= Laptop is required in workshop
 = Room or location

Monday, May 22



12:30–7:30
Registration

2nd Floor overlook




2:00–5:00
1-1 Consulting Sessions

1-1 Consulting Sessions Details
Need to dig into an area you don’t know well enough? Have questions that need an expert’s advice? This year, we’ll be offering an incredibly valuable opportunity for one-on-one consulting sessions at Certent Summit. Appointments are complimentary, and you can spend up to thirty minutes with an expert in any area of equity management. Click here to reserve your spot. There is a limit of one appointment per person per day, so hurry and sign up now!



Room 207




2:153:30
Hot Topic Workshops

ASC 718 - What's happening and what's next?
Stay on top of the latest developments in ASC 718, hear industry experts discuss the effects of adopting ASU 2016-09, and explore the next wave of accounting updates including changes in modification and non-employee accounting.
1.5 CPE credits in Accounting, 1.25 CEP Credits

Barbara Baksa (NASPP), Raul Fajardo (Certent), Robert Purser (PwC)

Room 209 & 210

Financial Wellness: Data and Solutions
Financial wellness is a common challenge facing all employees.  Stock plans are a great compensation tool that provide opportunity for employees to achieve their financial goals- but only if leveraged properly.  In this session we will cover some of the sobering facts around the current state of financial wellness, look at new  insights specific to stock plan participants and discuss the emerging tools that can be deployed to help participants improve their financial outcomes.
1.5 CPE credits in Specialized Knowledge, 1.25 CEP credits

Crispin Hanshaw (Charles Schwab), Keith Morgan (Charles Schwab)

Room 208





3:30–3:45
Snack Break

Foyer 208 &209




3:455:00
Hot Topic Workshops

6 Triggers That Will Boost Your Stock Plan Experience
Stock compensation is a critical part of your total rewards strategy, and unique in its ability to transform your employees into owners.  Don’t overlook key parts of the experience, including designing performance awards for an optimal experience, how you can move the needle on participant perceptions of their stock plans, what the driving factors are in ESPP participation, reinventing your communications with social media tricks, minimizing surprises with tax withholding modelling, and building in participant choice among long term incentive vehicles. Join this all-star panel for a session focused on six sure fire ways to boost your stock plan experiences.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credits

Barbara Baksa (NASPP), Emily Cervino (Fidelity), Sandy Shurin (Deloitte)

Room 209 & 210

Core Concepts in Equity Plan Design and Working with Your Comp Committee
Learn key ways to determine what type of plan will be most effective for your organization, hear current marketplace trends, internal considerations and how to collaborate effectively with your compensation committee.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credits

Terry Adamson (Aon), James Park (FW Cook)

Room 208





5:30–7:30
Exhibit Hall Opening/Welcome Reception - Sponsored by StockCross

Welcome Reception Details
Join us at our Welcome Reception for some Nashville “Hot Chicken”, moonshine, a live Blue Grass Duo and a surprise guest!

Room 206




Tuesday, May 23


7:00 – 5:00
Registration/Information

2nd Floor overlook





7:30 – 8:30
Breakfast

Room 206





8:30 – 9:15
Keynote - Certent/Michael Boese CEO

Broadway Ballroom




9:15 – 10:00

Keynote - Garrison Wynn - Sponsored by Bank of America Merrill Lynch
With talents that established him as a Fortune 500 leader and professional stand-up comedian, Garrison Wynn, CSP, fuses comic timing and research to deliver motivational business expertise.
 
For 20 years, he has given keynote presentations to clients (such as American Express, Wells Fargo, Oracle and NASA) at corporate and association events.

He is the author of the Amazon bestseller The Real Truth about Success, the Amazon #1 bestseller The Cowbell Principle, has been a weekly contributor to the Washington Post and featured Forbes and Inc. Magazines.

