Speakers (details)

Jon F. Doyle, Partner, DLA Piper US LLP, US
Jon F. Doyle is a Partner in the Tax group of DLA Piper US LLP. Mr. Doyle’s practice focuses on international corporate, tax and securities matters. He advises multinational companies and financial institutions on legal issues related to doing business overseas – including outsourcing and offshoring arrangements, joint ventures and other means of international expansion. Mr. Doyle works with clients in designing, offering, and implementing international equity-based compensation programs.  He has particular experience advising businesses regarding the tax, securities, foreign exchange, labor, data privacy and ecommerce issues encountered globally with offers of equity awards to employees, directors and consultants.

Juan Bonilla, Partner, Cuatrecasas, ES
Juan is specialist in international labour and employment laws, pensions and incentives, and in the law of new technologies, and has broad experience in employee terminations, 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 is a Director of the Global Equity Organisation (GEO) Board and coordinates its Spanish Chapter Meeting. In addition, he is the co-editor of the Employment and Industrial Relations Newsletter of the International Bar Association (IBA). He was given a GEO Star Award 2007 – Outstanding New Chapter Development.

Juan is a regular speaker at international conferences relating to international employment law and employee equity participation, and he also lectures on employment law issues in a variety of post-graduate programmes. He has published several articles and contributions on labour and employment laws, both in local and international periodicals and newspapers.

Speakers (details)

David Tuch, Principal, Hewitt Associates, UK
David Tuch is a Principal at Hewitt New Bridge Street, the UK-based division of Hewitt's executive compensation and equity plan practice.  David is a chartered accountant and has 23 years' experience of advising on all aspects of employee share plans and in advising on executive compensation more generally.  David's clients range from global multinational companies through unlisted companies to state owned organisations.  David has recently helped companies based in the UK, Switzerland, Luxembourg, Romania, South African and China on the design and implementation of share plans. 

Neil Sharpe, Principal, Hewitt Associates, UK
Neil Sharpe is a Principal and head of the equity plan implementation practice at Hewitt New Bridge Street (HNBS). HNBS is the UK-based division of Hewitt's executive compensation and equity plan practice.  Neil is a qualified UK lawyer and has 15 years’ experience advising on the legal and tax aspects of equity plans, ranging from the implementation of new plans through to the impact of corporate transactions.  Neil primarily works on global equity plan assignments for UK and US-based listed multinational corporations ranging from rolling out new global plans through to assisting with targeted local equity plans. 

Olivier Lecoeur, Senior Consultant, Hewitt Associates, FR
Olivier Lecoeur is a senior consultant at Hewitt.  Olivier has 18 years experience of working on employee savings plans and employee shares plans.  He has worked at Hewitt Associates in Paris for 2 years.  Recent share plan clients include Société Générale, Rexel and ArcelorMittal.  Olivier is also involved in defining investment strategy and managing risk and return for companies savings and retirements plans.  Prior to joining Hewitt Associates Olivier worked as a fixed income fund manager for CDC Group and as consultant in charge of the relation with listed and unlisted companies for employee savings plans management for ABN AMRO and IONIS.

Ken Lawrie, Head of Reward, easyJet plc, UK
Ken has responsibilities for: share schemes, pay, benefits and incentives across all easyJet staff groups.

Ken has spent 20 years in reward, both in-house and as a consultant.   This includes hands on experience of designing, gaining approval and implementing most aspects of Reward.  He has worked on an international basis covering Europe, North America, Asia, Africa and the Middle East and has lived and worked in the UK, Asia and the USA.

easyJet has a number of All employee share plans that include: Save As You Earn, Buy As You Earn and Free Shares.

Speakers (details)

Nancy Mesereau, Vice President, Fidelity Stock Plan Services, US
Nancy Mesereau is Vice President of Industry Relations for Fidelity’s Stock Plan Services Group. She has worked extensively in the equity compensation industry and with technology firms specializing in accounting, financial consolidation, and management reporting solutions. Nancy earned the Certified Equity Professional (CEP) designation in 2001 and holds Series 7 and 24 licenses.  She serves on the Advisory Board for the Certified Equity Professional Institute (CEPI) and is a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO). Nancy earned a Bachelor’s degree from Ohio University and an MBA from the University of Connecticut.

Marc Mathieu, Company Secretary, EFES (European Federation of Employee Shareownership, BE
Marc Mathieu, Belgium, Secretary General of the European Federation of Employee Share Ownership (EFES), Brussels. Economist and banker (1972-1993) at BBL Bank, second Belgian bank before merging with ING Group, successively responsible for internal audit, participative management and strategic planning, economic forecasting, assets and liabilities management. Founder and Executive Director of L’Associatif Financier, Advisory Agency for the Social Economy (1994). Founder and Secretary General of the European Federation of Employee Share Ownership (1998).

Speakers (details)

Sami Toutounji, Partner, Shearman & Sterling, FR
Sami Toutounji is a partner in Shearman & Sterling's Paris office where he heads the employee equity benefits practice. Sami specializes in international employee stock purchase, stock option and restricted stock plans and executive compensation and providing related advice in M&A situations. Since the beginning of the decade, Sami and his team have successfully led the design and implementation of over 100 international employee stock plans, reaching employees in over 75 countries.

Sami Toutounji is bilingual in French and English. He has a JD from Georgetown University Law Center (1989), a BSBA in Finance from Georgetown University, School of Business Administration (1986) and is admitted to the New York and Paris Bars.

David Dezecot, Business Development, Global Shares, IE
David Dezecot is responsible for business development for Global Shares in France. Prior to joining the company in 2007, David spent over 10 years in the international financial markets both in Paris and London.

In 1996, he joined State Street, an asset management company in their Paris office, where he gained significant exposure to various financial products (international equities, options & futures, bonds and FXs). Three years later, he joined the International US Equity Sales Desk at DLJ. The role involved advising and selling US stocks and Equity Capital Market products to clients based in France and Benelux. In 2001, he moved to Societe General where he was in charge of the US equity sales trading for France, Benelux and Spain. Most recently, he was advising and selling US equities to institutional clients in France and Benelux for Cowen and Co, a specialist broker in “growth companies”.

David has MSc in Finance from Strathclyde University and BSc (honours) in Commerce from Ecole d’

Speakers (details)

Janet Cooper, Partner, Global Head of Employee Incentives, Linklaters, UK
Global Head of Employee Incentives at leading international law firm Linklaters. Heads a team of 70 lawyers specialising in equity incentives. Janet advises global companies  on all on aspects of global share plans, executive compensation and corporate governance. She led her team in developing one of the first on-line databases, Blue Flag ESP to support their clients operating plans internationally, which has been running 11 years, and has developed the only professionally recognised qualification in the UK for share plan practitioners, the ICSA Certificate in employee share plans.

Janet is the Vice Chair of GEO and is on the Boards of the European Centre for Employee Ownership, ifsProshare and Roehampton University’s Crucible College.

Tristram Roberts, Group Reward & Policy Director, Vodafone, UK
Tristram is responsible for the reward and recognition strategy and policy for the Group’s 75,000 employees worldwide.  This includes operational responsibility for the Main Board, the Executive Committee and the top 250.  Tristram spent the early part of his career at Arthur Andersen and Deloitte; where he was a partner in the respective London offices, working on executive compensation strategy and implementation for FTSE 350 companies.  In 2003 Tristram joined KPMG as a Partner and was responsible for the UK Performance and Reward practice and the Option Valuation Practice.

