| Speakers |
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Ed Burmeister
Baker & McKenzie
Focus II - Restricted Stock and Restricted Stock Units
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Edward Burmeister is a Partner in the San Francisco/Palo Alto office of Baker & McKenzie and Chair of the Global Equity Services Practice Group.
Mr. Burmeister has assisted over 200 multinational companies in extending their stock plans to employees outside the United States. Ed is a graduate of Stanford University (A.B.) and Stanford Law School (J.D.) where he was Order of the Coif and Managing Editor of the Stanford Law Review. He is past Chairman of the State Bar of California Taxation Section and is listed in The Best Lawyers of America. Mr. Burmeister is a member of the Board of the Global Equity Organization, the Advisory Board of the National Association of Stock Plan Professionals, and a member of the Certified Equity Professional Institute, Santa Clara University, the International Foundation of Employee Benefit Plans and the Western Pension and Benefits Conference.
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Jon Doyle
White & Case
Focus III
Performance Plans and Performance Shares
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Jon Doyle is a member of the global equity compensation and financial services group at the San Francisco office of White & Case LLP. Mr. Doyle has advised multinational companies and financial institutions on the tax, securities, foreign exchange, labor, data privacy and e-commerce issues encountered in each country where a company offers stock option, stock purchase, restricted stock, phantom stock, stock appreciation right, cash bonus, venture capital and directed share plans to its employees, directors and consultants.
Mr. Doyles practice features the representation of clients in global and U.S. employment law, personal data privacy and workplace privacy matters. Mr. Doyle has advised numerous employers on the nuances of local laws concerning privacy matters and drafting document, personal information and workplace privacy policies. He has advised on U.S. and international stock compensation, executive compensation and employee benefit issues arising in mergers and acquisitions, loans, reorganizations and other business transactions.
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John Furlong
UBS
Focus I
Stock Option Modification
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Mr. Furlong has overall executive responsibility for product strategy and direction, operations and services associated with UBS PaineWebbers Stock Option, Employee Stock Purchase and Restricted Stock Processing businesses.
Prior to August 2001, Mr. Furlong was the Director of Technology for PaineWebbers Private Client Group, responsible for all technology development and deployment supporting PaineWebbers retail brokerage business. During his six years in this role, Mr. Furlong led the design, development and deployment of PaineWebbers premier broker technology, ConsultWorksSM and ConsultNetSM, the award-winning online client service, the PaineWebber EDGE, numerous trading systems supporting PaineWebbers retail trading operations and the firms Corporate Stock Benefit Services platform. Prior to joining PaineWebber in 1994, Mr. Furlong was the Managing Principal for the IBM Consulting Groups New York office. His practice specialized in process reengineering and total quality management for operations in the financial services industry. In addition to PaineWebber, key clients included Merrill Lynch, Shearson/American Express, The Bank of New York, Bank of America and Chemical Bank.
Mr. Furlong holds a BS degree in computer science from the State University of New York at Albany and an MBA degree in Finance from New York University. In addition, he sits on the board of directors of Transcentive; is a member of the UBS PaineWebber Diversity Council and serves as a technology advisor to the YMCA of Greater New York.
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Mary Kay Gannon
Starbucks
Focus I
Stock Option Modification
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Mary Kay Gannon is director, stock for Starbucks Coffee Company, a retailer and roaster of specialty coffee with over 70,000 employees in more than 7,000 retail locations in North America, Latin America, Europe, the Middle East and the Pacific Rim. Mary Kay is responsible for Starbucks global employee stock programs, including plan design, implementation, administration and communications. Mary Kay is on the Advisory Board of the Certified Equity Professional (CEP) Institute, Santa Clara University, and is a member of GEO, NASPP, WorldatWork, and NCEO. She also loves a great cup of coffee.
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Edward Graskamp
Watson Wyatt
Focus II - Restricted Stock and Restricted Stock Units
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Debbie Howard
Merrill Lynch
Focus II - Restricted Stock and Restricted Stock Units
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Debbie Howard is a seventeen year veteran of Merrill Lynch, dedicating much of her career to the development and marketing efforts of Merrill Lynch's corporate benefit services. In her current role as Director for Merrill Lynchs Executive and Corporate Equity Services, she is responsible for our Restricted Stock, Employee Stock Purchase, International Equity Plan Services and stock option business lines. Debbie is the patent holder on Merrill Lynch's in-house stock option plan system and is a frequent speaker for the NASPP, WorldatWork and GEO. Prior to assuming this position, Debbie was a National Accounts Client Service Manager in Merrill Lynch's Business Investment Services.
