NASPP | New England Summit

Evening Networking Reception

June 5, 2024 | 5PM - 9PM

Kick things off with a mix and mingle among your fellow attendees, speakers, and chapter leadership to break the ice and build relationships.

📍 Tavola da Siena Restaurant

400 Putnam Pike
Smithfield, RI 02917

All-Day Education Summit

June 6, 2024 | 8AM - 5PM

Explore trending topics as equity's experts provide time-saving insights, best practices, and other invaluable guidance to help you navigate the complexities of stock compensation.

📍 Fidelity Investments

900 Salem Street
Smithfield, RI 02917

Wed, June 5, 2024

Evening Networking Reception

5:00 - 9:00 PM

Food & Drinks!

Tavola da Siena Restaurant | 400 Putnam Pike, Smithfield, RI 02917

Thurs, June 6, 2024

NASPP New England Summit

8:00 - 9:00 AM

Registration, Networking, and Breakfast

9:00 - 9:30 AM

Welcome & Introductions

9:30 - 10:30 AM
General Session 1

Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity

This presentation will explore the potential of using Generative AI (GenAI) to design, manage and streamline your equity program. Sharmon and Haley will share use cases they see in the market and will leverage the knowledge and experience of the audience to share their own examples. Sharmon and Haley will discuss how to move from theory to action by discussing the role of culture in driving successful GenAI adoption, the challenges faced by organizations resistant to change, and the disconnect between leaders’ and employees' perceptions of GenAI. Participants will leave this session armed with practical ways to adopt and apply the power of GenAI to their equity programs.

Learning Objectives:

Understand the Generative AI and its potential for impact on equity plan operations and customer (employee, other internal stakeholder) experience.
Recognize the importance of fostering a culture that encourages experimentation, including applying GenAI.
Identify the challenges in GenAI adoption, especially in organizations resistant to change.
Learn about the Will, Skill, and Opportunity framework for encouraging new behaviors supportive of GenAI application.
Understand the role of transformative leadership in shaping a positive culture for GenAI adoption.

1.2 continuing professional education credits for CPAs

10:30 - 11:00 AM

Break

11:00 - 11:50 AM
Break-Out Session 2A

How do you 'roll? A Deep Dive into Refining Payroll Integration Can Streamline Processes

CONCURRENT SESSION
The integration of your payroll data can provide more than updated demographic information and YTD tax values. Learn how to utilize this partnership to create efficiencies within your transaction process with identifiers for mobile participants, global taxation, and local jurisdictions. In anticipation of T+1 settlement, understand how you can save yourself and your tax team hours of review work.

Learning Objectives:

Importance of integration and accuracy of payroll data
Collaboration with payroll provider and leveraging custom fields
Utilizing your equity plan provider platform and all it can offer

1 continuing professional education credit for CPAs

11:00 - 11:50 AM
Break-Out Session 2B

CTRA Presents – Best Practices in Compensation Benchmarking

CONCURRENT SESSION
In partnership with the Colonial Total Rewards Association (CTRA) and World at Work, this session will have consultants from Mercer providing insights on how compensation benchmarking practices, tools, and techniques have become more sophisticated, and how the job of the compensation practitioner has become easier and better – or has it? They will address market pricing strategy, selecting data sources and scopes, choosing benchmark jobs, refining matches, and assessing data validity.

Learning Objectives:

Discuss what is compensation benchmarking
Understanding data sources for proper benchmarking

1 continuing professional education credit for CPAs

11:50 AM - 12:40 PM

Lunch

12:40 - 1:30 PM
Break-Out Session 3A

Phone A Friend! Best Practices in Working with Outside Consultants.

CONCURRENT SESSION
When and how to hire a guide to help you stay on the right path on your equity compensation journey. This session will cover the when, how, and why for hiring outside equity compensation consultants to assist with short- or long-term administration or special projects.

