San Francisco Chapter All Day Conference
The San Francisco Chapter of NASPP, Charles Schwab, Computershare, E*TRADE Financial, Bank of New York Mellon, Fidelity and Mission Mpower invite you to our special event on
Wednesday, August 12, 2009
The Third Annual Educational Symposium - Going Green!
at Wente Vineyards in Livermore, CA
Event Details:
Wednesday, August 12, 2009
9 am to 4:30 pm
(registration starts at 8 am; hot breakfast, lunch and afternoon snack included, free wine tasting will take place at 4:30)
Location:
Event Center located at 5050 Arroyo Road in Livermore, CA.
Event Description:
Join us for an all-day event that is sure be one of the most exciting learning opportunities of the year. Amid an incomparable setting with breathtaking views of the Livermore Wine Country, we will gather with fellow members, guests and industry experts to discuss the latest trends and issues in the equity compensation field. There will be plenty of opportunities to network and learn from your peers in this informal, relaxed setting. This year, we are making our effort to go green. See below for information on taking BART to the conference with convenient shuttles from BART to Wente!
Schedule:
8:00 am to 9:00 am Hot breakfast and registration
9:00 am to 9:30 am Welcome
9:30 am to 10:30 am General session: John Hammond of Transcentive presents Pinching Pfennigs with your Global Plan Administration
10:30 am to 10:45 am Break
10:45 am to 11:45 pm Breakout sessions I:
* Jacobin Zorin and Elizabeth Dodge of SOS Presents: Project Management for Stock Plan Professionals
* Jim Vincent of E*TRADE Presents: Mobile Employees- Practical and International Considerations
11:45 pm to 1:00 pm Lunch
1:00 pm to 2:00 pm Breakout sessions II:
* Brian Stovall of Fidelity Presents: Equity Compensation Strategies for Turbulent Times
* Takis Makridis of Equity Methods Presents: Modifications
2:00 pm to 2:15 pm Break
2:15 pm to 3:15 pm Breakout Session III:
* Joshua Mcginn of Bank of New York Mellon Presents: Developing and Maintaining a Successful Relationship With Your Transfer Agent
* Jon Burg of Radford, an Aon Consulting Company Presents: Equity Trends of the Future
3:15pm to 3:30 pm Break
3:30 pm to 4:30 pm General session: Sean Trotman, Kate Forsyth of Deloitte and Barbara Baksa of NASPP Presents: The NASPP and Deloitte 2008 International Survey Results
4:45pm to 5:45 pm Complementary Wine Tasting Social
Registration Fees:
$150 per attendee (Pre-registered and payment received by August 11, 2009)
$175 per attendee (at the door or after August 11, 2009)
Note:
Space is limited at Wente Vineyards. Participation will be prioritized based on registration date.
To Register:
· Click here to complete the Registration Form (or copy the below link to your browser)
http://www.surveymonkey.com/s.aspx?sm=5mE4ugrFT7Y1y9S3pnE4Rg_3d_3d
by Tuesday, August 11, 2009
AND
· Pay the registration fees:
o Mail a check (payable to SF NASPP) for total registration fees to:
SFC NASPP
c/o Ken Scully
3729 26th Street
San Francisco, CA 94110
OR
o Make your payment online by credit card by clicking on the registration form link and follow the directions
If you have any questions about the meeting or registration, please send an email to sfnasppregistration@yahoo.com.
Cancellation Policy:
To cancel your registration, send an email to sfnasppregistration@yahoo.com no later than August 11, 2009. If you do not cancel your registration by the deadline, you will be charged a “no show” penalty equal to your registration fee.
CEP Continuing Education Credits:
Certified Equity Professionals (CEPs) may earn 5 hours credit toward continuing education (CE) by attending this meeting. For more information about the CEP continuing education requirements, please refer to the CEP website.
Directions:
The sessions will take place at Wente Vineyard’s Event Center located in the beautiful Livermore Valley Wine Country at 5050 Arroyo Road in Livermore. Check out the Wente Vineyard website for more details: http://www.wentevineyards.com/directions_cbo.asp
· From the North: If you are traveling from the Walnut Creek, Alamo, Danville and San Ramon areas, please take Highway 680 South to 580 East heading toward Stockton. You will exit at Portola Avenue. Once getting off the freeway onto Portola Avenue, turn right at the third stoplight onto North L Street. Proceed down North L Street, which changes to Arroyo Road, approximately 5 miles to our main gate.
· From the South: When traveling from the San Jose, Palo Alto, and Fremont areas, please take Highway 680 North. Immediately after the Calaveras Road - Sunol West 84 exit, take the Livermore 84 East exit off the freeway. Proceed along Highway 84 East approximately 7.4 miles to the fifth stoplight, which is the intersection of Holmes Street and Concannon Boulevard. Turn right onto Concannon Boulevard and proceed to the first stoplight, which is Arroyo Road. Turn right onto Arroyo Road and proceed approximately 2.5 miles to our main gate.
· From the East: If you are arriving from the Stockton, Modesto and Tracy areas, take Highway 580 West towards San Francisco. Take the North Livermore Avenue - Central Livermore exit and turn left at the stoplight onto North Livermore Avenue. Proceed to the fifth stoplight and turn right onto Portola Avenue. After turning onto Portola Avenue, make a left at the first stoplight onto North L Street. Proceed down North L Street, which changes to Arroyo Road, approximately 5 miles to our main gate.
· From the West: To reach Wente Vineyards from the San Francisco, Oakland, Berkeley and Castro Valley areas, get on Highway 580 East heading towards Stockton. You will exit at Portola Avenue. Once getting off the freeway onto Portola Avenue, turn right at the fourth stoplight onto North L Street. Proceed down North L Street, which changes to Arroyo Road, approximately 5 miles to our main gate.
· BART and SF NASPP Shuttle. We will provide a shuttle service from 6:30 am – 9:30 am and 4:30 pm – 7:30 pm. Just look for the NASPP Shuttle Stop at the Dublin/Pleasanton BART station. To encourage you to take BART, a special raffle with be available for all those who can show their BART ticket. You will receive additional information upon registration.
Parking:
Complimentary parking is available in lots next to the Estate Winery and Tasting Room/Events Center.
If you have any problems locating the vineyard, please call 925-456-2400.