![]() |
||||||||||
![]() |
||||||||||
GEO Conference 2007
|
|||
««Back«« |
|||
|
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: |
||||||
| Alexy Armitage, Mercer Human Resource Consulting, (France) |
||||||
|
Employment 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 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 |
||||||
| John Bagdonas, Computershare (US) |
||||||
|
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. |
||||||
| Michael Bendorf, Buck Consultants (US) |
||||||
Michael Bendorf is a principal in the San Francisco office of Buck Consultants, an ACS company. In that capacity, Michael brings more than nine years of survey management experience, and has been responsible for several innovative approaches to survey design, implementation, and participant recruitment.
Experience
ClientsMichael has worked with more than 250 leading technology and life sciences companies over the years. A small sampling of clients and subscribers includes:
Education & Achievements
|
||||||
| Colin Bernier, Ernst & Young Société d'avocats (France) |
||||||
|
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.
|
||||||
| Veena Bhatia, Stock & Option Solutions, (US) |
||||||
| Veena Bhatia is a Senior Equity Compensation Consultant leading the Global Advisory Solutions group of Stock & Option Solutions (SOS). SOS is a leading provider of top-tier stock plan management and consulting services to companies offering equity compensation and benefit programs to employees.
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. |
||||||
| Patricia Boepple, Global Shares (Ireland) |
||||||
|
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 Bonilla, Cuatrecasas (Spain) |
||||||
|
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. |
||||||
| Stefanie Boyer, Petro-Canada (UK) |
||||||
| Stefanie is Human Resources Coordinator, Compensation and Benefits in Petro-Canada's London office. She works together with the corporate Compensation and Benefits teams in Calgary to support the International Business Unit on issues including pensions, share plans and insurances. Stefanie has worked for Petro-Canada for five years in Payroll, Treasury and Human Resources, and has an MA in Japanese Cultural Studies from Birkbeck College, University of London. |
||||||
| Steven Buckhout, Synopsys (US) | ||||||
| Stephen is Manager of Shareholder Services at Synopsys, Inc. in Mountain View, California where he is responsible for the administration of all company equity compensation programs worldwide. As Synopsys continues to expand its global presence, it now has employee populations in 26 countries on four continents. He achieved Certified Equity Professional certification in 2001 and has served on the Program Committee of the Silicon Valley Chapter of the National Association of Stock Plan Professionals. He has more than a decade of experience working for a transfer agent handling mergers and acquisitions and several years at a service provider offering administration services for outsourced clients. |
||||||
|
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 Byron, Royal Bank of Canada (South Africa) |
||||||
|
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, KPMG, LLP (UK) |
||||||
|
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, Charles Schwab Stock Plan Services (US) |
||||||
|
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. |
||||||
| Sara Cohen, Lewis Silkin (UK) |
||||||
| William Cohen, Deloitte (UK) |
||||||
| Matthew Connor, Citigroup (US) |
||||||
|
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. |
||||||
| Bindu Culas, Linklaters (UK) |
||||||
| Scott Curran, Deloitte (UK) |
||||||
| Scott has over 9 years experience in Global Mobility, and specialises in the development and delivery of technology solutions in the equity area. Scott is product manager of Deloitte's GlobalAdvantage (GA) Equity Awards tax withholding web service. Although Scott's principal field of expertise is technology project management, he has significant experience in technical global equity issues as well as IT development. This combination of skill sets enables Scott to ably advise on all aspects of equity technology, and GA Equity Awards in particular. Scott has significant experience with a range of clients, notably in the Oil & Gas and Financial Services areas. |
||||||
| Kevin Daly, Goldman Sachs | ||||||
|
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. |
||||||
| Lhosa Daly, Ernst & Young (US) |
||||||
| John Daughtrey, Lloyds TSB Registrars (UK) |
||||||
|
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. |
||||||
| Valerie Diamond, Baker & McKenzie, (US) |
||||||
| Valerie Diamond is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group where she assists companies in the design and implementation of international employee stock plans. She also provides advice to clients on the tax, securities law and exchange control compliance issues that arise when options, restricted stock or purchase rights are granted to employees working abroad. Recent projects include all employee option grants to employees in 35 countries, a tax audit of equity programs in 15 countries and implementation of a employee stock purchase plan in 65 countries. |
||||||
| Rita Dickson, Oracle Corporation (US) |
||||||
|
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 Dickson, Bayer plc (UK) | ||||||
| Trevor Dickson is the Pensions Governance Director at Bayer Plc, a role he has held since 2005. He has extensive knowledge of pension practice, corporate governance, funding negotiations, accounting and controlling; and is currently overseeing major pension benefit changes and the merger of the UK & Ireland Pension Schemes.
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 Dobbie, Royal Bank of Canada (Canada) |
||||||
|
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. |
||||||
| Bill Dunn, PricewaterhouseCoopers (US) |
||||||
| Paul Ellerman, Herbert Smith LLP (US) |
||||||
| Maureen Flood, Deloitte Tax LLP (US) |
||||||
|
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 Franklin, New Bridge Street Consult (UK) |
||||||
| John is a senior consultant at New Bridge Street Consultants LLP, a leading independent consultancy providing advice on all aspects of employee share plans, bonus plans and executive remuneration.
