Planned speakers for the 2010 GEO Conference
Inta M Abele, CEP, a Relationship Manager for Charles Schwab, Corporate & Retirement Services, has worked in financial services for over eleven years. Her equity compensation experience includes third party administration of all equity award types, assistance in development and deployment of client communications and participant education. Inta is a long standing member of the NASPP. She volunteers for the NCEO and the SVC NASPP as a Program Committee member – currently holding the position of Communications Coordinator. Inta holds Series 7 and Series 63 brokerage licenses and a BS in Organizational Behavior from the University of San Francisco.
Amit Banker is a member of Ernst & Young LLP’s Performance & Reward practice. Based in Cleveland, he advises companies on the analysis, design, implementation and operation of global compensation programs. Amit advises on global compensation and benefits issues for both internationally mobile and local national employees.
Amit has significant experience with global equity and cash based compensation programs. He provides services related to project management, tax due diligence reviews, feasibility reviews, global risk exposure assessments, plan design and implementation assistance, corporate cross-charge and deductibility analyses, global equity and expatriate policies development, cross-border tax planning, tax remediation, payroll and tax compliance support, process mapping, and administrative procedural manual and employee communication material development. Amit also advises on global incentive compensation issues in mergers, acquisitions and other transactions.
Amit received a Bachelor of Commerce from Mangalore University and an M.B.A. from the University of Bridgeport. Amit is a certified public accountant licensed in the state of Ohio and the commonwealth of Virginia. In addition, Amit is a member of the American Institute of Certified Public Accountants and the National Association of Stock Plan Professionals.
Mitch Beaverson is part of Eli Lilly and Company’s Global Compensation & Benefits team, providing consultation on equity design and administration for more than 80 countries. Mitch has been employed by Lilly for 11 years and has held leadership and consultant roles in line HR, cash compensation, and Lilly’s HR shared services team. Prior to joining Lilly, Mitch worked in line HR roles for AlliedSignal and Amoco corporations, and served in Admissions for his undergraduate alma mater, Taylor University. Since earning his MBA from Indiana University, Mitch obtained his SPHR certification in 2006 and began working toward his CEP in 2008. Mitch and Melissa, his wife, enjoy living in the Indianapolis area with their six children where Mitch coaches, tutors, and serves on the Governing Board for Grace Community Church, Noblesville, Indiana.
Laura Becking, of counsel in Orrick’s New York office, is a member of the 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 U.S.-based multinational corporations in the financial, insurance, technology, oil and energy services, as well as pharmaceutical industries on the implementation of employee equity programs worldwide. Her practice addresses the use of stock options, stock, stock purchase and performance-based awards. Ms. Becking focuses on securities, foreign exchange, tax, data privacy and employment laws in more than 100 countries. Ms. Becking also regularly advises clients on global mobility issues.
Prior to joining Orrick, Ms. Becking practiced in the Ernst & Young allied law firms in New York and Europe. She also has worked for Ernst & Young LLP in its New York and Tokyo offices.
Ms. Becking regularly presents on international data protection, employee equity programs and has taught Legal Environment for Business Managers and Government, Business and Society as an Adjunct Professor at Rutgers University Business School. Ms. Becking presented on the implementation of employee equity programs in China at the Global Equity Organizations annual conference in Paris in June and spoke on the implementation of stock purchase programs in China at the annuals conference of the National Association of Stock Plan Professionals in San Francisco in November 2009.
Suzie Bentley, CPP, is currently the Director of Stock Administration, Payroll 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 Co-Director for the 2010 California Payroll Conference. She is instrumental in developing and delivering educational materials internally for NVIDIA and externally for her volunteer affiliations.
Joseph Blasi is a professor and sociologist at the School of Management and Labor Relations at Rutgers University in New Brunswick, New Jersey where he teaches the undergraduate and graduate courses on corporate governance. He has been studying broad-based equity and profit sharing plans for almost forty years. He is also a Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts. His research interests include economic sociology, the social and economic history of the corporation, and public policy. He studies the relationship between the division of rewards, power, and prestige in organizations and performance using large datasets. His books and articles have addressed different systems of work and broad-based employee ownership, profit sharing, and stock options in corporations, countries, industry sectors, (such as Silicon Valley), and historical periods. His latest book, Shared Capitalism at Work (with Douglas Kruse and Richard Freeman), will be published by the University of Chicago Press in April 2010. Some past books include In The Company of Owners (Basic Books, 2003) on the hundred high tech companies that created and run the Internet and The New Owners (HarperCollins, 1991) on publicly-traded corporations with broad employee ownership. Blasi has been a member of the School of Social Sciences and the School of Historical Studies at the Institute for Advanced Study in Princeton, New Jersey. Current projects include a study of reward systems and company culture in the largest multinational corporations in the world and a study of the American economic history of broad-based profit sharing and ownership.
Trish Boepple is the SVP Global Client Operations for Global Shares, an independent provider of stock plan administration and consulting services. Trish has over 27 years of experience in equity and executive compensation and is responsible for the Global Shares’ Client Relationship Managers and the plan administration team that implements and administers global stock plans.
For the five years prior to joining Global Shares, Trish was the Director of Global Equity Services at Accenture, with over 85,000 equity program participants in 54 countries. She was Senior Manager of Stock Programs at Applied Materials, Inc. four years and she was with Amdahl Corporation for 16 years where she was responsible for Amdahl’s stock programs. She was also Amdahl’s Assistant Corporate Secretary and Manager of Legal Administration for nine years.
Trish was one of the original members of the Stock Forum (later Equity Services Association), the precursor to National Association of Stock Plan Professionals. She was a founding member of the NASPP and is currently a member of NASPP’s Silicon Valley Chapter and San Francisco Chapter, and a member of Global Equity Organization (GEO). She is a Board member of the Advisory Board for the Santa Clara University Certified Equity Professionals Institute. Trisha has also been a member of the Society of Corporate Secretaries & Governance Professionals since 1989.
Stefano Bondioli is a Sales & Relationship manager of BNP Paribas Securities Services Milan since March 2003. In his capacity of Sales & Relationship Manager, Stefano is responsible for the sale of placement and tax services tailored made for Italian & foreign corporates and Issuers. During the last 7 years has developed a vast experience and know-how about the Italian law requirements associated to many different type of LTIPs such as Stock option , ESPP, stock award, preferred and performance share.
He is also serves as Relationship Manager for Italian Financial Intermediaries investing abroad through the BNP Paribas Securities Services network. Stefano has over 10 years of Securities Industry experience. He joined BNP Paribas in 2000. Before joining BNP Paribas in 2000, he has spent one year in an Italian Bank as Retail Financial Advisor.
Renee Bomchill is a Partner in the Financial Accounting and Reporting Services group of Deloitte & Touche LLP. She has 15 years of experience in public accounting and has worked extensively throughout the Americas, Asia-Pacific and Europe, providing advice and assistance to multinational companies as to the appropriate application of IFRS, U.S. GAAP and SEC regulations. Recently, she has served several American companies with respect to their conversions to IFRS, including Coty, IBM, Ingersoll Rand and a Fortune 50 pharmaceutical and medical devices company. Renee is also a frequent speaker and trainer on IFRS and U.S. GAAP.
James Brickey joined Anheuser-Busch in 1996 and has moved progressively up the HR/Compensation ranks since then. In his current position, VP People, James has overseen efforts regarding integration process, RIF execution/headcount reduction, zero-based budgeting and total rewards restructuring. He also serves as a member of the ABInBev Diversity Board.
He is actively involved in local charitable groups, including the United Way, Alzheimer Association of St. Louis, and the GO! Employment Network for St. Patrick’s Center. He is a graduate of the University of Missouri.
June Anne Burke is a Partner in the 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 150 countries. Typical projects include plan implementation, compliance with overseas securities laws and currency restrictions, plan compliance “audits” and 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 and is Secretary of the Board.
Ed Burmeister has more than 35 years of experience practicing in the area of equity compensations, with emphasis on global tax and legal issues. He has been recognized as a leader in his field by Chambers USA (#1 Ranking), Northern California Super Lawyers, The Best Lawyers in America and Who’s Who Legal. He is past chairman of the State Bar of California- Taxation Section, and is a member of the advisory boards of the National Association of Stock Plan Professionals and the Certified Equity Professional Institute. Mr. Burmeister is also a past Board member of the Global Equity Organization.
Mr. Burmeister has worked on many precedent-setting equity programs and strategies. Throughout his career, he has assisted over 300 multinational companies in extending their equity plans to employees outside the United States.
Michael is a Partner in Ernst & Young’s Human Capital and is the U.S. service line leader for the Firm’s Global Equity practice. He has more than 24 years of experience and has managed global equity consulting and expatriate engagements for organizations across all industry lines in over 100 countries. Michael is responsible for managing global equity and expatriate engagements for some of Ernst & Young’s largest clients and provides services in the areas of global equity plan design and implementation, feasibility analysis, tax and legal due diligence, HR risk and cost minimization, global payroll compliance, corporate tax planning, FAS 123R analysis and employee education.
