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.

 We Are Sponsoring This Year’s Dallas NASPP Southwest Roundup

CompIntelligence is proud to be a Bronze Sponsor at the Dallas NASPP 6th Annual Southwest Roundup. Join us, and 130 of your equity compensation peers for a day of networking, guidance and insight impacting our profession. This year’s deep dive sessions will include cyber security, tax reform, best practices, industry trends, and more! Click here for full event details and to register.

Dallas NASPP 6th Annual Southwest Roundup
Date: Friday, May 4
Time: 7:30AM- 4:30PM
Location: Northwood Club, 6524 Alpha Rd, Dallas, TX

Join Us at the Annual PHL & VA/MD/DC NASPP Regional Event

Join us in Philadelphia this June for the annual PHL & VA/MD/DC NASPP Equity Comp Event, this year a full day event! Attend great equity compensation sessions and networks with industry experts. Agenda and more details coming soon!

2018 Philadelphia & DC/MA/VA NASPP Chapters Regional Event
Date: Thursday, June 21, 2018
Time: TBA
Location: Lincoln Financial Field, 1 Lincoln Financial Field Way, Philadelphia, PA

 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

CompIntelligence’s Chief Technology Officer Presenting at 14th Annual CEP and Silicon Valley NASPP Symposium

The 14th Annual CEP and Silicon Valley NASPP Symposium is taking place this March 27th at Santa Clara University. CompIntelligence is excited to announce that our own Chief Technology Officer, Howard Runyon will be a panelist on the session “The Power of Choice: A Detailed Look at Equity Choice Plans.” Popularity is rising for plans which allow employees to choose, or elect, their mix between different types of equity and even cash bonus dollars. This presentation will take a detailed look at Intuitive Surgical’s plan and discuss the factors and potential benefits that influenced offering this type of plan. Howard will be weighing in on the importance of technical considerations for these types of plans, how to automate, and deploying to the participant population. Click for more event info.

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

Need help finding the right solution?

Request a free consultation with one of our leading industry advisors to discuss the best solution for your organization’s unique challenges and goals.

To request a free consultation, please contact us by filling out the form to the right