Damian Carnell, Princial, Towers Perrin, UK
Damian Carnell is a Principal with Tower Perrin. He has some 21 years’ experience
advising leading companies on all aspects of executive compensation, but in particular
performance pay supporting the business strategy. Areas of particular expertise include:

• Total senior executive competitive positioning and reward strategy;
• Executive share option and long-term incentive plans;
• Executive annual bonus plans;
• Alternative forms of share or cash-based incentive schemes;
• Corporate transactions such as IPO, take private and M&A;
• Start up, expansion and business-within-business incentives and share plans;
• Incentives in the fields of private equity, financial services, fund management and
  capital markets;
• Institutional investor views on executive pay, particularly incentive pay; and
• Broad-based share plans and incentives

He is a conference chairman and speaker on these topics. He has written articles and been quoted in leading newspapers. He was an advisor to the IASB on the share-based payment project IFRS2.

Damian is a UK Chartered Accountant and holds degrees in Commerce from Birmingham
University and Business Administration from City University.

Anne Vaucheret, Vice President - Compensation & Benefite, Publicis Group – FR
Anne Vaucheret holds a Master of Management from Reims Management School (graduating class of 1983).

She began her career as a consultant within Hay Management Consultants, where she remained 7 years. In 1987, she was appointed as Compensation & Benefits Director , managing compensation surveys and consulting teams.

In 1992, she created her own company Horatio Conseil for 2 years.
She joined TOTAL Groupe in 1993, as Worldwide Compensation & Benefits manager. She remained 10 years in this group, moving from Holding to Gas & Power and Chemical sector enlarging her responsibilities to training, HR information systems, career development and internal communication. During this period, she contributed to the merger of Total, Fina and Elf, which was a great experience (Total grew from 45,000 employees up to 120,000).
After, she spent 2 years as HR Development Director in Groupama, a French insurance group and then moved to Plastic Omnium, where she was appointed HR Development Director for the automotive sector and the group.

In October 2007, Anne Vaucheret joined Publicis Groupe where she was appointed to create the function of Compensation & Benefits for the Groupe.

Anne Vaucheret participated in the publication of 2 books under Jean-Marie Peretti’s responsibility (Jean-Marie Peretti is a French researcher and teacher in HR): “Tous DRH” – all managers are HR – and “Tous reconnus” – all employees need recognition-

Anne Vaucheret has 3 children.

Speakers (details)

Iain Wilson, Client Relationship Director, Computershare, UK
Iain joined Computershare in 2004, and is currently Client Relationship Director for the company’s Share Plan business in the UK. He has responsibility for Computershare’s current portfolio of plans clients, spanning 30 of the UK’s largest international companies, including BP, Shell, Vodafone, BHP Billiton and HSBC.

Iain is an integral part of the senior management team responsible for delivering innovative solutions. The team has been recognised globally (through GEO) and locally (through ifsProshare) as leaders in their field.

Barbara Richley, Senior Manager of Product Management, E*Trade Financial, US
Barbara Richley is a Senior Manager of Product Management for E*TRADE Financial’s Corporate Services.  Prior to E*TRADE, she was Vice President of the largest Corporate Services group at Smith Barney and Director of Client Services for a stock administration outsourcing service provider.  She began her equity compensation career when she and a colleague started the Employee Stock Plan Services at Charles Schwab in 1989.  Ms. Richley is a CEP, volunteers her time serving on the CEP Curriculum Committee and the Executive/Program Committees for the Silicon Valley Chapter of NASPP, and has a B.S. in Finance and an M.B.A.

Arne Blix, Co-Founder, CEO, Norse Solutions, NO
Arne is a Co-founder of Norse Solutions. He holds a Master of Business Administration as well as a degree in Maritime Law. In 2003 Arne joined forces with three other individuals in building up Norse Solutions. Having been instrumental in the build-up of Norse Solutions, Arne possesses in-depth knowledge of all processes related to Plan Administration, outsourcing, plan design as well as the related corporate finance and accounting issues. With his unique overview and detailed insight into the various aspects of share-based payment, Arne has spoken on several engagements in the Nordic region.

Dan Walter, President and CEO, Performensation Consulting, US
Dan Walter, CEP, is the President and CEO of Performensation Consulting.  Dan has more than 14 years of experience with both executive and broad-based equity compensation. He provides end-to-end solutions for private and public companies based in both the United States and abroad. He has worked as a compensation consultant, administrator, software architect and adviser.

Performensation’s unique solutions include GEMS, the industry’s most robust tool for tracking, managing and communicating performance-based programs. Dan also assists in correcting out of the money stock option programs and troubled ESPPs, Additional services include RFPs and provider evaluations, and bridging the growing gap between the services of traditional compensation consultants and the professionals at issuing companies.

Paul Arens, General Manager, Monidee, NL
Paul Arens (1965) studied Economics at the Erasmus University in Rotterdam and got his PhD in Science Business Administration (Universiteit van Nijenrode) in 2006. Before he became managing partner within Monidee he worked at SNS Bank as Director. Paul is also certified Prince2 project manager.

Speakers (details)

Angela Berlin, Equity Manager, Hewlett Packard, US
Angela Berlin, Equity Manager for Hewlett Packard. Angela has worked in the High Tech industry for 20 years. Most of her career has been in Finance. She started her career in Scotland, and for the last 15 years has been working for Hewlett Packard in California.

5 years ago, Angela joined the Global Compensation and Benefits department at Hewlett Packard to manage Equity Programs.  During this time, she has overseen continuing changes to Equity eligibility, and program design, as the Equity landscape continues to evolve.

Debbie Howard, First Vice President, Head of Benefit Services, Global Corporate & Institutional Advisory Services, Merrill Lynch, US
Debbie Howard is the current Head of Benefit Services for Merrill Lynch’s Global Corporate & institutional Advisory Services (GCIAS) Team.  GCIAS is Merrill Lynch’s national corporate and institutional coverage team servicing the firm’s most strategic clients in the areas of benefit, executive and corporate wealth management services.  She joined the group in 2005 from the Retirement Services Group & GBG in Hopewell, New Jersey.  As the former Managing Director of Merrill Lynch’s Executive and Equity Plan Product and Service teams, she was responsible for marketing, sales, strategic product development, client service for all the Executive and Equity business lines.  Debbie is the patent holder on Merrill Lynch’s in- house equity plan system and is a frequent national speaker for the NASPP, GEO, NCEO, and World at Work.  Prior to heading the business, Debbie was a National Accounts Client Service Manager at Merrill Lynch.

Debbie has been with Merrill Lynch for 23 years beginning in 1985 and has held a variety of managerial roles with in our Retirement and Benefits group. Debbie is a member of both the Executive and Operating Committees.

Debbie is a founding board member of the Gladney Center which advocates International and Domestic adoption.  She is a graduate of Kean College, Union, New Jersey with a BA in marketing and economics.

Debbie resides in Atlanta, GA with her husband Dan and their sons Taylor and Alex.

Speakers (details)

Véronique Japp, Senior Client Solutions Manager, BNP Paribas Securities Services, FR
Véronique Japp is a Senior Client Solutions Manager at BNP Paribas Securities Services. Veronique started her career in share plans in 2001 at Computershare in London, where she, as a Relationship Manager, assisted numerous French listed companies in implementing and managing their UK plans. Veronique joined BNP Paribas, in Paris, in 2007 and is responsible for the design of innovative solutions for new and existing clients. She also continues to focus on the best ways for international companies to design and administer pan-European plans.

Veronique post-graduated in European Economics in 1998 from La Sorbonne in Paris.

Bernard Marx, Consultant, IEFP (Institute for the FinEd of the general public, FR
Bernard Marx is an economist, team member of the French Institute for public financial education since its foundation in April 2006. He is in charge of economics and international issues and of relations with French National Education.

