September 25, 2025 | 10:30 am - 2:00 pm MT
Location: Prologis | 1800 Wazee Street, Suite 500 | Denver, CO 80202
Please check in at the front desk on the 1st floor. You must be registered for your name to be on the list and the attendant will assist you to the 5th floor. For parking you can utilize an app such as SpotHero or find street parking.
Fee: Members: No Fee
Fee: Non-Members: $25
CEP Credit - 2 hours
Agenda
10:30 - 11:00 MT: Meeting room opens for networking
11:00 - 12:00 MT: AI Round-Table with Baker Tilly*
12:00 - 12:45 MT: Lunch provided by our sponsor, Baker McKenzie!
12:45 - 1:45 MT: Season Shifts with Baker McKenzie**
*Session Description: AI is taking over! 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.
**Session Description: Join us as we delve into the latest trends and key tax and legal changes impacting incentive plans worldwide. This session will cover a broad range of topics, including recent legislative updates, compliance requirements, and best practices for managing equity plans in both domestic and international contexts. Embrace the season of change with a comprehensive download on updates in equity laws and recommendations to ensure your plans are not only compliant with legal requirements but also aligned with industry best practices. We will provide expert guidance on navigating the complexities of global share plans, offering practical tips and strategies to optimize your incentive programs.
Speakers Bio:
Denise Glagau, Partner, Baker & McKenzie LLP
Denise Glagau is a partner in the Employment and Compensation practice and the Managing Partner of Baker McKenzie\'s California offices. Denise advises public and private multinational companies on offering employee share plans and other incentive compensation programs in their home countries and on a global basis, advising on plan design as well as tax and legal compliance, covering securities laws, exchange controls, labor laws and data privacy issues. She also advises companies on the implications of corporate transactions on equity plans and awards. Denise is a ranked practitioner by Chambers USA in the area of Employee Benefits & Executive Compensation and has authored several articles and frequently speaks on topics of interest for legal and other professionals dealing with share plan issues. She is a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO).
Matthew McKittrick, CEP
Since 2005, Matt has focused his career in the stock compensation arena, leveraging technology solutions to streamline operations, financial reporting, and participant experiences for a wide range of leading global companies to pre-IPO emerging leaders. He collaborates closely with his Baker Tilly colleagues, brokers, HRIS platforms, tax, and payroll providers to solve client challenges by developing cloud-agnostic custom software and other technology-optimized solutions. Matt specializes in assessing current equity practices against best practices, automation of data conversions and reconciliations during vendor conversions, supporting financial reporting teams with reporting optimization and discrete corporate transactions, creating efficient pre-vest checklists and payroll reconciliation tools, augmenting broker platforms with an optimized sell-to-cover tool that eliminates short-term capital loss/gains for participants, and more recently, AI-enabled data error detection and enhanced participant experiences.