Annual CEPI and Silicon Valley NASPP Symposium
July 23
Santa Clara, CA
Join us at the following events, where you'll get the latest insights from thought leaders and industry experts while connecting with other industry professionals.
This unique one-day equity compensation event offers a mix of educational and networking opportunities offered throughout the day. Attendees leave the event with new knowledge, updates on important and timely topics, and new industry connections!
As experts predict a rise in M&A in 2024, it's crucial for stock plan professionals to be ready to tackle the challenges that come with potential deals. The primary goals of any M&A journey include navigating through intricate changes efficiently, ensuring the retention of essential personnel and the enhancement of shareholder value. Our seasoned panel will deliver an in-depth exploration of how to ensure your readiness to add value during the M&A process. Equipped with our ten essential insights, attendees will understand the types of deals to expect, the critical phases of a deal and its effects on a company's equity plans, and the crucial strategic and operational factors that are essential for your success.
Speakers:
Rob Miceli
Director, Equity Award Services
Workplace Benefits
Jim Kuzmich
Director, Senior Retirement Relationship Manager
Workplace Benefits
Join us at the annual forum where you’ll receive the latest insights on current industry trends and challenges. This is your golden opportunity to stay at the forefront of your field. But it's not just about learning; it's about connecting.
Imagine engaging with your local chapter friends and the extended GEO family. Exchange ideas, build valuable relationships, and fuel your professional growth. It's more than an event; it's a vibrant community coming together to inspire, learn, and grow.
Join us and your peers for all the equity enlightenment you’re craving. NASPP will leave no equity topic uncovered. Expect to find sessions that provide actionable takeaways, appeal to your learning style, and meet you at your professional level.
Imagine building an optimal plan from scratch. What critical factors would guide your design and support your case for a top-tier equity compensation framework? Creating a cutting-edge plan is essential for attracting top talent, boosting performance, and aligning employee and shareholder goals. Avoid the common pitfall of a one-size-fits-all strategy that mirrors competitors but neglects your workforce's unique needs and your industry's dynamics. Dive into the strategic development of an unmatched equity plan, including optimal equity vehicles, vesting conditions and other levers key to plan design, and innovations to fully engage employees, such as employee choice and matching shares.
Speakers:
Dave Lanka
Director, Equity Award Services Specialist
Workplace Benefits
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
Explore the critical intersection of stock plan administration and investor relations and discover how equity compensation strategies can be a pivotal element in your broader investor narrative. Learn how these strategies can support your company’s strategic goals, enhance financial health, and meet investor expectations, ensuring a harmonious alignment between employee rewards and shareholder value.
Sean O'Brien
Managing Director, Head of Equity Trading
Merrill
Danyle Anderson, CEP, CPA, FGE
Director, Equity Industry & Consultant Relations
Workplace Benefits
With experts predicting a surge in M&A activity in 2024, it's crucial for you to be prepared for the challenges that accompany potential deals. Navigating complex changes efficiently, retaining essential personnel, and enhancing shareholder value are key goals on any M&A journey. Gain ten essential insights from issuers at companies with significant M&A activity and understand the types of deals to expect, the critical phases of a deal, how deals affect equity plans, and crucial strategic and operational factors for success.
Jim Kuzmich,
Director,
Senior Workplace Benefits Relationship Manager Workplace Benefits
Rob Miceli
Director,
Equity Award Services Workplace Benefits
If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities. Join us at DC West, where you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.
This year, GEO will bring together more than 200 attendees from Europe, the US, and across the globe.
With influential equity compensation decision-makers under one roof and three essential content streams, PERE 2024 offers a unique opportunity to strengthen your connections and enhance your global share plan knowledge.
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