SVC NASPP December 2013 Meeting:
Tips, Traps and Techniques for Dealing with Equity Awards when Employment Status Changes

Employment status may change at any time for a variety of reasons, including death, disability, retirement, leave of absence, transfer between entities, corporate restructuring or a change in control transaction. Join us at this session with Baker & McKenzie’s Sinead Kelly and Denise Glagau as they discuss how such changes affect equity awards. 

Specific topics will include: 

• An overview of different approaches companies may take upon a change in employment status 
• Tax and regulatory considerations that may arise upon a change in status 
• Best practices for designing equity plans and awards to address changes in status in advance 

Speaker Details 

 Sinead Kelly is a partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group. Sinead advises multi-national public and private companies in the global implementation and maintenance of their equity compensation plans, dealing with issues such as securities law compliance, local and cross-border tax obligations, the impact of corporate transactions, exchange control and labor law compliance and the drafting of equity plans and award agreements. She has authored articles on global equity and compensation topics in various publications, including the Journal of Corporate Taxation and the San Francisco and Los Angeles Daily Journal.

Denise Glagau is a partner in the San Francisco office of Baker & McKenzie LLP and is a member of the firm's Global Equity Services Group. She assists public and private companies in offering their equity incentive plans around the world.  Denise consults on plan design, tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering such plans in different jurisdictions.  She also advises companies on the effects of mergers, spin-offs and other corporate adjustments on their equity programs as well as on the impact of employment status changes on equity awards. 

Registration: 11:30am to 12:00pm
Presentation: 12:00pm to 1:30pm (with lunch)
Questions/Networking: 1:30pm to 2:00pm

Meeting Fees:
$35.00 for PRE-PAID NASPP Members*
$45.00 for PRE-PAID Non-NASPP Members*
*Additional $2 fee for PayPal Payments.
$60.00 for Non-Members, Walk-Ins, or Members Paying at the Door

As an added benefit to active NASPP members, the chapter will extend a limited number of complimentary registrations to unemployed NASPP members. Complimentary registrations are limited to two per person, per year. Please indicate on the comments section below to apply for this complimentary registration.

Those who pre-register and choose not to use PayPal, please mail checks to: SVC NASPP, PO Box 60865, Sunnyvale, CA 94088-0865

REGISTRATION DEADLINE:
Pre-registration closes the Friday before the meeting.

PAYMENT DEADLINE:
Payments must be received by the Monday before the meeting. If payment is not received by the deadline, you will be asked to pay the $60 walk-in registration fee at the door. For registration questions email registration@svcnaspp.com with your inquiry.

CANCELLATION POLICY
During registration, your name is added to the list of meeting attendees and luncheon accommodations are made accordingly. To avoid a $60 cancellation fee, email registration@svnaspp.com.

If you do not send your cancellation notice by the Registration Deadline:

• any payment received will not be refunded

• if no payment was received, a "No Show" penalty of $60 will be recorded by the Chapter and you will be invoiced.

Register Now!