Learning Objectives:

Understand different challenges a company can face where external resources can help
How to engage with third parties to become an extension of your own team

1 continuing professional education credit for CPAs

12:40 - 1:30 PM
Break-Out Session 3B

Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love

CONCURRENT SESSION
Tension can sometimes arise when creative plan design creates administrative challenges, but it doesn’t have to be like this. You can have your cake and eat it too! Join this session for a review of hacks, tweaks, and best practices that keep everyone, including your employees, happy. We’ll address requiring acceptance for RSUs, handling LOAs, reducing the headaches about expiring options, maximizing tax deductions, and minimizing headaches for ESPP, setting reasonable deadlines, helping employees align their equity awards to their risk tolerance, and more.

1 continuing professional education credit for CPAs

1:30 - 1:40 PM

Quick Session Change

1:40 - 2:40 PM
Break-Out Session 4A

Finding the Right Global Employee Equity Plan Mix

CONCURRENT SESSION
This session will cover the crucial role global employee share plans can play in improving employee engagement, boosting revenues, and enhancing profitability. Attendees will gain insights into effective strategies for employee equity compensation programs, cross-border communications, and future modifications, as companies seek to efficiently navigate the challenges and seize the opportunities presented by global expansion.

1.2 continuing professional education credits for CPAs

1:40 - 2:40 PM
Break-Out Session 4B

Valuations for Non-Valuation Specialists

CONCURRENT SESSION
Join us for an enlightening session where we demystify valuation techniques for equity awards, simplifying them to even to non-valuation specialists. In this session, we'll embark on a journey through the valuation landscape, breaking down complex concepts into easily digestible pieces. Whether you're new to the industry or seeking a refresher, this session is designed for everyone eager to grasp the essentials of valuation. From understanding the basics to navigating the intricacies of ASC Topic 718, we'll equip you with the knowledge needed to confidently navigate the valuation process. Join us and uncover the fundamental pieces to understanding equity awards, ensuring you're well-prepared to tackle valuation challenges with clarity and confidence.

1.2 continuing professional education credits for CPAs

2:40 - 3:15 PM

Ice Cream Social

3:15 - 3:30 PM

End of Day Group Exercise

3:30 - 4:30 PM
General Session 5

Technology vs. the World: ESPP Edition

How does your ESPP measure up to your peers’ plans? Get valuable benchmarks as we examine results and trends from the 2023 ESPP Survey from the NASPP and Deloitte Tax, with a focus on comparing the ESPPs offered by technology and life sciences companies to those offered by companies outside these sectors. We’ll highlight industry comparisons on discounts, lookbacks and other economic benefits, tax qualification status, eligibility and participation, plan contributions, purchase limitations, participant education, and plan administration. BONUS: We’ll include a cut of data on ESPPs offered by east coast companies.

1.2 continuing professional education credits for CPAs

4:30 - 5:00 PM

Closing Remarks & Drawings

Wed, June 5, 2024

Evening Networking Reception

5:00 - 9:00 PM

Food & Drinks!

Tavola da Siena Restaurant | 400 Putnam Pike, Smithfield, RI 02917

Thurs, June 6, 2024

NASPP New England Summit

8:00 - 9:00 AM

Registration, Networking, and Breakfast

9:00 - 9:30 AM

Welcome & Introductions

9:30 - 10:30 AM

General Session 1

Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity

Learning Objectives:

Understand the Generative AI and its potential for impact on equity plan operations and customer (employee, other internal stakeholder) experience.
Recognize the importance of fostering a culture that encourages experimentation, including applying GenAI.
Identify the challenges in GenAI adoption, especially in organizations resistant to change.
Learn about the Will, Skill, and Opportunity framework for encouraging new behaviors supportive of GenAI application.
Understand the role of transformative leadership in shaping a positive culture for GenAI adoption.

Speakers:

Haley Houston, PwC
Sharmon Priaulx, PwC

1.2 continuing professional education credits for CPAs

10:30 - 11:00 AM

Break

11:00 - 11:50 AM

Break-Out Session 2A

How do you 'roll? A Deep Dive into How Refining Payroll Integration Can Streamline Processes

The integration of your payroll data can provide more than updated demographic information and YTD tax values. Learn how to utilize this partnership to create efficiencies within your transaction process with identifiers for mobile participants, global taxation, and local jurisdictions. In anticipation of T+1 settlement, understand how you can save yourself and your tax team hours of review work.

