NASPP SVC May 12th Meeting: Top Global Stock Plan Mistakes & How to Fix Them

When it comes to stock plan administration, even small mistakes can carry big consequences. Explore common errors in US and global stock plans and how to address them—including plan misinterpretations, tax withholding and reporting missteps, 409A violations, ESPP operational errors, securities law compliance failures, grant procedure oversights, and governance breakdowns. Learn how to recognize risks early and set up smarter controls to keep your plans—and your company—on solid ground.

Speakers

Emily Cervino

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 25 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 recipient of the NASPP Individual Achievement Award, a Fellow of Global Equity, and an NASPP Distinguished Equity Fellow. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.

Sinead Kelly

Partner

Baker McKenzie

Sinead Kelly is Chair of Baker McKenzie's Compensation practice group in California. She has practiced in the compensation field for over 20 years, specializing in US executive compensation and global equity. She serves on Baker McKenzie's International Benefits Committee and is a member of the Advisory Board of the Certified Equity Professionals Institute of Santa Clara University. Sinead has been recognized by Chambers USA for Employee Benefits and Executive Compensation, is ranked by Legal 500 as a "Leading Lawyer" for Employee Benefits, Executive Compensation and Retirement Plan Design, and is a Thomson Reuters Stand-out Lawyer for 2026.

Registration Fee

$25 for NASPP Members

$50 for Non-NASPP Members

 **A catered lunch will be provided to all attendees**

This meeting qualifies for Certified Equity Professionals for 1.0 hour of CEP.

Those who preregister and choose not to use PayPal, please mail checks to: SVC NASPP, PO Box 60865, Sunnyvale, CA 94088-0865

Pre-registration closes on the Monday before the meeting. Payments must be received by the Tuesday prior to the meeting. For registration questions email pmacias@marvell.com with your inquiry. 

If you do not send your cancellation notice by the Registration Deadline any payment received will not be refunded

Sincerely,

Executive & Program Committees

SVC NASPP