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, K & L Gates (UK) |
||||||
|
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, Microsoft Corp. (US) |
||||||
|
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. |
||||||
| Martin Gehring, UBS (Switzerland) |
||||||
| Aldona Gorman, PricewaterhouseCoopers (US) |
||||||
|
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. |
||||||
| Tom Gosling, PricewaterhouseCoopers (UK) |
||||||
| Tom is a partner in PwC's executive compensation practice. He advises companies and remuneration committees on all aspects of share plan design, incentives, total remuneration, pensions, and financial modelling. Tom is responsible for PwC's research activities in the executive compensation area, and takes a particular interest in using financial modelling and analysis to provide insight into incentive plan design issues. He is a qualified actuary. |
||||||
| Judith Greaves, Pinsent Masons (UK) |
||||||
|
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 Greenacre, White & Case, (UK) |
||||||
|
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. |
||||||
| Stephanie Hallett, Cadbury Schweppes plc (UK) |
||||||
| Tudor Havriliuc, Logitech (US) |
||||||
| Tudor Havriliuc is the Director of World Wide Compensation and Benefits at Logitech, a computer peripherals company. In his role at Logitech, Tudor has developed and managed global compensation programs and has implemented global equity administration solutions for the company. Tudor also advises Logitech on executive compensation, compliance and international mobility.
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, Nokia (US) |
||||||
|
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, Clifford Chance LLP (UK) |
||||||
|
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. |
||||||
| Jim Hirsch, Citigroup (US) |
||||||
| James Hirsch is an Assistant General Counsel at Citigroup Inc. Based in New York, he specializes in the legal and tax issues affecting employee share plans and other compensation and investment programs in the U.S. and globally. Prior to joining Citigroup, he was a lawyer at ASARCO Incorporated and in the securities practice group at Hughes Hubbard & Reed. He is a graduate of the University of Colorado and the Fordham University School of Law. |
||||||
| Ronni Horrillo, Google Inc. (US) |
||||||
| Ishbel Huggins, Shell (UK) |
||||||
|
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. |
||||||
| Jack Ivezaj, UBS AG (US) |
||||||
| Paul Jackson, HBSC (UK) |
||||||
|
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. |
||||||
| John Jennings, Deloitte Tax LLP (US) |
||||||
| John Jennings is a senior manager in Deloitte Tax’s Chicago office with more than ten years of experience in the international practice. He began his career in the international assignment services area where he assisted multinationals develop policies, procedures and budgets for their international assignment programs.
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. |
||||||
| Richard Jones, CBS Corporation (US) |
||||||
| Alan Judes, Strategic Remuneration (UK) | ||||||
|
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 Kagan, Deloitte (UK) |
||||||
|
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 Keuning-Price, Linklaters (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. |
||||||
| Barbara Klementz, Baker & McKenzie (US) |
||||||
| Barbara Klementz is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group. She has significant experience advising multinational companies on implementing their international equity compensation programs. Her work on the implementation of equity compensation programs has involved tax, securities laws, exchange control regulations and various other issues. Barbara also frequently advises with respect to the treatment of such programs in corporate spin-offs and other corporate transactions, as well as on the tax treatment of cross-border employees. In addition, she advises clients regarding compliance with data privacy laws on a global level. |
||||||
| Doug Klumpp, Dow Jones & Company (US) |
||||||
| Douglas Klumpp is a Manager of executive and international compensation at Dow Jones & Company in Princeton, NJ. Doug has over 11 years of experience in the international assignment and compensation areas, including expatriate assignment management and policy design, international tax compliance, and equity plan administration. Prior to joining Dow Jones in 2005, he held positions at Lehman Brothers and Ernst & Young, and he is an active member of the National Foreign Trade Council's International Assignment Management Committee. Doug holds a BA degree in Economics from Boston University. |
||||||
| Nancy Kobs, Cisco Systems, Inc. (US) |
||||||
| Nancy has been at Cisco Systems for almost twelve years, and for the last 5 years has lead Cisco's Global Stock Plan Services organization. Nancy has responsibility for the design, implementation, and ongoing compliance for Cisco's equity programs - this includes involvement in Cisco's acquisition activities, international regulatory and tax compliance, and daily operation of the programs. Cisco's equity programs are managed via an electronic stock program management system, which provides for internet-enabled interactions by Cisco internal organizations (Human Resources, Stock, Finance, Employees) and external service providers (brokers, transfer agent). |
||||||
| Martin Pieter de Koning, Celtel, Int. (Netherlands) |
||||||
