We are pleased to present the speakers for the 2007 Conference in London. In many cases we have yet to receive the written biography from a particular speaker. We will continue to post bios as they are submitted by the conference speakers. They are:

Employment
Alexy is a principle with Mercer HR Consulting responsible for the Global Share Plans Group in Europe. She is taking responsibility to establish Mercer as a recognised provider of advice on equity incentive plans in the European region.

Alexy joined Mercer in 2003. Prior to moving to Paris at the beginning of 2006, Alexy was based in Mercer’s London Office, UK.

Experience
Alexy is a recognised expert in the field of global equity incentives. She assists Mercer's international clients with the design and implementation of global share plans through the provision of advice on market trends, regulatory issues and the impact of takeovers and M&As.

Alexy regularly contributes to appropriate technical journals and speaks at trade conferences. Alexy is an active member of ifsProShare and Chair of its EU Focus Group, where she has built close links with the EU Internal Markets Commission and the UK FSA. She is also a key participator of an IAFP (International Association for Financial Participation) Panel sponsored by the EU Commission to review employee participation schemes. Alexy is a member of the Global Equity Organisation, she presented and chaired the update on the EU Prospectus Directive at the GEO London Conference held in December and is scheduled to chair a panel of experts at the GEO Annual Conference in New York.

Education
Alexy is a lawyer qualified in two jurisdictions with over 15 years' experience in her chosen field. Alexy received an honours degree in Law from South Bank University, London. She is also a Member of the Institute of Taxation in England having passed the ATII finals.

John Bagdonas is the North American lead responsible for the development of cross-border employee share plan opportunities within Computershare.  Together with his colleagues in Europe and Asia, John works with existing clients and global plan prospects to develop integrated, cost-effective plan solutions for their multi-regional participants.  He has been with the organization since 1985, and prior to his current assignment, was Product Manager for Employee Stock Plan Services, where he was responsible for defining the strategic product offerings for share plan clients and their employees in more than 150 countries.  

John is a frequent speaker on industry topics, and has participated on many share plan related panels and conferences, both internationally and in the US.  John is a member of The Global Equity Organization (GEO) Board of Directors, and currently serves as Treasurer. He is a member of the Board’s Executive Committee as well as Chair of the Finance and Compensation Committees.

John also serves on the Advisory Board of Santa Clara University’s Certified Equity Professional Institute (CEPI), and is a member of the Board’s Vision  Committee and International Task Force.  He is a member of the National Association of Stock Plan Professionals (NASPP), the Global Equity Organization (GEO), the National Center for Employee Ownership (NCEO) and has participated in ProShare sponsored events in the UK.  John earned his Certified Cash Manager (CCM) designation in 1995, and is a member of the Association for Financial Professionals (AFP).  He has a Bachelor of Science degree in Engineering from Rensselaer Polytechnic Institute, and received an M.B.A. in Finance from Adelphi University.

Experience

• Michael joined the firm in 1997 when it was part of iQuanticBuck, a consulting firm specializing in the high technology and life sciences industries.
• His expertise covers a wide range of industries and types of surveys both paper based and electronic. 
• Michael has extensive experience working with technology companies in the areas of equity and executive compensation, equity program practices, and international long-term incentive programs.
• Michael has authored articles regarding survey interpretation and results for publications in the United States and India.

Clients

Michael has worked with more than 250 leading technology and life sciences companies over the years. A small sampling of clients and subscribers includes:

Abbott Laboratories Advanced Micro Devices Alcatel Amazon.com Apple Computer Applied Materials Cisco Systems Cognos Crystal Decisions Dell Computer

eBay Eli Lilly & Co Genentech Genzyme Google Hewlett-Packard Hyperion Solutions IBM Ingram Micro Intel

Intuit Iona Technologies Microsoft Motorola Nokia Palm Pfizer Seagate Technology Texas Instruments Yahoo!