Michael received his Bachelor of Science in Accounting from Brooklyn College, City University of New York and is a CPA in the state of New York. He is a frequent speaker on global equity topics at organizations such as the National Association of Stock Plan Professionals, the Global Equity Organization and the Tax Executives Institute and has appeared on CNN’s Your Money program.
Ted Buyniski is Senior Vice President and head of Radford’s Boston office. He 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, 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.
Gillian Caplan, Marketing Coordinator - Human Resources, Akamai Technologies, Inc.
Gillian Caplan joined Akamai Technologies, Inc. in 2007 as a Marketing Coordinator for the Human Resources department.An honors degree in Marketing and Communications from Northeastern University in Boston, Massachusetts coupled with her experience working in advertising have brought a fresh approach to communication and marketing within the Human Resources team. With a focus on new media and the implementation of business-to-consumer marketing strategies, she continues to enhance Akamai's approach to corporate communications.
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.
Olivia Cattaneo is the head of Clients Solutions - Global Corporate Trust of BNP Paribas Securities Services Milan. Olivia has over 15 years of Securities Industry experience. She joined BNP Paribas in 1995 and, after six years spent as tax specialist, she decided to move to the Global Corporate Trust team, which she has been leading since May 2001.
In her capacity of head of Clients Solutions, Olivia is responsible for the development of services and processes to serve Italian & foreign corporates and Issuers. Olivia is a chartered accountant in Italy since 1995, and thanks to this expertise she has been able to develop unique solutions helping issuers and employees to cope with the complex Italian legislation on any type of employee share based compensation scheme.
Stephanie Ceglia is a Vice President of Strategic Integration with Solium Capital. In this role, she manages key integration initiatives and broker relationships for Solium Capital’s equity award services business. Stephanie is no stranger to the equity award industry, having spent over 10 years in roles ranging from a plan administrator to a marketing product manager, which taught her the importance of good plan design and flawlessly executed administration. Prior to starting her career in equity administration, Stephanie spent 5 years in the executive compensation field as a benefits analyst. Stephanie helps issuers to develop a strong plan for implementing effective executive compensation programs.
Agnès Charpenet is a Partner in the Paris office of Baker & McKenzie. She is a member of the Tax Group in the Paris office and has developed the Employee Benefits practice as a sub-group within the Tax Group. She advises on domestic and international personal income tax and employee benefits matters. She also has significant expertise advising multinational issuers on the tax issues related to offering their employee equity programs in France and abroad. Agnès is member of the French GEO Chapter Committee.
Matt has been with GSPS for the past 10 years. He is currently a Sr. Relationship Manager. Previously, Matt was International and Tax Product Manager coordinating our US and Non-US business platforms and providing best practices. He also managed the GSPS Implementation Team. In that role, Matt's team handled all new client implementations across all platforms for Stock Options, Restricted Stock and Stock Purchase. Prior to joining Smith Barney, Matt worked for Towers Perrin as a Benefit Consultant on US Defined Contribution, Defined Benefit and Health and Welfare plans.
Specialist in global executive and employee incentives. Janet's experience includes advising on the impact of corporate transactions on executive and employee share plans, corporate governance issues around directors' compensation and disclosure, employee share opportunities on IPOs and privatisations. Janet advised both global companies on their incentives as well as financial institutions on their service and product development. Janet has been involved in lobbying UK and European regulatory and accounting issues.
Janet developed the firm's online database, Blue Flag ESP which provides legal and tax information on over 100 countries, and launched the only professional qualification for share plan professionals, the ICSA Certificate in Employee Share Plans.
• Vice chair of the Global Equity Organisation
• Director of the ifsProShare faculty board
• Co-founder of the Share Schemes Advanced Studies Group
• Committee member of the Share Plan Lawyer Group
• Director of the European Centre for Employee Ownership
Lisa Cummings is Senior Director of International Compensation for Wal-Mart Stores, Inc. Lisa has responsibility for directing compensation programs for over 600,000 associates in 16 markets outside the U.S. as well as supporting expatriate compensation programs. Prior to this role, Lisa was Director of Global Benefits for Wal-Mart.
Prior to joining Wal-Mart Stores, Inc. in 2007, Lisa was Vice President, Compensation and Benefits for Cadbury Schweppes Americas Region covering 18 countries. Additionally, Lisa has worked with global benefit programs since 1985 for Dell, Inc. where she served as Director, Global Benefits. Lisa has also managed global benefit programs for Halliburton Company and Kerr McGee Corporation, and practiced law.
Finn Dahl joined Norse Solutions in 2006. His position in the company has given him valuable expertise within all aspects of share-based payment including plan design, accounting and financial issues as well as requirements analysis for the continuous development of the company’s software Norse Options. Finn started his career in KPMG, performing audits of financial institutions focusing primarily on securities and derivatives pricing, hedging and asset/liability management. He has also been involved in several transitions from various GAAPs to IFRS. Finn holds a Master of Business in Finance.
Daiva Dambrauskas, Manager - Communications & Compliance, Benefits and Stock Plan Services, Amazon.com. Since joining Amazon.com in 1999, the world’s largest internet retailer, Ms. Dambrauskas has enjoyed serving in various capacities supporting and managing Amazon’s employee benefit and stock programs. She spent two years based in Amazon’s UK offices supporting the EU employee benefits program for six European countries. Since returning to the US in 2008, Ms. Dambrauskas has managed global employee communications and compliance for Amazon’s Stock Plan Services and Benefits. In 2006, Ms. Dambrauskas earned her CEBS designation. Prior to joining Amazon, Ms. Dambrauskas worked in HR for Four Seasons Hotels & Resorts in Chicago and London.
John Daughtrey, Senior Manager, Employee Share Plans, Business Development has worked at Equiniti for 17 years and has in-depth knowledge of the employee share plan industry. He is responsible for all share plan business development, client acquisition and global strategy. John has had experience as a Share Schemes Manager for a FTSE 100 company which he considers to be invaluable when developing new services and responding to client requirements.
I have been an active member of GEO since its inception in 2000 and have sat on the GEO Board since 2003. Together with Nicholas Greenacre and Janet Cooper, I run the UK & Channel Islands GEO Chapter.
For my day job, I head up RBC cees’ cross- jurisdictional Business Development Team (which currently covers UK, Europe, Middle East and North America). RBC cees is a leading provider of corporate trustee and administration services for employee benefit plans, including global and domestic stock plans, deferred compensation arrangements and executive and international pensions. We also provide administration services in relation to private equity and property funds. My role focuses primarily on corporate business development, but also includes providing additional senior and technical support, across the RBC cees employee benefits disciplines, for our diverse, multinational client base.
I joined RBC cees in 2005, from the corporate world (BP), prior to which I was a Partner with Watson Wyatt, specialising in the design, communication and implementation of UK and global share and cash incentive plans and executive pensions. An English solicitor, I graduated in law from Oxford University and practised with Linklaters in their share plan and pensions team until 1996, during which I also completed a secondment with a leading US employee benefits practice in New York. So I guess I have viewed share plans from every possible perspective!!
When not at work, I enjoy travel, reading, films, wine, and playing and supporting various sports.
Jon F. Doyle advises multinational companies and financial institutions on legal issues related to doing business overseas, among them, outsourcing, offshoring, joint ventures, and other means of international expansion. He also advises multinational companies on global equity compensation programs. He has extensive experience advising businesses on the tax, securities, foreign exchange, labor, data privacy, and e-commerce issues they may encounter in each country where they offer stock option, stock purchase, restricted stock, phantom stock, stock appreciation right, cash bonus, venture capital, and directed share plans to their employees, directors, and consultants.
Laurence has a diploma from the Geneva School of Translation and Interpretation. She is also a Global Remuneration Professional and obtained her GRP certification with the WorldatWork Society of Certified Professionals.Laurence is Manager Global Processes at Philip Morris International Inc. She is based in Switzerland, in the Company’s Operations Center. In her role, she is responsible for overseeing the variable compensation programs of the Company. She leads the implementation and administration of the programs, and is in charge of the coordination of the equity award program worldwide. Ms. Duc began her career with Philip Morris International in 1988, in the Human Resources Department. Over the years, she assumed roles of increasing responsibilities, mostly in the Compensation and Benefits function. She assumed her current role in March of 2003. Certified Global Remuneration Professional Member, National Association of Stock Plan Professionals Member, Global Equity Organization.
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.
Mr. Dunn has published articles in numerous technical publications such as the Journal of Taxation, Journal of Accountancy, Tax Adviser, Taxes and Tax Executive. He is often quoted in tax matters, appearing in both print and broadcast tax features. He has been quoted in a variety of tax publications as well as general interest publications such as The Wall Street Journal, Washington Post, New York Times, USA Today, Time and Newsweek among many others. Finally, Mr. Dunn has instructed at Georgetown and American University and has appeared on a variety of technical and industry video programs.