Created through an initiative driven by the French Financial market regulator ( AMF),The IEFP is a not-for-profit organisation. Its mission is to make financial education actively present in France.

Bernard Marx is also member of the European expert group on financial education. 

John Collison, FSA, UK
John is a Regional Manager Financial Capability for the Financial services Authority based in Canary Wharf, London.  He works closely with a varied portfolio of large employers, local authorities, and NHS Trusts in Kent, East Sussex and 5 London Boroughs, Croydon, Sutton, Bromley, Lewisham and Bexley.  He delivers the Making the Most of Your Money programme in the workplace, and the Parents Guide to Money via Midwives and Children's centres, as well as engaging with multiple stakeholders, e.g. Citizens Advice, SEEDA, and other Financial Capability Forums.   John joined the FSA in February 2007 having spent the previous 25 years in the banking sector with HBOS and Abbey where his main focus was on introducing employee share plans, financial education and employee benefits for major UK and International companies. He is ICSA qualified.  John is married with a daughter and in his spare time he is a sports enthusiast turning out regularly for his local Veterans Hockey team and has a keen interest in collecting sporting memorabilia. 

Speakers (details)

Kate Lloyd, Global Share Plans Legal Lead, Accenture, US
Kate Lloyd is corporate counsel for Accenture, a global management consulting, technology services and outsourcing company, and the lead attorney with responsibility for global equity compliance. Kate is also responsible for compliance with securities reporting, compliance and disclosure in the United States and globally, as well as managing a broad range of corporate governance matters.

Prior to joining Accenture in February 2006, Kate was in private practice and she advised both public and private companies regarding U.S. securities law, general corporate matters and mergers and acquisitions.

Nick Hipwell, Director, Clifford Chance LLP, UK
Nick Hipwell is a Director in the London office of Clifford Chance LLP and he has specialised in advising on employee stock plans for more than 10 years. Nick has a broad practice covering the legal and tax issues associated with employee stock plans and he has particular expertise in relation to global stock plans.

Nick has advised many multinationals on the operation of a wide variety of stock plans globally and his experience covers over 70 countries, with particular focus on the regulatory position in the EU.

Speakers (details)

Colin Bernier, Attorney, Ernst & Young, FR
Colin Bernier is a senior manager in Ernst & Young’s French Human Capital  / Performance and Reward practice. Colin has 10 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, benefits-in-kind,

Colin has assisted numerous multinationals on regulatory issues, labour law implications as well as social security and personal and corporate tax issues. He assisted notably foreign corporations 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.  

Tracy de Swiet, Senior Equity Compensation Consultant, Stock & Option Solutions, Inc., US
Tracy de Swiet is a Senior Equity Compensation Consultant with the Strategic Solutions division of Stock & Option Solutions (SOS). SOS is a leading provider of stock plan management and consulting services to companies offering equity compensation programs. Currently, Tracy plays a key role for SOS in expanding and delivering equity program solutions to multinational companies, including international administration solutions, domestic/global policy and procedure development, design and execution of educational programs, vendor implementation and compliance analysis.

Tracy combines a background in tax and brokerage services with her equity compensation expertise, bringing a comprehensive approach to the industry. Prior to joining SOS, Tracy was a Tax Manager for six years in Ernst & Young’s Global Equity practice, where she assisted international companies with global feasibility studies, tax and regulatory due diligence reviews, employee communications, corporate tax planning strategies and development of procedural manuals. Tracy also worked with CSFB in their International Equity Settlements division in London for two years, and worked in custody services, equity settlements and HR consulting for six years in Moscow, Russia. Tracy received a bachelor’s degree in International Politics & Economics from Middlebury College and is proficient in the Russian language. Tracy is an active member of the Global Equity Organization and the Silicon Valley Compensation Association, and is also a Certified Equity Professional.

Barbara Wallace, Sr. Director, Employee Stock Services, Oracle Corporation, US

Barbara Wallace is Senior Director of Employee Stock Services for Oracle Corporation. Prior to joining Oracle in 1999, Ms. Wallace spent 16 years at Electronic Arts after 3 years auditing with KPMG Peat Marwick. Ms. Wallace has a Bachelor's degree in Accounting from San Jose State University and is a Certified Public Accountant.   

Within the past 4 years, Ms. Wallace and her team have assumed over 100 equity plans from over 17 acquisitions, including PeopleSoft, Siebel, Portal, Hyperion and BEA.

Speakers (details)

Bill Dunn, Partner-Global Human Resource Solutions, PWC US
Mr. Dunn is a Partner in PricewaterhouseCooper’s Global Human Resource Solutions (GHRS) practice, where he leads the firm's executive compensation practice.

Mr. Dunn and his team consult with clients on a variety of strategic and technical compensation issues including the use of stock-based compensation plans, compensation issues associated with business reorganizations, deferred compensation planning, and the multinational effects of deferred and equity-based compensation.  Mr. Dunn and other PwC professionals in the GHRS practice serve as a client advocate in executive compensation matters, where they act as the liaison between the firm's clients, the IRS National Office, the Treasury Department and Congress and other global regulatory authorities in matters relating to rulings, tax legislation and regulatory guidance.

Mr. Dunn has a master’s degree in taxation from the American University, Washington, D.C. and a bachelor's degree from the University of Maryland, College Park, MD.  He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants.

Biography to be posted shortlyBiography to be posted shortlyBiography to be posted shortly
Sheila Matias, Stock Plan Manager, Stryker, US

Sheila Matias is the Stock Plan Manager for Stryker Corporation in Kalamazoo, MI. Sheila is responsible for the plan administration department that delivers plan administration for global stock plans around the world. Sheila has over 10 years of brokerage and professional stock plan experience with publicly held companies.

Sheila received a Masters of Business Administration from Cleveland State University. Sheila has been a Certified Equity Professional since 2003 and a Certified Compensation Professional since May 2009.

Speakers (details)

Lindsey Doud, Director & Head of London Office, RBC Corporate Employee & Executive Services, 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  RBC Corporate Employee & Executive Services (‘RBC cees’), formerly Abacus, as a Director in April 2005 and she heads up both the London Office and the RBC cees business development function.  Her role also includes relationship and portfolio management in the share plan, deferred compensation and international pension plan areas.

Previously, Lindsey spent just over two years in the corporate world, with BP p.l.c., prior to  which 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.

Beverley Pugh, Principal, Mercer, UK
Beverley Pugh is a principal in Mercer’s human capital business in London.
Beverley has over 15 years of experience of consulting on executive compensation issues and advising on the design and implementation of incentive plans.  Her clients have included FTSE 100 and FTSE 250 companies, private companies and companies based in Continental Europe, the Americas and Asia Pacific. Her work has included advising on equity strategy, designing and drafting share-based incentive arrangements and project managing the implementation of global share plans.

Beverley previously worked at Watson Wyatt, Deloitte and Linklaters.

She is a graduate of Cambridge University, a qualified solicitor, and has an MBA from London Business School. She is an active member of ifsProshare and the Global Equity Organisation.

Nicholas Greenacre, Partner, White & Case, UK
Nicholas Greenacre is a partner in the London Employment & Benefits group of White & Case LLP, the global law firm, and co-leader of GEO’s UK & Channel Islands Chapter.  Nicholas provides employee benefits and pensions advice and has experience in a broad range of matters for clients of all sizes, from technology start-ups to global investment banks. As co-leader of White & Case’s Global Equity Based Compensation practice, Nicholas advises clients from various jurisdictions on the international implementation of equity and cash-based incentive plans. Nicholas is a former director of GEO and a committee member of Share Plan Lawyers.

