| Start |
End |
Workshop |
Speakers |
| 8:15 |
8:45 |
Registration & Continental Breakfast |
|
| 8:45 |
10:00 |
Stock Plan Vendor Analysis, Selection and Implementation – Perfecting the Process
|
Sheila Frierson, CEP, Computershare
Donna Hammer, CEP, Yelp
Marianne Snook, CEP, Stock & Option Solutions
|
|
|
The IPO Abyss: Splunk-ing through the Challenges of Equity and Executive Compensation |
David Knopping, Radford, An Aon Hewitt Company
Ellen Swarthout, Splunk
David Thomas, Wilson Sonsini Goodrich & Rosati |
|
|
Tax Accounting & Diluted EPS: To Boldly Go Where Private Companies Have Not Gone Before |
Elizabeth Dodge, CEP, Stock & Option Solutions
Kevin Hassan, CPA, PricewaterhouseCoopers, LLP
Ellie Kehmeier, CPA, Steele Consulting LLC |
| 10:00 |
10:30 |
Break / Workshop Change |
|
| 10:30 |
11:45 |
Excellent and Essential ESPP: Designing a Plan that Minimizes Risk and Cost and Maximizes Employee Benefits |
Carrie Kovac, CEP, CPA, Symantec Corp.
Carine Schneider, EASi
Dan Walter, CEP, Performensation
|
| |
|
Get Ready to Rumble: Making Your Equity Plan Data IPO-Ready |
Steve Gaylord, Stock & Option Solutions
Michael Mauro, Solium Transcentive
Laura Reis, CEP, Zynga
|
| |
|
Avoiding Pre-IPO Financial Reporting Mistakes that Cause Post-IPO Restatements |
Elizabeth Dodge, CEP, Stock & Option Solutions
Lisa Robinson, CPA, OptionEase
Kelley Wall, CPA, Rose Ryan
|
| 11:45 |
12:15 |
Lunch Break |
|
| 12:15 |
1:30 |
Lunch General Workshop: Success or Big Mess? Mistakes and Must-dos on the Road to IPO |
Susan Garvin, CEP, Stock & Option Solutions
Linda Hart, Box
Joanne Wendler, CEP, Demand Media
Alison Wright, Baker & McKenzie LLP
|
| 1:30 |
1:45 |
Break / Workshop Change |
|
| 1:45 |
3:00 |
Critical Administrative Procedures for Private Companies |
Henley Hom, Stock & Option Solutions
Lydia Terrill, CEP, Bloom Energy |
| |
|
International Equity for Private Companies: What to Know Before You Make the Grant! |
Valerie Diamond, Baker & McKenzie LLP
Jon Doyle, International Law Solutions, PC
Mark Miller, CEP, Deloitte Tax, LLP
|
| |
|
Stock Options, RSUs and Other Awards: Key Considerations for Emerging Companies
|
Danielle Benderly, Perkins Coie LLP
Brett Harsen, Radford, An Aon Hewitt Company
Andrew Schwartz, CEP, CPA, Computershare
|
| 3:00 |
3:30 |
Break / Workshop Change |
|
| 3:30 |
4:45 |
Practical Advice for Equity Compensation in Emerging Company M&A Transactions: Tips, Traps and Trends |
Mike Andresino, Posternak, Blank & Lund LLP
Danielle Benderly, Perkins Coie LLP
Barrett Scott, Stock & Option Solutions
|
| |
|
Educating Employees at Private Companies on Stock Plans |
Barbara Baksa, CEP, NASPP
Emily Cervino, CEP, Fidelity Investments
Madori Playford, CEP, InfoBlox
|
| |
|
Tracking Your Stock: Cap Table Basics Pre-IPO and Transfer Agent Details Post-IPO |
Miranda Garcia, CEP, Zynga
Roberta Jones, CEP, Corporate Focus
Josh McGinn, CEP, American Stock Transfer |
| 4:45 |
6:15 |
Cocktail Reception |
|
Emerald:
