The Denver NASPP Chapter is excited to host a half-day in-person event sponsored by Morgan Stanley and Infinite Equity. We’ll feature three fantastic speakers and interesting topics, give away prizes, and wrap up with a Happy Hour and light appetizers. Grab-and-go snacks will also be available during the presentations.
Parking is available in the attached parking garage on levels P1 + P2 and costs $10. After parking take the stairs or elevator to the main lobby where you will be able to check in with the front desk who can badge you for the elevator to the 7th floor. We will be located in The Summit room.
Agenda:
- 12:30 - 1:00: Networking and Introductions
- 1:00 - 2:00: 3 Pressures Reshaping Employee Well‑Being—And What Employers Can Do Now
- 2:00 - 3:00: Reddit’s Chatbot–Leveraging AI to Transform Equity Support
- 3:00 - 4:00: Hot Topics in Equity Compensation: Trivia Challenge
- 4:00 - 5:00: Happy Hour!
3 Pressures Reshaping Employee Well‑Being—And What Employers Can Do Now with Rodney Bolden
Employees today are navigating intersecting pressures, from rising living expenses to instability in the labor market to the ongoing challenge of maintaining work life balance. This trifecta has the potential to touch not just personal finances, but workplace performance, engagement, and long-term retention. As employers refine and execute on their strategic priorities, it’s important to consider how to address these top-of-mind employee concerns—which can directly affect how they show up at work.
In this session, we will break down the latest data on how employees are coping—and the practical steps employers can take to help.
Reddit’s Chatbot – Leveraging AI to Transform Equity Support with Sharon Lambie
Discover how Reddit’s Equity Team is leveraging automation to transform employee engagement! This session will walk through the recent implementation of our AI chatbot, which instantly resolves employees’ equity tickets. We’ll discuss how we combined a knowledge base of AI training material in Confluence, a Jira helpdesk, and a chatbot (powered by Rovo, Atlassian’s AI tool) to deliver instant, cited answers to routine employee inquiries. You’ll see practical examples, including Confluence collateral, chatbot workflows, and default scenarios, that led to a 99% deflection rate, all while boosting accuracy, efficiency, and employee confidence.
This is just one example of how the power of AI can be harnessed to supercharge your equity program. Have you used automation to boost efficiency and elevate your internal operations?
We’re opening the floor for a candid conversation on what’s working, what’s failing, and how we can all leverage AI to work smarter. Come ready to share!
Hot Topics in Equity Compensation: Trivia Challenge with Tommy Swindle
Think you’re up to date on the latest equity compensation developments? Put your knowledge to the test in this fast-paced, interactive trivia session covering key developments affecting stock plans. Teams will compete to answer questions on topics including SEC enforcement activity, insider trading enforcement, Rule 10b5-1 usage, ISS equity plan policy updates, Section 83(b) election changes, IRS reporting developments, and emerging trends in plan design and administration.
Expect practical insights, friendly competition, and a lively learning experience designed to help you stay current on the issues shaping equity compensation today. And yes—there will be prizes, including the Swindle family’s famous chocolate chip cookies!
Speaker Bios:
Rodney Bolden, Executive Director, is the Head of Workplace Benefits Insights for Morgan Stanley at Work. In this role, Rodney works with a variety of industry organizations to develop and present thought leadership research on current trends in workplace financial benefits. Additionally, Rodney is the host of the award-winning Morgan Stanley at Work Invested at Work Podcast. He has also served as the Chairperson for the Employee Benefit Research Institute’s Access & Opportunity Advisory Council. Rodney’s speaking engagements include the World Economic Forum, United Nations Department of Economic and Social Affairs (UN DESA), Organization for Economic Cooperation and Development (OECD), Society for Human Resource Management (SHRM), Global Equity Organization, National Association of Stock Plan Professionals (NASPP) and many others. He has also been published in MarketWatch, BenefitsPro, and AARP. Rodney is an Equity Compensation Associate (ECA), Qualified Plan Financial Consultant (QPFC), and Accredited Financial Counselor®.
Sharon Lambie, CEP, is a member of Reddit's Equity Team, where she has spent the last 4+ years spearheading equity education initiatives. She led Reddit's pre- and post-IPO education campaigns, highlighting key areas including RSU taxation at IPO, the company's selling shareholders offering, share class conversion, lockup release, tax rate and pay cash elections, and an equity platform migration. In her capacity at Reddit, Sharon has consistently demonstrated her dedication to supporting its employees, and—more broadly—promoting stakeholders' thorough understanding of Reddit's equity compensation, leveraging AI to enhance educational offerings.
Prior to her tenure at Reddit, Sharon worked in Salesforce's legal department, where she specialized in Section 16 reporting and compliance, corporate governance and Board of Directors matters, insider trading education, ESPP support, and 10b5-1 plan administration. She holds a Bachelor of Arts degree in English and Philosophy from the University of California at Santa Barbara and earned her CEP certification in 2021.
Tommy Swindle, CEP, NDEF, leads NASPP’s content strategy, educational programming, and chapter network. He oversees the development of high-quality, multi-format learning resources tailored to equity compensation professionals and provides strategic support to NASPP’s nationwide chapters to strengthen community engagement. He also drives cross-functional collaboration to enhance the member experience and elevate NASPP's brand visibility.
With nearly 20 years of experience in equity compensation, Tommy’s background includes stock plan administration, financial reporting, product development, training, and industry engagement. He holds a B.B.A. in Finance from Middle Tennessee State University and is a Certified Equity Professional (CEP). In 2023, he was named a NASPP Distinguished Equity Fellow (NDEF). A frequent speaker at leading industry events. Tommy is passionate about advancing education, community, and thought leadership within the equity plan community.