Education & Achievements

• Bachelors degree in International Politics from Georgetown University and graduated with honors (summa cum laude) from the Graduate School of Business of St. Mary’s College of California (Masters of Science, International Business)
  
  

Colin Bernier is a senior manager in Ernst & Young’s French Human Capital practice. Colin has 9 years of experience in designing, implementing and communicating equity based compensation schemes.

He is working on individual social and tax planning as well as structuring remuneration via Equity plans (Stock-options, Restricted Stock Unit, etc), deferred remuneration plans, and benefits-in-kind.

Colin has assisted numerous multinationals on regulatory issues, labour law implications, as well as social security and corporate tax issues.  He assisted notably his clients in bringing into compliance the equity plan so that they can benefit from the most favorable social security treatment in France.

Colin is a lawyer. He is also author of articles and speaker on equity based compensation issues.

Currently, Veena plays a key role for SOS in expanding and delivering solutions within multi-national companies including international plan design, process-reengineering, systems/technology design, implementation, and compliance analysis. Veena has been a guest speaker at the GEO conference and the NASPP Los Angeles Chapter.

Veena combines her engineering background with her equity compensation experience to bring a valued approach to the industry. Prior to joining SOS in 2005, Veena was with Cisco Systems, where she managed Cisco's international equity plans, which encompassed 35,000 employees in over 70 countries. She holds a Bachelor of Science degree from Stanford University and a Master of Science degree from Santa Clara University.

Trisha is the Vice President, Plan Administration based in the Global Shares headquarters in West Cork, Ireland.  Trisha is responsible for the plan administration department that delivers plan administration for global stock plans around the world.  Prior to joining Global Shares, Trisha was the Director of Global Equity Services at Accenture, with over 65,000 equity program participants in 54 countries.  She was manager of stock programs at Applied Materials, Inc. from October 1997 through July 2001.  She was with Amdahl Corporation for 16 years where she was responsible for Amdahl’s stock programs.  She was also Amdahl’s Assistant Corporate Secretary and manager of legal administration for nine years.

Trisha was one of the original members of the Stock Forum (later Equity Services Association), the precursor to National Association of Stock Plan Professionals.  She was a founding member of the NASPP and is currently a member of NASPP’s Silicon Valley Chapter, and a member of Global Equity Organization (GEO).  Ms. Boepple has also been a member of the Society of Corporate Secretaries & Governance Professionals since 1989

Juan is Associate of the Barcelona Office of CUATRECASAS, Spain. He was formerly an International Associate in the law firm of PÉREZ ALATI, GRONDONA, BENITES, ARNTSEN & MARTÍNEZ DE HOZ (jr.), in Buenos Aires, Argentina. He is specialist in international labour and employment laws, pensions and incentives, and in the law of new technologies, and has broad experience in employee equity participation and business-transfer laws, both in contentious and non-contentious matters. He has strong background on international practice, advising international clients on major transactions on a world-wide basis, particularly in the European Union and Latin-America.

He has a Magister Juris Degree by the University of Oxford (1999), and is Graduate in Law by the University of Zaragoza (Spain).

Juan is a lecturer on employment law by ESADE University in Barcelona, Spain, and coordinates the Spanish Chapter of GEO.

Ed Burmeister, Baker & McKenzie (US)

Edward Burmeister is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group.  He has assisted over 300 multinational companies in extending their stock plans to employees outside the United States.  Recent projects include tax recharge programs, implementation of a global stock purchase plan in over 50 countries, implementation of a restricted stock unit plan in over 80 countries, social security minimization projects and a tax “audit” of global equity plan compliance.  He is a frequent lecturer on international equity issues, including recent presentations to NASPP, TEI and NCEO.

Michael is a director of the Abacus Financial Services Group Limited, where he currently heads up the South African operation, based in Cape Town.

He joined Abacus in 1996, having previously been a director of Coopers & Lybrand, where he was responsible for the establishment of their private wealth management services in South Africa.

He has been actively involved in the development of the private wealth management and financial consulting divisions at Abacus, which offers financial planning advice to share plan participants, trustees and high net worth individuals.

