Upcoming Events

Past Events

NASPP, 2018 Annual New England Regional Conference

July 11, 2018 Smithfield, Rhode Island

We are pleased to continue to sponsor the Annual New England NASPP Regional Conference, which will take place on July 11, 2018. We have sponsored this event for 10 consecutive years, and it keeps getting better each year, thanks to hard work by the NASPP chapter committee members of Boston and Connecticut chapters.  The full day event will return to the Fidelity campus in Smithfield, Rhode Island.  We’ll have a sponsor table, so please be sure to stop by and meet some of our east coast team members!
To register, please visit: https://www.surveymonkey.com/r/2018NE-NASPP

Global Equity Organization, 2018 Northern California Forum

June 13, 2018 Devil’s Canyon Brewery in San Carlo, CA.

We are pleased to be the Gold Sponsor again for the 2018 GEO Northern California chapters and will be at the 2018 GEO Northern California Forum, which will take place on June 13, 2018 at the Devil’s Canyon Brewery in San Carlo, CA.

Please join our west coast team for another half-day forum filled with education panels, networking breaks, and breakout session. We will have a sponsor table at this event. Please be sure to stop by and meet some of our west coast team members!
To register, please visit: https://www.globalequity.org/geo/node/6582

Stock Ownership Guidelines How to Handle this Governance Golden Child

June 17, 2015 NASPP Webcast

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.

Featured panelists:
Geoffrey Hammel, Managing Director, Independent Stock Plan Advisors LLC
Matthew Kleger, Executive Compensation Senior Consultant, Hay Group
Lisa Leitner, Stock Plan Manager, Outerwall, Inc.

Advanced registration is not required for NASPP members. Non-members can email
naspp@naspp.com or call (925) 685-9271 to register for the program.

Philadelphia NASPP Chapter Meeting & QVC Studio Tours

January 6, 2015 QVC - West Chester, PA

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


NASPP 2014 Annual Conference

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).

The Americas Global Mobility Summit 2014

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”.

GEO – 2014 NECF West

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?

GEO – 2014 NECF East

September 9, 2014 New York - NASDAQ MarketSite

Please join Adam Cahn and Geoff Hammel of ISP Advisors at this fantastic event.

E*TRADE Directions 2014

May 14, 2014 San Antonio

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





Sacramento NASPP Chapter Meeting – Microsoft Access for Stock Plan People

April 8, 2014 Sacramento, CA

Session Description:

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

Boston NASPP and GEO Chapters March Event

March 28, 2014 Boston, MA


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

Seattle NASPP Meeting – Share Ownership Guidelines

March 24, 2014 Bellvue, WA

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