With a robust lineup of insightful speakers and breakout sessions, Stock Plan Summit 2019 will be an unforgettable experience. The agenda is filled with exciting sessions, networking opportunities, and compelling content designed to help you Discover. Collaborate. Transform.

2:30 PM - 3:00 PM

WELCOME REMARKS & BUSINESS UPDATES

3:00 PM - 4:00 PM

Exploring the product roadmap

4:00 PM - 4:20 PM

Break

4:20 PM - 5:20 PM

THE STRUGGLE IS REAL: FINDING THE RIGHT BALANCE OF PARTICIPANT ENGAGEMENT AND FIDELITY PROMOTION

5:20 PM - 5:30 PM

Closing Remarks

6:30 PM - 8:30 PM

Client Advisory Board Dinner

Please note that the agenda may be subject to change.

8:00 AM - 8:45 AM

Breakfast

8:45 AM - 8:50 AM

Welcome Remarks

8:50 AM - 9:50 AM

Ease of doing business

9:50 AM - 10:20 AM

Ease of doing business (Part 2)

10:20 AM - 10:50 AM

Break

10:50 AM - 11:35 AM

CONVERSATION CIRCLES: LEARNING FROM FELLOW CLIENT ADVISORY BOARD MEMBERS

11:35 AM - 12:20 PM

Delivering Data and Insights

12:20 PM - 1:25 PM

Lunch

1:25 PM - 2:25 PM

Innovations from Fidelity Center for Applied Technology

2:25 PM - 2:30 PM

Closing Remarks

2:30 PM - 6:00 PM

Stock Plan Summit 2019 Registration

Please check in at the Summit registration. Fidelity representatives will be on hand to help you download the mobile app, discuss the agenda, and answer questions.

6:00 PM - 9:00 PM

Evening Welcome Event

Join us for networking and an informal dinner at The LINE Austin Hotel as we kick off Stock Plan Summit 2019.

Please note that the agenda may be subject to change.

6:30 AM - 7:30 AM

Fresh Start: Optional Morning Activities

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 9:50 AM

General Session

Welcome Remarks

Emily Cervino, Head of Industry Relationships and Thought Leadership

What's Next?

Kevin Barry, President, Fidelity Workplace Investing
Looking ahead to Fidelity’s customer experience of the future, Kevin will share the challenges and opportunities that are redefining the experience for our customers.

"Embrace the Shake"

Phil Hansen, Internationally Recognized Multimedia Artist, Author, and Innovator
In art school, Phil Hansen developed an unruly tremor in his hand that kept him from creating the pointillist drawings he loved. Hansen was devastated, floating without a sense of purpose. Until a neurologist made a simple suggestion: embrace this limitation - and transcend it. Phil’s remarkable story will leave you energized to be your best at home and at work.

9:50 AM - 10:20 AM

Networking Break

10:20 AM - 11:30 AM

General Session

Save Time & Build Relationships: Practical Tips for Effective Networking

Crystal Washington, CEO of CWM Enterprises
With the overwhelming number of social media platforms and business networking opportunities available, many professionals find themselves feeling either left behind or inundated when it comes to business networking. If a network is not making you more efficient, effective, and connected, then you should discontinue its use. Crystal explains the practical applications of technology and offers simple tactics that you can use to help strengthen connections without losing that personal touch.

11:30 AM - 12:15 PM

NEW! Learning Labs

Interested in learning from and sharing experiences with other issuers? Then these NEW Learning Labs are for you. In these sessions, you will have a chance to ask questions, discuss strategies, and share lessons learned. These conversations are designed to go where you and your peers choose to take them.

SESSION TOPICS INCLUDE:

Payroll Conversions, Corporate Actions, and More

Facilitator: Mark Gilman

Surprise! Out of the ordinary activities, such as payroll conversions or corporate actions, can take you by surprise, push you out of your comfort zone, and tap into your limited resources. Hear from your peers about best practices that can help even first timers feel like a pro.

Participant Engagement and Communications

Facilitator: Yosef Siegal

Equity can be more effective for participants who understand how their programs work. So, the stakes are high for getting it right when it comes to participant engagement and communications. Join in on the conversation to get creative new ideas, share proven results, and learn how to make a case for modernizing communications.

Trends Impacting Plan Design

Facilitator: Carl Stegman, Jeremy Boraks

“What is everyone else doing?” is one of the most common questions we hear from clients. Trendspotting and benchmarking can help you stay competitive and relevant with your equity plans. Learn tips and tricks on how to stay up to date on plan design trends and share favorite benchmarking resources.

Annual Event Management

Facilitator: Ryan Strong, Mario Mazzaro

Annual event management is a big “moment of truth” – with a significant number of participants impacted on a single day, it’s vital to get it right. Discuss best practices to help streamline pre-event, day of, and post-event audits, processes, communication, and reporting

12:15 PM - 1:30 PM

Lunch

1:30 PM - 3:05 PM

Breakout Sessions

We are bringing together a dynamic lineup of internal and external speakers covering a wide range of topics including: plan sponsor developments, participant enhancements, and the latest industry trends. You’ll have the opportunity to personalize your own agenda by choosing from a variety of breakout topics that will further your understanding of key issues that you and your participants are facing every day.

Plan Sponsor Experience Roundup: Makin’ It Easy to Get the Job Done!

We get it–administering equity compensation programs is complex! To help get your job done with ease and confidence, we’ve been busy working to improve your experience. In this interactive session, we will highlight some of the enhancements we’ve delivered over the past year, preview what’s ahead, and, along the way, share stories of where you have inspired our work.