| Heinz Güenter Laun, Jones Day (Germany) |
||||||
|
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. |
||||||
| David Limb, GlaxoSmithKline (UK) |
||||||
| Denise Luis, Cisco Systems (US) |
||||||
|
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. |
||||||
| Rob Marshall, Baker & McKenzie (US) |
||||||
|
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. |
||||||
| Andrew Matthews, KPMG LLP (UK) |
||||||
| Mark Miller, Deloitte Tax LLP (US) |
||||||
|
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. |
||||||
| Fiona Montgomery, Citigroup (UK) |
||||||
| Chris Mowatt, HBOS EES (UK) |
||||||
| Michael Namie, Intel (US) |
||||||
| As Sr. Compensation Consultant, Global Equity, for Intel Corporation, Mike is responsible for leading the design and implementation of Intel’s equity compensation programs worldwide. Mike’s background is predominantly in accounting and finance working as a CPA for a Big Five Public Accounting firm and a computer distributor in Phoenix, Arizona. Mike’s been with Intel for 10+ years spending six of that in finance management and the last four in compensation. While in compensation, Mike has worked on the design of cash, variable pay and equity for Intel’s 90,000 plus employees worldwide. Mike also led the design and implementation of a HR system to track compensation costs for various groups and levels of employees in each of Intel’s 60+ countries. Mike has a Bachelor of Science Degree in Accounting and a MBA with an emphasis in finance from Arizona State University. |
||||||
| Winnie Ng, Ernst & Young (China) |
||||||
|
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. Winnie is a fellow of the Association of Chartered Certified Accountants, Associate of the Hong Kong Institute of Certified Public Accountants and a member of the Chinese Institute of Certified Public Accountants. |
||||||
| Jonathan Ocker, Orrick, Herrington & Sutcliffe (US) |
||||||
|
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. |
||||||
| Graínne O'Connell, Vodafone (UK) |
||||||
|
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, The Financial Services Authority (UK) |
||||||
|
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. |
||||||
| Sean O'Hare, PricewaterhouseCoopers (UK) |
||||||
| Sean is a partner in PwC's executive compensation practice. He advises Remuneration Committees and companies on all aspects of executive and all employee remuneration. Sean has advised many of the FTSE-100 on developing global remuneration strategies and programmes. He has a particular interest in governance and investor relations and has recently written a book on the effective operation of Remuneration Committees. Sean is a Charted Accountant. |
||||||
| Brian O'Neil, Accenture (US) |
||||||
| Stephen Penrod, The Timken Company (US) |
||||||
|
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. |
||||||
| Brian Penzel, Citigroup (US) |
||||||
|
|
||||||
| David Pett, Pinsent Masons (UK) |
||||||
| Mike Pewton, GlobalSharePlans (Spain) |
||||||
|
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 Pickering, Ernst & Young (UK) |
||||||
|
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. |
||||||
| Allen Powley, GlaxoSmithKline (UK) |
||||||
| Allen Powley is qualified as a Solicitor and Chartered Accountant. Prior to joining GlaxoSmithKline in 1997, he worked within both the legal and accountancy professions in the UK advising many multinational clients on employee benefits and on global incentive plans.
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. |
||||||
| Julie Richardson, Capita Share Plan Service (UK) |
||||||
| Julie commenced her share plans career with Halifax in 1993 as a Client Relationship Manager. During her time with Halifax she managed some of their largest global clients including HSBC and Cable & Wireless. Julie joined Capita Share Plan Services in October 2001 as a Senior Client Relationship Manager before moving on to become Client Relationship Director. Julie is responsible for looking after major clients including Procter & Gamble, ChevronTexaco, easyJet and Pfizer. Julie has a broad knowledge of share plans having worked closely with her clients on Sharesave, Share Incentive Plans and various executive style plans. |
||||||
| Tracy Robarge, Ernst & Young (US) |
||||||
|
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:
|
||||||
| Pam Roffe, Shell (UK) |
||||||
|
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. |
||||||
| Mathew Ronald, Linklaters (UK) |
||||||
| Louis Rorimer, Jones, Day, Reavis & Pogue (US) |
||||||
|
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. |
||||||
| Brian Ruff, Eli Lilly and Company (US) |
||||||
| Mr. Ruff has worked in the Pharmaceutical / Specialty Chemical business for nearly 18 years. During his tenure, he have participated in many aspects of the business (Discovery, Development, Regulatory, IT, Staffing, and Global Compensation and Benefits). Mr. Ruff utilizes this business and industry knowledge to design and implement an effective, globally compliant equity program that services 42,000 employees in over 90 countries.
He received my BS in Computer Science from Rose-Hulman Institute of Technology, and his MBA from Indiana University. Mr. Ruff is a member of the National Association of Stock Plan Professionals and currently serves on the GEO Advisory Board. |
||||||
| Rive Rutke, Deloittte Tax LLP (US) |
||||||
| Rive is a Senior Manager in the Global Rewards practice of Deloitte Tax LLP with over 13 years of global compensation and benefits experience.