He is also a regular presenter at conferences on related topics.

Michael is a Fellow of the Institute of Life and Pension Advisers (ILPA), and of the Institute of Marketing Management (IMM)

Mary Carter is a Partner within the Executive Compensation practice at KPMG LLP in the UK and heads up the Global Share Plan practice. Mary is a lawyer by background  and, after spending a number of years specializing in trust law and capital taxation, saw the light in 1987 and moved into the area of remuneration generally and  share plans in particular. She has been specialising in those issues ever since. Since about 1996 she, along with KPMG teams in and out of the UK, have focused increasing amounts of time on global share plan projects and related issues for a mix of UK and non UK multinationals.

Mary is a member of the UK Inland Revenue Ex Pat Forum - Share schemes sub group and on the Board of GEO. She also lectures and writes on remuneration issues and global share plans.

Mark Clem is Director of Industry Relations for Charles Schwab Corporate Services, where he conducts industry research and campaigns for a better understanding of issues facing equity professionals.

As former director (1997-2003) of the Certified Equity Professional Institute, Mark turned a little-known, homespun credential program into the credential to have for equity compensation professionals. He was the first to facilitate collaborative relationships between major industry organizations (GEO, the National Association of Stock Plan Professionals, the National Center for Employee Ownership, and the CEP Institute) and create an advisory board that represented all industry constiutencies.

Under his leadership, the CEP designation became a valid symbol of an individual’s commitment to the profession, and of a company’s commitment to employee education and competency assurance. The CEP Institute became a self-sustaining, prosperous business unit for its host, Santa Clara University.

Mark speaks frequently on equity compensation’s current events and steadfastly advocates for the professionalization of equity plan administrators. From 1998-2003 he served on the NASPP advisory board, and currently serves on the NCEO board of directors. Mark holds an M.A. in Organizational Communication and B.S. in Business Administration.

Janet Cooper, Linklaters (UK)

Janet has been a lawyer with international law firm, Linklaters, for 21 years and leads the global employee incentives team, which extends over 25 countries with over 70 lawyers.

Janet has been involved with the Global Equity Plans since 1986, working with a client airline to extend its plans in over 60 countries. Since then, Janet, and her team at Linklaters have been involved with over 200 companies’ international share plans, the largest plan operating in over 150 countries.

Janet has worked on a whole variety of employee and executive stock plans, related financial products and corporate governance issues around executive pay.

Janet led her team’s development of the first online database offered by a law firm, Blue Flag Employee Share Plans, to support companies operating their plans globally and developed the only professionally recognised qualification available in the UK with the ICSA, the Certificate in Employee Share Plans.

Janet is a director of the European Centre for Employee Ownership, a director of ifsProShare, a committee member of the UK Share Schemes Lawyer Group, a co-founder member of the Share Schemes Advanced Studies Group, a member of the Institute of Directors, the Institute of Business Ethics and the Recruitment Society.

Janet and her team have been involved in many activities to promote the awareness of employee share ownership, both with companies and regulators. Linklaters has been involved with, and is a founding member of, GEO.

Kevin Daly is a European Economist and Executive Director within our European economics team. He joined the firm in December 2001 and his primary focus is on the UK and Swedish economies. He has also worked on a number of issues affecting the euro zone economy, including the euro zone's potential growth rate and the ECB's monetary policy strategy.

Kevin previously worked as an economist in Credit Lyonnais and Ulster Bank in Dublin. He holds a MA in economics from Cambridge University, an M.Litt in economics from Trinity College Dublin and an M.Sc (Dist) in economics from UCL. His postgraduate research focused on asymmetry and risk sharing within a monetary union. In 2004 Kevin was awarded the Society of Business Economists’ Rybczynski Prize, for his paper "Has Euroland Performed That Badly?”

Kevin has also appeared as an expert witness before the House of Lords European Union Committee.