Michelle Engebretsen is a Senior Compensation Analyst at Cargill with over eleven years of HR experience at the company. Previous to her position in Executive Compensation, she did project work for Benefits and was also a recruiter for Minneapolis. As part of the Option Services team, Michelle works closely with Cargill’s third-party vendor and a cross-functional team to administer the equity programs on a global basis. When Cargill recently switched their equity vendor, Michelle was responsible for the conversion process and also designed the framework/functionality for the participant portal. In addition, she drafts and maintains related global plan/policy documentation, and is closely involved with various compensation projects and initiatives. Michelle graduated from the University of St. Thomas in St. Paul, Minnesota, with a B.A. in Human Resources Management.
Jeremy G.O. Farmer joined Aon in 2003 as Senior Vice President and Head of Human Resources. He leads Aon’s global HR organizations.
Prior to joining Aon, Farmer spent 22 years with Bank One Corporation and its predecessor company First Chicago (now J.P. Morgan Chase) where he served in a variety of senior HR positions in London and Chicago. He spent his early career with the Bank of England in London becoming a group head in the Economic Intelligence Unit.
He is a Board Member for the Associated Colleges of Illinois, and Director of Pathways. He has an MSc in Human Resources and Industrial Relations from the University of Aston in Birmingham UK, is an Associate of the Institute of Bankers and Member of the Chartered Institute of Personnel and Development, UK.
Kate is a Senior Manager in our Global Rewards practice in our Global Employer Services Group (GES), at Deloitte. Kate leads our Pacific Southwest Global Rewards practice and has over twelve years of experience serving global companies with cross-border tax consulting and cost minimization strategies, including reviews of tax efficient delivery of compensation and benefits, with a specific focus on equity, cross border treatment of pension distributions and cross border short-term assignee tax implications.
Kate is an Internal Revenue Service Enrolled Agent and holds a Bachelor of Commerce and a Bachelor of Law from the University of Queensland in Australia.
Doug Frederick is a principal and leads Mercer’s national Executive Benefits Group (EBG). EBG is a national resource supporting all of Mercer’s U.S. offices by providing consulting services for the benchmarking, design, compliance, and funding of executive nonqualified benefit plans.
Kelly is currently the Sr. Program Manager for Global Payroll Process and Strategy at Apple Inc. In this role, she coordinates with global Payroll partners, HR, Finance and IT teams to develop a standard approach and optimal solutions to global processes. She has a strong background in developing, implementing and managing control processes, and 20 years of experience in designing and implementing HR and payroll-related systems and interfaces, such as time and attendance, online pay vouchers, and other employee self-service functionality.
Kelly serves on the board of GEO (Global Equity Organization) and ETrade's Client Advisory Board. She is also a member of NASPP (National Association of Stock Plan Professionals) and the American Payroll Association. She received a BBA in Business Management from the University of Texas at Austin.
Ed is a principal in KPMG’s International Executive Services (IES) practice which provides expatriate tax compliance and advisory services, International HR consulting, assignment management options and global incentive compensation tax advice. He is presently the US national principal in charge of the IES practice’s global equity tax compliance team and has extensive experience in helping clients address the complexities of cross-border incentive compensation tax reporting and withholding requirements.
With over 23 years of experience in expatriate tax and assignment administration, Ed has effectively managed the firm’s global resources to deliver broad based expatriate assignment services to several Fortune 100 expatriate engagements. As a previous expatriate himself, Ed led the IES US tax practice in London while serving as the global engagement principal for the firm’s leading financial services clients.
Professional and Industry Experience
Ed’s broad experience consists of; US and international tax compliance services, global equity tax compliance, expatriate tax equalization policy and procedures, global payroll planning and expatriate program administration. Ed also possesses strong knowledge of incentive compensation tax compliance technology systems, expatriate compensation structuring, cross-border social security planning and international assignments tax policy design.
Ed has also been a frequent speaker and author of numerous articles on global incentive compensation tax matters and expatriate assignment tax and administrative issues.
He is a member of :
• National Association for Stock Plan Professionals
• Global Equity Organization
• National Foreign Trade Council
• British American Business Institute
Ed is an Enrolled Agent with the IRS.
Ted Ginsburg, a Senior Director at BDO, has over 25 years of experience in compensation and employee benefit programs. He focuses on executive compensation consulting for both publicly-traded and privately-heldemployers, specializing in equity-based arrangements (including ESOPs andESPPs), employment agreements, non-qualified deferred compensation plans,and change-of-control programs. Ted has served as an advisor to the Board of Directors of various companies on executive compensation matters and has assisted numerous companies in becoming publicly traded. Ted is an active public speaker and has published numerous articles. An attorney and CPA, Ted holds J.D., M.B.A., and A.B. degrees from Washington University.
Ann Glackin is a Global Equity Specialist at General Electric based in Schenectady, NY. Ms. Glackin’s primary focus over the last 2 years has been the administrative design and implementation of a solution to address global taxation of equity compensation for mobile employees in over 75+ countries.
In addition to her experience in Executive Compensation, Ms. Glackin has spent over 15 years managing Health, Welfare and Retirement benefits at various multi-national corporations. Ms. Glackin holds a Senior Professional in Human Resources designation and is a graduate of the University of Vermont where she majored in Mathematics.
Mr. Graskamp is a Managing Director of Frederic W. Cook & Co., a leading executive remuneration consultancy, and head of the firm’s Chicago office. Mr. Graskamp has also worked for McKinsey & Co., Watson Wyatt, and William M. Mercer. He holds an M.B.A. from the University of Chicago Graduate School of Business, a J.D. from the Hamline University School of Law, and a B.S. in biology from Wartburg College. He is a member of the Minnesota Bar Association.
Judith is 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. Advice may cover the design and launch of new plans, UK sub-plans for multinational companies, the 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.
Nicholas Greenacre is a partner in the London Employment & Benefits group.Nicholas provides employee benefits and pensions advice and has had experience in a broad range of matters for clients of all sizes, from technology start-ups to global investment banks.
As co-leader of the firm's Global Equity Based Compensation practice, Nicholas advises clients from various jurisdictions on the design and international implementation of equity and cash-based incentive plans. This work involves investigation and analysis of the securities, tax, foreign exchange, employment, data privacy and e-commerce issues clients may encounter in each country where they operate their plans.
Nicholas has handled the incentives and pensions aspects of a variety of major corporate transactions, including advising on UK pensions issues in the context of large leveraged buyouts and subsequent restructurings and setting up new equity incentive plans in preparation for a number of high-profile IPOs.
Nicholas is a former main board Director of the Global Equity Organisation and a member of Global Stock Plans Task Force of the National Association of Stock Plan Professionals. He is also a committee member of Share Plan Lawyers and an associate member of the Association of Pensions Lawyers. He regularly speaks at external seminars and conferences.
Michael Guerra is the Senior Vice President of Business Development and one of the original founders at EASi. He helped launch EASi after serving as VP of Business Development with BenefitStreet and as a registered investment advisor, with more than $250 million in assets under management, with Morgan Stanley. Michael has Series, 7, 6, 66, 3 and 33 SEC registrations. While Michael was at Morgan Stanley he began searching for a solution for clients with stock options plans. His research and relationships gave him the idea of creating the web-based solution that led to the formation of EASi. Prior to Morgan Stanley, Michael spent more than 15 years in sales and marketing and was involved in mergers and acquisitions throughout the state of California.
Senior Attorney Patrick has responsibility for the legal compliance of BP’s benefits programs. This requires interacting on a daily basis with the operations of such programs, and instituting design changes to comply with a variety of both US and international requirements. For 7 years prior to joining BP, Patrick was a Special Counsel with Baker Botts, LLP, in their Employee Benefits and Executive Compensation section. He has written numerous articles and book chapters on benefits compliance issues.
Peter Haller is a Director and the Senior ERISA and Executive Compensation counsel for Credit Suisse Securities (USA) LLC, in New York City, and its parent, Credit Suisse Group AG, in Zurich Switzerland. Mr. Haller is co-head of the bank's global equity compensation programs and also advises the Bank with respect to ERISA's fiduciary responsibility rules that arise in connection with the Bank's broker/dealer, Investment Banking and asset management operations. Mr. Haller also serves as counsel for the Bank's various benefit committees, providing advice concerning fiduciary duties for the tax-qualified and welfare plans maintained by the Bank and its subsidiaries. Mr. Haller is a frequent speaker on Executive Compensation and ERISA topics.
Mr. Haller received his undergraduate degree in Accounting from Bentley College in Waltham, Massachusetts and received his law degree from Boston College in Newton, Massachusetts. Mr. Haller is also a Certified Public Accountant.
Philip Halliday is the global Head of Executive Compensation for Credit Suisse. He joined Credit Suisse Group nine years ago having previously worked at Deutsche Bank and Arthur Andersen. He is a UK Chartered Accountant and a member of the UK Institute of Taxation.