Learning Objectives:

Importance of integration and accuracy of payroll data
Collaboration with payroll provider and leveraging custom fields
Utilizing your equity plan provider platform and all it can offer

Speakers:

Brooke Anderson, CEP, Charles Schwab
Christine Consolato, CPA, MarketAxess
Jennifer Francis, CEP, Aon

1 continuing professional education credit for CPAs

Break-Out Session 2B

CTRA Presents – Best Practices in Compensation Benchmarking

In partnership with the Colonial Total Rewards Association (CTRA) and World at Work, this session will have consultants from Mercer providing insights on how compensation benchmarking practices, tools, and techniques have become more sophisticated, and how the job of the compensation practitioner has become easier and better – or has it? They will address market pricing strategy, selecting data sources and scopes, choosing benchmark jobs, refining matches, and assessing data validity.

Learning Objectives:

Discuss what is compensation benchmarking
Understanding data sources for proper benchmarking

Speakers:

Vlad Gogish, Mercer
Sophie Harpt, Mercer

1 continuing professional education credit for CPAs

11:50 AM - 12:40 PM

Lunch

12:40 - 1:30 PM

Break-Out Session 3A

Phone A Friend! Best Practices in Working with Outside Consultants.

When and how to hire a guide to help you stay on the right path on your equity compensation journey. This session will cover the when, how, and why for hiring outside equity compensation consultants to assist with short- or long-term administration or special projects.

Learning Objectives:

Understand different challenges a company can face where external resources can help
How to engage with third parties to become an extension of your own team

Speakers:

Ken Bonanno, LivaNova
Katharine Peterson, Acrivon Therapeutics, Inc.
Jennifer Tardif, CEP, ISP Advisors LLC

1 continuing professional education credit for CPAs

Break-Out Session 3B

Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love

Tension can sometimes arise when creative plan design creates administrative challenges, but it doesn’t have to be like this. You can have your cake and eat it too! Join this session for a review of hacks, tweaks, and best practices that keep everyone, including your employees, happy. We’ll address requiring acceptance for RSUs, handling LOAs, reducing the headaches about expiring options, maximizing tax deductions, and minimizing headaches for ESPP, setting reasonable deadlines, helping employees align their equity awards to their risk tolerance, and more.

Learning Objectives:

Discuss trends in granting practice and administration, including grant acceptance, expiring options, and participant risk tolerance
Addressing major events such as retirement or leaves of absence
Unleashing the power of ESPP though maximizing tax deductions and minimizing headaches

Speakers:

Christian Bell, Stock & Option Solutions
Joe Magner, Fidelity Investments
Daniel Rossi, Linde

1 continuing professional education credit for CPAs

1:30 - 1:40 PM

Quick Session Change

1:40 - 2:40 PM

Break-Out Session 4A

Finding the Right Global Employee Equity Plan Mix

This session will cover the crucial role global employee share plans can play in improving employee engagement, boosting revenues, and enhancing profitability. Attendees will gain insights into effective strategies for employee equity compensation programs, cross-border communications, and future modifications, as companies seek to efficiently navigate the challenges and seize the opportunities presented by global expansion.

Learning Objectives:

Attendees will understand the differences between common valuation techniques for ASC 718
Attendees will be able to identify the needed inputs, outputs, and methodology of common valuation techniques for ASC 718
Attendees will understand when certain valuation techniques are disallowed or required for the purposes of ASC 718

Speakers:

Amy Reina, Deloitte
Charles Russo, Computershare
Brian Stanton, DL Piper

1.2 continuing professional education credit for CPAs

Break-Out Session 4B

Valuations for Non-Valuation Specialists

Join us for an enlightening session where we demystify valuation techniques for equity awards, simplifying them to even to non-valuation specialists. In this session, we'll embark on a journey through the valuation landscape, breaking down complex concepts into easily digestible pieces. Whether you're new to the industry or seeking a refresher, this session is designed for everyone eager to grasp the essentials of valuation. From understanding the basics to navigating the intricacies of ASC Topic 718, we'll equip you with the knowledge needed to confidently navigate the valuation process. Join us and uncover the fundamental pieces to understanding equity awards, ensuring you're well-prepared to tackle valuation challenges with clarity and confidence.