Laura Smith, Executive Compensation and Employee Ownership Dire, STMicroelectronics, CH
Laura Smith is the Executive Compensation and Employee Ownership Director for STMicroelectronics, based in the Geneva corporate headquarters. In this role, she is responsible for the company’s stock award programs covering over 10,000 individuals in more than 30 countries around the world. In her 25+ years with ST, she has worked in all the various aspects of human resources. Prior to moving to Geneva in 2007, she was responsible for compensation, benefits and international mobility for the company's North America Region based in the U.S. STMicroelectronics is a global leader in developing and delivering semiconductor solutions across the spectrum of microelectronics applications.

Speakers (details)

Sofia Kettani, Global Compensation and Benefits Director, SCOR, FR
After a PhD in Economics, Sofia started my professional career as a free lance consultant, working for international non-governmental organizations on issues related to the assessment of educational systems.

After few years, Sofia decided to propose to assist small and medium-sized companies in the overall management of their human resources.

Sofia joined Hewitt Associates in 2001 as a remuneration consultant, focusing primarily on the design and management of international benchmarking surveys. Since 2006, Sofia is the Group Head of Compensation and Benefits of SCOR SE. And Sofia lecture's at Dauphine University around Strategic Compensation to graduate students.

Nicolas Meurant, Director, Taj / Deloitte, FR

Nicolas has been a tax Global Equity Services advisor  in TAJ (member of Deloitte Touche Tohmatsu), for 6 years. He has over 11 years experience providing advice to corporations and individuals in individual tax and Globla equity area. He has developed particular expertise in the following:

• Design and advice on selective share plans and employee share plans
  - Employee share plans (including Stock Options and Free share plans) issued by private and listed companies, both French and foreign;
• Analysis and tax optimization of Executive remuneration ;
• Design of Management Equity Packages in the context of Mergers, Acquisitions and Private Equity restructuration.
• Tax litigation

Nicolas Meurant is an Attorney admitted to the Hauts-de-Seine (France ) Bar.

Christina Melady, Partner, Taj / Deloitte, FR
Christina Melady, a tax partner of TAJ law firm (member of Deloitte Touche Tohmatsu) since 2005, has over 17 years experience providing advice to corporations and individuals in individual tax matters. She has developed particular expertise in the following:

- Design and advice on global share and incentive plans (share plans, deferred compensation etc…);
- Executive rewards;
- Design of Management Equity Packages in the context of Mergers, Acquisitions and LBO.

She has set up and now manages a team of 14 professionals dedicated to providing advice with regards to these areas of expertise.

Christina has a Jurist Doctor from George Washington University Law School, and an LLM from University of Paris. She is an attorney admitted to the New York, Connecticut and Hauts-de-Seine (France) Bars.

Christina is bilingual English/French.

Speakers (details)

Suzie Bentley, Sr. Manager - Payroll, Stock Administration & 401K, NVIDIA Corporation, US
Suzie Bentley, CPP, is currently the Director of Payroll, Stock Administration and 401(k) at NVIDIA, Corporation in Santa Clara, CA.  She has worked in Finance for over twenty years in the Silicon Valley Hi Tech Industry. Her experience includes working through domestic and global workforce mobility issues and its effects on employees' payroll and equity compensation. Suzie is a volunteer for the American Payroll Association, member of the NASPP, and the California Payroll Conference. She is instrumental in developing and delivering educational materials internally for NVIDIA and externally for her volunteer affiliations.

Robert Hayter, Assistant Secretary & Senior Counsel, Halliburton Company, US
Robert L. Hayter, Assistant General Counsel & Assistant Secretary, Halliburton Company, is responsible for the company’s executive compensation programs on a global basis, including its stock plans covering employees in more than 40 countries.  Robert is also responsible for securities law filings, corporate secretarial work, and mergers and acquisitions worldwide.  Robert has a juris doctor degree, magna cum laude, from the South Texas College of Law in Houston, Texas, and a BBA in Finance, with high honors, from Southern Methodist University in Dallas, Texas.

Laura Becking, Of Counsel, Orrick, Herrington & Sutcliffe LLP, US
Ms. Becking, of counsel in Orrick’s New York office, is a member of the firm’s Global Corporate Solutions Group.  Her practice focuses on international employment and labor laws, with an emphasis on Global Equity Compensation and Data Privacy.

Ms. Becking’s practice includes advising on the implementation of employee equity programs worldwide.  Her practice addresses the use of SO, RSU, SPP, performance-based awards, and other compensation vehicles in over 100 countries.  In addition to New York, Ms. Becking has practiced in Europe and Asia.

Ms. Becking regularly speaks and lectures on topics relating to Global Data Privacy and Global Employee Compensation.

Speakers (details)

Michael Cheesley, Product Development Manager, Computershare, UK
Michael Cheesley, Head of Plan Solutions, Computershare Plan Managers

Michael has spent over 12 years in the share plans team. During this time, he has been responsible for the successful migration of BP’s global Share Plan business to Computershare, encompassing 15 share plan types with over 40,000 participants in 80 countries.

Most recently, he has spearheaded the project to launch Royal Dutch Shell’s global share plan, helping Shell to deliver a product to around 14,000 employees – using synchronised media to maximise take-up.

In his role as Head of Plan Solutions, he is responsible for shaping Computershare’s share plan vision and strategy in order to accurately deliver to customer needs.

Pamela Roffe, Manager, Global Stock Plans, Shell International Limited, UK
Pam has worked for Shell for 31 years, fulfilling a number of roles. She has managed the implementation and operation of various share incentive plans including performance share plans, restricted share plans and deferred bonus plans, from which awards are currently made to circa 15,000 people each year in over 100 countries. She has also taken management of the company’s various broad-based all employee plans.

For the last 12 years at Shell Pam has specialized in global share plans and in 2008/9, she was responsible for the overhaul of the existing global employee share purchase plan which was offered to 45,000 people in over 50 countries, with a take-up of 27%.

Helen Attwood, Project Manager, Global Stock Plans, Shell International Limited, UK
Helen has worked for Shell for five years, primarily specialising in employment tax. Since 2008 she has applied this experience within the global share plans team.

Her move to the global share plans team came as a result of her contribution to a large, multi-departmental project, which involved automating the tax withholding due on equity income.

Helen currently manages projects in the Global Stock Plan team and has recently worked on revising the existing global employee share purchase plan. She was involved in all elements of this complex project, from the operational phase to the communications aspect.

Iain Wilson, Client Relationship Director, Computershare, UK
Iain joined Computershare in 2004, and is currently Client Relationship Director for the company’s Share Plan business in the UK. He has responsibility for Computershare’s current portfolio of plans clients, spanning 30 of the UK’s largest international companies, including BP, Shell, Vodafone, BHP Billiton and HSBC.

Iain is an integral part of the senior management team responsible for delivering innovative solutions. The team has been recognised globally (through GEO) and locally (through ifsProshare) as leaders in their field.

Speaker (details)

Piia Pilv, Principal, Mercer, CH
Piia Pilv is a Principal at Mercer. Based in Geneva, she leads the Center of Excellence for Executive Remuneration advising European multinationals on global executive compensation strategy, incentive plan design, performance measurement and corporate governance best practices.

Speakers (details)

Julie Richardson, Head of Employee Share Ownership, ifs ProShare, UK

Julie joined ifs ProShare, in July 2008 having worked in the employee share plans arena since 1993.  Initially with Halifax as a Client Relationship Manager before moving to Capita Share Plan Services in 2001 where she became Head of Relationship Management before becoming Head of Sharesave.  During her time in relationship management Julie worked with many multi national household names launching share plans to their employees. Julie has also spoken at a number of international conferences on employee share plans.  Whilst at Capita Julie also worked with the Financial Capability arm of the FSA to promote Financial Education to employees of the Capita Group.