Brett Harsen has more than 12 years of compensation consulting experience on a range of issues, including broad-based employee pay, short- and long-term incentive design, executive and Board of Directors compensation. He specializes in equity compensation design and delivery. Brett consults organizations in a variety of industries, with a focus on high technology and life sciences. Brett is a leader in Radford’s underwater option practice and co-creator of Radford’s web portal www.UnderwaterExchange.com. He has consulted over 150 organizations on the evaluation and implementation of underwater exchange programs, directs Radford’s special research into market practices addressing underwater options and is a nationally-recognized expert on the subject. Brett is also a leading contributor to Radford’s Relative Total Shareholder Return (TSR) performance equity practice and the corresponding web portal www.RelativeTSR.com. In this capacity, he provides assessment, design, accounting valuation and ongoing plan administration/communication services to organizations exploring and implementing Relative TSR programs.Prior to joining Radford, he held consulting positions at Buck Consulting, iQuantic and Deloitte.
Katie Holahan is Associate General Counsel & Assistant Secretary for Orbitz Worldwide, Inc., a leading global online travel company. Within the legal department, Katie has primary responsibility for securities, governance and general corporate matters, including executive compensation and benefits, treasury/finance and corporate development. Prior to joining the company, Katie was a senior associate at Mayer Brown LLP where she specialized in securities law, M&A and general corporate representation. Katie clerked for the Supreme Court of Alabama following her graduation from Northwestern University School of Law. Prior to law school, Katie was a Certified Public Accountant in the Atlanta office of Ernst & Young LLP.
Jeff Hulsey is the Product Manager for the Schwab EquiView™ record-keeping system. In this role, Jeff is responsible for monitoring trends in the equity compensation industry, setting the priorities for the product roadmap and overseeing development initiatives. Additionally, Jeff works with Schwab’s Stock Plan Services clients to identify the compliance challenges they face and implement solutions to meet those needs. Most recently, Jeff led the effort to develop and implement an IFRS 2 solution within the EquiView product.
Jeff has 10 years experience in the equity compensation industry primarily working on the service provider side. Throughout this time, his focus has been on plan administration, conversion and product management. Jeff holds his Series 7 & 63 brokerage licenses, is a CEP and is located in Denver, CO. He received a Bachelor of Science degree in Business Finance and Risk Management from California State University, Sacramento.
Christopher Jereb, Compensation & Benefits, DPDHL (DE) is based at headquarters of DPDHL in Bonn, Germany, and works in the Compensation & Benefits Centre of Expertise. He is managing the implementation of the new global Share Matching Scheme. He joined DPDHL in 2005 and was working in previous roles for HR Operations Global Services, where led an international benchmark project and internal audit focusing on HR audits. He has worked for more than ten years in different HR roles and industries, including establishing a company to develop IT recruitment solutions. Christopher holds an Honours degree in Business Administration from the University of Applied Sciences, Munich.
Laine Joelson Cohen is the Senior Manager of Global Equity Compensation at Citigroup, Inc. in New York. In this capacity, Laine oversees the Company’s stock award and stock option programs.
Throughout her 18-year tenure at Citigroup, Laine has been responsible for the design, implementation and administration of deferred compensation, stock options, restricted and deferred stock, and employee stock purchase programs globally. She earned her B.A. in Psychology from the University of Connecticut and her M.B.A. in Human Resources Management from Baruch College.
Ryan M. Johnson, CCP, (Certified Compensation Professional), is responsible for the association’s research and publishing, member community, and information management.
Prior to joining WorldatWork, Johnson spent more than 10 years in public policy, public affairs and consulting/strategy work, having worked for Gerbig, Snell/Weisheimer of Columbus, Ohio, and the Morrison Institute for Public Policy at Arizona State University. He started his career in Washington, D.C. on the staff of the U.S. House of Representatives Committee on Small Business. He later worked as a research analyst for the Institute for Strategy Development, a private, financial institutions-oriented think tank.
Johnson has authored numerous articles on topics such as current legislative and regulatory developments, stock option expensing, executive compensation proxy disclosure, employee bonus programs, professional ethics, employee recognition, paid time off (PTO), outside director pay, consumerism in benefits, work-life, sales compensation, flexible work schedules, telework and disaster recovery/continuity of operations, salary surveys, salary budget surveys, and total rewards.
Johnson has been quoted in the Wall Street Journal, Forbes, Investor’s Business Daily, Houston Chronicle, Miami Herald, The Arizona Republic, as well as numerous trade publications such as Government Computer News. He has been interviewed on NPR’s Marketplace program and several metro radio stations. He is a frequent keynote speaker on topics related to trends in compensation and benefits. He founded the WorldatWork Blog.
Professional Designations/Accreditations:Certified Compensation Professional (CCP)
Doug has a BS degree in Business with a concentration in Finance from The University of Tennessee, as well as the CEP designation and Series 9/10, 7 and 63 licenses.
Doug is Director and Head of Stock Plan Administration for UBS Corporate Employee Financial Services (CEFS). In this role he is responsible for overseeing the Plan Administration and Client Service functions, including a Quality Control and Operations Liaison function, for CEFS in both, Nashville, TN and Jersey City, NJ.
Mr. Jones began his financial services career in 1989 as an associate with J.C. Bradford & Co. He held various positions at J.C. Bradford & Co. prior to creating the Stock Plan Administration Group in 1999 which grew quickly to approximately 40 clients by 2000. In August of 2000, J.C. Bradford & Co. merged with PaineWebber Group, Inc. where Mr. Jones was appointed Manager of the Nashville Division of CEFS. He assumed his current role in June of 2006.
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. Alan is the appointed adviser to the Remuneration Committees of two FTSE 100 companies, but also advises larger unlisted entities. . He is a chartered accountant, chartered tax adviser, and a certified management consultant. He is a member of Faculty with WorldatWork and teaches on their Global Remuneration Professional courses. He has been an executive compensation consultant for many years and was a partner in Bacon & Woodrow before it was acquired by Hewitt Associates. He is a regular speaker at conferences in the UK and abroad and the taxation chapter author of a number of manuals on compensation practice and the author of Transactions: Share Incentives for Employees published by Longman in 1993. Alan has consulted with a number of international companies 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.
Joan Kalmans has over 20 years’ experience in international executive compensation. As the Director of Global Share Plan Management for Unilever, Joan oversees executive share plans in 85 countries and U.S. deferral programs. She manages the Unilever Global Equity Team based in New Jersey and third party share plan administration providers. Prior to joining Unilever, Joan spent nine years at American Express where her position for five years was Director-Executive Compensation with responsibility for global executive rewards programs. Joan's career also includes roles as Director-Global International Compensation & Benefits for the Philip Morris Companies (now Altria) where she was responsible for the design and oversight of programs in 60 countries, and as Senior Consultant in Executive Compensation for Sibson & Co. Joan holds a MBA degree from New York University and an undergraduate degree from the Cornell University School of Industrial & Labor Relations.
Jennifer Kirk is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group. Her practice focuses on advising multinational companies on the design, implementation and ongoing compliance of their global equity compensation programs. Her advice covers the tax, securities laws, exchange control regulations, labor laws and various other issues in 100+ jurisdictions. Jennifer's practice also involves advising companies on the impact of corporate transactions on global stock programs, option exchange programs and the taxation of mobile employees who hold equity awards. Jennifer is a frequent speaker on global equity issues.
Barbara Klementz is a Partner in the San Francisco office of Baker & McKenzie LLP and a member of the Firm’s Global Equity Services Group. She has significant experience advising multinational companies on implementing their international equity compensation programs. Her work on the implementation of equity compensation programs has involved tax, securities laws, exchange control regulations and various other issues. Barbara also frequently advises with respect to the treatment of such programs in corporate spin-offs and other corporate transactions, as well as on the tax treatment of cross-border employees.
Jane Klewin is a member of the Global Treasury team of the BP Legal Corporate Group located in Warrenville, Illinois, USA. Jane handles issues and transactions involving the US securities laws (including debt and equity offerings), finance, private equity, equity plans and general corporate matters. She provides securities and corporate counsel for the BP retirement plan, the BP Employee Savings Plans (401(k) plan) and all BP equity plans offered in the U.S. Jane was a speaker at the GEO conference in San Francisco in 2007 and has spoken at the National Association of Stock Plan Professionals conference.
Pierre Kremp is a doctoral candidate in sociology at Princeton University; he will join HEC Paris as an assistant professor in January 2011. His research analyzes the increase in stock ownership rates over the last 20 years in the United States as a social diffusion process, and the consequences of the differential spread of equity ownership among sociodemographic groups on wealth inequality and individual patterns of wealth accumulation. Pierre holds a BA in economics from University of Paris 1 (Pantheon-Sorbonne) and an MA in sociology from the Ecole Normale Superieure and the Ecole des Hautes Etudes en Sciences Sociales in Paris.
Mr. Lackey is President and Managing Director of Total Rewards Strategies. He has over 30 years of experience in human resources, compensation and benefits consulting including, design, funding and expense projections for executive compensation and employee benefit programs.
Prior to founding Total Rewards Strategies, Mr. Lackey was Managing Principal and Global Compensation Practice leader of JPMorgan Compensation and Benefits Strategies (formerly CCA Strategies). He was previously National Compensation Practice Leader for Palmer & Cay and worked for Towers Perrin as Manager of the St. Louis office and Compensation Practice Leader. Mr. Lackey also worked for William M. Mercer in the United States and Canada and was Director of Compensation and Benefits for a multinational Canadian manufacturing company.
