Equity Choice plans are growing in prevalence and broadening beyond only restricted stock versus stock options.
Learn how equity choice programs can help educate your employees, improve the perceived value of equity, and create agency from your eligible population.
We know all the great reasons why “equity choice” makes sense. But just how will we administer the innovative programs?
Meeting Date: February 6, 2025
Meeting Time (CT):
11:45 a.m. - noon - Networking
Noon - 1:00 p.m. - Presentation
Fee: Free for members, $150 for non-members
Meeting Type: Virtual
Panelists:
Robyn Shutak is a Partner at Infinite Equity, specializing in global equity compensation consulting for multinational employers. She has over 20 years of experience advising companies on all aspects of their equity compensation programs, including plan design and implementation, employee communications strategies, and administration efficiencies and optimization. Prior to joining Infinite Equity, Robyn held various leadership positions with Computershare, the Global Equity Organization (GEO), the National Association of Stock Plan Professionals (NASPP), and several San Diego based technology companies. Robyn was an active board member for the Certified Equity Professional Institute for many years, is a frequent speaker on equity compensation topics, and co-author of the book, “If I’d Only Known That.” Robyn has a Bachelor of Arts in English from San Diego State University, a Paralegal Certificate (with honors) from the ABA Paralegal Program at the University of San Diego, and is a Fellow of Global Equity (FGE), NASPP Distinguished Equity Fellow (NDEF) and a Certified Equity Professional (CEP). She is based in San Diego.
David Monica is currently the Head of Total Rewards with Phathom Pharmaceuticals, headquartered in Florham Park, NJ. He has over 20 years of experience in various HR functions including strategic design and administration of benefits, compensation, equity compensation, HR operations and other shared services. Prior to joining Phathom in 2020, David held various Total Rewards positions within the Life Sciences industry with Glenmark and Celgene, and also outside of Life Sciences with CohnReznick and ADP. David holds a Bachelor of Arts degree from in Mass Communications and a Master of Science in Organizational Leadership both from Quinnipiac University, and a Graduate Certification in Conflict Management in the Workplace from Montclair State University.
Rebecca Kargl is Senior Equity Manager for Zillow Group. In this role, she works on the Corporate and Securities Legal team to manage the equity administration, analysis, and employee education for the company’s global equity plan. She also leads collaboration with various internal and external teams on matters related to equity planning, processing, accounting, and administration. Rebecca is a licensed Certified Public Accountant and Certified Equity Professional. She is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP) and is President of the Dallas Chapter NASPP as well as an NASPP Distinguished Equity Fellow. Rebecca graduated with a bachelor’s degree in accounting from Northwood University and a master’s in business administration from Texas Tech University.
Donald Hairston is the Head of Equity Plan Product Management within the UBS Workplace Wealth Solutions group. He joined UBS in 1996, and currently located in the UBS Weehawken, New Jersey Office. Donald has extensive experience working with companies of all sizes and complex equity plans across industries in the Fortune 500. Prior to his current role, Donald managed the Account Management team which was responsible for ensuring high quality customer service for clients and developing strong relationships with stakeholders within their organization. He is a graduate of the Janice Levine School of Business at Rutgers University in New Brunswick, New Jersey with a Bachelor\'s of Science in Business Management. Donald is FINRA Series 7 and 63 registered and has the CEP Level I certification.