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Event Date |
Wed Jun 5 ADT - Thu Jun 6 ADT (about 1 year ago)
In your timezone (EDT): Tue Jun 4 11:00pm - Wed Jun 5 11:00pm |
Location |
Fidelity Investments
900 Salem Street Smithfield, RI 02917, USA |
Region | Americas |
Join us at this event for a valuable opportunity to enhance your knowledge, connect with peers, earn continuing education credits, and engage with our partners. Our annual gathering typically draws nearly 150 attendees, and we look forward to welcoming both familiar and new faces this year!
Kick things off with a mix and mingle among your fellow attendees, speakers, and chapter leadership to break the ice and build relationships.
Explore trending topics as equity's experts provide time-saving insights, best practices, and other invaluable guidance to help you navigate the complexities of stock compensation.
2024 Speakers
Haley Houston
Director, PwC
Sharmon Priaulx
Managing director, PwC
Brook Anderson
CEP, Charles Schwab
Christine Consolato
CPA, Market Axess
Jennifer Francis
CEP, Aon
Vlad Gogis
Senior Principal, Mercer
Sophie Harpt
Senior Analyst, Mercer
Ken Bonann
Director, LivaNova
Katharine Peterson
Director of Financial Planning & Analysis, Wave Life Sciences
Jennifer Tardif
CEP, ISP Advisors LLC
Christian Bell
Team Lead, Stock & Option Solutions
Joe Magner
Vice President, Equity Compensation, Fidelity Investments
Daniel Rossi
Director, Executive Compensation, Linde
Amy Reina
Managing Director, Deloitte
Charles Russo
Regional Manager, Computershare
Brian Stanton
Counsel in the San Francisco office, DL Piper
Jackson Swindells
Consultant, Infinite Equity
Tom Yarnell
Director, Infinite Equity
Barbara Baksa
CEP, NASPP
Greg Kopp
Managing Director, Deloitte
2024 Sponsors
PLATINUM SPONSORS:
• Fidelity Investments
• Morgan Stanley at Work
GOLD SPONSORS:
• Computershare
• UBS
EVENT SPONSORS:
• AON
• Bank of America
• Charles Schwab
• Independent Stock Plan Advisors LLC
• Infinite Equity
• myStockOptions.com
• Plan Management (OptionTrax)
• Stock & Option Solutions