John has worked at Lloyds TSB Registrars for 20 years and for the past 12 has been involved in all types of employee share plans.  John’s responsibilities are for Employee Share Plans Business Development and representing Lloyds TSB Registrars within the share plan industry.  John also manages the Lloyds TSB Registrars Executive Option Dealing service.

I came to Oracle in February 2000 and am a Stock Plan Supervisor, responsible for the processing of all stock option grants, including new hire, annual and director grants. I work closely with Oracle Legal and Tax to ensure compliance in all locations of grant.

I also work on implementation of all acquisitions where we acquire plans, options, RSAs and RSUs. I came to Oracle with 14 years experience as a Legal Assistant to a corporate and securities attorney.

Trevor is a qualified Accountant and has worked for Bayer for 19 years both in the UK and at their HQ in Germany. Prior to taking on his current role he was Company Secretary and Financial Controller and previously Group Treasurer. He has also been a trustee of numerous pension schemes.

Gary is Senior Vice President Compensation, at RBC Financial Group. He has global responsibility for RBC’s  compensation (including salary, incentives, equity based plans, benefits, pensions, and employee relations) policies and programs.

Gary is a graduate of the University of Guelph, has a MBA from the University of Toronto, is a Fellow of the Institute of Canadian Bankers and is a Certified Financial Planner. Gary is Past Chair of the Advisory Board of the Conference Board of Canada’s Compensation Research Centre. Gary is currently the Chair of a pension advisory committee of a major charity and has served on the board and advisory committees of many institutions. Gary has worked in the equity compensation, pension, benefits and governance field for over 20 years.

Lindsey Doud, RBC Abacus (UK)

Lindsey is a GEO board member and, together with Janet Cooper and Nicholas Greenacre, she runs the GEO UK & Channel Islands Chapter.

Lindsey joined Abacus (now RBC Abacus) in April 2005, as a Director in their Corporate Services Division, based in London.  Her role includes relationship and portfolio management in the share plan, deferred compensation and international pension plan areas.  She joined Abacus from BP p.l.c., where she was Legal & Communications Manager in the Pensions Department for just over two years.

Prior to joining the corporate world, she was a Partner in Watson Wyatt LLP's Human Capital Group, specializing in executive compensation consulting, but in particular in the design, communication and implementation of UK and international cash and share plans.  Before moving into remuneration consultancy in 1996, Lindsey was a share plan and pensions solicitor with Linklaters.  She graduated in law from Oxford University.

Maureen is a Manager in Deloitte’s Global Employment Services Practice.  As part of Deloitte’s consulting team, Maureen has extensive experience with respect to the management of international mobility policies, multi-country tax planning, payroll compliance and compensation structuring for many large multinational clients.  Responsibilities also include coordination of U.S. and local-country tax compliance and consulting services for clients worldwide.  Maureen also has experience working on numerous international equity plan projects, including global implementations of Deferred Compensation, Stock Option, Restricted Stock, and Employee Stock Purchase Plans as well as aiding companies with tax, regulatory, and corporate tax advice as a result of the implementation of global equity plans.

Maureen received her Bachelors Degree of Business Administration in Accounting from the University of Notre Dame.  She is a member of the Global Equity Organization (GEO).

John has advised on the design and implementation of employee share plans for over 22 years, making him one of the most experienced share plan advisers in the UK. He has considerable experience of the administrative arrangements underlying share plans.  He is involved in lobbying on UK and EU tax and regulatory issues and is a member of the ifsProShare advisory groups.

Ian Fraser is a partner in the Employment, Pensions & Incentives group in the London Office of K&L Gates.  Ian advises on all issues relating to share incentives and employment taxes, including designing, drafting and implementing share incentive plans (including UK Revenue approved plans, unapproved plans and international stock plans), dealing with share plans in the course of corporate transactions, structuring manager shareholdings and executive compensation arrangements, and issues relating to internationally mobile employees. Ian speaks regularly on current issues relating to share incentives and is a solicitor and chartered tax adviser.