Rive has led 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. Rive is a CPA, having received her Bachelor of Science degree in Accountancy from the University of Illinois at Champaign-Urbana. She is a member of the AICPA, Global Equity Organization (GEO), and NASPP. |
||||||
| Mary Samsa, Seyfarth Shaw (US) | ||||||
|
Mary K. Samsa is a Partner of the Employee Benefits Practice of Seyfarth Shaw. Her primary practice is in executive compensation handling changes in control, nonqualified deferred compensation arrangements, executive employment agreements, and broad-base and executive equity compensation arrangements. Ms. Samsa has significant international expertise in analyzing split-pay arrangements for executives for benefit integration/protection during expatriate assignments, designing foreign deferred compensation plans, extension of equity arrangements overseas, and globally integrating employee benefit plans acquired and/or disposed of as a result of international mergers/acquisitions. She also focuses her practice in the areas of US qualified retirement plans. She is also a CPA with an MST degree. Mary's genuine interest in the area of global equity motivated her to begin the GEO's Midwest Chapter in October of 2004. As Chapter Coordinator of the GEO Midwest Chapter, she carefully listens to what the corporate issuers of the Chapter are looking for from GEO and attempts to deliver the appropriate peer network for the corporate issuers. As proof of this, Mary was successful in securing the approximately 50 new corporate issuers as members in the Midwest. Mary also stays at the forefront of legal changes in the global equity area. She has published a book ("International Employee Equity Plans: Participation Beyond Borders" Kluwer Law International. First Ed. 2003. Editor and author of US Chapter at 571) regarding the legal ramifications (domestically and internationally) of extending equity-based compensation plans. Additionally, she publishes on a semi-annual basis an Equity Newsletter dedicated to providing legal updates to clients and friends surrounding equity compensation regulatory issues across the globe (editor & author) (most recent include, August 2003, February 2004 and March 2005). |
||||||
| Andreas Schmalhofer, UBS (Switzerland) |
||||||
| Britta Schmidt, Ernst & Young (Germany) |
||||||
|
Britta is a manger in Ernst & Young’s German Performance & Reward practice. Britta has 8 years of experience in designing, implementing and communicating equity based compensation schemes. She has worked extensively on global tax issues related to equity based compensation and assisted her clients in the specific challenges for mobile employees in connection with equity based compensation. Britta has assisted numerous multinationals and SME companies on regulatory issues, accounting implications (IFRS 2, FASB 123R and German GAAP) as well as wage tax, social security and corporate tax issues. She has assisted her clients in implementing suitable recharge agreements for stock option plans, RSUs and other global equity based compensation plans. She has worked in the UK (London) and Germany. Britta is a qualified Germany lawyer and chartered German tax advisor. She is also member of the Association of Taxation Technicians (UK) and author of articles and speaker on equity based compensation issues. |
||||||
|
Carine Schneider, Citigroup (US) |
||||||
|
Carine Schneider is the CEO and co-founder of Global Shares, an independent provider of stock plan administration and consulting services. Ms. Schneider has 20+ years of experience in equity and executive compensation, including four years of experience in a corporate environment. Prior to creating Global Shares, Carine held a senior level management position with Citigroup Stock Plan Services, was a partner with PricewaterhouseCoopers and was the Leader of the Global Stock Plan Services group at Watson Wyatt Worldwide. In 1992, Carine was the founding Executive Director of the National Association of Stock Plan Professionals (NASPP). Carine was also the Director of Customer Services for Corporate Management Solutions (now Transcentive) and was the Manager of Shareholder Relations at Oracle Corporation where she assisted in the initial public offering and managed all aspects of the company's various stock plans. In 1999, Ms. Schneider was a co-founder of the Global Equity Organization (GEO). She currently serves as the Chairperson of the Board of Directors. She is the Chair of the Advisory Board for the Santa Clara University Equity Professionals Certification Program. She is a member of GEO, NASPP and the NCEO. In addition, she is an invited member of the Advanced Share Studies Group in the United Kingdom. Carine was the business community representative on the National College of Ireland Accreditation Committee for the Masters Degree in Employee Ownership. Ms. Schneider was born in The Netherlands and speaks Dutch as well as English. She received her degree in Psychology and Sociology from the University of California, Santa Cruz. She speaks frequently at conferences around the world, including US, Europe, China, India and Australia.
|
||||||
| Mark Schwanhausser, Mercury News of San Jose (US) |
||||||
|
Business reporter Mark Schwanhausser has worked 25 years for the San Jose Mercury News, most of it as a personal finance reporter writing about money: how to earn it, save it, and keep it from the taxman. His primary responsibility is to write news and features on topics of particular interest in Silicon Valley, notably the many facets of stock options. Over the past decade, his work on stock options has explored the high-tech region’s devotion to options, tax-saving strategies, devastating tax traps, compensation trends, the campaign to require companies to expense options and the current backdating scandal. In 1997, the Investment Company Institute’s Education Foundation awarded him its top prize for his body of personal-finance reporting the previous year. In 1998, The Certified Financial Planner Board of Standards honored his primer on tax strategies designed to squeeze more from incentive stock options. |
||||||
| Barbara Seta, UBS AG (Switzerland) |
||||||
| Barbara leads the design and development of equity plans and LTIPs at UBS AG, one of the world's leading financial services organisations. UBS operates a variety of equity plans and LTIPs globally, including restricted stock and restricted stock units, a broad-based share purchase plan, voluntary deferred compensation opportunities (over various investment vehicles) and stock options. Working from Zurich, Barbara liases with UBS' HR, Business Group compensation (including Wealth Management & Business Banking, Investment Bank and Global Asset Management) and regional compensation (primarily the Americas, Asia Pacific and EMEA), external consultants, compensation operations, tax, legal, accounting, treasury and other internal group and business functions to enhance and develop existing and new plans for UBS employees to support a variety of objectives, including shareholder alignment, retention and pay for performance.