Learning Objectives:

Basic understanding of valuation terminology
Understanding different approaches to valuing awards

Speakers:

Jackson Swindells, Infinite Equity
Tom Yarnell, Infinite Equity

1.2 continuing professional education credit for CPAs

2:40 - 3:15 PM

Ice Cream Social

3:15 - 3:30 PM

End of Day Group Exercise

3:30 - 4:30 PM

General Session 5

Technology vs. the World: ESPP Edition

Learning Objectives:

The prevalence of lookbacks, price discounts, and other economic benefits offered under ESPPs
Typical policies governing participation in ESPPs, including eligibility and contributions
The latest data on ESPP participation rates and plan features that correlate with higher participation.
How companies promote ESPPs to their employees

Speakers:

Barbara Baksa, NASPP
Greg Kopp, Deloitte

1.2 continuing professional education credits for CPAs

4:30 - 5:00 PM

Closing Remarks & Drawings

Haley Houston, PwC

Haley Houston is a director in PwC’s Boston-based Workforce Transformation practice. She has more than 8 years of experience helping clients address complex organization transformation challenges, driven by disruption from digitization, regulation, business model changes, and cost pressures.

Haley partners extensively with PwC’s Cloud & Digital, Transformation Operations and Customer Transformation practices to help Fortune 500 clients navigate complex process- and technology-driven business transformations. Leveraging design thinking and agile principles Haley leads change management programs that help clients through their 'stickiest' change challenges. These programs include facilitating leadership alignment, vison setting, employee engagement and upskilling and measurement/benefits tracking around change management.

Before joining PwC, Haley served in Business Develop and Marketing roles with firms in the professional services sector including legal, consulting, and engineering.

Haley has a B.A. from Roger Williams University (cum laude) where she was a member of the International Honors Society - Phi Alpha Theta and an M.B.A. from Northeastern University, with a focus in Entrepreneurship and International Business.

Sharmon Priaulx, PwC

Sharmon Priaulx is a managing director in PwC’s Boston-based Workforce Transformation practice. She practices in the area of executive compensation and other employee benefits. Sharmon consults with boards and management on the development and technical operation of qualified and non-qualified deferred compensation plans and equity arrangements. She also advises on general tax matters that arise in the compensation area, such as fringe benefits, qualified retirement plans and related payroll issues. Her clients include public and private companies, financial services entities and multinational groups.

Prior to joining PwC, Sharmon practiced at a national law firm, advising clients on retirement, equity and employee benefit plans. Sharmon has been a law school guest lecturer and speaks at seminars on topics ranging from deferred compensation compliance to payroll issues.

Sharmon has a B.A. from Columbia University, Barnard College and a J.D. (cum laude) from Villanova School of Law, where she was a member of Phi Kappa Phi and the Order of the Coif. She is admitted to the bar in Massachusetts, Pennsylvania, New Jersey and Maryland.

Brooke Anderson, CEP, Charles Schwab

Brooke Anderson is a Client Service Manager, Stock Plan Services and member of the Workplace Financial Services organization at Charles Schwab & Co.

For 25 years, Brooke’s primary focus has been client-facing equity compensation administration and education. Prior to joining Schwab, she worked with both public and private companies at Certent/Insightsoftware, and held various roles at Transcentive/Computershare before that. Her background also includes project management and relationship management.

Brooke is a Certified Equity Professional.

Christine Consolato, CPA, Market Axess

Christine Consolato is Head of Compensation Accounting & Policy at MarketAxess. In this role, she oversees the global payroll, equity administration and compensation accounting functions for the firm. Prior to joining MarketAxess, She worked in both public and private company roles at leading financial services firms including ExodusPoint, TPG, Evercore, and KPMG.