Among the clients that Mr. Lackey has served are Anheuser-Busch InBev, Ascension Health, AT&T, Bank of America, BJC Health Care, Bunge Limited, Charter Communications, Commerce Bancshares, Emerson Electric, Haynes International, The Kauffmann Foundation, LCA-Vision, MEMC Electronics, MedSource Technologies, Missouri Foundation for Health, Monsanto, Sigma-Aldrich, Smurfit-Stone Corporation, United Van Lines, The United Way of Greater St. Louis and U.S. Bancorp.
Mr. Lackey received an Honors Bachelor of Mathematics Degree in Actuarial Science from the University of Waterloo, Canada. He is a member of the Compensation and Benefits Network of Greater St. Louis, the Employee Benefits Association of St. Louis, the Global Equity Organization, the National Association of Stock Plan Professionals, the St. Louis Actuaries Club, and WorldatWork.
Mr. Lackey is the Chairman of the Board of Directors of the St. Louis ARC. He is a former member of the Board of Directors of Art S. Louis, the St. Louis Chapter of the American Heart Association, the St. Louis Art Fair, and Safe Connections.
Matt Leckrone is a principal and senior consulting actuary with the Executive Benefits group. The Executive Benefits group is a national resource supporting all of Mercer’s U.S. offices by providing consulting services for the design, compliance, and funding of executive nonqualified benefit plans. Matt received his bachelor's degree with honors from Indiana University where he graduated with a double major in mathematics and history. He is a Fellows of the Society of Actuaries.
Adie Leung is a Director and the Function Head of Equity Compensation and International Tax for Citi Asia and has been with Citi since 1997. In the past 11 with Citi, she was responsible for the regional countries’ payroll administration, compensation and benefits, mobility taxation and budgeting. She has been specialized in the equity compensation and international tax areas in the past 7 years. Currently, she is responsible for equity compensation; international tax and HR related accounting and financial issues for an organization over 50,000 employees’ operating in 18 countries in the Asia Region. In addition, she has also been a key player of the HR involvement in Citi’s various M&A HR integration projects in the region.
Before joining Citi, Adie obtained her extensive auditing and tax experiences by working in the Big 4 CPA firms in San Francisco, California and Hong Kong; she is a member of the Hong Kong Institute of Certified Public Accountants, American Institute of Certified Public Accountants and the US Certified Equity Profession. She is also one of the Founding Committee members of the Global Equity Organization Hong Kong Chapter.
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.
Michelle Lundquist is a Director, Communication Consultant at Fidelity Investments, Stock Plan Services. Ms. Lundquist is a 15 year marketing and communication professional working with Fidelity’s Stock Plan Services clients to create targeted and comprehensive communications to educate employees on their equity benefits. Ms. Lundquist holds a bachelors degree in communications from Emerson College, Boston, Massachusetts.
Sheila Lyons is a Vice President and Regional Manager for the Employee Stock Plan Services Group with BNY Mellon Shareowner Services. Sheila has worked with BNY Mellon for seven years in their Los Angeles regional administration office. She manages a team of client relationship managers working in offices across the nation. Her team interfaces with corporate clients and their employee stock plans including, but not limited to, stock options, restricted stock, performance awards, and ESPP.
Sheila gained her Certified Equity Professional (CEP) certification in 2006 and is an active member of the San Fernando, Los Angeles, and Orange County NASPP chapters. She recently earned her MBA degree from Pepperdine University in August 2008, and is now focused on actively volunteering in her community. Her hobbies include tennis, biking, and running.
Lori Manca is Senior Counsel in the Legal Department at Life Technologies Corporation, a global life sciences company with operations in over 30 countries. She advises the company on the legal and regulatory requirements applicable to the equity programs offered to the global workforce. She is also responsible for implementing programs to ensure compliance with export and import-related laws and regulations, advises the company and its subsidiaries on domestic and international regulatory requirements affecting the sale and international shipment of company products and raw materials, and counsels the company on compliance with various regulations governing biological agents and toxins. Finally, Ms. Manca manages general litigation matters for the company stemming from acquired companies, and other legal/regulatory matters international in scope.
James advises boards and senior management of major companies on their compensation policies, including compensation strategy, competitive compensation levels, the design of annual and long-term incentives, executive contracts and outside directors’ compensation. He is also a leader of the practice’s global consulting work. In this role, he works with US and non-US multinationals on the development of global compensation philosophy, the extension of incentive plans worldwide, global stock plans and expatriate compensation.
James was a contributor to the Conference Board’s Working Group on the Compensation Committee of the Board, whose findings are summarized in the report “The Compensation Committee of the Board: Best Practices for Establishing Executive Compensation” (2002). He is the author of “Global Stock Plans: Greater Sensitivity to Local Conditions”, in Benefits and Compensation International (2006), “Pleasing Institutional Investors: A Worldwide View” in The Year in Executive Compensation 2007, and “Next Generation Long-Term Performance Plans,” in The Year in Executive Compensation 2009.
James has worked in the field of executive compensation for over 19 years. He joined Towers Perrin in its London office in 1995, and transferred to the New York office in 1998. Before Towers Perrin, he was assistant editor of the Management Pay Review, published in the UK by Incomes Data Services. Mr. Matthews has also worked as an economist with the Economist Intelligence Unit (part of the Economist magazine group) in London. He received a B.A. from Hobart College, where he was elected to Phi Beta Kappa.
Christine McCarthy is a partner in the Silicon Valley office and a member of the Compensation and Benefits and Emerging Companies Groups. Her practice focuses on equity and executive compensation and, in particular, the design, implementation and administration of such compensation arrangements. Ms. McCarthy works with multinational private and public emerging companies, as well as large Fortune 50 public companies. Ms. McCarthy also has extensive experience in handling benefit plans and arrangements in the context of mergers & acquisitions, initial public offerings, and similar transactions and provides advice on 401(k), profit sharing, and employee stock ownership plans and health and welfare plans. Ms. McCarthy has written and lectured frequently on topics related to equity and executive compensation.
Before joining the firm, Ms. McCarthy practiced at Cooley Godward Kronish LLP, Gray Cary Ware & Freidenrich LLP, and McDermott Will & Emery LLP.
John Meehan is Head of Client Management for Morgan Stanley Smith Barney's European Global Stock Plan Services Business. John has been in the equity compensation business for over 14 years and he has broad experience of administration of all types of equity based stock programmes both on a global and a UK regional level. John's first degree is in Languages and Business Studies and he holds a Masters in E-Business.
Jane Moyer is currently Director, Partner Resources and member of the Senior Leadership Team for Starbucks Coffee Canada, an international business unit with 20,000 employees across the country. Prior to this she was Starbucks’ regional Director, Partner Resources in Northern California. Jane is a member of Starbucks’ Administrative Committee, responsible for the oversight of all stock and savings plans for the company worldwide.
Prior to joining Starbucks, Jane was VP, HR & Shared Services for Jackson Enterprises, the administrative entity for Kendall-Jackson Wines International. In this capacity she was responsible for compensation, benefits, HRIT, training and recruiting and served as plan administrator for all savings plans globally. She was the Director, HR for excite@home’s Engineering and Operations organizations. Before graduate school, Jane was a member of Xerox Business Services’ successful Baldrige Leadership Team, winning the National Quality Award in 1997.
Jane holds a BS in German and Business from Penn State / University of Cologne, and currently serves on the Penn State faculty of the Department of Labor Studies and Employer Relations where she teaches the benefits curricula. She received her MILR from Cornell in 1999.
Deborah has over 10 years of compensation experience including executive compensation, stock based compensation, global compensation and ESPP. At Apple, Deborah’s primary responsibilities are to drive global competitiveness and consistency where appropriate and recommend annual compensation program designs and funding to the Compensation Committee of the Board of Directors for their review and approval.
Prior to joining Apple in 2001, she worked at WebMD and Adobe.
Deborah’s education includes a BS from San Jose State University in Business. She has earned CCP and GRP certifications from World at Work and PHR designation from the HR Certification Institute.
As Sr. Compensation Consultant, Global Stock, for Intel Corporation, Mike is responsible for leading the design and implementation of Intel’s stock compensation programs worldwide. Mike’s background is predominantly in accounting and finance working as a CPA for a Big Five Public Accounting firm and a computer distributor in Phoenix, Arizona. Mike’s been with Intel for over 13 years spending seven of that in finance management and the last six in compensation. While in compensation, Mike has worked on the design of cash, variable pay and stock for Intel’s 80,000 employees worldwide. Mike also led the design and implementation of a HR system to track compensation costs for various groups and levels of employees in each of Intel’s 60+ countries. Mike has a Bachelor of Science Degree in Accounting and a MBA with an emphasis in finance from Arizona State University. Mike sat on the Global Equity Organization’s (GEO) Board of Directors and is currently a finance and accounting instructor for World at Work.
