Agenda
8:30 – 9:00 am Networking
9:00 – 11:00 am Presentation
11:00 – 11:30 am Roundtable Discussion
Light breakfast will be provided courtesy of Fidelity.
Continuous improvement keeps your equity plans in tip top shape. This session brings together 5 ideas that can make your plans more effective and your life easier. We’ll review FMV definitions that can streamline your administrations and how and why fractional shares make sense. We’ll answer key questions on accommodating additional tax withholding, address how your compensation can be more effective, and we’ll measure the impact of integration of benefits. You don’t want to miss out on this impactful and actionable session.
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.