Jennifer Francis, CEP, Aon

Jen Francis is a Director with Aon Talent Solutions communications practice, specializing in employee education, video creation and print communications in the stock plan and total rewards space. Jen started in the industry in 2000 working with software service providers and the NASPP. During her career she has worked in several areas including: consulting, training, product strategy and product management.

Jen has been a speaker at the NASPP Annual Conference, the CEP Symposium, GEO conference, service provider user conferences, and local NASPP chapter meetings.

She holds a bachelor’s degree in accounting from Central Connecticut State University, and graduate degrees in Management and Business Administration from Albertus Magnus College. Jen earned her CEP designation in November 2005 and is a volunteer for the Certified Equity Professional Institute (CEPI), serving on the certification council for CEP Institute, and serves as the Treasurer for the CT NASPP Chapter.

Vlad Gogish, Mercer

Vlad Gogish is a Senior Principal in Mercer’s Career Practice and consults on human capital issues, including rewards, talent strategy, and functional transformation. He holds an MBA in Finance and Economics from NYU and a BS in Industrial and Labor Relations from Cornell.

Sophie Harpt, Mercer

Sophie is a Senior Analyst at Mercer. She helps clients design and benchmark competitive compensation programs for executive and broad-based rewards. She has a BS in Economics from Santa Clara University.

Ken Bonanno, LivaNova

Kenneth (Ken) Bonanno’s career as a globally accomplished and versatile professional spans more than 20 years in medical devices, defense and technology. He began his career while in graduate school at SmithKline Beecham Clinical Laboratories, and since then has held positions of increasing scope and responsibility where he has partnered with management to drive positive employee engagement and performance, contain costs, and influence & design global compensation and benefits initiatives that support the organization’s business objectives. He currently works fulltime for LivaNova as the Director, Global Total Rewards, and has been an affiliated faculty member at Merrimack College since January 2010 where he teaches the following undergraduate courses: Statistical Methods in Psychology, Applied Psychological Research Methods, and Personality.

Katharine Peterson, Acrivon Therapeutics, Inc.

After beginning her career in the life sciences assurance practice at EY, Katie has helped multiple small biotech companies with public company readiness and IPO-directed efforts. She brings over a decade of experience in the biotechnology industry, working on financial management, operations, technical accounting, reporting, and planning. Prior to joining Acrivon, she was Senior Director of Financial Planning & Analysis at Wave Life Sciences, and held various roles in both Finance and Accounting within both Spero Therapeutics and Merrimack Pharmaceuticals. Katie holds a BA in Business Economics from Providence College, an MS in Accountancy from the University of Notre Dame, and is a Certified Public Accountant (CPA) in the state of Massachusetts.

Jennifer Tardif, CEP, ISP Advisors LLC

As an industry leader in building strong relationships and providing top-notch client services, Jen has over 25 years of experience in equity compensation, from both the issuer and service provider perspectives. Jen works with clients on everything from plan design, best practices, employee education, administrator training, to ongoing equity compensation management within the Shareworks by Morgan Stanley platform.

Jen began her career in equity compensation as one of the first employees of a pre-IPO issuer company. During her 16 years there, Jen managed various aspects of corporate administration, through the IPO and beyond, including equity compensation, human resources, investor relations, corporate governance, and executive compensation. Jen was also closely involved with payroll, accounting, and SEC reporting. She also spent over four years at Fidelity focusing on client service in large plan payroll and executive compensation. During Jen’s 13+ years with Shareworks by Morgan Stanley (previously Solium and Transcentive), Jen held a variety of roles including Vice President - Solutions Architect, Product Manager, and Senior Relationship Manager building on her industry knowledge and Shareworks expertise.

Jen has been a speaker at various industry events, webinars, and conferences. She has a BA in communications from the University of New Hampshire, an MBA from Rivier University, and is a Certified Equity Professional and a Certified Shareworks Master.

