Thu, Nov 3, 2022 · 2:00 PM
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Devin Blackburn, JD, LLM
Managing Director, Head of Executive Compensation Advisory, J.P. Morgan Private Bank Advice Lab
Devin Blackburn is a Managing Director and the Head of Executive Compensation Advisory for J.P. Morgan Private Bank Advice Lab. In her role, Devin leads a team of specialists who work with clients and advisors to optimize equity-linked compensation and drive informed decision making related to concentrated stock positions, IPO-generated wealth, and employment and severance packages. She develops widely published thought leadership to address issues that impact corporate executives and is also a frequent guest speaker and featured panelist, sharing insights with peers and practitioners. As a former practicing corporate tax attorney, Devin advised public and private companies on tax planning and structuring of complex transactions, as well as IRS tax controversy and dispute resolution. Prior to joining J.P. Morgan, she was Senior Tax Counsel and Director of Executive Wealth Advisory at a global wealth management firm where she advised wealthy families on wealth transfer and the impact of tax legislation, and also institutionalized the strategic direction for advising corporate executives and insiders throughout their journey in the C-suite. Devin earned a BS in Finance from Florida State University, a JD from the University of Illinois at Urbana-Champaign College of Law, and a Master of Laws in Taxation (LLM) from the University of Missouri-Kansas City School of Law.
Meredith Johnson, CPA, CFP®
Meredith has deep experience in not only accounting but financial planning and analysis, project management, and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning, equity-based compensation, and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith is also First Vice Chair of the California Society of Certified Public Accountants (CalCPA) and was just named one of the most influential women in business in the San Francisco Bay Area. BPM is one of the 50 largest accounting and consulting firms in the US and is a certified B corporation.
Kristin McKenna, CFP®
Managing Director, Darrow Wealth Management
Kristin McKenna is the Managing Director at Darrow Wealth Management, a fee-only registered investment advisor in greater Boston. Kristin is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience helping individuals plan for sudden wealth from stock options. She also holds an MBA in Finance from Northeastern University. She’s a Senior Contributor for Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and NAPFA Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, The Boston Globe, and Huffpost, among others.
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.