Prior to joining UBS AG in September 2004, she worked for consulting firms in London and in Germany for a total period of eight years. Barbara is a member of the Chartered Institute of Taxation in the United Kingdom, has lectured and published in the area of equity plans and has undergraduate and graduate degrees in Business and International Relations. Her consulting experience includes the design and implementation of a variety of global share plans for a large number of multi-national companies headquartered in the US, Europe and Asia, both for executives and specific groups of employees, as well as broader employee populations. |
||||||
| Neil Sharpe, New Bridge Street Consult (UK) |
||||||
| Neil heads the share plan implementation practice at New Bridge Street Consultants LLP, a leading independent consultancy providing advice on all aspects of employee share plans, bonus plans and executive remuneration.
Neil has been involved in the design and roll-out of many global share plans for internationally listed companies. He is a lawyer with over 13 years’ experience advising on the design and implementation of share plans, ranging from global all-employee share plans to bespoke executive arrangements. Neil is a member of the ifsProShare advisory groups and on the Steering Committee of the Employee Share Ownership Centre. |
||||||
|
Peter Simeonidis, Deloitte (US) |
||||||
|
Peter is a Manager in the Global Rewards Practice of Deloitte Tax with over eight years of broad international compensation and benefits experience. His main focus has been assisting multinational companies design, implement, and successfully operate global equity programs in multiple jurisdictions. By advising companies on the tax and regulatory issues in each jurisdiction, providing tax efficient alternatives to current plans, and ensuring the successful implementation of equity plans in each jurisdiction, Peter has developed hands on experience in this area. Additionally, Peter has also assisted companies with addressing past non compliance, including quantifying risks/exposures, and working with the local country authorities to address and remediate. |
||||||
| Amitabh Singh, Ernst & Young (India) |
||||||
|
Amitabh, a Chartered Accountant, has been with Ernst & Young since 1989 and partner since April 1996. Prior to becoming partner, Amitabh did a brief stint as the India desk at the International Tax Services group in New York. Amitabh has worked extensively in the area of global mobility and employee taxation, from inbound as well as outbound perspectives. He has a great deal of experience dealing with tax issues of non-residents and expatriates which include issues relating to exchange control, immigration rules, interpretation of double tax avoidance agreements, equity incentives (stock options etc.), Fringe Benefits Tax and retiral plans. Amitabh has also worked with large Indian corporates on tax effective compensation structuring, payroll outsourcing, fringe benefits tax (FBT), design and implementation of stock based incentive plans and tax as well as exchange control issues. He also specialises in international taxation including international assignment policies, inbound and outbound investment structuring, cross-border transactions, PE issues and transfer pricing. |
||||||
| Matthew Skeggs, Lloyds TSB Registrars (UK) |
||||||
| Following 5 years working in Corporate Actions for IRG, CrestCo. and Barclays Global Investors Matthew started a Corporate Relationship role at Capita Registrars. He moved to Lloyds TSB Registrars in October 2006 where he is a Business Development Manager in Employee Share Plans. |
||||||
| Charles Smith, K&L Gates (formerly Kirkpatrick) (UK) |
||||||
| Aimee Soodan, Seyfarth Shaw LLP (US) |
||||||
| Aimee Soodan, Senior Associate, Seyfarth Shaw LLP: Aimee is a senior associate in the Employee Benefits & Executive Compensation Department of Seyfarth Shaw LLP. She has experience in all areas of employee benefits with a concentration in executive compensation and retirement plans. In addition, Aimee has over six years of full-time experience in the area of global equity compensation. She has assisted large multinational employers (originating in the U.S. as well as overseas) with the global extension of their international employee equity plans in over eighty countries, including the design, implementation and ongoing tax and regulatory compliance of such programs. |
||||||
| Cheryl Spielman, Ernst & Young (US) |
||||||
|
Cheryl Spielman is a Partner in Ernst & Young’s U.S. Human Capital Practice, as well as the National Global Equity and Incentive Solution Leader for the U.S. Practice. Ms. Spielman specializes in advising on all aspects of Global Equity compensation delivery and taxation, understanding the linkage among mobility, corporate strategy and leadership development. She has worked extensively on global tax matters including employee communication strategy, taxation strategy, corporate withholding and reporting, corporate deductibility, vendor selection, and design strategy for all types of equity vehicles. Cheryl has appeared on radio and television as a spokesperson for the firm and as the editor of the Global Incentive Compensation Reporter, a web-based subscription service and has been on the editorial board for the bestseller, The Ernst & Young Tax Guide. She is a speaker at major industry conferences such as National Foreign Trade Council, National Association of Stock Plan Professionals and Tax Executives Institute. Ms. Spielman received her BS from Cornell University’s School of Industrial and Labor Relations and holds an MBA from the University of Chicago in Finance and Accounting. She is a CPA in the states of New Jersey and New York and sits on Ernst & Young’s Gender Equity Tax Counsel and the National Association of Stock Plan Professionals Advisory Group. |
||||||
| Susan Stemper, Biogen Idec (US) |
||||||
|
Susan Stemper is Director, Executive Compensation with Biogen Idec, a global biotechnology company headquartered in Cambridge, Massachusetts. Susan has global responsibility for Biogen Idec’s equity and other short and long-term incentive compensation strategy, program design, and program management, as well as overseeing the compensation of executives and non-employee directors of the company. Prior to joining Biogen Idec, Susan was a Managing Director with Pearl Meyer & Partners, a compensation consultancy. Additionally, she has held positions with Bay Networks and Data General Corporation. Susan holds a Masters of Science in Industrial Relations and a Bachelors of Science in Business, both as a graduate of the University of Wisconsin-Madison. She is a member of WorldatWork (a global association of compensation professionals), the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP). |
||||||
| Paul Stoddart, HBOS - Halifax Employee Share Services (UK) |
||||||
| Paul has over 12 years experience in Employee Share Plan implementation accumulated through UK and Global clients including HSBC, Sainsburys, RSA, Diageo and dealing first hand with the challenges of cultural and business diversities in countries such as Brazil, Hong Kong, India, Canada and the USA. Paul has presented at a variety of Shareplan conferences in the UK, Switzerland, Spain and France. |
||||||
| Sandra Sussman, American Capital Stratgies (US) |
||||||
| Sandra Sussman is the Director of Equity Compensation Programs at American Capital Strategies, Ltd., a publicly traded private equity firm headquartered in the Washington, DC area. Immediately before joining American Capital, Sandra was the Director of Product Management at Schwab Stock Plan Services. Sandra is a former Executive Director of the National Association of Stock Plan Professionals and, prior to that, worked in corporate law departments, first of USAir, Inc. and then of Gannett Co., Inc., where her responsibilities included corporate and securities law administration and the direction and management of all aspects of stock plan administration and shareholder services.
