Morgan Stanley

Morgan Stanley Smith Barney to Host Regional Roundtables for Global Stock Plan Services Clients

Mar 14, 2011

Educational series for corporate clients will explore various aspects of performance-based equity compensation plans

New York —


Morgan Stanley Smith Barney will host a series of Regional Roundtables for U.S. corporate clients of its Global Stock Plan Services group, with the first event scheduled on March 17 in Houston.  The series will focus on performance-based equity compensation plans and feature speakers from PriceWaterhouseCoopers and other industry leaders.  Morgan Stanley Smith Barney provides stock plan services to 2.5 million participants at more than 500 corporations globally, including 25 percent of the Fortune 500.1

“Performance awards can be challenging for equity compensation professionals, making efficient administration and accurate financial reporting more valuable than ever.  The roundtables give our clients the opportunity to explore best practices surrounding this topic and get answers to their questions,” said Julian Clark, Managing Director and Head of Global Stock Plan Services at Morgan Stanley Smith Barney.

Morgan Stanley Smith Barney recently teamed up with the Certified Equity Professional Institute (CEPI) at Santa Clara University to be the team sponsor of the GPS/Performance Awards study, whose findings will be discussed at the roundtables.  Speakers will address challenges that equity compensation professionals face in administering the plans and building employee understanding of them.

Guest speakers include Bill Dunn, Partner, PwC; AmyLynn Flood, Partner, PwC; Steven E. Hall and Nora McCord, Steven Hall & Partners, LLC; Ira Kay, Managing Partner, Pay Governance, LLC; and Fred Whittlesey, Senior Consultant, Hay Group.

Roundtables will continue through the spring in Cupertino (CA), Los Angeles, Chicago, Denver, New York, Boston, Atlanta and Minneapolis.

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.  For further information about Morgan Stanley Smith Barney, please visit

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 42 countries.  For further information about Morgan Stanley, please visit

1 As of 12/31/10

Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.

©2011 Morgan Stanley Smith Barney.

Media Relations Contact: Christy Pollak, 914.225.6827