CLIENT ADVISORY BOARD

May 2019

2

Housekeeping

All phones are unmuted. Please mute on your end to reduce background noise.

Presentation slides will be provided to all CAB members after the call, even those who could not attend.

3

Agenda

Introduction & Opening Remarks› Agenda review› Business update› Web updates

Bob Bilotta

Cab Pre-Meet and IN2019› Results of “Hot or Not” survey› Draft agenda for the IN2019 conference › Our CAB pre-meet

o Topics for discussiono Prep items

Bob Bilotta/Robyn Shutak

Natalia Weaver, SAIC representative & Client Co-chairSheila Frierson/CAB Clients

IN2019 Logisitcs: › Details regarding location and timing› Other pertinent logistics

James Kelley, Director of Marketing

Closing remarks: CAB Clients & CPU Team

4

IN2019 Hot-or-Not Survey Results

0

10

20

30

40

50

60

70

80

Computershare’s participant experience

The future ofcybersecurity

Measuring your plan program’s effectiveness

Employeecommunications

Cost basisreportingchallenges

The world ofpayroll systemintegrations

Learning labs onComputershare

tools

Computersharefinancial reporting

capabilities

Preparing for anaudit

Wednesday, July 177:45 – 8:45 a.m. Registration & breakfast8:45 – 9:00 a.m. Welcome and opening remarks9:00 – 9:50 a.m. Business update – What lies ahead9:50 – 10:00 a.m. BREAK 10:00 – 11:00 a.m. Tax withholding and reporting11:00 a.m. – 12:00 p.m. Trends in Cybersecurity12:00 – 1:30 p.m. Lunch and Keynote1:30 – 1:40 p.m. BREAK1:40 – 3:40 p.m. Panel Discussions

-- Employee communications-- Payroll integrations-- Preparing for an audit

3:40 – 3:50 p.m. BREAK3:50 – 4:30 p.m. Financial reporting in the

Computershare ecosystem 4:30 – 5:00 p.m. Measuring your stock plan program

effectiveness 5:00 – 5:10 pm Day 1 Wrap up6:00 – 9:00 p.m. Dinner and Networking Event

5

IN2019 AgendaThursday, July 187:30 – 9:00 a.m. Breakfast and

Computershare learning lab9:00 – 10:15 a.m. The evolution of EE engagement10:15 – 10:30 a.m. BREAK10:30 – 11:15 a.m. The future of treasury and payment

solutions11:15 – 12:00 p.m. Client Roundtable / Open Discussion12:00 p.m. Day 2 Wrap-up & To-Go Lunch

6

IN2019 CAB Pre-Meet Agenda – Tuesday (July 16)Introduction – 2:00 – 2:45› Final Web update & timing

Sheila Frierson

› Roundtable discussion regarding web CAB

Open discussion and information sharing around the below topics of interest: - 2:45 – 4:45

› Payment solutionsSheila Frierson

› Carver Edison ESPPCharlie Russo/Robyn Shutak

› Ptp Education on tax and regulatory issuesAndrew Schwartz

› Client sharing of key topics› What does service mean to me?› What daily challenges keep me up at night?

CAB

› Vision for future meetingsBob Bilotta & CAB

IN2019: - 4:45 – 5:00

› Discussion around panel discussions, if needed CAB

Lets eat! 6:00

DATES- July 16 – 18, 2019

› July 16: CAB-only meeting› July 17-18: Full client conference

LOCATION- The Colonnade

Boston, MA

REGISTRATION- For board members:

Unique link sent by email- For non-board members:

http://www.cvent.com/events/in2019-employee-equity-plans/event-summary-1e065b5a250b43259e547d3f8f63367c.aspx

7

IN2019 Logistics

AGENDA

July 16- 1:00 – 2:00 p.m. Lunch- 2:00 – 5:00 p.m. Board meeting- 6:00 p.m. Dinner

July 17- 7:45 a.m. – 5:10 p.m. Sessions- 6:00 – 9:00 p.m. Dinner and Event

July 18- 7:30 a.m. – 12:00 p.m. Sessions- 12:00 p.m. To-go lunch

8

Employee Web Update

Employee Web UpdateTop Section – Original Design

9

Employee Web UpdateTop Section – Updated

10

Employee Web UpdateMiddle Section – Original Design

11

Employee Web UpdateMiddle Section – Updated

12

Employee Web UpdateQuick Links Section – Original Design

13

Employee Web UpdateQuick Links Section – Updated

14

Employee Web UpdateBottom Section – No changes

15