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GEO is pleased to offer its conference delegates extensive workshop sessions from industry experts in over 13 countries. This year’s topics include case studies; trends and developments in Europe, Australasia, and the Americas; discussions on accounting, reporting, and tax developments from around the world; and a core focus on best practices in the industry. Following are the events and workshops that will take place during GEO's seventh Annual Conference in New York City. For more information on any session please click on the relevant link.
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| Wednesday, 26 April 2006 |
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16:00 - 19:00 |
Registration |
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16:00 - 17:00 |
Speaker Orientation |
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17:00 - 19:00 |
Welcome Cocktail Reception sponsored by UBS |
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| Thursday, 27 April 2006 |
| Day One |
8:15 - 8:45 |
Welcome / Opening Remarks |
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Pam Stetson, GEO Executive Director
Carine Schneider, Chair, Board of Directors |
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8:45 - 9:45 |
Plenary Session I |
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Culture and Communication |
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Speaker: Maren F. Miller, HSBC, (US)
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9:45 - 10:15 |
Break - Sponsored by Mourant |
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10:15 - 11:15 |
Breakout Session #1 |
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Session 1: An Introduction to the EU Prospectus Directive
- Session Designed for Emerging Practitioners |
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Speaker: Judith Greaves, Pinsent Masons (UK)
Speaker: Paul Egan, Mason Hayes & Curran (Ireland)
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Session 2: Beyond Practical - The Implementation of Compliance Process for Cross-Border Employees |
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Speaker: David Peterson, KPMG (Switzerland)
Speaker: Angela O’Mahony, UBS AG (UK)
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Session 3: A Roadmap for Navigating Challenges in Your Global Stock Plan |
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Speaker: Mary Samsa, Seyfarth Shaw (US)
Speaker: Fredric Singerman, Seyfarth Shaw, LP (US)
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Session 4: Beyond the Great Wall - Case Studies for Maximizing the Impact of Share Plans in China |
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Speaker: John Bagdonas, Computershare (US)
Speaker: Cheryl Spielman, Ernst & Young (US)
Speaker: Warren Miles, Computershare (Australia)
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Session 5: Rationalizing Global Incentive Compensation Programs |
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Speaker: Sean Trotman, Deloitte (US)
Speaker: Gregory Kopp, Deloitte (US)
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11:15 - 11:30 |
Room Transition |
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11:30 - 12:30 |
Breakout Session #2 |
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Session 1: I Am New to International Share Plans, Where Do I Start?
- Session Designed for Emerging Practitioners |
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Speaker: Judith Greaves, Pinsent Masons (UK)
Speaker: Rory Cray, Pinsent Masons (UK)
Speaker: Anna Wordsworth, Pinsent Masons (UK)
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Session 2: EU Prospectus Directive - An Advanced Discussion |
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Speaker: Janet Cooper, Linklaters (UK)
Speaker: James Jaques, Linklaters (UK)
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Session 3: Case Study: Bayer AG |
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Speaker: Lars-Dietrich Pellinat, Bayer AG (Germany)
Speaker: Oliver Freigang, UBS (Switzerland)
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Session 4: Clawback and Other Employment Termination Provisions in Global Incentive Plans |
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Speaker: Louis Rorimer, Jones Day (US)
Speaker: June Anne Burke, Mercer Human Resource Consulting (US)
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Session 5: The Impact of Section 409A on Global Equity Plans |
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Speaker: Frederic Singerman, Seyfarth Shaw, LP (US)
Speaker: David Weiner, Seyfarth Shaw, LP (US)
Speaker: Bill Dunn, PricewaterhouseCoopers (US)
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12:30 - 13:30 |
Lunch - Sponsored by Mourant |
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13:30 - 14:30 |
Breakout Session #3 |
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Session 1: Pleasing Institutional Investors - A Worldwide View of Process, Pitfalls, and Productive Outcome |