Sandra is a member of the NASPP, GEO, WorldatWork and the Society of Corporate Secretaries and Governance Professionals. In addition, she serves on the Advisory Board of MyStockOptions.com. Sandra received her B.A. in American Government from the University of Virginia and spent five years on active duty as an officer in the U.S. Army Transportation Corps. Sandra is a graduate of Roosevelt University’s Lawyer’s Assistant Program and has attained her Certified Equity Professional designation through the CEPI. |
||||||
| Ellen Swarthout, Adobe Systems (US) |
||||||
|
As Sr. Director, Global Benefits & Compensation, for Adobe Systems Incorporated, reporting to the Senior Vice President, Human Resources, Ellen is responsible for the leadership of Adobe’s Cash, Equity and Retirement Compensation. Ellen has a broad HR background and worked primarily in high tech companies. Before joining Adobe, she was the Director, HR Operations for Rational Software and had responsibilities for managing Compensation, Benefits, HR systems, Immigration, Relocation and Expatriate programs.
Ellen has a Bachelor of Science Degree in Business from San Jose State University, California, and holds the Certified Compensation Professional designation (CCP) from World at Work. |
||||||
| Randy Tajer, Accenture (US) |
||||||
| Randal has recently joined Accenture with global responsibility for Compensation, Benefits and Mobility.
Randal Tajer's previous corporate role was Managing Director, Human Resources in various parts of UBS’s global businesses based in London and Zurich. He has also worked for United Technologies Corporation (UTC) in Paris, France and at their headquarters in Hartford, Connecticut. Prior to UTC, he worked as a consultant in New York with Sibson & Co, specializing in the areas of OD and compensation with an emphasis on Financial Services and Manufacturing companies. Randal started his career with General Motors, and last served there as a manager in GM’s New York Treasurer’s office. Randal is an associate Fellow of the Centre for Applied Human Resources Research (CAHRR) and has recently published a series of papers on workforce valuation with the Chartered Management Institute. For seven years, Randal served as a member of the Executive Committee of the European Human Resources Forum. Randal is a dual US/UK citizen, having lived and worked in Europe since 1991. Randal’s interest in the study of organizations began while at university where he had the opportunity to work with founders of the Institute for Social Research in the area of open systems theory. He has degrees in Psychology and Labour Relations from the University of Michigan and Michigan State. |
||||||
| Craig P. Tanner, DLA Piper US LLP (US) | ||||||
|
Craig P. Tanner is a Partner in the Corporate and Securities group of DLA Piper US LLP. Craig focuses his practice on the needs of multinational companies with substantial work forces around the world. He generally counsels in the areas of global equity compensation, global executive compensation, global employment, and global data privacy. Mr. Tanner works with clients in designing, offering, and implementing international equity-based compensation programs. With regard to these programs, he advises clients on the tax, securities, employment, currency exchange, data privacy, and communications issues that the companies encounter when offering the programs to employees, directors, and consultants throughout the world. |
||||||
| David Thomas, Deloitte (Netherlands) |
||||||
| David is leader of the Global Equity Consulting Services practice of Deloitte Netherlands. He has a broad experience in advising listed, non-listed and start-up companies in the structuring and implementation of (global) share plans and other compensation plans. David has over ten years of experience in this area. David is co-editor of the book “Equity Incentives - Alle aspecten van aandelengerelateerd belonen” launched in April 2005. David is also leader of the expatriate payroll and compliance practice of Deloitte Netherlands. In that regard he manages a team of payroll and tax return specialists in the expatriate area. |
||||||
| Jule Torre, Applied Materials, Inc. (US) |
||||||
| Jule Torre is Stock Programs Manager at Applied Materials. Before joining Applied Materials, she was an independent consultant and prior to that, she served as the Director of Global Shareholder Services at TIBCO Software Inc. Ms. Torre spent more than ten years at Adaptec, Inc. where she oversaw its Stock Administration Department. She has extensive experience in the field of equity compensation including the design, implementation, administration and compliance of stock option plans, employee stock purchase plans and restricted stock programs.
