Session Description
How does your ESPP measure up to your peers' plans? Get valuable benchmarks as we examine results and trends from the 2023 ESPP Survey from the NASPP and Deloitte Tax, with a focus on comparing the ESPPs offered by technology and Silicon Valley companies to those offered by companies outside the tech sector. We'll highlight the latest data on discounts, lookbacks and other economic benefits, tax qualification status, eligibility and participation, plan contributions, purchase limitations, participant education, and plan administration.
Speakers:
Barbara Baksa
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 began her career in equity compensation over 20 years ago. She 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.
Dustin Lewis
Tax Principal, Equity & Incentives
Deloitte Tax
Dustin Lewis is a senior global equity & incentives advisor focused on global equity & incentives advisory services for multinational companies, including tax policy and plan design, tax and regulatory compliance, system design and automation (e.g., stock administration system setup, automated system integration builds and controls, etc.), employee education, and corporate transactions (tender offers, initial public offerings, mergers/acquisitions).
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.
Those who preregister and choose not to use PayPal, please mail checks to: SVC NASPP, PO Box 60865, Sunnyvale, CA 94088-0865
Pre-registration closes on the Monday before the meeting. Payments must be received by the Tuesday prior to the meeting. For registration questions email registration@svcnaspp.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
registration@svcnaspp.com