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For information on our 2019 sponsorship opportunities, please email firstname.lastname@example.org
Managing an equity compensation program today while navigating administration, accounting, communication and compliance requirements can be challenging, but a relationship with the right service provider can help make that job easier. Bank of America’s integrated benefits offering spans equity compensation, executive services, employee stock purchase plans, defined contribution, defined benefits, non-qualified deferred compensation plans, and health savings accounts. Whether you choose to implement an equity compensation plan solution or pursue a Total Rewards strategy – Equity Compensation Services at Bank of America can help you deliver a successful benefits program while helping your employees do more toward their financial goals.
Bank of America is a marketing name for the Retirement Services business of Bank of America Corporation (“BofA Corp.”). Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and member SIPC.
Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.
Investment products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Certain Bank of America associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates.
Muriel Siebert & Co., Inc., Formally StockCross Financial Services, a full-service financial services and wealth management firm, has been in the business for over 50 years. Siebert works with publicly traded companies assisting in managing their global equity compensation programs. Siebert offers an integrated solution providing participants access to their grants and awards with real-time trading and reporting. With Siebert, clients receive one-on-one attention, education and exceptional service.
One of the first U.S. Army Women Apache Helicopter Captains and Pilots, Author of North of Hope and The Grit Factor: Courage, Resilience and Leadership in the most Male Dominated Industry in the World
From the cockpit to the boardroom, Shannon Huffman Polson shares stories of grit and leadership to help others overcome fear, break through uncertainty, and reach their full potential.
Shannon is a woman of many firsts. Among those high points: She is one of the first women to fly Apache combat helicopters in the U.S. Armed Forces, where she served on three continents and led two flight platoons and a line company. She is also the founder and CEO of The Grit Institute and the author of the memoir North of Hope, and forthcoming book The Grit Project.
After nearly a decade as an Army officer and attack aviation leader, and later, as a leader and manager in the corporate sector at Guidant and Microsoft, Shannon turned her attention to storytelling, sharing the stories of remarkable female leaders and trailblazers through her forthcoming book, The Grit Factor: Courage, Resilience and Leadership in the most Male Dominated Industry in the World, her Grit Project blog and other writing endeavors.
Drawing on a distinguished military and corporate career, she reveals her lessons learned and leadership strategies to help you harness your own inner strength, move beyond resistance, and attain your goals. With an emphasis on grit – which she describes as “a dogged determination in the face of difficult circumstances” – she demonstrates how to tap into that passion and resolve so you can face your limitations, own your sense of purpose, and become a leader of greatness
Dr. Terri Friel
150 Forest Ave Oak Park, IL 60301
Doctus Inc is a firm that provides consulting and advice to early stage companies seeking to prepare for and execute a search for funding.
Dr. Terri Friel has four engineering degrees; BSChE, MENG, MS Eng Mgt and DE. Eng Mgt and a BA in French. She is an experienced engineer and leader whose extensive management assignments across many industries and several countries conducting analyses, strategy development and turnarounds makes her adept at complex organizational analysis. This expertise is put to good use in evaluating early stage companies and helping them find funding. She has developed a strong network of service and early stage companies and investors and currently has over 6500 global contacts on Linkedin.
With corporate management experience in BF Goodrich, Procter & Gamble, Mallinkrodt/Fries & Fries, PepsiCo and academic leadership at Butler and Roosevelt University, Friel has demonstrated her ability to solve difficult problems and manage complex and diverse projects while building a coalition for solving problems to develop new opportunities. Friel has served four times as a Federal Baldrige Examiner; a program that focuses on advising organizations how to improve and build upon its existing foundations to achieve excellence. She has consulted with organizations such as Toyota, Hitachi, City of Bardstown, RR Donnelley and many others.
Recently she provided consulting and part-time CEO services to Venture Connects which has assisted 64 clients to find $40 million in investments. She hosts a quarterly pitch event at Polsinelli with 30-50 investors attending and provides workshops to early stage companies regularly.
She is fluent in French, conversational in Spanish and can speak tourist Japanese and Gaelic.
TD Ameritrade Stock Plan Services offer a fully integrated stock plan services solution that helps you manage your company’s plan on your terms—while delivering a seamless experience to your employees.
Elevate your plan with simplified processes, exceptional support and the ability to work with the provider that fits your needs. Provide an exceptional employee experience with a dedicated participant portal, extensive education and dedicated support.
To learn more about the TD Ameritrade difference, please contact us at 800-811-9650or visit us online at tdameritrade.com/stockplanservices. We look forward to seeing you at our booth!
Collaborate with other Certent users in interactive sessions and increase your Certent product knowledge. Bring new tips and tricks back to your office!
For an unprecedented six consecutive years, Fidelity has been rated No. 1* for client loyalty and Net Promoter Score. Our unwavering dedication to the stock plan industry, and continued investment in our products and services, is why our client retention rate is over 99%. Stop by our booth to learn about some of the benefits of working with Fidelity:
See how our partial administration solution will help you transform your plan and reinvent your participant experience.
Aon Equity Services supports clients along the entire lifecycle of equity compensation, from gaining shareholder approval for your equity plan, to designing and implementing the program, to communicating it to participants and all points in between. Aon’s expertise has made it the industry-leading, one-stop shop for All Things Equity. Aon is a leader in valuation and accounting services, helping clients determine ASC 718 assumptions, calculate fair values, manage compensation expense, and design and value complex market-based programs (i.e., relative TSR plans). For relative TSR plans, our PeerTracker service informs executives of their progress enabling them to drive results. Our corporate governance offering assists in areas of plan compliance, including pay-for-performance modeling, Equity Plan Scorecard modeling and support on direct engagement with ISS, Glass Lewis and key institutional shareholders. Aon also offers video communication services, through its EquiTV and custom communication offerings, focusing on bringing scale, engagement and unquestioned expertise to the employee education video space. For unquestioned expertise, from inception to delivery, just ask Aon. radford.aon.com/valuation