Speakers (details)

Mike Pewton, Director, GlobalSharePlans, ES
Mike Pewton worked for Linklaters and Deloitte for 15 years before setting up GlobalSharePlans in 2006. Mike is head of GlobalSharePlans which working with lawyers in 106 jurisdictions, offers regulatory and tax advice on international share plans through their innovative web site and online databases. Mike has worked with a large number of multinational companies on the introduction and implementation of their international share plans and has almost 15 years experience on legal and tax issues around the globe. He is a regular contributor to the Spanish Chapter of the GEO and a regular speaker at the GEO and NASPP conferences.

Irina Anyukhina, Partner, Law Firm ALRUD, RU

Irina Anyukhina, Partner at ALRUD law firm, possesses an extent experience in consulting on corporate law, real estate and labor law, including incentive share plans. Irina heads real estate and labor law practice in ALRUD. Her recent projects on motivation schemes include consulting major Russian and international companies from industrial, oil and energy and financial sectors.

Irina Anyukhina is a member of the International Bar Association and coordinates work with the Ius Laboris alliance.

The Chambers Europe, 2008 recommends Irina Anyukhina as an expert in the field of Labour and Employment.

Martin Hu, Partner, Martin Hu & Partners, CN
Martin Hu has been retained by many multinational companies as lead counsel for their major projects from the planning to the closing stage, in connection with business structuring, mergers & acquisitions, joint ventures and other complex corporate and commercial transactions since mid 1990s. He also advises on stock option/senior management bonus plan and employment law for multinational companies doing business in China. He is currently serving as Chairman of the Corporate Law Committee of Shanghai Bar Association, Vice-Chair of the Young Lawyer Committee of Shanghai Bar Association. In 2008, he was elected to the Shanghai Committee of the Chinese People’s Political Consultative Conference (the top political advisory body in China) for a five-year term. In 2008 he received the Top Ten Young Lawyers in Shanghai Award. His representative clients include Fortune 500 companies such as Philips, Danone, Henkel, 3M, as well as other industry leaders listed on Nasdaq and other stock exchanges.

Speakers (details)

Jewon Wee, Vice President, Product Delivery & Strategic Items, Fidelity Stock Plan Services, US
As Vice President of Product Delivery, Training and Strategic Items for Fidelity Stock Plan Services, Jewon Wee is responsible for leading strategic product initiatives and rolling out product development deliverables to clients and internal business partners. He was previously responsible for refining Fidelity’s global stock plan product and service strategy as Director of Global Product Management.

Before joining Fidelity, Jewon spent over eight years with Ernst & Young in its Human Capital consulting practice.  Here, he advised multinational employers and outsourcing service providers on the tax, HR, financial, and administrative aspects of stock-based and other incentive compensation programs.

Jewon is an active 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 FINRA Series 7, 24 and 63 registered.

Kevin O'Neil, Manager Equity Plan Administration, Covidien, US
Kevin O’Neil joined Tyco Healthcare in 2006 to manage global employee stock programs and help facilitate the separation of Tyco International into three separate companies.  In 2007, Tyco Healthcare was spun off to form Covidien, a manufacturer of medical devices and supplies, diagnostic imaging agents, pharmaceuticals and other healthcare products.  It has 41,000 employees in 59 countries around the world.

Previously, Mr. O’Neil served as Stock Plan Administrator and as a Senior Compensation Analyst for Boston Scientific Corporation for seven years.

He is a Certified Equity Professional as well as a Certified Compensation Professional.

Elizabeth Bastoni, Group Director, Compensation and Benefits, The Coca Cola Company, US
Elizabeth Bastoni has been Head of Global Compensation and Benefits for The Coca-Cola Company since April 2005.

Prior to that Mrs. Bastoni spent 18 years living and working in Paris, France.  She started her career in the International Executive Tax Practice with KPMG in Paris in 1989.  Mrs. Bastoni subsequently joined Lyonnais des Eaux as Head of Global Compensation and Benefits in April 1998. 

In August of 2000, Mrs. Bastoni joined Thales, a leader in the European Defense industry, where she held various roles, Head of HR for the Aerospace Division and Head of Professional Development.

Mrs. Bastoni is on the Executive Committee of the Conference Board’s Compensation Council and is a Global Advisory Board Member for World at Work.

Speakers (details)

Klaus Billig, HR Manager Europe, Fairchild UK
Klaus Billig is Human Resources Manager at Fairchild Semiconductor responsible for the European Region.

Prior to joining Fairchild Semiconductor  in January 2008 , Klaus served in a number of American high-tech companies in various  senior human resources roles including Human Resources Manager Europe at  ATI Technologies; Human Resources Manager Central Europe at Lotus Development; Human Resources Manager Germany at Silicon Graphics.

Klaus holds a degree in business administration from the Munich University of Applied Sciences in Germany.

Ted Buyniski, Senior Vice President, Radford Surveys + Consulting, US
Ted Buyniski has nearly 30 years of tax, legal and human resources experience. He is a leading practitioner in the areas of executive compensation, equity and corporate governance. For more than a decade, his practice has focused on serving domestic and global clients in the high technology and life science communities, particularly software, semiconductor, and medical device companies.

Prior to joining Radford Surveys + Consulting, Ted led the high technology compensation practice for Mellon Human Resources and Investor Solutions; managed the East Coast practice of iQuantic; oversaw the compensation function for AlliedSignal (now Honeywell); and practiced law as a tax attorney.

Ted earned a bachelor of science in foreign service from Edmund A. Walsh School of Foreign Service at Georgetown University and a juris doctorate from Boston University School of Law. In addition, to being a member of the Massachusetts Bar, he is a certified employee benefits specialist, and served on the FASB's Equity Expensing Roundtable. Ted regularly contributes to industry and business publications and is a frequent speaker on compensation topics. He is based in Boston.

Carl Sjöström, Senior Vice President, Ericsson, SE
Ericsson is the world's leading provider of technology and services to telecom operators. Founded in 1876 and headquartered in Stockholm, Sweden, Ericsson has more than 75,000 employees working in 175 countries. Ericsson currently operates a suite of three global share plans with a total of approximately 20,000 participants in 94 countries. Carl Sjöström has been Ericsson's global head of Compensation & Benefits since 2007 and joined the Group from the consulting industry where he began his career at McLagan Partners working with compensation surveys in the UK, the US and Hong Kong, and then moved into  executive compensation and incentive design with different consulting firms in London. Carl has undergraduate, masters and doctorate business degrees from the universities of Buckingham and Oxford.

Speakers (details)

David Shammai, Senior Manager, KPMG LLP, UK
David is a member of KPMG’s Performance and Reward practice and focuses on executive compensation consulting and research.

David has developed and managed a number of salary surveys, ‘club surveys’, and has extensive experience in benchmarking work across a number of industry sectors. Building on his familiarity with market practice he regularly advises companies on their main board remuneration strategy and incentive plan design.

Before joining KPMG in 2003, David was a senior consultant with Hewitt New Bridge Street.

David has academic background in law and in accountancy

Jon Danielsson, London School of Economics, UK
Jon Danielsson has a Ph.D. in the economics of financial markets and is a reader in finance at the London School of Economics. His research interests include regulation of financial markets, extreme market movements, market liquidity, and financial crisis. He has published extensively in both academic and practitioner journals, and has presented his work in a number of universities and institutions.