Christian Bell, Stock & Option Solutions

Christian began his career in financial services 25 years ago and has spent a large percentage of it working directly in the equity compensation arena. During this time, he has had the privilege to hire, train, and develop teams that have supported both US and international clients. Currently, as Team Lead with Stock & Option Solutions, Inc., Christian is focused on supporting the Account Management & Operations Team in delivering the strategic value of SOS to the client. Christian holds a Bachelor of Science degree from Middle Tennessee State University and is a Certified Equity Professional.

Joe Magner, Fidelity Investments

Joe Magner has over 15 years of experience in financial services and wealth management industries as a relationship manager, consultant, and attorney. He enjoys engaging deeply with his clients and helping them solve their business problems with strategic and creative solutions. He is married with two young children and a goldendoodle. He and his family reside in a small town on the South Shore of Massachusetts. In his free time, he enjoys golf, racquet sports, cycling, skiing, reading, and cooking/grilling for family and friends. Joe obtained my Bachelor of Science in Economics-Finance from Bentley University, studying abroad in London, England his junior year at Regents College, and a Juris Doctorate from Suffolk University Law School. He also has obtained his Equity Compensation Associate (ECA) designation.

Daniel Rossi, Linde

Dan Rossi has over ten years of experience in compensation as an analyst and manager of executive compensation in the Linde Human Resources department. He obtained a Bachelor of Science in Business Administration from Boston University before beginning his career at Linde as a financial analyst. He is married with a 2-year-old son and resides in Western Connecticut. When he is not writing proxy statements or chasing a toddler around the house, Dan enjoys jogging, swimming, cooking and golf.

Amy Reina, Deloitte

Amy is an attorney and Managing Director in Deloitte Tax’s GES Rewards Practice. Amy has over 20 years of mobility tax experience and has spent the last nineteen years specializing in the area of global equity and incentive compensation.

Amy has led many global projects including the design and implementation of global equity incentive and employee reward programs, expansion of US based programs to overseas locations including assessment of the tax and regulatory implications before global roll-out, implementation of Deloitte’s GA Incentives mobile employee tax withholding and reporting technology, and the implementation of corporate recharge arrangements to generate corporate tax deduction in non-US locations. Amy also assists clients in ensuring proper withholding methodologies are implemented to facilitate payroll tax compliance, addressing their mobile employee equity compliance responsibilities, and examining international aspects involved in mergers and acquisitions.

Amy has a B.A. from Mount Holyoke College and received a J.D. and M.B.A. from Quinnipiac University. She is a member the National Association of Stock Plan Professionals, serves on the Boston Leadership Committee of the Global Equity Organization and is a Certified Equity Professional.

Charles Russo, Computershare

Charles Russo is a regional manager for Computershare’s Employee Share Plans business, overseeing a team of relationship managers responsible for a portfolio of corporate clients across a wide range of industries. Since joining Computershare in 2008, Charles has leveraged his experience in the employee compensation business to ensure high levels of quality and satisfaction for all of his clients. Prior to joining Computershare, Charles was with UBS, Bankers Trust and JP Morgan. During his thirty-plus years of financial services experience, he has held positions in relationship management, product management and operations, across various disciplines.

Charles earned his B.S. and MBA in Finance from Fordham University.

Brian Stanton, DL Piper

Brian Stanton is Of Counsel in the San Francisco office of DLA Piper. Brian has spent almost a decade working with US and non-US companies at all stages of growth on complex international tax, regulatory, exchange control, data privacy, and labor law issues related to the expansion and management of their business arrangements, with a specific focus on employee stock plans and other incentive compensation arrangements. Brian also advises companies on the implications of corporate transactions on employee stock plans and incentive awards and on structuring and implementing pre and post-IPO equity compensation arrangements.

