News & Events

Find out where you can see us next and what’s happening at CompIntelligence

CompIntelligence takes an active role in the equity compensation industry including conferences, meetings, events and forums. We also have many new achievements to share with you. Come and find out where you can see us next or what’s happening at CompIntelligence.

CompIntelligence to Present at Synergy 2020 in Austin, Texas

Synergy 2020

CompIntelligence will be at Synergy 2020, presented by Shareworks by Morgan Stanley. The event will be taking place in Austin, Texas on May 26-29, 2020 and will feature new ways to get the most out of Shareworks, engage your employees, and inspire ownership throughout your organization.

We are proud to have our Director of Stock Administration & Consulting, Michelle Tomassetti, presenting on a panel with other industry experts. Session details can be found below.

7 Habits of Successful Employee Stock Purchase Plans

Thinking about a new ESPP? Join our session focusing on what makes purchase plans tick. We’ll take you through proven strategies for US tax-qualified plans and non-US-based programs, as well as elements like matching considerations, vesting restrictions, and withdrawal and contribution allowances. With these tips, you’ll have a gold medal ESPP in no time!

To register or learn more, visit the Synergy 2020 website.

CompIntelligence Releases Stock Plan Companion Suite of Products

Stock Plan CompanionCompIntelligence, Inc., a leading provider of equity compensation services and solutions, announced today the launch of the Stock Plan Companion product suite which connects with existing third-party systems. Stock Plan Companion is a comprehensive software package, designed to help users make the most of their stock plan data without the need to replace their current stock plan system.

Stock Plan Companion connects with existing third-party systems to strengthen access to critical information. Standard features empower users to save time and improve compliance, eliminating the need to manually sort and compile data from disparate systems. Read the full story…

Join Us in New Orleans for the 27th Annual NASPP Conference & Exhibition!


We’re looking forward to seeing you at the 27th Annual NASPP Conference & Exhibition, taking place in New Orleans on September 16-19, 2019.

Stop by booth #807 to spin the wheel for your chance to win great prizes, plus preview the newly released Stock Plan Companion™ suite of products.

You can also catch us speaking at these sessions:

  • Generation Gap: Communicating with your Changing WorkforceSeptember 18 at 4:00 PM – 5:00 PM: Take an interactive approach to the creative methods & technologies that facilitate effective communication with all generations of employees – from Gen X to Gen Z. Explore real examples highlighting which communication techniques have worked and which have failed – miserably.
  • Wait, There’s More! Beyond HR/Payroll Integration | September 19 at 9:00 AM – 9:25 AM, 9:40 AM – 10:05 AM, 10:35 AM – 11:00 AM, 11:15 AM – 11:40 AM: Explore the world beyond basic HR/payroll with an in-depth discussion of common data integration changes, including file consolidation, custom tax calculations, multiple payroll file formats, and more.

Can’t make it to New Orleans? You can still get in on the fun! Schedule a time to get a first-hand look at Stock Plan Companion™.

Click here to learn more about NASPP and reserve your pass.

CompIntelligence is proud to be a part of this year’s 26th Annual NASPP Conference and Exhibition. Join us and nearly 2,000 of your peers at the largest equity compensation event of the year. Here’s where you can find us:

Exhibit Hall: Visit us at Booth # 814 for info on our products and services, for the chance to win gift cards! We will have the wheel back again this year, so stop by and give it a spin and win some cool prizes!

Speaking Sessions
9/26 Employee Communications: What’s Your Plan? Michelle Tomasetti will be a panelist

9/27 Business Intelligence Samurai: Slicing and Dicing Data, and Creating Beautiful Reports and Analysis Like A Seasoned Pro Presented by Howard Runyon

9/28 Unconventional Wisdom: Thinking Outside Your System presented by Howard Runyon and Michelle Tomasetti

Ask the Expert: Stop by to ask Howard Runyon, our Chief Technology Officer, whatever questions you may have around technology and automation

Click here to be redirected to the NASPP website for more info and to register. See you in San Diego!

 Join Us at the 10th Annual New England NASPP Conference

Join us this July as we attend and sponsor the 10th Annual New England NASPP Regional Conference. The Connecticut and Boston NASPP Chapters will host the premier full-day equity compensation event. Cost is free but make sure you register.

2018 New England NASPP Regional Conference
Date: Wednesday, July 11, 2018
Time: 8:00AM – 5:00PM
Location: Fidelity Investments, 900 Salem St, Smithfield, RI

We Are Sponsoring The 2018 Annual PHL & VA/MD/DC NASPP Equity Compensation Event

Join us at the home of the Superbowl Champion Philadelphia Eagles for four great sessions of equity compensation content, lunch, networking, happy hour and stadium tours! The event is a great way to keep up with the latest and greatest developments in equity compensation.

CompIntelligence’s Michelle Tomasetti will speak in Session 3: Break Through To Your Board –An expanded version of the hit TED talk from the 25th annual NASPP conference!

Date: Thursday, June 21, 2018
Time: 8:15am – 4:30pm
Location: Lincoln Financial Field, 1 Lincoln Financial Field Way, Philadelphia, PA

Event Info & To Register 

CompIntelligence Attends and Presents at the 25th Annual NASPP Conference

It was another successful NASPP Conference! The 25th Annual NASPP Conference, held October 17-20 in Washington DC, was an eventful one. It was great seeing the excitement at the booth. NASPP always provides an opportunity for us to have great conversations with prospects, partners and clients regarding our core business stock plan resources/staffing, technology, best practice consulting and plan administration outsourcing. We are also excited to speak with everyone that scheduled a demo of our insight stock plan system.  Read full recap.

25th Annual NASPP Conference

October 17-20, 2017

Washington, D.C.

Hear CompIntelligence’s own Michelle Tomasetti speak on the panel “Tour de Stock Ownership Guidelines”. This session will give the audience a thorough tour of the key aspects stock ownership guidelines. We will be talking through the newest guidelines and pest practices on Stock Ownership, Best ways to track administratively, Review the results of our research project, manual tracking vs. Automation, holding requirements, and mandatory vs. non-mandatory policies.

Visit us  in the Exhibit Hall at booth #8 and try your luck on our CompOpoly wheel!

CompIntelligence & Plan Management Corporation Announce Partnership and Integration to Roll Out a Complete Stock Plan Solution 

CompIntelligence, Inc. and Plan Management Corporation (“PMC”) announced today the launch of their newest venture – Insight. The two companies are combining their resources and rolling out an entirely new approach to stock plan systems and administration. Insight starts with a proven core stock plan system – powered by PMC’s OptionTrax®, and layers on a suite of customizable products and service offerings – such as CompXchange™, an integration platform for HR/Payroll, a Plan Administration Dashboard with notifications and alerts for upcoming events, Total Rewards statements, and a customizable participant experience, to name a few. This all creates an affordable, tailored solution that is unique for every client and making it feel like it was built just for them. Read full story

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