Vanessa Cundy-Cooper, Director, KPMG LLP, UK
Vanessa is a Director in KPMG’s Reward Practice.  Vanessa joined KPMG in 2003 and focuses on the design, implementation and accounting for equity incentives.  Vanessa has wide experience of providing advice in relation to equity incentives and particularly in accounting for and valuing equity incentives under IFRS, UK and US GAAP.  Vanessa has managed executive compensation and strategy projects for clients in a wide range of industry sectors including FS, transportation, telecommunications, biomedical, chemicals, software and retail.  Before Vanessa joined KPMG, she worked at Arthur Andersen managing and advising on global assignments and expatriate tax issues.

Speakers (details)

William Franklin, Senior Associate, Pinsent Masons LLP, UK
William is a Senior Associate in the Tax Group and a chartered accountant who specialised in corporate finance and tax before concentrating for the last ten years on employee incentive and reward arrangements.

He deals with all aspects of employee share schemes including executive share option schemes, LTIPs, Enterprise Management Incentives and all-employee schemes.  He also advises on performance targets, share scheme aspects of transfer pricing, valuations (including Inland Revenue valuations and Black Scholes), and accounting issues and financial modelling for share schemes.

As well as being a member of the Institute of Chartered Accountants, William is a member of the Chartered Institute of Taxation.

 

Speakers (details)

Rodolphe Delacroix, Senior Consultant, Towers Perrin, FR
Rodolphe Delacroix is a Senior Consultant in the Communication Practice of Executive Compensation & Rewards in Paris.

His expertise covers the following areas:

- HR programs communication (rewards, benefits, performance and talent management, professional development, …)
- Change management (people, processes, structures, culture, organisation)
- Audit of internal communication policies, internal surveys

Rodolphe Delacroix graduated from the « Institut d’Etudes Politiques de Paris » and holds a master in Sociology.

Prior to joining Towers Perrin in 2001, Rodolphe Delacroix worked as Communications Manager for Allianz, for Cofiroute and as a Communication Consultant for Publicis.

Speakers (details)

Judith Greaves, Partner, Pinsent Masons LLP, UK
Judith is National Practice Head of the Tax Group.  She advises a wide range of UK and multinational listed companies, and a number of private companies, on all aspects of their employee share plans.  These include long-term incentive programmes, employee trusts and international aspects, as well as the more traditional UK tax approved plans, the Share Incentive Plan (SIP) and Enterprise Management Incentive (EMI) Schemes.  Advice may cover design and launch of new plans, continuing operation or amendment of existing plans, maturities and dealing with practical and administrative as well as technical aspects.  She also advises clients on structuring transactions to meet their commercial requirements with a minimum tax impact.

Judith has been recognised by Legal 500 and Chambers directories as a leading practitioner in these areas.  She is a member of the Share Plan Lawyers Group and a Director of the Global Equity Organisation.

Speakers (details)

Bill Cohen, Partner, Deloitte LLP, UK
Bill Cohen, partner, Deloitte UK. Bill has over twenty years experience in the Compensation and Taxation areas and is leader of the Deloitte global share plan practice. 

Bill has wide experience in advising companies on the structuring and implementation of remuneration arrangements, whether in the context of private or listed companies.  Projects have ranged from incentivising management and staff at the time of management buy-outs and initial public offerings through to non-discriminatory equity incentive programs for all employees in a group and plans to complement senior executive remuneration packages.

Bill has an LLB (Hons) from Nottingham University.  He is also qualified as both a barrister and a solicitor.  He is a scholar and prizewinner of Lincoln’s Inn.

Peter Vassallo, Reward Director - Equity Plans, BP plc, UK
Peter Vassallo is Reward Director - Equity Plans for BP.  He has overall responsibility for operational delivery of equity to BP employees under all of BP’s share plans.  His team is responsible for ensuring that equity granted under BP’s plans is delivered in an efficient manner which complies with legal and tax legislation in all countries in which BP operate.

For 15 years prior to joining BP, he specialised in the cross-border taxation of employee remuneration and equity plans whilst working in the UK, Japan and the US.  He has written numerous articles and book chapters on the challenges on implementing and running global equity plans, and has a degree in Economics from the University of Surrey.

Anna Jex, Senior Manager, Deloitte LLP, UK
Anna has been part of the firm’s global share plan practice for 10 years.  During that time, Anna has worked with many companies to address the issues involved with the implementation of their share plans on a global basis.  Clients include major companies in the pharmaceutical, financial services, energy and consumer products sectors.

Recently Anna has worked with companies to address their mobile employee issues through the implementation of Deloitte’s GlobalAdvantage Equity Awards automated solution.
Anna is a Chartered Tax Advisor and Chartered Accountant. She has a degree from Cambridge University.

Scott Curran, Senior Manager, Deloitte LLP, UK
Scott Curran, Senior Manager, Deloitte LLP UK. Scott has over ten 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 skills 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.

Scott has a BA (Hons) degree from the University of Leicester.

Speakers (details)

Piet Briers, International Benefits Manager, UniCredit Group S.p.A, IT
Piet Briers is International Benefits Manager at UniCredit Group in Milan, responsible for developing a company-wide employee benefits philosophy, aiming to share knowledge across the Group, optimize offerings to attract and retain talent, achieve reduced management time, manage risk and compliance issues and achieve cost-efficiencies. Piet previously held positions within the EMEA Benefits & Pensions team at Citi Markets & Banking in London and as an International Benefits Consultant with the John Hancock International Group Program / IGP. In 2008, Piet formed part of the core team at the Holding for designing and implementing the Employee Share Ownership Plan (ESOP) at UniCredit Group.

Edwin Alexanian, European Operations Manager, Global Shares, UK
Edwin Alexanian is the European Operations Manager at Global Shares. He began his share plans career working for SmithKline Beecham where he started as a Share Plans Administrator. After the merger with Glaxo Welcome, GlaxoSmithKline took steps to outsource their share plan administration to Citigroup. During this process Edwin took on the role of managing the data transfer where he gained invaluable skills in the technical and system side of share plan administration.
 
In February 2003 Edwin joined the Reuters in-house share plans team in order to project manage a thorough audit of all historical share plan data, which was being transferred to Computershare; who at the time were appointed as the Reuters Share Plans Administrators. After successfully completing this project, Edwin remained at Reuters taking on the role of Share Plans Adviser covering all aspects of the Reuters share plans from communication and marketing to the overall management of the share plan administration.
 
With his next role as Client Manager at The Share Option Centre he provide share plan management services to a portfolio of diverse companies from high-tech start-ups to established Stock Exchange quoted companies.

Maoiliosa O'Culachain, Chief Global Development Officer, Global Shares, IE
Maoiliosa O’Culachain is Director of Global Shares, which he established in December 2005 along with the other principals.

Previously, he founded Active Capital Strategies in June 2004, a firm dedicated to promoting employee ownership and employee financial involvement. He advised a number of ESOP trustees in Ireland, including the eircom ESOP Trustee and was Company Secretary of An Post ESOP Trustee Limited.

Prior to establishing Active Capital Strategies, Maoiliosa was the eircom ESOP Manager from May 1998 to May 2004 with responsibility for establishing and running all aspects of the day-to-day operations of one of the largest ESOP’s outside the US.

From February 1997 to April 1998, he was a HR Manager and a member of the eircom management team that concluded the ESOP and transformation agreement with the Union Coalition in April 1998.

From July 1989 to January 1997, Maoiliosa worked with PricewaterhouseCoopers in London where he developed his knowledge of employee stock plans. A barrister (non-practicing) and a member of Lincoln’s Inn, he was Chairman of the Irish ProShare Association (IPSA) from 2000 to 2003 and has been a member of the Executive Council since 1997.

