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Ralph Barry
Gray Cary
Focus II - Restricted Stock and Restricted Stock Units
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Ralph J. Barry is a senior associate in Gray Cary’s employee benefits and compensation department, and is based in the San Diego, California office. His practice focuses on the representation of both private and public clients in connection with executive compensation and employee benefits matters. Ralph’s practice focuses on the design and drafting of equity incentive plans, employment agreements, tax-qualified retirement plans and the tax, accounting and securities law issues involved in implementing these arrangements. In addition, Ralph is actively involved with Gray Cary’s transactional practice, working with employers to manage the transition of employees and their benefits during and after a merger or acquisition, joint venture or spin-off.
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Jason Borrevik
Wilson Sonsini & Goodrich
Focus I
Stock Option Modification
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Jason Borrevik is a senior associate in Wilson Sonsini Goodrich and Rosati's employee benefits and compensation group. His practice focuses on the representation of high-technology clients in connection with executive compensation and employee benefits matters. He specializes in the design and drafting of equity incentive plans and executive employment agreements and the tax, accounting and securities law issues involved in implementing these arrangements. Jason is also actively involved with the firm's transactional practice, working with employers to manage the transition of employees and their equity compensation and employee benefit plans during and after a merger or acquisition, joint venture or spin-off. Jason also provides counseling on every aspect of the employment-relationship, including non-competition and severance issues. Jason received his J.D. from Boalt Hall School of Law at the University of California, Berkeley in 1997, and received a B.A. (magna cum laude) in Economics from the University of Oregon in 1994.
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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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Elizabeth Dodge
E*TRADE
Focus II - Restricted Stock and Restricted Stock Units
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Elizabeth Dodge, Equity Edge product manager for the E*TRADE FINANCIAL Corporate Services, has been designing and managing financial software for the past eight years, five of those for ShareData® and E*TRADE FINANCIAL.
Prior to product management, Elizabeth’s software experience was in designing, testing, debugging and supporting financial applications.
Elizabeth is currently a member of GEO, NASPP, and NCEO and volunteers for the Certified Equity Professional Institute. Elizabeth graduated from UC Irvine, Summa Cum Laude, with a degree in English Literature and became a Certified Equity Professional in 1999.
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Jon Doyle
White & Case
Focus III - Performance Plans and Performance Shares
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Jon Doyle is a senior attorney in the San Francisco office of White & Case LLP and a member of the global equity compensation practice group. Mr. Doyle’s practice features advising U.S. and non-U.S. companies on international stock compensation, executive compensation and employee benefit issues arising in mergers and acquisitions, loans, reorganizations and other business transactions. He has represented clients in global and U.S. employment law, personal data privacy and workplace privacy matters. Mr. Doyle has also advised numerous employers on the nuances of local laws concerning privacy matters and drafting document, personal information and workplace privacy policies.
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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 PaineWebber’s Stock Option, Employee Stock Purchase and Restricted Stock Processing businesses.
Prior to August 2001, Mr. Furlong was the Director of Technology for PaineWebber’s Private Client Group, responsible for all technology development and deployment supporting PaineWebber’s retail brokerage business. During his six years in this role, Mr. Furlong led the design, development and deployment of PaineWebber’s premier broker technology, ConsultWorksSM and ConsultNetSM, the award-winning online client service, the PaineWebber EDGE, numerous trading systems supporting PaineWebber’s retail trading operations and the firm’s Corporate Stock Benefit Services platform. Prior to joining PaineWebber in 1994, Mr. Furlong was the Managing Principal for the IBM Consulting Group’s 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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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 world’s 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. Kathryn has her CPA, holds a BS from the University of Colorado in Finance and Accounting, and a Masters in Taxation from Golden Gate University.
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Steve Patchel
Watson Wyatt
Focus I
Stock Option Modification
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Steve Patchel serves as Practice Leader of Watson Wyatt’s High Technology Compensation Consulting Practice based in Santa Clara, California. Steve specializes in the design of compensation programs for companies operating in and serving the high technology and biotechnology industries.
Steve’s global clients range in size from young startup companies to established multinational firms. His areas of expertise include executive compensation, stock options, and sales compensation plans.
Prior to joining Watson Wyatt, Steve was consulting practice leader for Radford Associates specializing in high technology. In addition to an MBA from Fairleigh Dickinson University Steve brings over 30 years of compensation management and consulting experience.
Steve has been quoted in The Wall Street Journal, The Economist, New York Times, and The Industry Standard on compensation issues affecting the technology industry.
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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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John Schroeder
Intel
Focus I
Stock Option Modification
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Manages a small group of attorneys within Intel responsible for tax and ERISA/fiduciary advice on Intel benefits programs and the Intel Foundation, including tax-qualified retirement plans, equity compensation and executive benefits.
Currently a member of the IRS-appointed ACT, the Advisory Committee to the Tax Exempt and Government Entities division within the IRS, and recently served as the Vice Chair leading the employee plans subgroup of the ACT.
Over 15 years as an in-house counsel in the semiconductor industry. Has also served as general counsel of a small startup and later as general counsel of a $2 billion/year public supermarket chain.
Undergraduate at UCLA. Law School: two years at UC Berkeley (Boalt) and third year at Harvard.
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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 FASB’s hearings on stock compensation accounting and participated in roundtable discussions aimed at resolving the stock option valuation dilemma posed by FASB’s 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 it’s 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 bachelor’s 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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Ryan Weeden
GEO
Focus II - Restricted Stock and Restricted Stock Units
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Ryan Weeden, CEP is the Executive Director of the Global Equity Organization (GEO). He has six years of experience in the equity compensation field working previously at the National Center for Employee Ownership (NCEO) co-directing the Center’s stock option and international equity compensation activities. Ryan holds a masters degree from the University of Wisconsin – Madison and is a Certified Equity Professional (CEP). He is the author and co-author of five books on employee ownership and equity compensation and is a frequent speaker nationally and internationally on the topic.
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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 NASPP’s Advisory Board. He serves as a course designer and instructor for WorldatWork’s 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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