Tension can sometimes arise when creative plan design creates administrative challenges, but it doesn’t have to be like this. You can have your cake and eat it too! Join this session for a review of hacks, tweaks, and best practices that keep everyone, including your employees, happy. We’ll address requiring acceptance for RSUs, whether companies should allow employees to request additional tax withholding, managing retirement eligibility without losing your sanity, handling LOAs, reducing the headaches about expiring options, maximizing tax deductions and minimizing headaches for ESPP, and more.
8:00 – 8:30 am – Networking and light breakfast/beverages
8:30 – 10:30 am – Presentation
10:30-11:00 am – Roundtable/questions
PRESENTER
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 20 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 for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, 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.