Maoiliosa has also served as an Army Officer in the Irish Defence Forces, including a six month tour of duty with the United Nations Interim Force in Lebanon in 1987.

Speakers (details)

Bill Dunn, Partner, Global Human Resource Services, PWC, US

Mr. Dunn is a Partner in PricewaterhouseCooper’s Global Human Resource Solutions (GHRS) practice, where he leads the firm's executive compensation practice.

Mr. Dunn and his team consult with clients on a variety of strategic and technical compensation issues including the use of stock-based compensation plans, compensation issues associated with business reorganizations, deferred compensation planning, and the multinational effects of deferred and equity-based compensation.  Mr. Dunn and other PwC professionals in the GHRS practice serve as a client advocate in executive compensation matters, where they act as the liaison between the firm's clients, the IRS National Office, the Treasury Department and Congress and other global regulatory authorities in matters relating to rulings, tax legislation and regulatory guidance.

Mr. Dunn has a master’s degree in taxation from the American University, Washington, D.C. and a bachelor's degree from the University of Maryland, College Park, MD.  He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants.

Kelly Guterl, Manager - Human Capital, Ernst & Young, US
Kelly Guterl is a manager in Ernst & Young's Human Captial practice.  With over seven years experience in equity compensation, Kelly focuses her efforts on advising clients on the tax, regulatory, and financial implications of their global equity compensation programs and global assignment programs.  In addition to her role at Ernst & Young, Kelly managed global product strategy at Fidelity Stock Plan Services, where she drove product development to help multinational companies facilitate global compliance and global administration.  Kelly graduated from Boston College and Boston College Law School and is a licensed attorney.

Denise Hasskamp, Compensation Director, Orbitz Worldwide, US
Denise is Director, Compensation for Orbitz Worldwide where she has worked since 2006.  She gained the bulk of her experience with equity compensation when Orbitz went public in July of 2007.  She is a Certified Compensation Professional and a Certified Equity Professional.  Prior to joining Orbitz she worked at Travelport in various compensation roles.

Jean-Luc Corniglion, Vice President Compensation, Benefits and International Mobility, Alcatel-Lucent
Jean-Luc is  the Vice President Compensation, Benefits and International Mobility for Alcatel-Lucent since the merger of the two companies in December 2006. In this role, he is responsible for developing and implementing worldwide compensation and benefits programs. Jean-Luc was previously Vice President Compensation and Benefits for Alcatel since February 2000.

Prior to Alcatel, he has spent most of his career with Texas Instruments where his last position was International Human Resources Director, based in the USA. During his career, Jean-Luc has worked in a number of roles within the HR function in Europe as well as in the USA. His experience ranges from labour relations to management development & global compensation.

 

Speaker (details)

Potard Frank, Global Head Compensation and Benefits, AXA Group, FR
Since 2000, Frank Potard is leading Compensation & Benefits for the AXA Group (170,000 employees in 58 countries).

From 1996 to 2000, he created the Compensation & Benefits activity for Alstom. From 1981 to 1996, he held various HR leader roles for Schlumberger Oilfield Services in France, UK, Cameroon and Gabon.

Frank started his career as a maths teacher while studying for his MSc in Applied Mathematics.

Speakers (details)

Valerie Diamond, Partner, Baker & McKenzie, US 
Practice Areas, Global Equity Services, Practice Focus, Global Equity Compensation and Employee Benefits

Ms. Diamond is Chair of the Global Equity Services Group at Baker & McKenzie’s San Francisco office.

Her practice focuses on international equity compensation plans, executive compensation and employee benefits.  Ms. Diamond provides advice to clients on all aspects of tax and legal compliance when options, restricted stock or purchase rights are granted to employees both within and outside the United States.

She is the 2008 recipient of the National Association of Stock Plan Professionals’ Individual Achievement Award, and is the Chair of the Board of Review for the Certified Equity Professional Institute.

Luc Meeus, Partner, Baker & McKenzie, BE
Luc Meeus is a partner with Baker & McKenzie in Brussels. Luc is admitted to the Brussels' and New York bar. Luc advises multinational - and Belgian companies on stock based incentive plans and transactional tax planning. He also advises on corporate and tax aspects of private equity, corporate finance and fund structuring transactions. Lus has worked with an important number of multinational - and Belgian companies in the design, implementation and management of equity-based compensation plans. His work involves both inbound and outbound work related to equity-based compensation plans.

David Freedman, Partner, Baker & McKenzie, US 
David Freedman advises on securities and financial services law and corporate and project finance transactions, with a concentration on cross-border operations involving France.  He has acted for many U.S. listed companies, particularly those in the computer and life sciences industries, on offerings of equity compensation plans to their French and European employees, including 62 of the 70 offerings by U.S. issuers approved in France under the European Union Prospectus Directive between July 1, 2005, and February 28, 2009.  He was in charge of the Projects, Finance and Capital Markets Practice Group of Baker & McKenzie’s Paris office until 2003, when he transferred to the New York office.

David Freedman received his J.D. from Columbia University School of Law in New York.  He has dual French and US citizenship and is admitted to the bars of Paris, New York and the US Supreme Court.  He is a member of the Advisory Board of World Securities Law Report, to which he regularly contributes articles on developments in French securities and financial services laws, and the author of a book on French securities law and regulation.  He is also an Adjunct Professor at the Institut des Etudes Politiques (Sciences Po) in Paris, where he has taught a course in American Business Law each spring semester since 2001.   

Sandra Sussman, Director, Stock Plan Administration, Gilead Sciences, US
Ms. Sussman currently is Director of Stock Administration at Gilead Sciences, Inc.  Previous positions Ms. Sussman has held include Director of Industry Analysis for Charles Schwab Stock Plan Services and Executive Director of the National Association of Stock Plan Professionals.  During her tenure with the NASPP, she also was co-editor of The Corporate Executive newsletter.

Ms. Sussman received her BA degree from the University of Virginia.  She is a graduate of Roosevelt University’s Lawyer’s Assistant Program and Santa Clara University’s Certified Equity Professional Institute.  Ms. Sussman is a member of GEO, the NASPP and WorldatWork, and is a member of the Advisory Board of MyStockOptions.com.

Speaker (details)

Sean Trotman, Global Rewards Leader, Deloitte, US
Sean Trotman is the Global Rewards Practice Leader for Deloitte with over fifteen years of international compensation, benefits and tax experience.  Sean specializes in the global issues associated with the design, implementation and operation of compensation and benefits arrangements.  Sean has helped many of the world’s leading companies develop practical and sustainable solutions to the tax, administration, human resource and international employee mobility challenges associated with global reward and equity programs.  In addition, Sean has been the lead advisor to a number companies in corporate reorganization (merger, acquisition, spin off and divestiture) situations.

Sean is active in a number of professional organizations promoting global equity and incentive compensation and is a board director of both the Global Equity Organization and British American Business.   Sean has written numerous articles on global incentive compensation and is a frequent speaker on global remuneration issues.

Speakers (details)

Paul Scarborough, Director, PWC, UK
Paul Scarborough is a Director in the PwC London Reward practice. He has over 15 years experience consulting with global and UK companies in respect of design, technical, practical and broader aspects of their various reward and share plan arrangements. Paul leads the PwC Reward practice on technical issues arising from share plan implementation and is a regular conference speaker. Over the last year Paul has spent most of his time advising Financial Services and companies operating in other sectors on the many reward challenges arising as a result of the market turmoil.

