ESPP Essentials for Compensation Professionals - NEW!

Course

 

Whether you are a just considering adopting an employee stock purchase plan (ESPP) or redesigning your existing program, this session will provide useful related information with real-world applications to help establish an ESPP or make the most of the program you already have.

Offering an ESPP your employees will want to participate in can have a profound impact on their lives and provide you with the ability to attract loyal employees and compete for the best and brightest talent. This session focuses on all aspects of ESPPs. Topics include efficient plan design and why converting employees to plan participants is beneficial to the company and employees, including ways to increase ESPP participation. Also covered are the expensing and tax benefits of the different types of ESPPs and various costs related to administrating and offering a successful ESPP as well as the day-to-day procedures critical to successfully implementing and managing a plan.

You will learn:

  • How to determine whether an ESPP is right for your company
  • How to design a competitive ESPP
  • The most desirable ESPP program features in the marketplace (trends and best practices)
  • Ways to increase ESPP participation at your company
  • Why converting employees to plan participants is beneficial to your company and employees
  • The true cost of an ESPP
  • Plan management – day-to-day procedures critical to successfully implementing and managing an ESPP
  • Accounting and financial reporting for ESPPs.

This session is ideal for emerging-, mid- and senior-level compensation, executive compensation, benefits and total rewards professionals in the United States including U.S. multinationals, as well as those who manage ESPPs.

Extra value! Take away an ESPP enrollment toolkit (communications checklist, sample communications calendar and communications collateral), white paper on the true cost of an ESPP and increasing participation and a Computershare ESPP client data study.

Register today.

Instructors

Scott Bellinger

Vice President, Relationship Management
Computershare

Scott Bellinger is responsible for a dedicated and unique relationship management team at Computershare that administers all aspects of both employee equity plans as well as stock transfer agency for a small group of large and fully integrated client companies with highly customizable and complex needs.  Scott specializes in bringing an in-depth consultative approach to bridging the gap between plan design, system capabilities and ongoing administration.  He joined Computershare in 2012 with the acquisition of Shareowner Services from The Bank of New York Mellon. He brings more than 22 years of experience in the equity compensation, stock transfer agency and financial services industry.  Scott is a member of NASPP and participates regularly in the national conference as well as regional meetings.

David Outlaw, CEP

Director
Equity Methods

David is a Director at Equity Methods, and a practice leader of both the HR Advisory and Valuation Services Groups. David is an expert in compensation design and modeling, proxy best practices, and fair value measurement and accounting under ASC 718.

Since joining the firm in 2009, David has managed many of the practice’s largest and most complex engagements. David plays an integral practice development role throughout the firm, contributing to R&D initiatives, thought leadership, training and development, and special projects. In particular, David has been instrumental in Equity Methods’ build-out of goal setting models, proxy modeling and messaging, modification design and execution, and merger and spin-out transactions.

David is widely known throughout Equity Methods for his ability to get to the heart of client problems, execute rapidly against goals, and communicate ideas clearly. For this reason, David plays a leadership role in numerous internal training and mentoring programs and is also one of Equity Methods’ most prolific authors and presenters. David holds a B.S. in Finance and a B.S. in Economics, both from the Barrett Honors College at Arizona State University. He is on the Finance Advisory Board at the WP Carey School of Business, and is a Certified Equity Professional (CEP).

Therese Sebastian, CEP

Senior Consultant
Equity Methods

As a Senior Consultant in Equity Methods’ valuation group, Therese helps clients with design modeling and valuation of various equity compensation instruments for ASC 718 compliance.

Therese brings a diverse background in financial analysis and operations research to the Equity Methods valuation practice. Before joining Equity Methods, Therese worked as a senior procurement specialist at a retail firm in the Philippines, where she optimized supply chain processes and managed long-term contracts. She also worked as a teaching assistant in economics and statistics at the University of Arizona.

Therese holds a BS in management engineering with honors from the Ateneo de Manila University in the Philippines. She also earned an MBA from the University of Arizona’s Eller College of Management, where she was a member of the Beta Gamma Sigma honor society. While at the Eller College, Therese was involved in a number of strategic consulting engagements and was also a member of a student group that managed a portfolio of equity and fixed-income securities for the University of Arizona Foundation’s Endowment Fund.

Course Credits & Certifications

  • Recertification
    .25 Credits

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