Discover Big Ideas and New Horizons

AUSTIN, TEXAS  |  JUNE 20TH, 2024

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Session Materials

Attendees

Equity Can Feel like the Wild West

We'll Help You Make Heads or Tails of It All

The Lone Star State's NASPP chapters are joining forces for the first-ever Southwest Regional Summit!

Saddle up for a day filled with insightful sessions, meeting with leading providers, and connecting with your talented peers as you explore equity's bold new frontier with groundbreaking ideas and best practices. Whether this is your first equity rodeo or you're a seasoned trailblazer, you'll leave with takeaways that elevate your knowledge and boost your career.

Attendees
Attendees
Southwest Summit - RFP Deadline March 15

Agenda Overview | June 20, 2024

All Event Activities Located At:
The Line Hotel | Downtown Austin
111 E Cesar Chavez St
Austin, TX 75701

Event attendees asking questions

All-Day Education Summit

Expect a lineup featuring some of equity's finest minds and hottest topics. You'll walk away with valuable, time-saving guidance and know-how to power you through stock compensation's challenges. 

People Networking

Evening Networking Roundup

Conclude with a networking event the evening of the summit. Relax and kick off your boots as you meet chapter leadership and get to know your fellow attendees.

 


Thursday, June 20, 2024

8:00 - 9:00 AM
Breakfast

Location: Topaz Foyer

9:00 - 9:15 AM
Welcome

Location: Topaz 3

9:15 - 10:15 AM
Keynote: Trend Spotting and Future Forecasting

What's happening with long term incentive design? A changing macroeconomic climate is making stock plan design and usage tricky to navigate. The role of relative performance awards, the evolving use of environmental, social, and governance (ESG) metrics in the annual and/or long-term plan, and the challenges in performance goal-setting are a few of the top questions on the table. This session looks at recent trends in award vehicles, metrics, structures, and more, then unpacks the implications for the future.

 

Speakers

  • Emily Cervino, Fidelity

  • Nate O'Connor, Equity Methods

  • Sebastian Skalany, TechnipFMC

Location: Topaz 3

10:15 - 10:45 AM
Break
10:45 - 11:45 AM
Pay Vs. Performance Unveiled: A look at Current Guidance and Actual Disclosures

In today's fast-paced regulatory environment, staying on top of disclosure rules related to executive compensation and performance metrics is crucial for businesses. Our session will provide you with a comprehensive understanding of the latest updates and requirements for Pay vs. Performance disclosure rules, including the SEC's interpretations issued after companies had completed their first disclosure. We will explore how these regulations impact corporate governance and the overall transparency of compensation practices. We'll also look at the most prevalent company selected metrics, and shareholder and other stakeholders’ reaction to the disclosures. This session will share invaluable insights into ensuring compliance and effectively communicating the alignment of pay with performance. Don't miss the opportunity to hear our experts' take on lessons learned, what this means for your company, and how to streamline compliance with these regulations going forward, based on the latest interpretations of the disclosure rules.

 

Speakers

  • Natalie Devine, Infinite Equity

  • Ryan Ross, Infinite Equity

Location: Topaz 2


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.

 

Speaker

  • Patrick Grimes, Deloitte

  • Simon Thomas, Computershare

Location: Topaz 3

11:45 AM - 12:45 PM
Lunch

Location: Topaz Foyer

12:45 - 1:45 PM
Building an Equity Communications Calendar

Hitting employees with the right amount of information at the right moment makes your equity plans more effective, which leads to better employee engagement. This interactive session will walk through the lifecycle of an RSU, a stock option, and an ESPP offering period. What are the points where a little communication goes a long way? When are employees most open to hearing about their equity? Attendees will get a guide to rolling out a successful communications plan. You’ll leave with tools to create a communications calendar that helps your participants get the most out of your own plans.

 

Speaker

  • Pam Chernoff, Aon

  • Jennifer Shepherd Cashio, Flex

  • Michael Mauro, insightsoftware

Location: Topaz 3

1:45 - 2:15 PM
Break
2:15 - 3:15 PM
Top Five Questions About RSUs

RSUs are the most common equity vehicle and drive a significant number of questions in industry discussion forums, conference watercooler conversations and benchmarking requests. Join these industry mavens for a jam-packed session addressing the top questions received about RSUs. We’ll address how companies manage retirement provisions for RSUs, if there is a better way to define FMV for tax purposes, the pros and cons of share withholding vs. sell-to-cover, whether companies should allow employees to request additional tax withholding, and whether RSUs are really creating long term employee owners.

