Harness Bold Strategies. Drive Texas-Sized Results.

Join the NASPP Texas Chapter Presidents for a practical panel on innovations in equity compensation. Learn from real-world case studies covering cross-functional collaboration and payroll automation, as well as global taxation, education, and reporting in countries like Mexico, Germany, and Serbia. This session also includes guidance on educating executives, managing Section 16 officers, and handling Rule 144 filings.

Speakers

• Rebecca Kargl, Zillow

• Erika Rivera, Morgan Stanley

• Jennifer Shepherd Cashio, Flex

• Tommy Swindle, NASPP Southern Regional Representative

Executive compensation in the energy sector is evolving rapidly in response to global instability, investor pressure, and the shift to renewables. This session draws on exclusive data from Alvarez & Marsal’s 2024/2025 Energy Compensation Report to explore pay trends across E&P, oilfield services, and clean energy. Gain insights on LTI design, severance protections, ESG metrics, and how companies are aligning executive pay with performance in a volatile market. 

Speakers

• Dylan Hernandez, Alvarez & Marsal

• J.D. Ivy, Alvarez & Marsal

Even in a field defined by precision and oversight, mistakes still happen. In this candid panel discussion, industry experts will share real life stories of accounting restatements, difficult board conversations, Say-on-Pay down votes, and more. Learn what went wrong, how they navigated the fallout, and how the experience drove improvement. 

Speaker

• Emily Cervino, Fidelity Investments

• Sandy Shurrin, Deloitte

• Sebastian Skalany, TechnipFMC

Test your knowledge and sharpen your skills in this fast-paced, interactive trivia session on global equity compensation. Compete with peers while exploring key topics like global mobility, ESPPs, tax withholding, 409A valuations, and Section 16/Rule 144 filings. Stay current on global trends, deepen your technical knowledge, and walk away with both insights and bragging rights. 

Speaker

• Paul Kolano, Bank of America

• Dave Lanka, Bank of America

Tech companies do things differently—right? Using new data from the NASPP and Deloitte Tax 2025 Equity Incentives Design Survey, we’ll compare trends in stock plan design from tech companies to national data to determine how much their practices differ from the norm. We’ll look at everything from the types of equity awards granted and award eligiblity to vesting, termination provisions, and more! Knowing how your company stacks up against peers is crucial to getting the right long-term incentive program in place. 

Speakers

• Barbara Baksa, NASPP

• LaRee Golke, Deloitte Tax

Equity compensation in private companies is far from one-size-fits-all. This session compares two distinct approaches: a VC-backed pre-IPO model using ISOs and RSUs, and an LLC/LP structure using profit interest units. Hear from insiders on how their companies structure equity, why they chose their paths, and the trade-offs they face. You'll learn what works, what doesn’t, and which private company practices public companies might want to adopt—or avoid. 

Speakers

• Nerva Garcia, Grid United

• Jill Okamura, Arctic Wolf Networks, Inc.

• Amanda Parsons, Good Work People

Planning compensation strategies before an M&A event can be tricky—but also incredibly valuable. We’ll explore smart ways to prepare in advance, including retention tactics that don’t set off market alarms, compensation approaches that strengthen exec’s negotiating power, and 280G mitigation techniques you can put in place early. We’ll also cover broader ideas for compensation that help drive shareholder value.  

Speakers

• Tony Eppert, Hunton Andrews Kurth

• Robert Vaughan, UBS Financial Services

Valuation is at the heart of equity compensation accounting, but the assumptions behind fair value calculations can be tricky to navigate. This session breaks down key valuation methodologies—like Black-Scholes and Monte Carlo simulations—and explains how inputs such as volatility, risk-free rates, and expected term affect financial reporting under ASC 718. Whether you're new to valuation or just need a refresher, you'll walk away with practical insights and real-world examples to build your confidence. 

Speakers

• Natalie Devine, Infinite Equity

• Ryan Ross, Infinite Equity