Breakfast With Emily
You simply must join us for a delightful morning affair! Picture this: a charming coffee and light breakfast gathering, graced by the presence of Emily Cervino, all the way from the West Coast. She’ll be sharing her invaluable insights on RSUs, and you’ll have the chance to pose your burning questions.
This is a rare opportunity to engage with one of the most esteemed voices in the Equity field, right here in New England at our the NASPP Chapter meeting. Truly, it’s a season and session to be grateful for.
9:00: Gather and Socialize
9:15: The Crème de la Crème of RSU Inquiries
10:15: Open Discussion
The Crème de la Crème of RSU Inquiries
RSUs are the darlings of the equity world, sparking countless conversations in industry forums, at conference water coolers, and during benchmarking chats. This gathering will be a morning brimming with insights and lively discussions!
Specifically, it will offer a treasure trove of knowledge, focusing on the top 5 pressing questions about RSUs. Emily will delve into how companies handle retirement provisions for RSUs, explore if there’s a more elegant way to define FMV for tax purposes and weigh the pros and cons of share withholding versus sell-to-cover. We’ll also discuss whether companies should permit employees to request additional tax withholding and ponder if RSUs are truly fostering long-term employee-owners.
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. She 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.