Barbara Seta, Leader of share plan and benefit design, UBS, CH
Barbara leads the design and development of compensation and benefit plans at UBS AG, one of the world's leading financial services organisations. UBS operates a variety of compensation plans operating over equity or cash, including restricted stock/restricted stock units, a broad-based share purchase plan, a claw back bonus plan, stock options/stock appreciation rights and performance plans. Working from Zurich, Barbara liases with UBS' HR, business and regional compensation, logistics/operations, tax, legal, accounting, finance, 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 the United Kingdom and in Germany for 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.

Speaker (details)

Michel Vanesse, Partner, K&L Gates LLP, US
Michel P. Vanesse, Partner, K&L Gates LLP, concentrates his practice in employee benefits, with an emphasis on executive compensation and corporate reorganizations.  He represents publicly and privately held companies (including tax-exempt entities) in the design, drafting, administration and termination of qualified and non-qualified retirement plans (including defined contribution, defined benefit and hybrid plans), deferred compensation arrangements, and all aspects of equity-based or other performance-based compensation.  He represents companies, management teams and individual executives in the negotiation and drafting of employment agreements and severance agreements.  He has lectured on employee benefit matters, including severance plans and executive compensation issues in mergers and acquisitions.

Speakers (details)

Miriam Solomon, VP, Employee Stock Plan Services, BNY Mellon Shareowner Services, US
Miriam Solomon is Vice President of Marketing for BNY Mellon Shareowner Services’ Employee Stock Plan Services business where she is responsible for overseeing the marketing strategy and communications for corporate clients and equity plan participants. Prior to joining Shareowner Services, Miriam was with Citigroup. There she led investment sales and marketing efforts, along with the design and implementation of personal financial education programs. She has advised the FDIC and Junior Achievement in the development of community based financial education projects and has been a frequent speaker at conferences and corporations on topics of personal financial management.

Miriam earned an M.A. from Gratz College and B.A from Temple University and holds FINRA Series 7, 24, 63, and 65 securities licenses.

 

Robert Carr, Principal, New York Metro Communication Consulting Practice Leader, Buck Consultants, US
Bob Carr manages Buck’s communication professionals within the New York Metro Communication consulting practice. From comprehensive strategy development to targeted personalized communications, we employ editorial, design, production, data, coding, and project management expertise to deliver effective and cost-efficient solutions to our clients.

Experience
• Bob has more than 30 years of communication, administrative, and actuarial consulting experience.
• His expertise includes retirement, health and welfare, compensation, and human resources design, administration, and communication services.
• Bob has served as lead communication consultant for Cablevision Systems Corporation, Chubb & Sons, Corning, EnPro Industries, Inc., Goodrich Corporation, Lear Corporation, Mizuho Bank, North Shore Long Island Jewish Health System, Prudential Financial, Stamford Health System, and Valley Hospital.

Education & Achievements
B.A. degree in Mathematics from the University of Delaware

Speakers (details)

Ed Burmeister, Partner, Baker & McKenzie, US
Edward D. Burmeister, Partner, Practice Areas, Global Equity Services, Practice Focus, Global Equity Compensation and Executive Compensation

Listed in Best Lawyers in America, Northern California Super Lawyers and Chambers’ America’s Leading Lawyers for Business and winner of the 2008 Pioneer Award from the Global Equity Organization, Mr. Burmeister is a globally recognized leader in advising multinational companies on the full array of global equity, tax, regulatory and design issues, with 35 years of consulting experience.

He is a member of the Advisory Board of the National Association of Stock Plan Professionals and the Certified Equity Professionals Institute, as well as a past Board member of the Global Equity Organization and the past Chairman of the State Bar of California, Section of Taxation.

June Anne Burke, Partner, Baker & McKenzie, US
June Anne Burke is a Partner in the New York Office of Baker & McKenzie LLP.  June Anne has advised U.S., U.K., Canadian, Dutch, Japanese, Indian, Italian, Swedish and Swiss multinational companies as to the tax, legal and accounting considerations relating to equity programs and other long-term incentive vehicles in over 100 countries. Typical projects include plan implementation, compliance with overseas securities laws and currency restrictions, plan compliance “audits” and the design and implementation of recharge programs. In addition, June Anne advises clients as to the tax and legal implications for equity plans in spin-offs, IPOs, mergers and acquisitions and option exchange programs. June Anne has spoken and written extensively on global equity topics and is currently serving her second term on the GEO Board of Directors.

Agnes Charpenet, Local Partner, Baker & McKenzie SCP, FR
For several years, Agnès Charpenet has advised on corporate tax issues (mergers and acquisitions, foreign companies doing business in France, French foreign investments and tax audit assistance) as well as on domestic and global personal income tax issues. She has developed the “Employee Benefit” practice within the tax group of the Paris office, in which she has specialized.

Agnès Charpenet is a member of Baker & McKenzie’s European Employee Benefit Practice Group. In 2005, she spent 6 months in the USA where she joined the San Francisco office’s Global Equity Services – Employee Benefit Group.

Paul Coughlan, International Tax, Dell, Inc., US
Paul Coughlan is currently the Global Employment Taxes Senior Manager in the International Tax Group at Dell Inc. A substantial amount of Paul’s time is spent on international share scheme tax and payroll issues, FAS 123R, expatriate tax and remuneration tax planning.  Prior to moving to the US in June 2004, Paul was Dell’s Employment Tax Manager for Europe, Middle East and Africa (EMEA), based in the UK. 
Prior to joining Dell Europe in 2002 Paul was the EMEA Expatriate Tax Manager for Motorola. Before joining Motorola Paul worked in the International Executive Services group at KPMG.

Paul is a member of the Institute of Chartered Accountants in England and Wales (ICAEW) and received his BA in European Business Studies from the University of Ulster in Northern Ireland.

Speaker (details)

Stanley Veliotis, Assistant Professor, Fordham University, US
Stanley Veliotis, PhD, is an attorney, certified public accountant and certified equity professional. Before entering academia, he practiced as a compensation consultant for nearly a decade in two of the Big 4 international accounting firms in New York and Paris, focusing on global equity compensation plans and expatriate tax issues.  He has been a research consultant for GEO since 2005.  He has presented at seminars hosted by GEO, NASPP, American Taxation Association and American Accounting Association, and he has published in International HR Journal, Compensation and Benefits Review, International Tax Review, Tax Notes, and Tax Notes International.

Speakers (details)

Gwen Ventris, Group Director, AEA Technology Plc, UK
Gwen Ventris has more than 20 years experience in the field of business transformation; specialising in performance driven change, human capital management and organisation learning.  Prior to joining AEA she was one of a small executive team working with Sprint Nextel in the USA to set up Sprint Enterprise Mobility, and before that she was a founding director of Syntegra, BT Group's highly successful global consulting and systems integration business.  She started her career with the American multi-national Texas Instruments with whom she worked both in Europe and the US.

Vanessa Cundy-Cooper, Director, KPMG LLP, UK

Vanessa is a Director in KPMG’s Reward Practice.  Vanessa joined KPMG in 2003 and focuses on the design, implementation and accounting for equity incentives.  Vanessa has wide experience of providing advice in relation to equity incentives and particularly in accounting for and valuing equity incentives under IFRS, UK and US GAAP.  Vanessa has managed executive compensation and strategy projects for clients in a wide range of industry sectors including FS, transportation, telecommunications, biomedical, chemicals, software and retail.  Before Vanessa joined KPMG, she worked at Arthur Andersen managing and advising on global assignments and expatriate tax issues.

Speaker (details)

Alan Judes, Managing Director, 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  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. Alan is a Member of Faculty with WorldatWork and teaches on their Global Remuneration Professional courses. 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.