Nglan Niat is the Discounted Stock Purchase Plan (DSPP) Manager for Schlumberger, the leading Oilfield Services provider. She joined Schlumberger 9 years ago as Personnel Manager for Cameroon, Equatorial Guinea and Ivory Coast in the West and South Africa region office. She later took on a new assignment as Personnel Manager for the company’s Product and Manufacturing Centers in Canada. Nglan moved to her current role as DSPP Manager in 2008 and is now based in Houston, TX.
A Cameroon native, fluent in French and English, she received an MBA in Human Resources Management from the University of Montreal’s Business school (HEC Montreal). Nglan is currently a member of the Global Equity Organization (GEO) and the National Association of Stock Plan Professionals (NASPP). She enjoys cooking & travelling.
Lori Nichols serves as the director, International Compliance, Strategy and Policy within the Internal Revenue’s Large and Mid-Size Business Division (LMSB). International Compliance Strategy and Policy division manages many compliance projects involving U.S. taxpayers residing abroad, U.S. businesses with assets under $10 million doing business abroad, and non-U.S. citizens with U.S filing requirements. This division administers foreign payments compliance programs including withholding and qualified intermediaries.
Ms. Nichols previously served as the deputy director of Pre-filing and Technical Guidance. Prior to that, she served as the director, Field Operations – East, within LMSB’s Retailers, Food, Pharmaceuticals, and Healthcare Industry, where she was responsible for industry oversight of five territories covering 10 states.
Ms. Nichols began her career with the Service in 1984 as a revenue agent. She joined the IRS’ management team in 1991 and held positions as excise/employment tax manager, examination staff assistant, Coordinated Exam Program case manager, and examination branch chief before becoming the territory manager for the Louisville, KY area. She also has acted as the LMSB Director of Communications and Liaison. Ms. Nichols is a graduate of the IRS Executive Development Program. She holds a Bachelor of Science degree in Accounting from McNeese State University.
Jonathan Ocker, a San Francisco partner and chair of the Compensation and Benefits Group, has globally recognized expertise in executive compensation and equity based incentives. He focuses his practice advising founders and CEOs, and technology, financial service and communications entities, from start-ups to multi-national industry leaders. Mr. Ocker often organizes teams of the firm's lawyers to assist clients in achieving their business objectives with respect to corporate, tax, employment and intellectual property transactional and litigation matters.
Before joining the firm, 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.
As Global Head of Compensation & Benefits, Dennis Paalman MSc has additional global responsibility for HR Risk, HR Corporate Responsibility and the International Mobility Center at Royal Ahold NV. Royal Ahold NV is a global player in the food retail industry with over 220k employees worldwide and close to € 28 billion in Net Sales. Prior to joining Ahold he was the Global Head of Performance and Reward at ING Group, was a senior consultant in the Executive Compensation Practice at Towers Watson in the UK and The Netherlands. He started his career at IBM.
He lectured at the University of Amsterdam, was co-author in the handbook on Reward and is quoted regularly in the Dutch media on compensation related topics. He also was member of the panel in the Dutch Debating program "The House of Common" aired weekly on Dutch National Television.
Emma Penn joined Serco Group plc in December 2007 as their Group Share Schemes Manager. She is responsible for Serco’s “All Employee” and “Discretionary” Share Plans. Prior to joining Serco Emma worked for Capita Share Plan Services and Lloyds TSB Registrars. Emma has been worked in the Share Plans arena for over 12 years.
Martin Percival joined StepStone in March 2007 in the newly created role of Group HR Director with overall responsibility for HR strategy and operations worldwide. He joined from Progress Software where for six years he was HR Director for the EMEA region. Prior to Progress Martin worked with Amazon.com during its major growth period of 1999 to 2001, initially in the role of European Recruitment Manager and later Head of HR for the Netherlands. Martin began his career with Yellow Pages and has subsequently worked with Xerox and Microsoft. Martin was a speaker at the 2nd annual GEO conference in The Hague in 2001.
Mike Pewton is the founder and head of GlobalSharePlans which, working with lawyers in more than 100 countries, offers regulatory and tax advice on international share plans throughout the world. Mike has personally worked with hundreds of multinational companies on their international share plans and has 15 years experience in this area. Based in Barcelona, Mike is a regular speaker at the GEO and NASPP conferences.
Zaitun Poonja is a partner in Morgan Lewis's Employee Benefits and Executive Compensation Practice.
Ms. Poonja specializes in all areas of domestic and foreign equity compensation programs for both public and private companies. Her expertise includes U.S. tax, securities and financial accounting implications of such programs as well as foreign tax, securities, exchange control, labor law, data privacy and other legal implications related to the use of equity programs in foreign jurisdictions. Ms. Poonja also provides counseling with respect to Section 16 reporting, proxy statement disclosure of executive compensation and Internal Revenue Section 162(m) arrangements.
Ms. Poonja renders advice on nonqualified deferred compensation arrangements in the U.S. and in foreign jurisdictions (including the implications of Internal Revenue Sections 409A and 457A). She designs and negotiates employment agreements and change in control retention agreements for senior management. Ms. Poonja also assists companies in connection with compensation matters related to mergers and acquisitions including possible tax issues.
Allen Powley is qualified as a Solicitor and Chartered Accountant in the UK. Prior to joining GlaxoSmithKline in 1997, he worked within both the legal and accountancy professions in the UK advising many multinational clients on employee benefits and on global incentive plans.
At GSK he has filled various roles in the field of compensation and reward and has served on HR leadership teams with a global focus. He is currently GSK's Senior Vice President, Corporate Compensation.
He is currently Chairman of XBHR, a multi-disciplinary, global forum for HR professionals, advisors and academics who are experts in cross-border human resources issues. He regularly speaks on reward topics at conferences and events in the US, Europe and Asia.
Patrick Rietbroek, Attorney at Law and Tax Advisor, Greenberg Traurig, Amsterdam Office. Patrick has over 10 years experience, working in the Netherlands and in the U.S. in providing tax and legal advice to multinational companies and private equity funds in the area of share based compensation, carried interest structures and employee benefits. Patrick is a skilled tax attorney with experience in designing, drafting and implementing equity compensation plans internationally. Patrick has drafted and implemented all-employee participation plans for various multinationals in more than 40 countries. Patrick speaks regularly on benefits-related issues and is fluent in Dutch, English, German and has good knowledge of French and Polish.
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.
Heather has been with Fairchild Semiconductor since 2001, most recently as the HR Compensation Manager. In this role, she leads the design and administration of global compensation plans, including stock plan design, long-term incentive design, and special performance equity programs. In June of 2009, Heather also led the successful design and implementation of an underwater stock option exchange program at Fairchild Semiconductor.
Previous to this role, she has 12 years of finance and accounting experience, most recently as the External Financial Reporting Manager at Fairchild. During this time, she was heavily involved in the administration of the company’s equity plans and reporting, and also led the Fairchild implementation of FAS 123(R). Previous to Fairchild, she was a Financial Analyst at Wright Express Corporation and prior to that worked for Baker Newman Noyes, a prominent CPA firm in Portland, ME.
Heather received her Bachelor of Science degree from Bryant University and holds a Certified Public Accountant (CPA) designation.
Ana Rodriguez is the Senior Vice President, Global Human Resources of Molex Incorporated. Ms. Rodriguez’s responsibilities include establishing and executing the strategic direction of Molex’s Human Resources function. This includes directing the development and implementation of the human resources policies, programs and services which support Molex’s culture and strategic business initiatives including: recruitment and retention, compensation and incentive programs, employee benefit programs, employee and labor relations, legal compliance, training and development, employee communications, human resources information systems, employment practices and procedures and recognition programs. Ms. Rodriguez also directs the activities of the corporate secretarial function and holds a J.D.
Brian Ruff is the Director of Global Compensation and Benefits for Eli Lilly and Company. His responsibilities include the strategic design, implementation and the ongoing compliance of both global and local cash compensation, incentive, and equity programs. He also leverages his background in IT systems to sponsor automation initiatives in payroll, year-end compensation decision making, and equity administration.
Prior to working in the field of compensation and benefits, Brian filled leadership roles in strategic staffing, global pharmaceutical registration planning, information systems and manufacturing automation.
Brian has been actively engaged in the Global Equity organization as a Board member and as an Advisory Council member since 2007. He is also a member of the Merrill Lynch Client Advisory Council, the National Association of Stock Planning Professionals, the National Center for Employee Ownership, and the World at Work Total Rewards Association. Brian received a Bachelor of Science in computer science from Rose-Hulman Institute of Technology and a MBA from Indiana University. Brian has also earned his CEP designation from Santa Clara University.
Julie Rumberger is a Managing Director of the HR Services consulting practice of PricewaterhouseCoopers LLP (PwC), advising public and private companies on executive compensation matters whether dealing with domestic or global issues. Julie has over 15 years experience advising on executive compensation matters, including over two years practicing at a prominent law firm and over one year in a corporate environment. Julie is a Canadian lawyer who is also a member of the American Bar. Julie has significant experience, both as a lawyer and a consultant, in advising on U.S and international technical tax issues, tax accounting as well as applicable international exchange control, labor law and securities law issues related to incentive plan implementation. Julie is a frequent speaker at national and regional conferences for NASPP, GEO, and other corporate events. Julie graduated from law school in 1990 from the University of Montreal. She also received a L.LM. (international business law) in 1992 from Kings College, London and a L.LM. (tax law) in 1998 from Villanova University.