Kelley Garrett is the Stock Plan Manager at Microsoft Corporation.  Kelley manages international and acquired company stock programs, systems and projects for Microsoft Global Stock Services, which is responsible for stock plan administration for 75,000 participants in over 90 countries.  Kelley has nine years of experience working with employee equity programs in the technology industry.  She received her B.A. in History from the University of Washington and M.B.A. from Seattle University, and earned her Certified Equity Professional (CEP) designation in 2001. Kelley has served on the NASPP Seattle Chapter Board since 1999, currently sits on the CEPI Advisory Board and is President of the CEP Society.

Aldona Gorman is a Manager in the PricewaterhouseCoopers’ EquityPlanner Services team in New York.  Aldona specializes in domestic and international compensation matters, including stock plan design, tax and regulatory compliance, implementation, administration and communication.  Aldona has been with PwC for nearly eight years.

Aldona has worked with a variety of clients such as Accenture, Biogen Idec, Staples, Transocean and Time Warner to name a few.  She was also a contributing writer and editor to PricewaterhouseCoopers LLP published monograph FAS 123(R), Share-Based Payment; a multidisciplinary approach (April 2005).

Aldona is a graduate of the University of Illinois Champaign-Urbana and Northern Illinois University School of Law.  She also holds a Masters of Laws in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center.

Judith is a Partner and National Head of Tax for Pinsent Masons, one of the leading UK law firms for employee equity incentives.

Judith has been involved in this area of practice for the past 19 years and is recognised by leading directories as an expert in this field.  She contributed to the main UK loose leaf reference book "Employee Share Schemes" which is written by the Pinsent Masons team and edited by fellow partner David Pett.  She is also a member of the Share Plans Lawyers Group, which meets on a regular basis to discuss developments and practical issues with representatives of the UK tax authorities, institutional investors and other organisations with an interest in this area.

Her team covers the full range of practice, from advising large listed companies (UK, US and elsewhere) on extending their share plans internationally to advising smaller privately owned companies and employee owned companies on structuring their equity incentives.  They also advise on Prospectus Directive exemptions and on UK Prospectus filings where required.

Pinsent Masons is a founding corporate sponsor of GEO and a regular contributor to the GEO website.

Nicholas is a UK-qualified lawyer and specialises in employee benefits.  He has been a director of GEO since September 2005.  Together with Janet Cooper and Lindsey Doud, he has run GEO’s successful UK & Channel Islands Chapter for the past four years.

Nicholas joined White & Case early in 2005 to lead the expansion of the London office’s employee benefits practice. He previously worked elsewhere in the City, gaining extensive expertise in areas such as equity incentives, pensions and the employee benefits aspects of corporate transactions. The scope of his practice is wide and encompasses all types of cash and equity-based compensation plan, largely implemented on a multi-national basis.

Prior to his years at Logitech, Tudor was a manager with PricewaterhouseCoopers' Total Rewards consulting practice where he advised multinational clients on executive compensation and global equity incentive programs, including large implementations. Tudor was also the author of three Global Equity Incentive studies, quoted in The Wall Street Journal, Bloomberg, World at Work, and the Associated Press.

After graduating from Stanford University, Tudor began his career in Human Resources as a consultant with the Advisory Board Company (currently the Corporate Leadership Council) and Towers Perrin (in their Executive Compensation practice).

Tudor has been a guest speaker at the E*Trade Conference, the National Center for Employee Ownership (NCEO) National Conference, the Global Equity Organization (GEO) Northern and Southern California Chapters, NASPP, and the PricewaterhouseCoopers International Rewards Conference.

Dan Hickey is the Director of Executive Compensation and Global Equity Programs for Nokia.  He is responsible for overall plan design, communication and implementation of Nokia’s Executive Compensation programs and policies.  In addition, he oversees Nokia’s equity programs which cover more than 40,000 eligible employees in over 60 countries.  Dan has over 25 years of broad compensation and benefits experience in both corporate and consulting environments. Prior to his current role, Dan held senior compensation and benefits positions at Phillip Morris, Revlon, and Arrow Electronics and spent over 6 years as an Executive Compensation consultant with Ernst and Young.