Debbie joined Merrill Lynch in 1985, and served in a variety of client oriented roles. She managed the Dividend and Reorganization Area and the Statement Quality Assurance and Tax Reporting Group prior to launching Merrill Lynchs Stock Option Plan services.
Debbie is a graduate of Kean University with a B.A. in Marketing and Economics.
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Dominic Jones
Mourant
Focus III
Performance Plans and Performance Shares
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Dominic is the Partner responsible for client relationships and business development at Mourant Equity Compensation Solutions.
Mourant is a leading independent provider of high quality, value-added, web-enabled employee share plan administration; a one stop-outsourcing solution to many of the worlds largest companies including 42 of the FTSE 100, 12 of the DJIA 30 and 27 of the FTSE Eurotop.
Dominic was admitted to the English Bar in 1987 and Paris Bar in 1992. Before joining Mourant he worked in private practice with Clifford Chance Paris and in investment banking as a Vice President of Morgan Stanley.
He speaks regularly on the topic of equity compensation administration at industry conferences around the world including those organized by the NASPP, GEO, NCEO, ABA, ProShare, Employee Share Ownership Centre and Canadian ESOP Association.
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Kathryn Kindgren
Microsoft
Focus II - Restricted Stock and Restricted Stock Units
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Kathryn Kindgren has been with Microsoft Corporation for six years. Currently, she is in the role of Global Business Development Manager in Stock Services, overseeing the international aspects and issues that arise with Options, Stock Awards, and ESPP. Her background prior to equity compensation includes international compensation design for Microsoft's Asia subsidiaries. Prior to joining Microsoft Kathryn was involved in expatriate taxation and assignment management outsourcing while in public accounting, including 5 years heading an expatriate tax practice in Tokyo.She has been a member of the GEO Advisory Council since 2002.
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Sue Morgan
Perkins Coie
Focus I - Stock Option Modification
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J. Sue Morgan is a partner with the firm of Perkins CoieLLP in Seattle, Washington, specializing in corporate and securities law. She focuses her practice on executive and equity compensation, and on public company reporting and compliance, including insider trading issues under Section 16, Rule 144 and Rule 10b-5. Ms. Morgan also has extensive experience in public offerings as issuers' and underwriters' counsel, and in the structuring of private placements. She is a frequent speaker on securities law and disclosure and executive compensation matters and is a member of the National Association of Stock Plan Professionals Advisory Board.
Ms. Morgan is admitted to practice in the State of Washington. She received her J.D. from Georgetown University Law School in 1975.
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Johnathan Ocker
Orrick
Focus I - Stock Option Modification
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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 who service clients in corporate, tax, employment and intellectual property transactional and litigation matters.
Mr. Ocker is a frequent speaker on executive compensation and has published a number of popular course outlines and articles.
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.
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Scott Olsen
PwC
Focus III - Performance Plans and Performance Shares
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Scott N. Olsen is a Principal at PricewaterhouseCoopers Human Resource Services Practice in the New York office, and serves as the National Leader of the firms Total Compensation practice. Mr. Olsen has over 20 years of experience in executive compensation and benefits, including four years of experience in a corporate environment. He specializes in executive compensation governance, total compensation strategy, and incentive design, including both equity incentives, and incentives based on operating performance. He has worked with companies in a variety of industries, in the United States as well as in Europe, Asia, and Latin America.
Mr. Olsen is a frequent speaker on the subject of executive compensation and corporate governance. He has written articles on the subjects of corporate governance, incentive design, and executive compensation issues in mergers and acquisitions. Mr. Olsen also served as an advisor on executive compensation issues to the Conference Board Commission on Public Trust and Private Enterprise.
Mr. Olsen joined PricewaterhouseCoopers from Towers Perrin where he was the co-leader of that firms global Executive Compensation practice. He has also served as Senior Vice President of Stern Stewart & Co., and in positions with Mobil Corporation and KPMG. Mr. Olsen received a B.A. in Mathematics from the University of Pennsylvania, and a B.S. in Economics from the Wharton School of the University of Pennsylvania.