Broadway Ballroom




10:00 – 10:30
Exhibit Hall Open - Break

Room 206




10:30-4:30
1-1 Consulting Sessions

1-1 Consulting Sessions Details
Need to dig into an area you don’t know well enough? Have questions that need an expert’s advice? This year, we’ll be offering an incredibly valuable opportunity for one-on-one consulting sessions at Certent Summit. Appointments are complimentary, and you can spend up to thirty minutes with an expert in any area of equity management. Click here to reserve your spot. There is a limit of one appointment per person per day, so hurry and sign up now!

Room 207




10:30-11:45
SESSION #1
Basics: Company Plan & Participant Set-up
Learn how to navigate Certent's powerful new UI. Get introduced to Company Plan and Participant Set-up as we debut the foundation of our modernized user experience.
1.5 CPE Credits in Specialized Knowledge

Brooke Anderson (Certent), Karl Kuckowicz (Certent), Denise Scoville-Glackin (Certent), Melissa McWherter (Certent)

Room 201

Beyond Basics: Advanced Reporting
Accessing Certent reports has never been easier. Leverage Certent's new UI to easily access and tag your favorite reports. Learn how to schedule/customize reports and statements using Certent's Interactive and Batch reporting capabilities.
1.5 CPE Credits in Computer Science

Kathy Biddle (Certent), Nicole Dmitruchina (Certent), Roger Gilbert (Certent), Michael Mauro (Certent)

Room 209 & 210




11:45-12:45
LUNCH

Room 206




12:45-2:00
SESSION #2

Basics: Participant, Tax and Award Modification
From modifying participants and taxes to processing awards, Certent has further streamlined navigation for critical day-to-day operations.
1.5 CPE Credits in Accounting

Brooke Anderson (Certent), Karl Kuckowicz (Certent), Denise Scoville-Glackin (Certent), Melissa McWherter (Certent)

Room 201

Beyond Basics: Advanced Accounting
Dive into the details of performing grant modifications, repricings, award exchanges, and more in our new Equity Management experience.
1.5 CPE Credits in Accounting

Nicole Dmitruchina (Certent), Raul Fajardo (Certent) and Michael Mauro (Certent)

Room 209 & 210




2:15-3:30
SESSION #3
Basics: Intro to Administration Reporting
Leverage Certent's new UI to easily access administrative reports. Learn where to find key reports, how to download reports into Excel,  and run reports in batch mode.
1.5 CPE Credits in Computer Science

Brooke Anderson (Certent), Karl Kuckowicz (Certent), Melissa McWherter (Certent)

Room 209 & 210

Beyond Basics: Participant Portal Configuration & Reporting
Implementing Certent's new portal offers more flexibility that ever before. This session prepares you to customize your portal to optimize your participant's experience and includes a review of participant statements as well as online grant agreements.
1.5 CPE Credits in Computer Science

Kathy Biddle (Certent), Jeanette Kuhl (Certent), Denise Scoville-Glackin (Certent)

Room 201

Making the Most of your Broker Relationship
Join this session to hear our expert panel share strategies for working with a broker to create a world-class participant experience and leverage transactional & workflow best practices.

Panel moderated by Don Gillotti

Room 202





3:30-4:00
Snack Break

Room 206




4:00-5:15
Hot Topic Workshops

ESPPs: An Integral Part of Your Corporate Benefits Picture
An informative and engaging panel discussion on how employee stock purchase plans have become an integral part of the corporate benefits landscape. Our distinguished panel will be discussing recent trends with plan design considerations, the impact of an ESPP on other corporate benefi ts plans, administrative considerations and challenges, and delivering the most to your participants.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credits

Brandon Yerre (PwC), JoAnn Grady (Bank of America Merrill Lynch), Paul Kolano (Bank of America Merrill Lynch)

Room 209 & 210

Don’t Be Shy – Key Items to Discuss with Your Broker
Asking your broker the right questions is critical to maximizing participants perception of their equity plan.
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credits

Scott C. Shuryn (TDA), Gilbert Szeto (TDA)

