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When and Where
  • San Francisco Chapter
  • 12/5/2023 4:00 PM PST
  • 12/5/2023 6:00 PM PST
  • J.P. Morgan's San Francisco Client Center
  • San Francisco
  • California
Event Banner

Networking: 4:00pm PT to 5:00pm PT

Equity Trivia: 5:00pm PT to 6:00pm PT


Hot Topics Round-Up: Equity Compensation Edition

The past year has brought a flurry of equity compensation news; have you been keeping up? This interactive presentation will offer an exciting round-up of recent developments affecting your stock programs. We’ll cover it all using an innovative game-show format that is guaranteed to increase your learning and retention. Plus, there will be prizes—Barbara Baksa’s homegrown, homemade, limited-edition jam!

Topics could include:

  • New Rule 10b5-1 and changes to Forms 4 and 5
  • Getting ready for T+1 settlement
  • The 1% excise tax on repurchases
  • Pay vs. performance disclosures
  • The SEC’s new clawback rules
  • Proposed changes to EDGAR access
  • New IRS electronic filing requirements
  • The SEC’s recent enforcement spree
  • And more!

If you’ve won some jam from Barbara in the past, this is a great opportunity to return your empty jar! 

SPEAKER:

Barbara Baksa, CEP, Executive Director, NASPP

Barbara Baksa serves as Executive Director for NASPP and is a frequent speaker on equity compensation related topics. She 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 also serves as editor of The NASPP Advisor and co-editor of The Corporate Executive. Barbara began her career in equity compensation over 20 years ago. She is a CEP and a member of the Advisory Board of the CEP Institute.


CEP Credit: 1 hour