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Carrie Kovac, CEP

E*TRADE Financial Services
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Tim McCleskey, CEP

Stock & Option Solutions, Inc.



Thu, Aug 31, 2017 10:59 AM PDT

SOS Educational Webcast: RSU Base Camp – Your Staging Area for the Climb Ahead

What do carabiners, chalk, and #optoutside hashtags have to do with Restricted Stock Units?  Well, close to nothing, but we’re going to try anyway!  SOS is taking you back to the basics with this presentation designed to help those who might be new to the Equity field, those who interact with stock administrators, or those who just need to get a refresher on these popular equity vehicles.  

RSUs are among the most widely used types of grants right now, and knowing what is involved, who is affected, and what to plan for can help you conquer many of the mountains in your day-to-day equity climbs, all from the comfort of your office or cubicle.

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)


So Quotable: "Restricted Stock Units are everywhere these days, providing companies with a pretty simple way of rewarding employees and engaging them in the performance of the company at the same time. Whether you're in HR, Payroll, Tax, Accounting, or Stock Administration, you will be interacting with other departments and probably even other employees about these RSUs, and it will help you to know how they impact everyone. Carrie and I will be bringing you back to the basics, so that you can be equipped for your next grant, vesting, or even an employee question!"-Tim McCleskey, CEP, Stock & Option Solutions

Speaker Bios: 

Carrie Kovac, CEP, E*TRADE Financial Services
Carrie Kovac is the Senior Vice President of Relationship Management for E*TRADE Financial Corporate Services. She oversees a team of Relationship Managers responsible for managing the firm's relationships with existing corporate clients, ranging from large multinational corporations to smaller public and private companies. Prior to joining E*TRADE, Carrie was the Director of Global Equity Compensation at Symantec Corporation with responsibility for managing the end-to-end administration of the company’s equity compensation plans for over 20,000 employees in over 45 countries. She was also responsible for all aspects of accounting and reporting. Carrie received a Bachelor of Science in Commerce in Accounting from Santa Clara University.  She is a Certified Public Accountant, a Certified Equity Professional, and holds her FINRA Series 7, 24 and 63 securities licenses.

Tim McCleskey, CEP, Stock & Option Solutions, Inc. 
Tim McCleskey has been an Equity Compensation Consultant for Stock & Option Solutions, Inc. (SOS) since 2007. He has been a Certified Equity Professional since 2007, volunteers for the Certified Equity Professional Institute, and has spoken at several equity events, including SOS and NCEO webcasts as well as the NASPP annual conference. He provides clients assistance with day-to-day stock administration, process documentation, Section 16 filings, proxy preparation, and quarterly financial reporting, including non-employee accounting.

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