As a founding member of the National Association of Stock Plan Professionals (NASPP), Ms. Torre currently serves on its Executive Advisory Committee and is also a member of Global Equity Organization (GEO) and The National Center for Employee Ownership (NCEO). She also sits on the Santa Clara University Certified Equity Professional Institute Board of Advisors as well as the UBS Financial Services Inc. Client Advisory Council. Ms. Torre has served as a conference speaker on numerous occasions. |
||||||
| Bernice Toy, Applied Materials (US) |
||||||
|
Ms. Toy joined Applied Materials, Inc. in June 2002, as Sr. Manager of Global Stock Programs International Specialist. Prior to joining Applied Materials, Ms. Toy was a member of the Global Stock Consulting Team at Watson Wyatt Worldwide between 2000 and 2002. She led the Functional Software Development Team at PeopleSoft, Inc between 1998 and 2000. Ms. Toy was also an Independent Consultant, working with companies and law firms, specializing in training and streamlining stock administration procedures. In 1992, she co-founded StockPlan, Inc., which was later acquired by AST (American Stock Transfer). Ms. Toy also held positions as an Account Manager at Smith Barney, Sales Manager at ShareData, Inc and Stock Administrator at Linear Technology, Inc. and ROLM Corporation. Ms. Toy speaks frequently at GEO (Global Equity Organization), NASPP (National Association of Stock Plan Professionals) and User Group meetings/conferences. She served as co-chair for the Northern California GEO Chapter in 2003. She sat on the GEO Board from 1998 to 2002. And she was also the 1996 President of the NASPP Silicon Valley Chapter. She currently sits on the Advisory Councils for GEO and UBS Financial Services. |
||||||
| Sean Trotman, Deloitte & Touche (US) |
||||||
|
Sean is the North East Global Compensation and Benefits Practice Leader for Deloitte, based in New York. Sean has over eleven years of global compensation and tax experience. Sean specializes in the design and implementation of global equity and incentive compensation programs and has helped many of the world’s leading companies develop practical solutions to the tax, administration and human resource challenges that operation of a global share plan presents. Sean has developed a particular expertise in helping companies undergoing corporate reorganizations (in particular mergers and spin-offs) develop strategies to mitigate the effects that such reorganizations have on a company’s compensation and benefits programs. Sean is a member of a number of professional organizations (including Global Equity Organization, National Association of Stock Plan Professionals and National Foreign Trade Council). Sean is a frequent speaker and writer on global compensation issues. |
||||||
| Karsten Umnuss, Luther Rechtsanwaltsgesel (Germany) |
||||||
| Dr. Karsten Umnuss, partner, attorney at law (Germany) at the PMLG-member firm Luther Rechtsanwaltsgesellschaft mbH (Germany), emphasise his focus on counseling European and German multinational groups and has gained extensive experience in managing cross-border restructurings, especially in all employment law aspects, and in post-merger-integration issues. He has a wide experience in design, implementation and administration of all types of employee equity participation programs for private and listed companies and manages country reviews for multinational plans for more than 30 countries. |
||||||
| Victoria Ungersma, eBay (US) |
||||||
| Victoria was a Founding Member of NASPP and the initial President of Los Angeles Chapter of NASPP. In 2003, she served as Assistant Secretary of the Silicon Valley Chapter of NASPP. In 2004-2005 she served as Vice President, and in 2006 held the position of President of the SVC/NASPP. During her tenure with the Chapter, the Chapter was awarded “Chapter of Excellence” by the National Association in 2006.
Victoria worked in Southern California for such companies as Litton Industries, Western Atlas, and UNOVA. In 2000, she became Equity Compensation Manger for a Northern California telecommunications company, Clarent Corporation, and currently she is a Senior Stock Administrator with eBay Inc. specializing in international equity compensation. Victoria has been a guest speaker at E*Trade conferences and at the local GEO San Jose Chapter. Victoria has a Bachelors of Arts from the University of California, Santa Barbara, and Masters from John F. Kennedy University. |
||||||
| Debbie Veys, Vodafone (UK) | ||||||
| Debbie has recently joined Vodafone as Head of Share Plans. Prior to this Debbie was a director at KPMG. In her 20 years at KPMG Debbie spent much of her time advising a wide range of companies on employee remuneration issues and the design and implementation of incentive arrangements including share plans. Debbie qualified as a chartered accountant with KPMG. |
||||||
| Ruth Walters, EU Commission |
||||||
|
Ruth currently works in the unit responsible for the regulation of securities markets in the Internal Market Directorate General of the European Commission. Among other things, she deals with the Prospectus Directive, and in that capacity has worked with issuers and their advisors to clarify the application of the Directive to share plans. Before her posting to the European Commission, Ruth worked for the legal service of the UK government, in the legal offices of HM Treasury and the Department of Trade and Industry. As a government lawyer she has negotiated and transposed EC directives in the financial services area, drafted secondary legislation implementing the Financial Services and Markets Act 2000 (the UK statutory framework for the regulation of financial services), and worked on the preparation of the current Company Law Reform Bill. Ruth is qualified as a UK barrister. |
||||||
| Jewon Wee, Fidelity Stock Plan Services (US) |
||||||
|
