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LIVE WEBINAR

(Group-Internet Based)

Best Practices in Employee Communications

November 20, 2013 (10:30 am-11:30 am Pacific)

About This Meeting

You've rolled out your plan, granted the awards, and now it is time for employee communication and education. Learn from industry experts what works and what doesn't when communicating your equity compensation plans.

Program

Please check back later for additional program details.

Presenters

John LoPresti

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E*TRADE Corporate Services

John LoPresti has been a leader in the financial services sector for more than 25 years. He is currently the private company market business leader for E*TRADE Corporate Services, where he is responsible for sales, service, and client management for privately held companies. Prior to this role, he was the segment leader for emerging market client service at E*TRADE. Prior to joining E*TRADE, John spent 16 years with Fidelity Investments in a variety of senior product and marketing roles including managing Fidelity's stock plan services product development and management team. John also spent nine years at Chase Manhattan Bank in the private banking group and credit card marketing team. John graduated from Saint Francis College in New York and has FINRA Series 7, 24, and 63 securities licenses.

Hilary Williams

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E*TRADE

Hilary Williams joined E*TRADE in 2006 and currently focuses on proposal services and supporting E*TRADE's private company business efforts. Hilary has served as the chapter coordinator for the Global Equity Organization (GEO) Atlanta US chapter, which earned the GEO Star Award for Outstanding New Chapter (2009) during her tenure. She was also awarded the 2011 GEO Star for Outstanding Support of Regional Events. Hilary holds a BA from Salem College, completed further studies at Oxford University, and earned her Masters from Georgia State University in 2001. She was granted the Certified Equity Professional (CEP) designation from the Certified Equity Professional Institute (CEPI) of the Leavey School of Business at Santa Clara University in June 2008. She received CEPI's Volunteer Excellence Award for the quality of volunteer service completed and her overall enthusiasm for the CEP program in 2010 and 2012.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

Register just once per year and be automatically registered for for all of the Equity Compensation Webinars in our 2013 series. If you are not currently a member, it only costs $90 to join for one year (sign up here). To register, either (1) use the registration form in the members' area of this site (username and password required) or (2) email equitywebinars@nceo.org.

Who Needs to Register?

Each person who logs in to a Webinar must register in advance and must log in using his or her own name. Your registration is not transferable to someone else at your company, so if someone else will log in to the Webinar, they should register themselves.

If a group of people will all watch the Webinar from one computer, using a projector and speaker phone or similar technology, only one person needs to register and log in.

If you want continuing education credit, then you must register and log in using your own name. We will not be able to provide a certificate of completion if you do not.

Viewing Replays

Webinar replays allow you to access prerecorded Webinars at your convenience, as often as you like. Replays of equity compensation Webinars are provided to NCEO members only and are free. To view replays, go to the list of upcoming and archived equity compensation Webinars in the members' area of this site (username and password required)

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond either verbally,through the chat box, or by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Rebecca Chavez within the next 2 weeks. **CEP Institute accepts requests for credit on a completely self reporting basis - certificates are not required.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

CEP Credit for Certified Equity Professionals

This program has been approved for 1.00 hour toward the ongoing education requirements of the Certified Equity Professional Institute at the Leavey School of Business, Santa Clara University. For more information about certification and continuing education, please visit the CEPI home page at http://www.scu.edu/business/cepi/.

HRCI Recertification Credit

HRCI logoThe use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for re-certification credit.

This program has been approved for 1.00 hour of recertification credit hours toward PHR and SPHR re-certification through the Human Resource Certification Institute (HRCI). For more information about certification or re-certification, please visit the HRCI home page at www.hrci.org.

Cancellation Policy

Once you are registered, simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.