Thu, Sep 15, 2022 · 2:00 PM
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Partner, ArentFox Schiff LLP
Mike Andresino has spent over 25 years advising companies on corporate compliance, including disclosure, governance, insider trading and reporting, stock plan design and implementation, and executive compensation. He has written and spoken frequently on securities compliance, stock plan administration, and the venture capital and IPO process, and has guided numerous companies in instituting successful insider compliance programs. Mike is a partner in the Boston office of ArentFox Schiff LLP, where he is a member of the Corporate & Securities practice group. ArentFox Schiff’s 600+ attorneys provide strategic legal counsel to a global roster of corporations, governments, and trade associations. Mike is a graduate of Boston College and the University of Virginia School of Law.
Exec. Director, Morgan Stanley Executive Financial Services
Rich is Executive Director of Morgan Stanley's market-leading Executive Financial Services desk. He leverages his firm’s experience and resources to help corporate executives and companies navigate the complex landscape of insider-trading regulation and reporting requirements. He mostly focuses on helping IPO companies manage the equity flow for their executives and key insiders through Rule 10b5-1 trading plans. He has an MBA in Financial Management from Pace University.
Founder, Chequers Financial Management
Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial-planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC, and US News.
Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions
Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.