Jackson Swindells, Infinite Equity

Jackson is a Consultant at Infinite Equity where he assists companies with items such as equity accounting and the valuation of complex securities using option pricing models such as the Monte Carlo Simulation. Prior to joining Infinite Equity Jackson held a role at a Big 4 accounting firm where he was a member of the complex securities practice and specialized in the valuation of securities such as convertible debt, options, warrants, and the valuation of contingent considerations under ASC Topic 805. Jackson earned a Bachelor of Science in Mathematics with minors in Risk Management and Computer Science from La Salle University. Jackson is working towards becoming a Certified Equity Professional. Jackson is based in Philadelphia.

Tom Yarnell, Infinite Equity

Tom is a Director at Infinite Equity, where he assists clients on equity award valuation, accounting, and plan design.

He has over 7 years of experience in compensation and corporate governance with prior roles in corporate executive compensation at a Fortune 100 company and as an advisor at ISS Corporate Solutions. He’s spoken at a variety of industry events on incentive program design topics. Tom earned the Chartered Financial Analyst designation in 2014 and has a Bachelor of Science in Finance from St. Joseph’s University. Tom is based in Maryland, outside of Washington, DC.

Barbara Baksa, CEP, NASPP

Barbara Baksa serves as Executive Director for the National Association of Stock Plan Professionals (NASPP) and is a respected leader in the field of equity compensation. She is an acknowledged expert in the tax laws, accounting principles, and securities laws that apply to stock compensation programs, as well as design and administrative considerations for these plans. She is frequently quoted on stock compensation-related topics in both local and national media.

She regularly speaks and writes on equity compensation topics and has contributed chapters to four books on equity compensation. She is the author of the book “Accounting for Equity Compensation,” published by the National Center for Employee Ownership and a required text for the Certified Equity Professionals exam. Barbara publishes frequent blogs and videos on equity compensation topics which appear on the NASPP’s LinkedIn and YouTube pages. Barbara also serves as editor of The NASPP Advisor.

Greg Kopp, Deloitte

Greg has 30 years of experience providing human resources and executive compensation consulting services to senior management and Boards across a broad range of industries, in both private equity and corporate transactions (IPOs and M&A) and non-transactional situations. He also has corporate in-house experience leading the compensation function for two publicly-traded alternative asset management firms, including leading the compensation team through an IPO and as a member of the global communications team.

Greg combines his experiences in consulting and corporate human resources to provide strategic, practical, and implementable solutions. He works with companies across industry to evaluate, design, and implement compensation programs that align the organization’s business strategy with the management team that is tasked with executing the strategy.

His recent projects have emphasized his experience in IPOs, helping HR teams to drive value and manage enterprise risk through IPO workforce planning and costing, executive and equity plan design, stock plan administration implementation, and employee communications.

Continuing Education

Certified Equity Professionals (CEPs) may earn continuing education credit for attendance. CEPs must keep their own records of their attendance, including the specific sessions attended, so they can report this information to the CEP Institute when required.

Continuing Professional Education (CPE) credits are available for those who attend this conference. Requirements to obtain these credits will be announced at the event’s opening. These credits would fall under the “Group-Live” delivery type under the “Specialized Knowledge” field of study. The maximum number of credits that can be earned at this event is Six (6).

Credit Eligible Sessions

Sessions	Time (min.)	Program Level	Pre-Requisites and Advanced Preparation	Eligible Credits(s)
General Session 1 Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity	60	Basic	None	1.2
Break-Out Session 2A How do you 'roll? A Deep Dive into Refining Payroll Integration Can Streamline Processes	50			1.0
Break-Out Session 2B CTRA Presents - Best Practices in Compensation Benchmarking
Break-Out Session 3A Phone A Friend! Best Practices in Working with Outside Consultants.
Break-Out Session 3B Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love
Break-Out Session 4A Finding the Right Global Employee Equity Plan Mix	60			1.2
Break-Out Session 4B Valuations for Non-Valuation Specialists
General Session 5 Technology vs the World: ESPP Edition

The National Association of Stock Plan Professionals (NASPP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

In addition to CPE Credits (for CPAs), there will also be CE credits available for those with the CEP or ECA designation.

Continuing Education

CPE credits are available for those who attend this conference. Requirements to obtain these credits will be announced at the event’s opening. These credits would fall under the “Group-Live” delivery type under the “Specialized Knowledge” field of study. The maximum number of credits that can be earned at this event is 6.0.