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Carine Schneider
PwC
Focus I - Stock Option Modification
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Carine Schneider is a Partner with the Human Resource Solutions (HRS) practice at PricewaterhouseCoopers, specializing in international HR issues, including reward and stock plan design, implementation and administration.
Prior to joining PricewaterhouseCoopers, Carine was the Leader of the Global Stock Plan Services group at Watson Wyatt Worldwide. Carine was also with Salomon Smith Barney where she assisted companies such as Bank of America, Microsoft, Ford and Westinghouse. Prior to Smith Barney she was the founding Executive Director of the National Association of Stock Plan Professionals (NASPP). The NASPP currently has over 7,000 members with 32 chapters and is designed to provide stock plan professionals educational and networking opportunities and increase the professional standing of stock plan professionals. Prior to creating the NASPP, Carine was 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.
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 is a member of the Advisory Board for the Santa Clara University Equity Professionals Certification Program. She is a member of GEO, NASPP, NCEO and the World Equity Council. In addition, she is an invited member of the Advanced Share Studies Group in the United Kingdom. While at Smith Barney, she was registered Series 7 and Series 63.
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Matt Ward
Aon Consulting/Radford
Focus III - Performance Plans and Performance Shares
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Matt Ward is a Senior Vice President at Aon Consulting. He is an attorney and CPA, and provides executive compensation consulting services in strategic annual and long-term incentive plan design for employees of both publicly-traded and private companies worldwide. Matt serves clients in a variety of industries, ranging in size and complexity from small start-up enterprises to many Fortune 100 firms. He also has extensive experience with compensation planning issues resulting from mergers, acquisitions, initial public offerings, leveraged buyouts, and joint ventures.
Matt speaks frequently around the country and internationally, is quoted extensively, and has published writings on a variety of key compensation subjects. He is a noted expert on corporate governance matters relating to executive pay and is a leading advocate for truly independent advisors to compensation committees. He was on the Technical Steering Committee of the Coalition for American Equity Expansion, which successfully opposed rule changes proposed by the Financial Accounting Standards Board (FASB) for stock compensation plans, that resulted in FAS 123. Matt testified at FASBs hearings on stock compensation accounting and participated in roundtable discussions aimed at resolving the stock option valuation dilemma posed by FASBs proposed standards. Matt is on the Advisory Board of the National Association of Stock Plan Professionals. He also drafted the course materials and teaches introductory and advanced courses in executive compensation for World at Work (formerly the American Compensation Association).
Before joining Aon Consulting, Matt founded WestWard Pay Strategies, Inc., and served as its Chairman and CEO. Prior to founding WestWard, Matt served as Executive Compensation Practice Leader for Watson Wyatt Worldwide. Matt began his executive compensation consulting career with Frederic W. Cook & Co., Inc., and wrote many of the technical papers published by the Cook organization during his tenure. Before becoming an executive compensation consultant, Matt was in private law practice in Chicago, worked in international tax at Peat Marwick, and was an associate at the Chicago law firm of Chapman & Cutler.
Matt graduated magna cum laude with a bachelors degree emphasizing accounting and finance from DePaul University in Chicago. He received a law degree from the University of Utah, where he was a William H. Leary Scholar and member of the Utah Law Review.
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Fred Whittlesey
Aon Consulting/Radford
Master of Ceremonies
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Fred Whittlesey is Vice President, Compensation Consulting with Aon Consulting/Radford Surveys and leads the Pacific Northwest Region practice. He specializes in executive, incentive, and equity-based compensation and quantitative approaches to HR. Fred is co-founder of the Global Equity Organization (GEO) and was a member of the GEO Board of Directors from its inception through 2000.
Fred is Chair of the Advisory Board of the Certified Equity Professional (CEP) Institute for 2003-2004. He was a founding member of the National Association of Stock Plan Professionals (NASPP) and a past member of NASPPs Advisory Board. He serves as a course designer and instructor for WorldatWorks Executive Compensation and Finance & Accounting courses.
Fred received his MBA from UCLA and graduated Phi Beta Kappa and Magna Cum Laude from San Diego State University with a BA in industrial/organizational psychology. He is a Certified Equity Professional (CEP) and a Certified Compensation Professional (CCP).
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