Y’all Want to Know What Participants Really Think about Equity Compensation?

With a spotlight on how gender and age impact participant attitudes and perceptions about their company stock plan, we will review key findings from Fidelity’s recent participant survey results. Learn what really is in the minds of participants related to their equity compensation, and how companies are using these findings to help make their equity programs more effective.

At Your Service: Engineering Executive Outcomes

We know how important your executives’ satisfaction is to you. Establishing successful executive relationships is also a key to the success of equity recordkeeping. Hear firsthand case studies from the field and learn about recent developments and expanding executive services offerings that help pay big dividends. From targeted rollout strategies and the Equity Compensation Planner, to laser-focused 10b5-1 and preclearance, we’re confident that satisfying your executives can help lead to your satisfaction as well.

Equity Compensation’s YouTube Moment: Plan Sponsor Education Goes Digital

What does Plan Sponsor Webstation (PSW®) and on-demand television have in common? More than you think! This session offers an interactive tour of two new prime-time hits. The new Learning Library inside PSW is powered by a host of micro-videos and how-to guides designed to answer your key questions, show you what to do in PSW, help your team think and plan ahead, and help train new team members. SPS TV, our plan sponsor education broadcast station, brings you fun, short episodes on product innovations, hot topics in reporting, and best practices you can use to help benefit your team and your participants. Equity compensation education has never been more accessible or more fun!

3:05 PM - 3:35 PM

Networking Break

3:35 PM - 4:55 PM

General Session

Fidelity Stock Plan Services Business Update

Mark Haggerty, Head of Fidelity Stock Plan Services
Mark will share how the Stock Plan Services team is focused on continually transforming to meet your evolving needs and the changing needs of your participants. His review of the Stock Plan Services business touches on where we’ve been and what may lie ahead.

Changing Perception: Adapting to the Workforce of the Future

Steve Pemberton, Chief Human Resources Officer, Globoforce & Best-Selling Author
There are big changes coming to the workforce. In order to survive and thrive in the very different workplace of tomorrow, organizations need to know, plan, and stay in front of these changes. Steve, considered one of America’s most inspiring business and HR leaders, will share his thoughts on key strategies needed to help your company thrive in the ever-changing workplace.

Closing Remarks

Rich Lyman, Senior Vice President, Relationship Management

6:00 PM - 9:00 PM

Evening Event

Please note that the agenda may be subject to change.

6:30 AM - 7:30 AM

Fresh Start: Optional Morning Activities

7:30 AM - 8:30 AM

Breakfast

8:30 AM - 10:10 AM

General Session

Welcome Remarks

Danielle Deja, Head of Client Management and Operations

Broadcasting Happiness: Creating Success through Positive Engagement

Michelle Gielan, Best-Selling Author of Broadcasting Happiness and Founder of the Institute for Applied Positive Research
Effective, positive communication is the single biggest driver of success at work. New research shows the incredible ripple effect positive communication can have on employee engagement, productivity, and overall wellness. Michelle will share her simple, yet proven techniques for positive communication that helps drive individual and team success for quantifiable results. She trains professionals on ways to inoculate their brain against stress and negativity, praise effectively, get others to adopt a more resilient mindset, and shift the culture at work to create a talent-enhancing environment.

The Cybersecurity Evolution from Ransomware to Phishing

Chad Renfro, Head of Enterprise Cybersecurity
Chad will explore the newest threats, actors, and issues facing employers today and provide recommendations on the preventative measures you can take to keep your business, your customers and yourselves cyber safe.

10:10 AM - 11:50 AM

Breakout Sessions

Riding into the Future: Simplifying Decisions and Inspiring Action

A singular mission drives our product roadmap and our participant engagement strategy: Help people achieve better outcomes more easily, with confidence. That means understanding an individual's needs, helping to deliver a clear path to their next best action, and providing them with timely, contextual information, which makes taking action simple. In our session, we'll explore how our participant experience and participant engagement programs can help deliver on this singular mission.

Fixin' for Financial Wellness? Why Does It Matter and What Can We Do About It?

Increasingly, employees are reporting feeling stressed about their personal finances. What is the impact for participants and for plan sponsors? This session looks at Fidelity’s approach to helping participants understand what they need to know, and take the action that’s right for them, so that they can live the lives they want.

Texas Three-Step: Three Approaches to Managing Mobility

Plan sponsors continue to struggle with the challenges posed by mobile employees. Tackling this issue may seem overwhelming at times. This one-of-a-kind panel showcases how Fidelity clients are addressing mobility hurdles and embarking on a journey to get to their ultimate tax solution. The panel will share practical perspectives on mobility practices and how this translates to potential long-term strategy and vision. At the most basic level, there are three different approaches that companies can take to manage their mobile populations with Fidelity. This session will walk you through prioritizing the various tax, data, and technology considerations to identify which option works best for you, and how to create an action plan to take your mobility solutions to the next step.

The Big Reveal: Trends, Benchmarking, and Analytics

Industry data isn’t the only consideration in designing your stock plans, but, a peek into common practices can reveal where you are on the leading edge, keeping up with the pack, or lagging behind. This session combines data from the most comprehensive industry surveys with Fidelity’s own analysis. We’ll help you to see not only the data, but also how to ask the right questions of the data to provide you with the insights you need to make informed, data-driven decisions.

11:50 AM - 12:30 PM

General Session

"Embrace the Shake"

Closing Remarks

Rich Lyman, Senior Vice President, Relationship Management

12:30 PM

TO-GO LUNCH; DEPARTURES

Agenda

Sounds great, right?