Dan received his BBA in Marketing from Bernard M. Baruch College and his MBA in Finance from New York University.

He is also a member of World at Work, Society of Human Resources and National Association of Stock Plan Professionals

Nick Hipwell is a Senior Associate in Clifford Chance’s Employee Benefits Group specialising in employee share plans.  He has advised UK and international companies on the launch and operation of their executive and employee plans in the UK, Europe and worldwide.  Nick is a member of the Global Equity Organization, the Share Plan Lawyers Organisation and the National Association of Stock Plan Professionals and presents regular seminars on employee share plans for the Institute of Chartered Secretaries and Administrators.

Ishbel has worked for Shell for 8 years. For the last 20 years she has worked in employment taxes including UK domestic, expatriate and share plan taxation. She has provided tax advice and support in relation to all of Shell’s equity arrangements, from SAYE and SIPS to stock option plans, performance share plans, restricted share plans and deferred bonus plans.  Her role embraces tax advice relating to the set up, operation and administration of the plans across all the jurisdictions in which they are operated.

Paul Jackson became Senior Reward Manager with the HSBC Group in late 2001.

His remit covers the strategy and communications of pay policy, with particular emphasis on the Group's long term incentives and especially employee share plans. He has been instrumental in developing new discretionary share awards and the introduction of a ground breaking all employee plan. Prior to his present role, he was the Group's Investor Relations Manager and this previous focus on corporate objectives, analysis, company law, tax and shares in general has proved to be applicable to many aspects of HR and share plans.

While he continues to assist his clients with their global mobility issues, John has developed expertise in the global compensation arena by assisting companies develop and implement global incentive and retirement programs.  Over the past seven years, he has assisted numerous multinationals maximize the after-tax value realized by plan participants while controlling and minimizing the operating costs of the plans.  He has also assisted with the development of procedures, administrative tools and communication materials which allow employers and employees to comply with compensation reporting and tax remittance obligations.

John is a CPA with a Bachelors Degree in Accounting from the University of Notre Dame.

Alan Judes is the founder of Strategic Remuneration, an independent consultancy based in London giving advice on all aspects of pay but with particular emphasis on corporate governance, incentive arrangements, and equity-based pay including broad based employee stock plans. Strategic Remuneration is the appointed adviser to the Remuneration Committees of a number of FTSE 350 companies, but also advises larger unlisted entities. Alan is a chartered accountant, chartered tax adviser, and a certified management consultant. He has been an executive compensation consultant for many years and was a partner in Bacon & Woodrow before it was acquired by Hewitt Associates. He is a regular speaker at conferences in the UK and abroad and the taxation chapter author of a number of manuals on compensation practice and the author of Transactions: Share Incentives for Employees published by Longman in 1993. Alan has advised number of international companies such as Roche and P&O that have extended their share incentive arrangements on a worldwide basis. His work includes the establishment of offshore trust arrangements for the funding and financing of these plans.

Alan read Commerce at the University of the Witwatersrand , Johannesburg.

Andrea is a Senior Manager in Deloitte’s Employer Solutions Group, and is based in Birmingham, UK.  Andrea has worked with the taxation issues facing internationally mobile employees for the past 10 years, and has specialised in global share plans since 2001.

Andrea has worked on a wide range of projects for both UK and US headquartered companies, including global share plan design, implementation, and compliance.  Andrea’s clients include Fortune 500 and FTSE 350 companies, as well as private companies.

Andrea is a US Internal Revenue Service Enrolled Agent, and a Member of the Association of Taxation Technicians (UK).

Nancy is a UK qualified lawyer in the employee incentives practice at Linklaters in London. She specialises in international all-employee share plans and executive incentives and manages the team dealing with global legal, regulatory and tax compliance. Her main area of practice is the design, drafting, implementation and project management of a wide variety of global share plans for multinational companies. Nancy also has over 10 years experience advising on all aspects of UK equity incentive arrangements, with a particular focus on companies in the technology and banking sectors. In that role she advised on several corporate transactions, including high-profile cross-border mergers, acquisitions and IPOs.