 

Speakers

  • Barbara Baksa, NASPP

  • Emily Cervino, Fidelity

Location: Topaz 3


Equity Considerations in the M&A Context

This presentation will discuss compensation considerations around mergers and acquisitions and what every company needs to think about each year even if a deal is not on the table. In particular, we will discuss the nuances of equity compensation in the M&A context from both an acquirer and target perspective, including the tax and accounting ramifications. Additionally, we will discuss how consolidation in a particular industry (like we have seen recently in the energy and technology sectors) can impact a company's approach to compensation. We will supplement technical discussion with real-world case studies and examples of practical application from these sectors. Finally, the session will also highlight recent market data around CIC benefits from 100 companies within the S&P 1500 (25 each from the small, mid, large and mega cap across all industries).

 

Speakers

  • J.D. Ivy, Alvarez & Marsal

  • Ryan Wells, Alvarez & Marsal

Location: Topaz 2

3:15 - 3:30 PM
Break
3:30 - 4:30 PM
In Focus: Stock Compensation Reporting After Recent SEC and FASB Rule-Making and Market Needs

In this session, we will discuss how stock compensation is coming under focus from multiple angles in the industry. In response to investors, analysts and governance, companies are asked to perform more detailed reporting with high emphasis on analytics. Both FASB and SEC have been developing new rules requiring additional disclosure and reporting with a goal to provide users with more granular information. We’ll unpack numerous reasons why more expanded disclosure and scrutiny of stock compensation is in focus. Then, we’ll pivot and look at how leading companies are becoming more agile in how they analyze and report stock compensation both internally and externally. At the end, we’ll walk through regulatory changes, macroeconomic circumstances, trends in compensation strategy, and more. We’ll discuss:

 

  • Recent and upcoming SEC and FASB rule-making driving more disclosure granularity

  • Investor and market pressures that highlight stock-based compensation expense and dilution

  • Accounting standard updates on income statement disaggregation and segment reporting, with a focus on why human capital costs will come further under the spotlight


  • SEC rule-making that continues the trend of the proxy becoming a more quantitative and risk-based document

  • Analytics that companies can run internally to better understand the flows and changes in stock compensation amounts

  • How visualization can enhance communication with the C-suite

  • Macroeconomic updates and how these impact equity compensation

  • Share pool management strategies in a volatile or uncertain market

 

Speakers

  • Radostin Kanev, Equity Methods

  • Siddharth Thaker, Equity Methods

Location: Topaz 2


Engaging Beyond Boundaries: Strategies for Effective Equity Communication

Delve into the intricacies of crafting and adhering to a multi-channel communications plan, essential for lasting engagement. Explore the imperative need for equity award recipients to have accessible and knowledgeable advisors, fluent in the language of equity compensation and well-versed in country-specific rules. In this session, witness the impact of providing digital tools that enable participants to contextualize equity awards within their broader financial context. Additionally, discover the art of setting meaningful benchmarks to gauge the success of your efforts and identify shifts in employee engagement and participation.

 

Speakers

  • Chris Schomp, UBS

  • Tommy Swindle, UBS

Location: Topaz 3

4:30 - 6:00 PM
Evening Networking Roundup

Location: Topaz Foyer

Registration Rates


NASPP Members:  $149 ($129 Early Bird Ends May 10)

Non-Members:  $249

Registration Rates


NASPP Members:  $149

Non-Members:  $249

The LINE hotel

Location & Accommodations

The LINE Austin

111 East Cesar Chavez, Austin, TX 78701

Registration Opens Soon!

Be the first to know when registration opens for the NASPP Southwest Regional Summit, plus other event updates.

Our Sponsors

Schwab-Computershare-UBS

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.

The NASPP Southwest Regional Summit is proudly brought to you by

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Registration

NASPP Members

$ 179

Non-Members

$ 299

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  (925) 685-9271