All General and Breakout Sessions
Program Level: Basic
Pre-Requisites and Advanced Preparation: None
Eligible Credits per Session: 1.5

In addition to CPE Credits (for CPAs), there will also be CE credits available for those with the CEP or ECA designation.

To cancel your registration, you may do so by logging into your naspp.com account to manage your registrations. Email the NASPP for any assistance.
For more information regarding refund, cancellation policies, and concerns, contact the Connecticut Chapter.

The NASPP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

Equity's New England Community in Action

Thank you to everyone who was part of the 2024 New England Summit’s success!

Agenda Overview

Evening Networking Reception

All-Day Education Summit

Wed, June 5, 2024

Evening Networking Reception

5:00 - 9:00 PM

Food & Drinks!

Thurs, June 6, 2024

NASPP New England Summit

8:00 - 9:00 AM

Registration, Networking, and Breakfast

9:00 - 9:30 AM

Welcome & Introductions

9:30 - 10:30 AMGeneral Session 1

Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity

10:30 - 11:00 AM

Break

11:00 - 11:50 AMBreak-Out Session 2A

How do you 'roll? A Deep Dive into Refining Payroll Integration Can Streamline Processes

11:00 - 11:50 AMBreak-Out Session 2B

CTRA Presents – Best Practices in Compensation Benchmarking

11:50 AM - 12:40 PM

Lunch

12:40 - 1:30 PMBreak-Out Session 3A

Phone A Friend! Best Practices in Working with Outside Consultants.

12:40 - 1:30 PMBreak-Out Session 3B

Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love

1:30 - 1:40 PM

Quick Session Change

1:40 - 2:40 PMBreak-Out Session 4A

Finding the Right Global Employee Equity Plan Mix

1:40 - 2:40 PMBreak-Out Session 4B

Valuations for Non-Valuation Specialists

2:40 - 3:15 PM

Ice Cream Social

3:15 - 3:30 PM

End of Day Group Exercise

3:30 - 4:30 PMGeneral Session 5

Technology vs. the World: ESPP Edition

4:30 - 5:00 PM

Closing Remarks & Drawings

Wed, June 5, 2024

Evening Networking Reception

5:00 - 9:00 PM

Food & Drinks!

Thurs, June 6, 2024

NASPP New England Summit

8:00 - 9:00 AM

Registration, Networking, and Breakfast

9:00 - 9:30 AM

Welcome & Introductions

9:30 - 10:30 AM

General Session 1

Unleashing the Transformative Power of GenAI in the World of Equity: Fostering a Culture of Experimentation and Creativity

10:30 - 11:00 AM

Break

11:00 - 11:50 AM

Break-Out Session 2A

How do you 'roll? A Deep Dive into How Refining Payroll Integration Can Streamline Processes

Break-Out Session 2B

CTRA Presents – Best Practices in Compensation Benchmarking

11:50 AM - 12:40 PM

Lunch

12:40 - 1:30 PM

Break-Out Session 3A

Phone A Friend! Best Practices in Working with Outside Consultants.

Break-Out Session 3B

Win-Win: Stock Plan Strategies that Your Design and Admin Teams Love

1:30 - 1:40 PM

Quick Session Change

1:40 - 2:40 PM

Break-Out Session 4A

Finding the Right Global Employee Equity Plan Mix

Break-Out Session 4B

Valuations for Non-Valuation Specialists

2:40 - 3:15 PM

Ice Cream Social

3:15 - 3:30 PM

9:30 - 10:30 AM
General Session 1

11:00 - 11:50 AM
Break-Out Session 2A

11:00 - 11:50 AM
Break-Out Session 2B

12:40 - 1:30 PM
Break-Out Session 3A

12:40 - 1:30 PM
Break-Out Session 3B

1:40 - 2:40 PM
Break-Out Session 4A

1:40 - 2:40 PM
Break-Out Session 4B

3:30 - 4:30 PM
General Session 5