Heinz Günter Laun is Counsel at Jones Day in Frankfurt, Germany.

Heinz Günter specializes in Capital Markets and Banking Law.  His practice includes legal advice to national and international companies about the regulatory framework for equity compensation plans, in particular advice on the prospectus requirements for stock incentive plans.

Prior to his current position, Heinz Günter was head of the Stock Supervision Department of the Frankfurt Stock Exchange in the Ministry of Economic Affairs of the State of Hessen, Germany and Chief Representative of a securities trading bank.

Denise Luis is the Business Process Re-engineering Program Manager for the Cisco Global Stock Plan Services group.  Denise has over 6 years experience within the Cisco GSPS team serving roles in the Operations functional area and the International Stock Plan function.  As Program Manager Denise works closely with the Finance Global Strategic Transformation Office and IT organizations to provide subject matter expertise and to lead the team in creating and redefining our global stock plan business processes, including the design and implementation of the restricted stock unit program.

Denise qualified as a Certified Equity Professional in November 2002 and has been an active member of the association throughout.  Denise has also been an active member of both GEO and the NASPP throughout her Cisco tenure.

Robert Marshall is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group where he concentrates his practice in the areas of international stock plans, executive compensation, and employee benefits.  He assists various U.S. multinational employers with the tax, securities law and exchange control issues that arise when option and purchase rights are granted to employees of their international subsidiaries.  Robert also assists clients in meeting the international compliance obligations related to the repricing of options, option exchange programs, the issuance of restricted stock and restricted stock units, and the tax consequences that arise in employee transfers.

Mark works in the Global Remuneration and Rewards practice of Deloitte Tax, specializing in global compensation and benefits consulting. He has over 5 years of experience in the field of employee equity compensation. Mark began his career in the UK, specializing in UK and global equity based remuneration and compensation planning and has spent the past 2 years supporting Cisco in house and working within the West Coast Global Remuneration and Rewards practice of Deloitte Tax. He is a Chartered Tax Advisor in the United Kingdom and a Certified Equity Profession in the US.

Winnie has more than 15 years of professional consulting experience in both Hong Kong and China.  She works extensively with multinational companies on China tax planning as well as compliance with statutory requirements.  Her areas of specialization include: international assignment planning, home and host country tax compliance assistance, cross-border investment structuring, tax audit defense etc.

Winnie has been seconded from Ernst & Young China to the China Competence Center in Germany to assist multinational companies on their investments in China.

Jon Ocker, a San Francisco partner and chair of the Compensation and Benefits Group, has nationally recognized expertise in the subject of executive compensation. He focuses his practice advising founders and CEOs, and technology, financial service and communications entities, from start-ups to industry leaders. Mr. Ocker often organizes teams of Orrick lawyers to assist clients in achieving their business objectives with respect to corporate, tax, employment and intellectual property transactional and litigation matters.

Mr. Ocker is a member of the American College of Employee Benefits Lawyers. He earned a J.D. from Washington University School of Law in 1978 and received a B.A. from the University of Wisconsin in 1975. Mr. Ocker is admitted to practice by the State Bars of California and Illinois. Before joining Orrick, Mr. Ocker was a partner in the Employee Benefits Practice Group of Pillsbury, Madison & Sutro LLP and was associated with the Kirkland & Ellis firm in Chicago, Illinois.

Gráinne O’Connell is Head of Share Plans for Vodafone, overseeing its global share plan operations, which include share options, restricted stock awards, US423 plans, Sharesave, share purchase and co-investment arrangements.  Most recently she led the simultaneous implementation of two global stock plans, with over 56,000 participating employees and executives in 20 countries. Gráinne is a member of the Board of the Global Equity Organization (GEO) and received her MSc from the University of Sheffield.