Room 201

Walk the Line…To Effective Employee Education
As sure as night is dark and day is light, employee education remains a challenge to companies. And though the utilization of technology and automation has made this job easier, the challenges have not diminished. Join our panel of experts and keep a close watch and your eyes wide open to learn about the tools and utilization strategies to improve your employee education programs with a special focus on maintaining a periodic communication strategy both day and night (year after year).  
1.5 CPE Credits in Specialized Knowledge, 1.25 CEP credits

Garry Devine (Horizon Pharma), John Hammond (bendystraw, llc), Wayne Klatt (StockCross Financial), Kristin Sanchez (Globalstar)

Room 208




6:00-10:00
Client Appreciation Event

Country Music Hall of Fame - Sponsored by TD Ameritrade
The Country Music Hall of Fame (CMHOF) is one of the world’s largest museums and research centers dedicated to the preservation and interpretation of American vernacular music. As our guest, you can participate in a private tour of the museum plus dinner, dessert and live entertainment. Guests interested in the full tour should arrive at the CMHOF at 6:00pm. Champagne and drinks at 6:30, Dinner at 7:30. Sorry, no food or drink in the museum. The CMHOF is three blocks from the Renaissance Hotel. An optional group walk at 6:15pm will convene in the lobby.

222 5th Ave S, Nashville, TN 37203




Wednesday, May 24


7:00 – 2:00
Information Table

2nd Floor outlook




7:30 – 8:15
Breakfast

Room 206




8:15 – 9:30
Team Building Event: Rise Against Hunger - Sponsored by Charles Schwab

Broadway Ballroom




10:00-2:00
1-1 Consulting Sessions
1-1 Consulting Sessions Details
Need to dig into an area you don’t know well enough? Have questions that need an expert’s advice? This year, we’ll be offering an incredibly valuable opportunity for one-on-one consulting sessions at Certent Summit. Appointments are complimentary, and you can spend up to thirty minutes with an expert in any area of equity management. Click here to reserve your spot. There is a limit of one appointment per person per day, so hurry and sign up now!

Room 207




9:45-11:00
SESSION #4
Basics: Intro to Accounting Setup
Learn how to configure Certent for accounting success, including provisions for ASC 718. Understand the decisions your team needs to make to yield desired results. Walk through the acccounting set-up and review the impact data inputs have on reports.
1.5 CPE Credits in Computer Science

Kathy Biddle (Certent), Nicole Dmitruchina (Certent), Roger Gilbert(Certent), Michael Mauro (Certent)

Room 209 & 210

Beyond Basics: Best Practices for Advanced Administration
Speak with Certent experts about equity admin best practices your team can adopt to ensure your power users take advantage of the most Certent has to offer. See how our new user interface better supports recommended processes and procedures.
1.5 CPE Credits in Specialized Knowledge

Donna Bell (Certent), Raul Fajardo (Certent), Jeanette Kuhl (Certent)

Room 201




11:00-11:30
Snack Break

Room 206




11:30-12:45
SESSION #5
Basics: Intro to Accounting Reports
Take the stress out of closing out month-, quarter- or year-end. Learn about steps to close a fiscal period and the corresponding accounting reports.
1.5 CPE Credits in Computer Science

Kathy Biddle (Certent), Raul Fajardo (Certent), Roger Gilbert (Certent)

Room 209 & 210 

Beyond Basics: Best Practices for ESPP Management
Speak with Certent experts about establishing best practices for ESPP management within Certent. Walk through steps to set up your and maintain your ESPP plan. Review recent enhancements to Certent's ESPP product.
1.5 CPE Credits in Specialized Knowledge

Karl Kuckowicz (Certent), Denise Scoville-Glackin (Certent)

Room 201

Beyond Basics: New and Upcoming Product Features and Service Offerings
Learn about the latest additions to Certent's Product and Services portfolio and review the rollout plan for the new user experience. Get a glimpse into upcoming product feature enhancements and to be launched service offerings.

Melissa McWherter (Certent), Jorge Martin (Certent), Michael Chandler (Certent), Dan McWherter (Certent), Brad Reynolds (Certent)

Room 202




12:45-1:45
Lunch

Room 204