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The following is the 2004 GEO Annual Conference schedule. This schedule includes all the events and workshops that will take place during our fifth Annual Conference. For more information on any session please click on the relevant link.
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| Sunday, 18 April 2004 |
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16:00 - 19:00 |
Registration |
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17:00 - 19:00 |
Opening Reception |
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| Monday, 19 April 2004 |
| Day One |
08:30 - 09:00 |
Opening Comments and Welcome |
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09:00 - 10:00 |
Keynote: In the Company of Owners – The Impact, Challenges, and Benefits of Employee Ownership
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- Professory Blasi is the author of ‘In the Company of Owners’ a Business Week 2004 top ten best seller
Speaker: Professor Joseph Blasi, Rutgers University (USA) |
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10:00 - 10:30 |
Break |
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10:30 - 11:45 |
Breakout Session #1 |
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Session 1: Hot Spots --- Key International Regulatory Developments and How to Address Them |
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Speaker: Valerie Diamond, Baker & McKenzie (USA)
Speaker: William Dunn, PricewaterhouseCoopers (USA) |
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Session 2: Managing a Stock Plan Restructuring |
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Speaker: John Bagdonas, EquiServe (USA)
Speaker: Louis Rorimer, Jones Day (USA)
Speaker: Tracy Robarge, Ernst & Young (USA)
Speaker: Nanayaa T. Dadson, J.P. Morgan Securities (USA) |
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Session 3: Employee Share Plans and the Developing Role of Institutional Investors |
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Speaker: Sylvie Watts, Allen & Overy (UK)
Speaker: Hartmut Krause, Allen & Overy (Germany)
Speaker: Henry Morgenbesser, Allen & Overy (USA)
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Session 4: Navigating the US Regulatory Minefield - A Tactical Guide for Domestic and International Issuers |
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Speaker: Todd Garvelink, McDermott, Will & Emery (USA)
Speaker: Nicholas Greenacre, McDermott, Will & Emery (UK)
Speaker: Art Meyers, Palmer & Dodge (USA) |
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Session 5: Communicating Local Tax Consequences to Participants in Global Equity Programs - Citigroup Case Study |
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Speaker: David Wilson, Citigroup, Inc. (USA)
Speaker: James Hirsch, Citigroup, Inc. (USA)
Speaker: Michael Bussa, Ernst & Young (USA)
Speaker: Laura Becking, Ernst & Young (USA) |
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11:45 - 13:00 |
Lunch |
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13:00 - 14:15 |
Breakout Session #2 |
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Session 1: A Tour of International Savings-Related Share Plans |
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Speaker: Nigel Mason, Lloyds TSB Registrars (UK)
Speaker: Janet Cooper, Linklaters (UK)
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Session 2: Finding Value - A Review of Performance Plans and the Australian Experience |
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Speaker: Geoff Price, Computershare (Australia)
Speaker: Arthur Willett, National Australia Bank Limited (Australia)
Speaker: Robert Carroll, Ernst & Young (Australia)
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Session 3: Operating Your Share Plans in Germany, Switzerland, and Austria and Plan Design Trends in the DACH Region |
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Speaker: Barbara Seta, KPMG (UK)
Speaker: Heinz Marti, Novartis (Switzerland)
Speaker: Michael Sterchi, KPMG (Switzerland) |
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Session 4: US Stock Compensation: Goodbye to One Size Fits All? |
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Speaker: James Matthews, Towers Perrin (USA)
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Session 5: Modernising Your International Share Plan - The VNU Challenge |
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Speaker: Jeff Grady, VNU (USA)
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14:15 - 14:20 |
Transition |
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14:20 - 15:35 |
Breakout Session #3 |
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Session 1: Advanced Discussion on the Financial Disclosure of Equity Plan Values |
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Speaker: Alan Judes, Hewitt Bacon & Woodrow (UK)
Speaker: Elizabeth Harder, Equity Methods, Inc. (USA/Canada)
Speaker: Tom Gosling, PricewaterhouseCoopers (UK)
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Session 2: Global Equity Trends: What the Market Data Really Tells Us |
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Speaker: Fred Whittlesey, Aon Consulting (USA)
Speaker: Pierre Geoffrion, Aon Consulting (Canada)
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Session 3: Educating the Industry - Global Perspectives on Education and Professional Development |
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Speaker: Janet Cooper, Linklaters (UK)
Speaker: Maoiliosa O'Culachain, eircom/National College of Ireland (IR)
Speaker: Christine Zwerling, Santa Clara University/CEPI (Canada/US)
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Session 4: Enforcement Update: Weighing the Risks |
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Speaker: Jon F. Doyle, White & Case LLP (USA)
Speaker: Carine Schneider, PricewaterhouseCoopers (USA)
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Session 5: The Global Dimension - Nortel Networks: The Challenges of Share Plans Around the World |
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Speaker: Su Taylor, Nortel Networks (Canada)
Speaker: René King, Mercer Human Resource Consulting (USA)
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15:35 - 16:00 |
Break |
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16:00 - 17:00 |
Breakout Session #4 |
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Session 1: Before You Say Goodbye - Employee Terminations and Acquired Rights |
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Speaker: Edward Burmeister, Baker & McKenzie (USA)
Speaker: Martin Percival, Progress Software Europe (Netherlands)
Speaker: Marlies Vermeulen, Applied Materials (Netherlands)