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Speaker: Damian Carnell, Towers Perrin (UK)
Speaker: James Matthews, Towers Perrin (US)
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Session 2: Recharge, Get Set, Save! |
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Speaker: Ed Burmeister, Baker & McKenzie (US)
Speaker: Jennifer Kirk, Baker & McKenzie (US)
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Session 3: Introducing UK Qualified Employee Stock Plans for Non-UK Quoted Companies
- Session Designed for Emerging Practitioners |
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Speaker: Phil Ainsley, Lloyds TSB Registrars (UK)
Speaker: Colin Chamberlain, Herbert Smith (UK)
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Session 4: High Performance Equity Programs - The Devil is in the Details |
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Moderator: Maoiliosa O’Culachain, Active Capital Strategies (Ireland)
Panelist: Matt Ward, Radford Surveys & Consulting (US)
Panelist: Kelley Garrett, Microsoft Corp. (US)
Panelist: Scott Olsen, PricewaterhouseCoopers (US)
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Session 5: Addressing Prior Noncompliance: Responsible Risk Management |
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Speaker: Matt Davis, Deloitte (US)
Speaker: Peter Simeonidis, Deloitte (US)
Speaker: Mike Pewton, Deloitte (UK)
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14:30 - 14:45 |
Room Transition |
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14:45 - 15:30 |
Plenary Session II - Book Sponsored by Buck Consultants |
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The Medici Effect: Ground Breaking Innovation at the Intersection of Disciplines and Culture
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Speaker: Frans Johansson, US
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15:30 - 16:00 |
Break - Sponsored by Mourant |
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16:00 - 17:00 |
Breakout Session #4 |
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Session 1: Buying US and UK Companies - Warranty and Indemnity Protection for Employee Share Rights |
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Speaker: Ian Fraser, Kirkpatrick & Lockhart Nicholson Graham (UK)
Speaker: Peter Marathas, Kirkpatrick & Lockhart Nicholson Graham (US)
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Session 2: Using Technology to Automate Cross-Border Tax Withholding |
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Speaker: Tracy Robarge, Ernst & Young (US)
Speaker: Ceci Paschall, State Street Bank (US)
Speaker: Sarah Pickering, Ernst & Young (UK)
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Session 3: Delivering Value While Managing Plan Expense: Global ESPP Case Study |
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Speaker: Jenny Davis, Microsoft Corporation (US)
Speaker: Jewon Wee, Fidelity Investments (US)
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Session 4: Cops, Robbers and Priests: A Discussion of Stock Plan Fraud and Ethics |
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Speaker: Carine Schneider, Smith Barney Global Stock (US)
Speaker: Emily Cervino, Certified Equity Professional Institute (US)
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Session 5: Stock Awards – Keeping Pace with Equity Alternatives |
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Speaker: Jon Doyle, White & Case (US)
Speaker: Virginia Gibson, White & Case (US)
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19:00 - tbd |
GEO Awards Dinner - Cipriani Wall Street - Sponsored by Citigroup |
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(Black Tie Optional - buses provided) |
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| Friday, 28 April 2006 |
| Day Two |
09:00 - 09:20 |
Opening of Day 2 - Recognize GEO Award Winners |
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09:20 - 10:15 |
Plenary Session III |
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The Role of Stock Plans When Affecting Cultural Change in a Large Organization |
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speaker: Michael Schlein, Senior Vice President, Global Corporate Affairs, Human Resources, and Business Practices Citigroup (US) |
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10:15 - 10:45 |
Break - Sponsored by Merrill Lynch |
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10:45 - 11:45 |
Breakout Session #5 |
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Session 1: From Switzerland to North America: Practical Considerations when Extending Share Plans to the US and Beyond |
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Speaker: William Flannery, Novartis Corporation (US)
Speaker: Philip L. Mowery, Vedder, Price, Kaufman & Kammholz, P.C.(US)
Speaker: Nancy Mesereau, Fidelity Investments (US)
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Session 2: Global Share Scheme Hot Topics: What Every Practioner Should Know |
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Speaker: Alan Richer, General Electric Company (US)
Speaker: Rob Marshall, Baker & McKenzie (US)
