FEI NYC and Morgan Stanley Joint Webinar



During this webinar, participants will gain a deep understanding of various compensation structures, including restrictive stock units (RSUs), performance stock units (PSUs), and stock options. The discussion will also cover compliance with Section 10B1F regulations and provide insights into equity analysis techniques to effectively design and evaluate executive compensation packages.

Speakers

Dominique Hicks

Financial Planning Director and CERTIFIED FINANCIAL PLANNER™
Morgan Stanley Wealth Management

Jeff Holzbach

Vice President and Senior Equity Planner
Morgan Stanley Financial Planning

Joe Kim

Head of Strategic Partnerships
Morgan Stanley At Work – Global Equity Solutions

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.