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Session 2: Streamlined Share Plan Delivery - Leveraging Technology and Minimizing Risk |
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Speaker: Barbara Baksa, E*TRADE Financial (USA)
Speaker: Lisa Murzic, QUALCOMM (USA)
Speaker: Rita Dickson, Oracle Corporation (USA)
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Session 3: Coming to Britain? A Guide to Operating Your Share Plans in the UK |
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Speaker: Judith Greaves, Pinsents (UK)
Speaker: Lynette Jacobs, Pinsents (UK)
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Session 4: Share Plans in a Financial Environment - a company case study |
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Speaker: Jack Sunday, Group Five (USA)
Speaker: Jill Evans, Yorkshire Building Society (UK) |
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Session 5: Rolling Out a Global Stock Plan: Best Practices and Lessons Learned |
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Speaker: Patricia O’Neil, The Coca-Cola Company (USA)
Speaker: Cheryl Spielman, Ernst & Young (USA)
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18:30 |
Evening Event at "Altitude 737" - Sponsored by Mourant |
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| Tuesday, 20 April 2004 |
| Day Two |
09:00 - 10:00 |
Breakout Session #5 |
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Session 1: Operating Your Share Plans in Italy, Spain, France, and the Netherlands |
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Speaker: Kathleen Scheidt, Gardner Carton & Douglas (USA)
Speaker: David Malcoiffe, Soulier Avocats (France)
Speaker: Juan Bonilla, Cuatrecasas (Spain)
Speaker: Marla Anderson, Gardner Carton & Douglas (USA)
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Session 2: Restricted Stock Unit Case Studies: The Experiences of Microsoft and Marriott |
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Speaker: Brett Guiley, KPMG (UK)
Speaker: Marriot Representative (tbd)
Speaker: John Heber, KPMG (USA)
Speaker: Kathryn Kindgren, Microsoft (USA)
Speaker: Tracey Ballow, Marriott International (USA)
Speaker: Ed Rosic, Marriott International (USA)
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Session 3: What to expect from your advisors and your stock plan service provider to help you achieve global compliance |
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Speaker: John LoPresti, Fidelity Investments (USA)
Speaker: Michael Bussa, Ernst & Young (USA)
Speaker: Matt Nash, Fidelity Stock Plan Services (USA)
Speaker: Bob Norberg, Fidelity Stock Plan Services (USA)
Speaker: Tracy Robarge, Ernst & Young (USA)
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Session 4: Don't Ask, Don't Tell - Struggling With Global Data Privacy Issues |
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Speaker: Virginia L. Gibson, White & Case LLP (USA)
Speaker: Jon F. Doyle, White & Case LLP (USA)
Speaker: Craig P. Tanner, White & Case LLP (USA)
Speaker: Nicholas Greenacre, McDermott, Will & Emery (UK)
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Session 5: Determining Your Administrative Needs - A Case Study on Philips Electronics and Finding the Best Operational Share Plan Solution |
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Speaker: Cynthia Albanese, Philips Electronics (USA)
Speaker: Rashree Chhatrisha, Computershare (UK)
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10:00 - 10:15 |
Break |
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10:15 - 11:15 |
Breakout Session #6 |
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Session 1: The EU Prospectus Directive - Changes and Challenges Ahead |
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Speaker: Alexy Armitage, Mercer Human Resource Consulting (UK)
Speaker: June Anne Burke, Mercer Human Resource Consulting (USA)
Speaker: Paul Egan, Mason Hayes & Curran (Ireland)
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Session 2: Do You Know Where Your Employees Are? Solutions and Challenges for Cross Border and Mobile Employees |
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Speaker: Sean Trotman, Deloitte (USA)
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Session 3: Understanding Canada's Regulatory Landscape |
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Speaker: Richard Wozenilek, Weir Foulds (Canada)
Speaker: George Dzuro, Koskie Minsky LLP (Canada)
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Session 4: Operating Your Share Plans in the New EU Countries |
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Speaker: Sophie Black, PricewaterhouseCoopers (UK)
Speaker: Julie Rumberger, Baker McKenzie & (USA)
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Session 5: Communicating the Impact of Corporate Restructuring on Stock Plans to Employees: Scottish Power - A Case Study |
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Speaker: Phil Ainsley, Lloyds TSB Registrars (UK)
Speaker: Allen McCulloch, Scottish Power (UK)
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11:15 - 11:30 |
Break |
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11:30 - 12:30 |
Plenary #1: An Olympic Effort - Building an Effective Cross Functional Team; Multi-Party Solutions for Global Share Plans |
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Panel |
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Speaker: Michael Byron, Abacus Global (South Africa)
Speaker: Janet Cooper, Linklaters (UK)
Speaker: Andy Turner, Abacus Global (Jersey)
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18:30 |
GEO 2004 Awards Gala - Le Windsor, Versailles Ballroom (additional registration required) |
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| Wednesday, 21 April 2004 |
| Day Three |
09:30 - 10:30 |
Plenary #2: Challenges of Global Corporate Governance - Convergence and Divergence |
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Panel |
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Moderator: Nigel Mason, Lloyds TSB Registrars (UK)
Speaker: Paul Ellerman, Herbert Smith (UK)
Speaker: Bob McCormick, Fidelity (USA)
Speaker: Sean O'Hare, KPMG (UK) |
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10:30 - 11:00 |
Break |
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11:00 - 12:15 |
Plenary #3: Plan Design Strategies and Perspectives From Around the World - Alcatel, Australia National Bank, and Hewlett Packard |
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Panel |
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Moderator: Carine Schneider, PricewaterhouseCoopers (USA)
Speaker: Jean Luc Corniglion, Alcatel (FR)
Speaker: Greg Gillas, Hewlett Packard (USA)
Speaker: Arthur Willett, Australia National Bank (Australia) |
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GEO Conference 2004