Location: The Conference Center at RidgeGate
Address: 9977 Sky Ridge Ave Suite 401, Lone Tree, CO 80124
For the first time, the Denver NASPP Chapter will be hosting a full day in-person event, sponsored by Charles Schwab. We have a list of speakers lined up covering numerous topics, prizes to give away, and ending the day with a Happy Hour! See below for our tentative schedule as we plan for May 6! We look forward to see you!
- 10:00 - 11:00 Insights - Do you know your Equity Peers with Julie Morton and Phyllis Garland
- 11:00 - 12:15 Retention, Engagement, and Ownership: What the Data Tells Us About ESPP Participation with Garry Devine
- 12:15 - 1:00 Lunch
- 1:00 - 2:00 Hot Topics Round-Up: Equity Compensation Edition With Barbara Baksa, President of NASPP
- 2:00 - 2:10 Break
- 2:10 - 3:10 2nd Session (TBD)
- 3:10 - 4:00 --> Talk Tax with Deloitte's Chelsea Condara & Dustin Lewis
- 4:00 - 5:00 --> Happy Hour at Great Divide
-->Retention, Engagement, and Ownership: What the Data Tells Us About ESPP Participation
In this insightful session, Carver Edison explores the powerful connection between Employee Stock Purchase Plans (ESPPs) and key workplace outcomes like retention, engagement, and employee ownership. Backed by real data and industry trends, this talk reveals how modern ESPP structures are influencing employee behavior and business performance—and what companies can do to unlock their full potential.
-->Hot Topics Round-Up: Equity Compensation Edition With Barbara Baksa, President of NASPP
The past year has brought a flurry of equity compensation news; have you been keeping up? This interactive presentation will offer an exciting round-up of recent developments affecting your stock programs, from 10b5-1 plans and tax deposits under T+1 to EDGAR access, the excise tax on repurchases, and more. We’ll cover it all using an innovative game-show format that is guaranteed to increase your learning and retention. It will possibly be the most fun you’ll ever have while learning about equity compensation. Plus, there will be prizes!
-->Talk Tax with Deloitte
This session will allow attendees to openly discuss strategies, best practices, and lessons learned for your equity taxation needs. We encourage attendees to participate by sharing their experiences and asking questions.
Our speakers bio's below:
Garry Devine, CEP, MBA, is the Director of Platform Operations at Carver Edison, where he leads initiatives that modernize and scale equity compensation solutions, with a focus on Employee Stock Purchase Plans (ESPPs). With deep expertise in equity program strategy and operations, Garry is passionate about using data to drive employee engagement, retention, and ownership. His work helps companies unlock the full potential of their equity offerings through innovative technology and thoughtful plan design.
Chelsea Condara Chelsea is a Deloitte Tax manager, based in Denver, with a specialized focus on advising multinational companies on their global incentive compensation plans. As a Certified Public Accountant (CPA), she brings deep expertise in tax, regulatory, and accounting issues that impact the global rewards programs of U.S. and international employers. Chelsea’s extensive experience spans global grant strategies, M&A support, complex tax issues faced by issuers, employee communications, corporate tax issues relating to incentive program cost charge outs, and cross-border issues affecting globally and domestically mobile employees.
Dustin Lewis Dustin Lewis is a principal in Deloitte Tax’s Global Employer Services in practice group, specializing in global equity compensation consulting for multinational employers. Dustin has experience advising companies ranging from private startups to publicly-traded multinational corporations on all facets of equity compensation, including plan design and implementation, tax/regulatory compliance and strategy, employee communications strategy, and stock administration efficiency and optimization. Dustin holds a Juris Doctorate (J.D.) from the UCLA School of Law and is a California-licensed attorney.