Speaker: Jill Hemphill, PricewaterhouseCoopers (US)
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Session 3: Getting to Know You: The Impact of Data Privacy on Global Human Resources |
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Speaker: Jon Doyle, White & Case (US)
Speaker: Virginia Gibson, White & Case (US)
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Session 4: Competitive Employee Equity Plan Design: How to Make it Work Locally, Regionally, and Globally |
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Speaker: Sandra Buth, Mercer Human Resource Consulting (US)
Speaker: Bruce Cameron, Kimberly Clark Corporation (US)
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Session 5: International Accounting and its Interaction with Plan Expensing and Deductibility |
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Speaker: Vanessa Cundy-Cooper, KPMG LLP (UK)
Speaker: Mary Carter, KPMG LLP (UK)
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11:45 - 12:00 |
Room Transition |
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12:00 - 13:00 |
Breakout Session #6 |
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Session 1: How Stock Plans Can Plug the Pensions Gap |
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Speaker: Alan Judes, Hewitt Bacon & Woodrow Ltd. (UK)
Speaker: Lindsey Doud, RBC Abacus (UK)
Speaker: Paul Stoddart, HBOS - Halifax Employee Share Services (UK)
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Session 2: The Stock Option Experience Study: Valuation and Program Design Implications |
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Speaker: Mark Clem, Charles Schwab Stock Plan Services (US)
Speaker: Terry Adamson, AON (US)
Speaker: Sean Scrol, Valtrinsic (US)
Speaker: Nicholas Reitter, PricewaterhouseCoopers (US)
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Session 3: Deferred Compensation Outside of the United States |
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Speaker: Narendra Acharya, Baker & McKenzie (US)
Speaker: Agnes Charpenet, Baker & McKenzie (France)
Speaker: Luc Meeus, Baker & McKenzie (Belgium)
Speaker: Monika Dietrich, Baker & McKenzie (Switzerland)
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Session 4: Global Hot Spots |
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Speaker: Janet Cooper, Linklaters (UK)
Speaker: Nancy Keuning-Price, Linklaters (UK)
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Session 5: How Do You Say "Option Exercise" in a Language Without Either Word? |
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Speaker: Carine Schneider, Smith Barney Global Stock (US)
Speaker: Dan Walter, Buck Consultants (US)
Speaker: Marcelo Victoria, Citigroup Global Stock Plan Services (Spain)
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13:00 - 14:00 |
Lunch - Sponsored by Merrill Lynch |
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14:00 - 15:00 |
Breakout Session #7 |
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Session 1: Advanced Expensing |
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Speaker: Takis Makridis, Equity Methods LLC (US)
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Session 2: After the Fall (of 2005) - What Really Happened with Option Expensing in the US |
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Speaker: Fred Whittlesey, Compensation Venture Group (US)
Speaker: James R Beatty, CCP, PhD, SPHR, San Diego State University, (US)
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Session 3: Shaping the Remuneration Committee Agenda |
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Speaker: Mary Samsa, Seyfarth Shaw (US)
Speaker: Douglas Wilson, Buck Consultants (US)
Speaker: Mary Carter, KPMG LLP (UK)
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Session 4: Offering Restricted Stock and RSUs in the Pacific Rim |
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Speaker: Craig Tanner, Manatt, Phelps & Phillips (US)
Speaker: John Heber, Manatt, Phelps & Phillips (US)
Speaker: Harshu Ghate, ESOP Direct (India)
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Session 5: Dual Listed Companies - How to Support Participants Equally |
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Speaker: John Daughtrey, Lloyds TSB Registrars (UK)
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15:00 - 15:15 |
Break - Sponsored by Merrill Lynch |
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15:15 - 16:45 |
Plenary Session IV - Panel Discussion |
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EU Prospectus Directive Panel |
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Moderator: Nigel Mason, Lloyds, TSB Registrars, (UK)
Speaker: Alexy Armitage, Mercer Human Resource Consulting, (France)
Speaker: Janet Cooper, Linklaters, (UK)
Speaker: Valerie Diamond, Baker & McKenzie, (US)
Speaker: Nicholas Greenacre, White & Case, (UK)
Special Guest Speaker: Ruth Walters, EU Commission
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16:45 - 17:00 |
Conference Closing Remarks |
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GEO Conference 2006