June 17, 2015
In the current era of “Say on Pay” and heightened risk management, stock ownership guidelines are more important than ever before and are now the norm within the Fortune 1000. This session will highlight the variations in guideline design, with a special focus on practical solutions to ensure the seamless administration and effective communication of these programs.
• Geoffrey Hammel, Managing Director, Independent Stock Plan Advisors LLC
• Matthew Kleger, Executive Compensation Senior Consultant, Hay Group
• Lisa Leitner, Stock Plan Manager, Outerwall, Inc.
January 6, 2015
QVC - West Chester, PA
Advanced registration is not required for NASPP members. Non-members can email
firstname.lastname@example.org or call (925) 685-9271 to register for the program.
Topic: Post-Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting
Join Geoff Hammel of ISP Advisors and Terry Adamson of Radford/Aon Hewitt as they discuss this growing issue.
Description: The inclusion of post-vest holding periods in time vested and performance vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices, and to facilitate compliance with regulatory requirements – such as the incentive compensation disgorgement provisions of Dodd-Frank. This session will provide an overview of the current corporate governance environment related to mandatory post vest-holdings periods. The session will also outline competitive practice and administrative challenges presented by post-vest holding periods. Finally, the session will discuss the financial accounting benefit and reduction in compensation expense that may be realized for awards that include mandatory post-vest holding periods.
Special Event: Following the meeting, tours will be provided to attendees of the studios at QVC.
Registration: Reserve your spot for either event by contacting Joel Joseph at Radford, An Aon Hewitt Company, at JJoseph@radford.com or (215) 255-1832
Philly NASPP – Mandatory Post Vest Holding Period – January 6 2015
December 3, 2014
EASi (Roseville Campus) 1548 Eureka Road, Suite 100, Roseville, CA.
Calendar year-end can be exhausting for Equity Administrators. Come join Kelly Geerts of ISP Advisors to learn how to prepare for a stress-free year-end, what tasks you need to accomplish to make that happen, and what you’ll need to start the New Year on the right foot.
Finishing Out the Year Final Deck
September 30, 2014
Mandalay Bay, Las Vegas, NV
Please join ISP Advisors at the NASPP Annual Conference. In particular, don’t miss the October 2nd session on “Share Ownership Guidelines – How to Handle this Governance Golden Child” featuring Lisa Leitner (Outerwall) and Geoff Hammel (ISP Advisors).
September 17, 2014
Orlando - Hyatt Regency
Join Jewon Wee of ISP Advisors at the Americas Global Mobility Summit. And make sure not to miss his presentation with Mary Lou Stockton of the Global Tax Network on “Trailing Liability Management”.
September 11, 2014
San Diego - Park Hyatt Aviara Resort
NECF West is shaping up to be a great event. Kelly Geerts and Jewon Wee from ISP Advisors will be there – how about you?
September 9, 2014
New York - NASDAQ MarketSite
Please join Adam Cahn and Geoff Hammel of ISP Advisors at this fantastic event.
May 14, 2014
Come join ISP Advisors at E*TRADE Directions 2014 @ the Mariott San Antonio Rivercenter. Our team will be presenting on a number of topics including:
- Granting Equity Across the Globe: A Discussion on Key Considerations, Challenges, and Common Practices
- Traveling With Equity – What Has Changed Since We Last Met
- Global ESPP Implementation – Keys for Success
ETRADE Directions 2014 – Global ESPP Implementation FINAL
ETRADE Directions 2014 Conference – Global Granting Practice FINAL
May 7, 2014
Come join ISP Advisors at the GEO International Conference. In particular, don’t miss the May 9th session on “Real World Recharges” featuring Yoon Park (TripAdvisor) and Geoff Hammel (ISP Advisors).
Real World Recharges – TripAdvisor’s Request for Repatriation_FINAL
April 8, 2014
Please join Brad Reynolds from ISP Advisors when he presents “Microsoft Access for Stock Plan People” for the Sacramento chapter of NASPP!
Brad will present an overview of the benefits of learning and using Microsoft Access in stock plan work. During his career as a consultant, Brad has observed clients using incredibly complex Excel files to perform calculations or summarize data that could easily be performed in Access.
This session will give an overview of the functionality of Access, how to easily get data in and out, and will show some common tasks that you may be able to add to your MS Office skill set.
MS Access for stock plan people
March 28, 2014
Rob Melz, VP Mobility at State Street Corporation
Christopher C. Hall, Global Tax Network
Jewon Wee, ISP Advisors
Industry experts will share tips and tricks how to set up a practical strategy that involves: (i) flagging globally mobile stock plan participants in equity plan recordkeeping systems, (ii) creating an automated process to determine the equity transactions that require income proration between multiple countries, (iii) calculating multi-jurisdictional equity income allocation and withholding taxes due in each jurisdiction, (iv) managing the end-to-end process including leveraging technology-based solutions to automate large volume of affected transactions.
Global Mobility Presentation GEO NASPP 3-28-2014 FINAL2
March 24, 2014
Share Ownership Guidelines – How to Handle this Goverance Golden Child
Geoff Hammel, Managing Director, ISP Advisors
Lisa Leitner, Stock Plan Manager, Outerwall Inc.
This session will review the different types of ownership guidelines / policies in the marketplace, with a special focus on solutions that two Fortune 1000 companies – Outerwall Inc. and Lincoln Financial Group – have put in place to ensure the seamless administration and effective communication of these programs.
Seattle NASPP – Share Ownership Guidelines FINAL