Carol Rutlen is the managing partner of Rutlen Associates LLC, a member of Global Tax Network. Carol brings her clients over 20 years of experience with extensive concentration in tax and human resource issues associated with international tax, human resource, and global stock plans.
Carol is a CPA and specializes in global stock plan issues such as process improvement and risk management. Prior to starting her own business, Carol was a partner with PricewaterhouseCoopers.
Carol is a member of the American Institute of CPAs, California Society of CPAs, NASPP, Global Equity Organization, and the Western International Personnel Association. She is the Past-Chair of the Certified Equity Professional Institute (CEPI) and Project Leader for the GPS research project for the CEPI. Carol is also an adjunct professor in the Master of Tax program at San Jose State University and is listed in various Who's Who registries.
Ted Sadlouskos has been with GE since 1997. As a Corporate
Tax Director, he has responsibility for ensuring GE's global compliance related to cross-border issues. His main area of expertise is analysing individual and corporate tax ramifications of expatriate assignments. Ted is also responsible for all expatriate and equity compensation audits and the provision of technical guidance on key corporate initiatives, including the recent launch of a global employee stock purchase plan and taxation of equity compensation in general.
Ted reports directly to GE's Vice President, Taxes. He has over 25 years of tax and HR experience at GE, Lucent Technologies, AT&T and Unilever.
Ted, a C.P.A., received a B.S. in Accounting from Seton Hall University and a M.S. in Taxation from Fairleigh Dickinson University. He has presented at several professional conferences on a variety of topics including stock option compliance and tax equalisation planning opportunities
Mary is a Partner in the Employee Benefits Practice of the Chicago Office of Seyfarth Shaw LLP and specifically head up the International Employee Benefits Practice. Her primary practice is in executive compensation for US multinationals addressing (i) change in control issues, (ii) nonqualified deferred compensation arrangements, (iii) executive employment agreements (for US-based as well as non-US mobile employees), (iv) global equity compensation alternatives, and (v) international mergers and acquisitions.
She has extensive experience developing practical compensation and benefit alternatives for her clients in countries whose legal requirements create challenges to the company's accepted compensation structures. She has played a key role in redesigning her client’s total compensation packages offered to their non-US employees and evolving those programs to support her client’s new directions and initiatives it pursues globally, regionally and locally.
Mary co-founded the GEO Midwest Chapter in 2004. She has co-authored and edited two books: (1) International Employee Equity Plans, and (2) International Expatriate Employee Handbook – both through Kluwer Publishing. Mary also write and speaks frequently on global benefit issues.
Andreas Schmalhofer has joined Allianz SE in autumn 2009 as a Central Project Portfolio Manager. He is now based in Munich. Andreas has worked for more than 7 years in the equity incentive industry. Prior to Allianz he has worked as a senior manager at Ernst & Young, advising multinational clients, and as a director at UBS global share plan administration service (CEFS), being responsible for Sales and Business Development. Andreas holds a master degree in Business Administration from the Ludwig-Maximilians-University, Munich.
Constantin von Schönfels is based at headquarters of DPDHL in Bonn, Germany, and works in the Corporate Procurement Department as a Corporate Category Manager. He is managing a global procurement team focussing on all HR related spend within the DPDHL group - as Temporary Labor, Training, Recruiting -with an annual spend of around €1,2 bln. Previously he was working for over 6 year at Siemens AG in several roles in Sales, Marketing and Procurement. He joined Deutsche Post DHL in 2006. He holds a master degree in national economics from the Technical University, Berlin.
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 16 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.
Kathleen (Kathy) Shega is a Senior Compensation Analyst at Cargill with over twenty years of HR experience. She began her career at Cargill in recruiting and then managed the college and direct hire recruiting departments. Kathy currently works in Executive Compensation; most recently working with the Options Services Team which manages the global LTI plans and administration. In this role, she works closely with a team of cross functional areas to ensure coordination of related practices. Previously she has served as the Corporate Relocation Coordinator and as a project manager / consultant for a variety of HR areas. Kathy graduated with a B.S. in Business Management from St. Cloud State University.
Clinton Shoap began working at Cargill in 2004 in the executive compensation group and is currently the global equity manager. In this role he is responsible for the equity team, managing the annual recommendation and grant processes and administrative shared services. He is also responsible for global compliance and corporate governance of all equity programs. His previous roles included Director of Compensation and International HR at Pentair, Inc., a publicly held company, and tax manager at Deloitte & Touche LLP. Clinton holds a Masters degree in Business Administration from the Carlson School of Business at the University of Minnesota, and is a Certified Public Accountant.
Peter is a Senior Manager in the Global Rewards Practice of Deloitte Tax with over ten years of broad international compensation and benefits experience. His main focus has been assisting multinational companies design, implement, and successfully operate global stock plan programs in multiple jurisdictions. By advising companies on the tax and regulatory issues in each jurisdiction, providing tax efficient alternatives to current plans, and ensuring the successful implementation of equity plans in each jurisdiction, including payroll compliance, Peter has developed deep hands-on knowledge in this area.
With more and more companies increasing their globally mobile workforce, Peter has worked with many multinational corporations to address the always administrative challenge of tracking these employees, and the payroll obligations in multiple jurisdictions. Additionally, Peter has experience supporting clients involved in implementing global recharge arrangements, dealing with mergers and acquisitions, spin-off transactions, and local country remediation procedures. By identifying the tax and regulatory compliance issues Peter has helped companies address the risks/exposures related to past non compliance, including working with the local country authorities to address and/or resolve the prior non compliance.
Richard A. Sirus focuses his practice on corporate, transactional, tax, employee benefits, executive compensation, and health law. Rich represents clients ranging from publicly traded companies to Taft-Hartley Benefit Funds, including sole proprietorships and executives, providing counsel on general corporate, planning and fiduciary matters, with significant experience in the design, preparation, implementation and administration of retirement plans, employee stock ownership plans (ESOPs), health plans, executive compensation arrangements and fringe benefit programs. He consults regularly with clients regarding fiduciary responsibility and liability matters. Rich also represents and consults with executives in the assessment, negotiation and preparation of employment arrangements and agreements, including compensation and bonus packages, option and equity arrangements, benefits programs and termination arrangements.
Rich works with taxable and tax-exempt organizations, including consultation regarding multiple and multiemployer plan matters. He has represented clients before the Internal Revenue Service, the United States Department of Labor and the Pension Benefit Guaranty Corporation. He has also served as an expert witness on fiduciary liability and claims issues.
Laura Smith is the Executive Compensation and Employee Ownership Director for STMicroelectronics, based in the Geneva corporate headquarters. Her role includes responsibility 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 serving customers across the spectrum of electronics applications with innovative semiconductor solutions.
Ron Snitker is Director of West Coast Business Development for Corporate Employee Financial Services (CEFS) at UBS Financial Services Inc., based in San Francisco, California. Ron has sixteen years experience in financial services. He has been with CEFS ten years and served as a Client Manager for six years prior to his current role. Ron holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in Music Performance from The University of Iowa. He received his CEP designation in 2003. He is a member of GEO and NASPP. Ron has been a member of panels at Global Equity Organization as well as the Certified Equity Professional Institute's CEP Symposium.
Miriam Solomon is Vice President of Marketing for BNY Mellon’s Shareowner 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 and communications. Miriam earned an M.A. from Gratz College and B.A from Temple University.
Aimee Soodan, Attorney, Baker & McKenzie (US)
Aimee Soodan has experience in all areas of employee benefits with a concentration in US and international executive and equity compensation. She is exceptionally well-versed with respect to the tax, legal and administrative aspects of global equity programs. Ms. Soodan is Director of the Global Equity Organization’s US Midwest Chapter and is actively involved in the National Association of Stock Plan Professionals.
Ms. Soodan regularly advises large multinational employers with respect to the global extension of their employee equity compensation programs, including the design, implementation, administration and ongoing tax and regulatory compliance of such programs. Ms. Soodan is also well-versed in international executive mobility, particularly in the design and taxation of compensation payable to globally mobile employees. She also designs, drafts and conducts US and international legal reviews of executive employment, change in control and severance agreements as well as nonqualified deferred compensation and long-term incentive programs.
As Senior Manager, Equity Plans, Ms. Terrill has extensive experience in day-to-day and administrative matters relating to stock option plans, restricted stock plans, employee stock purchase plans, Section 16 reporting, forward and reverse stock splits, employee education and stock-related activity for mergers and acquisitions for a worldwide employee base. She is well versed in managing SEC compliance issues as well as the processes for exchanges, restatements, restricted stock transactions and tender offers. She endeavors to stay current in our industry by attending NASPP, GEO and other events, as well as volunteering for the CEPI. Past speaking experiences include NASPP Conference, E*Trade Directions, CEPI Symposium, GEO Conference and Local NASPP Chapters. She also serves on the Executive Committee of the Silicon Valley Chapter of NASPP. A member of NASPP since 1999, Ms. Terrill received her CEP in 2002 and earned a B.S. from East Stroudsburg University, Magna Cum Laude.
