposes, what is “T”, whether companies should allow employees to request additional tax withholding, and whether RSUs are creating long-term employee-owners.

Speakers

Emily Cervino, CEP, FGE

Head of Industry Relationships and Thought Leadership

Fidelity Stock Plan Services  

As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes. 

With over 25 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member of the Certified Equity Professional Institute, a member of the NASPP Executive Advisory Committee, a recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and a representative on GEO’s Partner Alliance Council. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.  

Barbara A. Baksa, CEP

Executive Director

National Association of Stock Plan Professionals 

Barbara Baksa serves as Executive Director for the NASPP and is a respected leader in the field of equity compensation. She frequently speaks on stock compensation related topics, is the author of the book “Accounting for Equity Compensation,” published by the NCEO and a required text for the CEP exam, as well as numerous other articles and white papers. Barbara is a CEP, a member of the Advisory Board of the CEP Institute, and an Executive Fellow of the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University School of Management and Labor Relations.

Registration Fee

$25 for NASPP Members

$50 for Non-NASPP Members

 **A catered lunch will be provided to all attendees**

This meeting qualifies for Certified Equity Professionals for 1.0 hour of CEP.

Pre-registration closes on the Monday before the meeting. Payments must be received by the Tuesday prior to the meeting. For registration questions email pmacias@marvell.com with your inquiry. 

If you do not send your cancellation notice by the Registration Deadline any payment received will not be refunded

Sincerely,

Executive & Program Committees

SVC NASPP