Picture this... an enriching afternoon of relevant equity topics, holiday treats, and socializing on the Boston Seaport. Bring a colleague to expand internal stock plan administration knowledge or just come to build your local equity network. Tis' a beautiful opportunity to inspire areas of focus for 2024 at this NASPP Boston Chapter Event a Year-End Equity Afternoon.
TOPICS:
What's the "T" - In T+1?
Clarifying and understanding what "T" means in stock plan administration for the new SEC adjustment. We will be looking at the literal definition of T+1 and exploring the downstream impacts of what this means in practice and preparation. Gain both employer and service provider perspectives in this session inspired by questions heard at the 2023 NASPP Washington DC conference.
Sharmon Priaulx - Managing Director at PwC, People and Organization
Anne Baldridge, MBA, ECA - Stock Plan Manager for MKS Instruments and NASPP Boston Chapter President
Next Generation Workforce: Equity Design That Delivers
Are your equity plans designed and delivered to attract and retain the next-generation workforce? What’s worked in the past doesn’t apply to this new audience. Get must-have lessons for equity program design and communications that reflect the needs and values of this up-and-coming generation. Our speakers are traveling to Boston to reprise this popular session presented at the 2023 NASPP National Conference.
Maria Pallotta, CEP - Vice President, Equity Compensation Managing Director at Fidelity Investments
Danielle McClelland, CEP - Head of Global Equity Compensation at Wayfair
Agenda
2:00 p.m.: Gather at PWC
2:15 p.m.: What's the "T" in "T+1"
3:00 p.m.: Holiday Cookie Break
3:15 p.m.: Next Generation
4:30 p.m.: Boston Chapter NASPP Social @ bartaco
Location: PwC (101 Seaport Blvd, Boston), is graciously sharing their office room 5009 on the 5th floor for this event. Access will require pre-registration and a picture ID (ex. License). The office is one block from the "Courthouse" stop on the "T" Silver Line but is also within walking distance to/from South Station on the commuter rail. The closest parking, subject to availability, can be found at GPS address: 99 Autumn Lane, Boston.
For the following Boston Chapter NASPP Social, bartaco is a short walk from PwC at 25 Thomson Place,
Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.
This meeting is open to NASPP members and guests. We encourage you to please invite your colleagues to attend and learn as you partner on issues in Equity Compensation.
Cost:
NASPP Member: Included with Membership
Non-Member: $25