Ms. Toy joined Cisco Systems in January 2008, as the Sr. Manager of Global Stock Plan Services – International Compliance. She manages a team, who administers all the tax and legal issues related to Equity Compensation. Prior to joining Cisco, Ms. Toy was at Applied Materials, Inc., as the Equity International Specialist. She also was a member of the Global Stock Consulting Team at Watson Wyatt Worldwide between 2000 and 2002. She led the Functional Software Development Team at PeopleSoft, Inc between 1998 and 2000. Ms. Toy was also an Independent Consultant, working with companies and law firms, specializing in training and streamlining stock administration procedures. In 1992, she co-founded StockPlan, Inc., which was later acquired by AST (American Stock Transfer). Ms. Toy also held positions as an Account Manager at Smith Barney, Sales Manager at ShareData, Inc and Stock Administrator at Linear Technology, Inc. and ROLM Corporation.
Ms. Toy speaks frequently at GEO (Global Equity Organization), NASPP (National Association of Stock Plan Professionals) and User Group meetings/conferences. She served as co-chair for the Northern California GEO Chapter in 2003. She sat on the GEO Board from 1998 to 2002. And she was also the 1996 President of the NASPP Silicon Valley Chapter. She currently sits on the Advisory Councils for GEO.
Sean Trotman is a Partner with Deloitte Tax LLP and head of the Global Rewards practice in the United States. Sean specializes in the international tax and human resource 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, he has served as the lead advisor to a number companies in corporate reorganization (merger, acquisition, spin off and divestiture) situations.
Sean received a B.Sc. in International Business and French from Aston University in the United Kingdom (including a year of study at the Ecole Supérieure de Commerce in Rouen, France) and qualified with the Association of Taxation Technicians in the United Kingdom.
Sean serves on the board of two globally operating Not-For-Profit organizations: the Global Equity Organization and British American Business. He has written for many publications, including Workspan (the magazine of WorldatWork), Global Insight (Deloitte’s HR and Tax magazine) and GEOnomics (the Global Equity Organization’s journal of global equity plan leadership). In addition, he has been interviewed in the trade press and is a frequent speaker nationally, and internationally, on global compensation and benefits issues.
Peter has overall responsibility for operational delivery of equity to BP employees under all of BP’s share plans worldwide. He supervises a team who are responsible for ensuring that equity delivered under BP’s plans is done so in a manner compliant with the legal and tax legislation in all countries in which BP operate. For 15 years prior to joining BP, Peter 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 of implementing and running global equity plans.
Marcelo Victoria is responsible for the product and operational delivery of Credit Suisse's share plan provider services based out of Zurich, Switzerland. He is a Certified Equity Professional (CEP) and has over 10 years of experience in share plan administration and over 20 years in Financial Services. Prior to Credit Suisse, Marcelo has worked at UBS both on the issuer and provider side and has also spent 4 years working at Citigroup Smith Barney's global share plan services. He has an MBA from New York University and a Bachelor of Science in Economics & Math from the University of California San Diego (UCSD).
Billy Vitense joined Starbucks Coffee Company in 1996 and is based out of Seattle, WA. Billy has worked in the equity incentive industry for 12 years and most recently as the director of stock, providing equity incentives to approximately 100,000 partners in 17 countries. Billy holds a bachelors degree in business from the University of Wisconsin-Eau Claire.
Jason has been responsible for the administration of senior executive equity programs globally for Accenture since 2004. His team is responsible for RSU/Option grant programs, employee & executive share purchase programs, quarterly share repurchases from pre-IPO executives, dividend administration, policy design (e.g., equity ownership requirements) and other executive reward initiatives. He recently served as the share plan project lead for Accenture’s incorporation to Ireland. Jason holds an M.B.A. from the University of lllinois at Urbana-Champaign and earned his CEP certification in 2008.
Jewon Wee is Founder and Managing Director of ISP Advisors, LLC. He has 15 years of experience designing and delivering advisory and outsourcing solutions for multinational companies of varying sizes and industries. Leveraging his unique combination of advisory, outsourcing, and brokerage expertise, he collaborates with his clients to address the complex compliance and administrative challenges associated with global pay programs.
Prior to founding the firm, Jewon was Vice President of Product Delivery, Training, and Strategic Items with Fidelity Investments. He joined Fidelity from Ernst & Young (E&Y) in 2003 as Director of Global Product Management and was the lead strategist for Fidelity’s international stock plan administration offering. He began his career with E&Y’s human capital consulting business in its New York City office. In 2001, he transferred to Boston to help grow the Global Equity Practice there.
Jewon received his degree in Economics from Boston College. He has held FINRA Series 24, 7 and 63 designations, as well as an IRS Enrolled Agent designation.
Fred is a Senior Consultant with Hay Group based in San Francisco and leads the West Coast Executive Compensation practice. He specializes in compensation strategy, director and executive compensation, and equity-based compensation with a primary focus on entrepreneurial companies in the technology, life sciences, and other growth sectors.
Fred is co-founder and past Board member of GEO and past Chair of the Advisory Board for the Certified Equity Professional (CEP) Institute.
Fred has authored dozens of articles in major compensation journals and periodicals and has presented his ideas at compensation conferences around the world. His most recent published works are “Behavioral Economics and Equity Compensation” in GEOnomics2009 and “Measuring the ROI of Compensation Expenditures” in The Compensation Handbook. He is the host of “Keeping Up with Fred Whittlesey,” a monthly audiocast sponsored by Global Equity Organization, and is a regular contributor to The Advisors’ Blog on CompensationStandards.com.
Fred received his MBA from UCLA and a BA in industrial/organizational psychology from San Diego State University. He earned the Certified Equity Professional (CEP) and Certified Compensation Professional (CCP) designations.
David Mitchell Wilson has been the Global Equity Coordinator at Citi since June 2002 after a transfer from an acquired subsidiary in Canada. This role is a key interface and liaison within Citigroup organization, with respect to the Global HR, tax, legal, business and administrative aspects of our Equity Compensation programs. The role also includes initiation and coordination of ongoing communication and training for local country and regional equity coordinators and HR generalists on all aspects of equity programs internationally, including changes in plan design and changes in tax withholding requirements.
Prior to joining Citi, David was the Corporate Tax Manager for a national financial services company in Canada which included responsibility for Payroll and Pension plans.
He articled with the public accounting firm Clarkson, Gordon & Co. in Canada, now part of Ernst & Young globally, and holds a Certified Management Accountant (CMA) designation in Canada.
Brit leads a global team responsible for the design, implementation and administration of all variable, equity and executive compensation programs for the 80,000+ employees of Intel. Additionally, Brit is responsible for the relationship with the Compensation Committee of the Board of Directors.
Prior to joining Intel in 2008, Brit was the Director of Executive Compensation for Dell, Inc. During his tenure at Dell, Brit was integral in shaping the HR strategies required to ameliorate the impact to the 80,000+ employees that resulted when the company failed to remain current in its regulatory filings with the SEC. Prior to Dell, Brit held similar positions at Cisco Systems, Lucent Technologies and AT&T Corp.
Brit is a member of the faculty for WorldatWork. He has served as the Chairman of the WorldatWork Executive Rewards Advisory Board and is a former Board member of the National Center for Employee Ownership. He is a frequent speaker at events for a variety of Compensation & Benefits organizations, such as: The Conference Board, WorldatWork, IQPC, NCEO and Fulcrum.
Mr. Wydajewski is a partner in the Compensation and Employment Law Practice Group of the international law firm of Baker & McKenzie LLP. Mr. Wydajewski focuses his practice on international compensation and employment issues, and heads the Chicago Office’s Global Equity Services practice which assists multinational corporations with the design, implementation and operation of global equity compensation plans. As part of his practice, Mr. Wydajewski advises multinational corporations on employee benefits, executive compensation and equity compensation issues arising in the context of complex corporate transactions, including mergers and acquisitions, spin-offs, and initial public offers.
Mims Maynard Zabriskie is a partner in Morgan Lewis's Employee Benefits and Executive Compensation Practice.
Ms. Zabriskie designs and helps clients implement executive compensation programs, equity compensation plans such as stock option plans and tax-qualified retirement plans. Ms. Zabriskie counsels clients on a wide variety of legal issues that arise in connection with employee benefit plans. Ms. Zabriskie has an extensive background in working with Fortune 500 companies, technology and bio-tech companies and other publicly and privately owned businesses.
Ms. Zabriskie designs and negotiates employment agreements and change of control agreements for key executives. She also helps companies prepare for a public offering or sale of the business with properly structured equity compensation plans and change of control agreements. Ms. Zabriskie negotiates the employee benefit aspects of sales, acquisitions, mergers and spinoffs of companies and has been responsible for the employee benefits aspects of many significant transactions.