Adetutu Odutola is a lawyer in the Markets Division at the Financial Services Authority.  She is the policy expert responsible the Listing Rules and Prospectus Rules and was responsible for the implementation of the Prospectus Directive. She represents the UK on the CESR Level 3 Prospectus group.  Prior to joining the FSA in 2001, she studied law at Cambridge University, qualified in a city firm in 1992 and she worked in a number of financial institutions advising on new issues on the capital markets.

Stephen Penrod is the Principal – Global Retirement Income Benefits for The Timken Company.  Stephen is responsible for leading the strategic planning and implementation of global retirement benefits and is the Coordinating Secretary for a global stock ownership plan with participants in approximately 15 countries outside the United States.  Stephen received his BA from The College of Wooster and his JD from Cleveland-Marshall College of Law, Summa Cum Laude.

With facilities in 26 countries on six continents and approximately 25,000 associates, Timken is a leading global manufacturer of highly engineered bearings, alloy and specialty steel and related components.

Mike Pewton heads the Global Advisers, GlobalSharePlans.com. Prior to starting his own business, Mike was a senior lawyer at Linklaters and Deloitte for more than 12 years with extensive experience of advising multinational companies on the legal and tax aspects of international employee share plans. Operating from his base in Spain and working with a network of international law firms, Mike specialises in providing advice through tailor made, online, databases to multinational companies offering global share plans to their employees world wide.

Mike speaks Italian, Catalan and Spanish. He is a regular speaker and member of the GEO and is actively involved in the Spanish chapter development of GEO.

Sarah is Head of Ernst & Young’s UK Performance & Reward practise.

This multi disciplinary team of tax, HR, legal and accounting specialists advise organisations of their strategic remuneration policies and operational practises as well as the people aspects of transactions and corporate integrations.

Sarah has designed, implemented, communicated and advised on the administration issues of global stock plans for a number of globally quoted companies in the US and Europe.

Sarah is the product leader for Ernst & Young’s Stock & Mobility service.  This web-enabled solution calculates multi-jurisdictional taxable income for mobile employees holding stock awards.

At GSK he has filled various roles in the field of compensation and reward and has served on HR leadership teams.  He is currently GSK's Senior Vice President, Corporate Compensation.

He is a past Chair of GEO's Issuer Advisory Council and is currently Vice Chairman of XBHR (Cross-Border HR).  He regularly speaks on reward topics at conferences and events in the US, Europe and Asia.

Tracy is an Executive Director in Ernst & Young LLP’s Human Capital practice, and has been working with multinational companies in managing their international population.  With 16 years of experience, Tracy manages global equity engagements for organizations across all industry lines, covering a diverse array of equity based compensation vehicles in numerous countries.

She regularly advises clients on:

• Maximizing the benefits of various equity compensation plans to both the company and the employee.
  
  
• Minimization of overall costs through maximum tax deductibility of equity vehicles to reduce the company’s costs and improve cash flow.
  
  
• Designing written communications for employees regarding the value, economics, and tax ramifications of participation in the equity plans to increase employee participation and ultimate retention.
  
  

Pam has worked for Shell for 29 years. For the last 20 years she has worked in compensation roles, specializing in global share plans for the last 10 years. She has presided over the developments from one stock option plan for the top 1,000 executives to performance share plans, restricted share plans, deferred bonus plans (and legacy option plans) to 10,000 awardees each year in over 100 countries. Her role embraces the operation and administration of the incentive plans and also the various broad-based all employee plans.

Louis Rorimer, a Partner at Jones Day in Cleveland, Ohio, is internationally recognized as an authority on equity compensation.  Lou deals with legal issues affecting design, implementation, and operation of stock incentive plans.  He is the author of International Stock Plans and the inventor of InStop, a software solution for managing insider trading.

He is on the Subcommittee on Employee Benefits, Executive Compensation and Section 16 of the Federal Regulation of Securities Committee of the ABA Section of Business Law.  He also serves on the Executive Advisory Committee of the National Association of Stock Plan Professionals.