Jewon is Senior Director of Product for Fidelity Stock Plan Services, and has over eleven years of experience consulting global companies and designing stock plan outsourcing solutions. In his current role, he is responsible for leading strategic product initiatives and managing the product delivery and documentation team. Jewon joined Fidelity Stock Plan Services in December 2003, as Director of Global Product Management, where he was responsible for refining Fidelity’s global stock plan product and service strategy and has since lead several successful projects designed to address the unique administrative needs of multinational employers that offer stock-based compensation globally. Before joining Fidelity, Jewon spent eight years with Ernst & Young in its Human Capital consulting practice. Here he advised numerous high profile clients, including US and non-US based multinational employers and outsourcing service providers, on the tax, HR, financial, and administrative aspects of stock-based and other incentive compensation programs, and consulted global companies on various aspects of international assignment programs. Jewon is a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP), and currently serves on GEO’s Board of Directors. Jewon received his BA in Economics from Boston College and is NASD Series 7 & 63 registered. |
||||||
| Fred Whittlesey, Compensation Venture Group (US) |
||||||
|
Fred Whittlesey is Principal of Compensation Venture Group, a consulting firm specializing in executive, incentive, and equity-based compensation. He is co-founder of GEO and past Chair of the Advisory Board of the Certified Equity Professional Institute. Fred is a WorldatWork faculty member for classroom and web-based courses in accounting/finance and executive compensation. His 22 years of experience includes consulting positions with Towers Perrin and Mercer and roles as the Director, Global Compensation for Amazon.com and Broadcom Corporation. Fred received his MBA from UCLA and BA from San Diego State University in industrial/organizational psychology. He is a Certified Equity Professional (CEP) and Certified Compensation Professional (CCP). |
||||||
| Heiko Wiechers, CMS Hasche Sigle (Germany) |
||||||
|
Heiko Wiechers is a senior associate with CMS Hasche Sigle, Germany. He advises German and international clients in Corporate Law, in particular on Mergers & Acquisitions, company and corporate group restructurings and specializes on equity and non-equity compensation arrangements. He holds a doctorate from the Freie Universität Berlin and is member of the Vereinigung Gesellschaftsrecht, an academic association of corporate lawyers, and of the German American Lawyers Association. Heiko Wiechers was a research associate of the Institute of Business Law of the Technischen Universität Berlin and a lecturer at the University of Applied Sciences for Administration and Judicature Berlin. Heiko Wiechers has written publications especially on equity compensation plans and on Corporate Law. He also has been a speaker on compensation plans and corporate governance. |
||||||
|
Douglas Wilson, Buck Consultants (US) |
||||||
|
Doug is a Director for executive and Board of Director compensation in the Chicago office of Buck Consultants, specializing in corporate strategy execution and shareholder value delivery programs. Doug also consults on the executive compensation aspects of M&A based on his prior work in the financial and special services group of a Big Four accounting firm. Doug has worked in national and international settings in both a consulting and a corporate capacity, and has “hands on” experience on program implementation and administration. Doug co-founded the Midwest Chapter of Global Equity Organizations and is a frequent speaker on executive compensation corporate governance and global compensation matters at the national level. |
||||||
| Iain Wilson, Computershare (UK) |
||||||
|
Iain joined Computershare in 2003, and is Head of Business Development for the company’s Share Plan business in the UK. Iain has responsibility for Computershare’s current portfolio of plans clients, spanning 30 of the UK’s largest international companies and including British American Tobacco and Reckitt Benckiser. His role includes the nurturing of new business opportunities, from both existing and prospective clients and he is an integral part of the Computershare team that continues to bring ground-breaking solutions to the share plan market in partnership with major clients. Prior to joining Computershare, Iain spent 4 years at Capita, where he headed their Share Plan Services’ ‘myshares’ operation, driving the development and launch of key products. He left Capita in 2003 to establish UK operations for Transcentive, opening their first non-US office in London shortly prior to the company’s acquisition by Computershare in 2003.
Iain has a young family and in his spare time trains to run marathons. |
||||||
| Jean Wong, Sun Microsystems, Inc. (US) |
||||||
| Jean Wong is Senior Manager of the Global Stock Plan Services group at Sun Microsystems. In this role, she is responsibile for the administration of Sun's stock benefit plans for 30,000+ employees in more than 50 countries worldwide.
Prior to joining Sun, Jean was a Program Manager at Cisco Systems, managing the M&A stock benefit plans' due diligience and integration process. Jean has over 18 years of financial operations management experience, 6 of which are in stock administratioin. She holds a BA degree from SF State University and an MBA from George Washington University. She earned her CEP certification in 2002, and is actively involved in the Silicon Valley chapter of NASPP. |
||||||
| Anna Wordsworth, Pinsent Masons (UK) |
||||||
|
Anna is an Assistant Solicitor in the Share Plans Team at Pinsent Masons. Anna advises UK and overseas private and listed companies on all aspects of employee share incentives, including UK income tax, PAYE and national insurance aspects for employers and UK resident and internationally mobile employees. She has worked with multinational clients to export UK share plans to other jurisdictions, and to import overseas plans to the UK. She is a member of the Chartered Institute for Taxation. |
||||||
««Back«« |
||||||