MenuBar
AgendaRegistration and HotelPDF Presentations Call for SpeakersGeneral Information Audio Recordings Sponsor and Exhibiting
Agenda Agenda BreakoutAgenda PDFAgenda:TopicSpeakers Agenda:Time

Agenda Subject to change.

Wednesday, 12 June 2013
9:00 - 17:00
  Registration Opens
9:30 - 14:30
  Senior Leaders Roundtable (By Invitation Only)
10:30 - 11:30
  Issuer Council Meeting (Open to All Issuers)  
Open/Close Session Description
12:00 - 14:15
  Issuer Roundtable and Luncheon (Open to All Issuers)  
Open/Close Session Description
14:30 - 15:00
  Welcome
15:00 - 16:00
  Keynote I – Are Employee Shareholders The Better Investors?  Plenary and General Sessions

Joe Kaeser, Member of the Managing Board and CFO, Siemens AG (DE)

Dr. Stephan Leithner, Member of the Management Board, Deutsche Bank AG (DE)

Michael Kramarsch, Managing Partner, hkp/// group (DE)

Prof. Dr. Michael Wolff, Head of Chair, Chair of Management and Control, University of Göttingen (DE)

Open/Close Session Description
16:15 - 17:15
  Speed Networking  
Open/Close Session Description
18:00 - 20:00
  Opening Reception  
Open/Close Session Description
20:15 - 23:00
  Hofbräuhaus Experience (Optional Event)  
Open/Close Session Description
   
Thursday, 13 June 2013
7:00 - 8:00
  Breakfast
8:00 - 10:00
  Keynote II – The Citizen's Share - A Study of US Broad-Based Equity Ownership and its Global Implications  Plenary and General Sessions

Dr. Joseph Blasi, School of Management and Labor Relations, Rutgers University (US)

Dr. Richard Freeman, Herbert Ascherman Professor of Economics, Harvard University (US)

Open/Close Session Description

 

Keynote III - Global Say on Pay Issues and Answers: Before, During and After the Vote  Plenary and General Sessions

Carine Schneider, Accretive Solutions (US)

Jon Ocker, Orrick, Herrington & Sutcliffe (US)

Tom Hilgers, Hay Group (NL)

Thomas von Oehsen, ISS (DE)

Open/Close Session Description
10:00 - 10:30
  Networking Break
10:30- 11:30
  Breakout Series 1

1.1 Beyond the Share Plan: True Global Employee Share Ownership  Administration

Michael Cheesley, Computershare (UK)

Bob Grayson, Tapestry Compliance (UK)

Pamela Roffe, Royal Dutch Shell (UK)

Open/Close Session Description

1.2 Tackling Complexity in Pay Design Head On  Design

William, Eggers, Hay Group (DE)

Peter Boreham, Hay Group (UK)

Open/Close Session Description

1.3 International Equity Compensation in the High Profile World of Corporate Governance: How to Establish and Operate Globally Compliant Stock Plans  Legal, Tax & Compliance

Valerie Diamond, Baker & McKenzie (US)

Darrin Short, Equinix (US)

Barbara Klementz, Baker & McKenzie (US)

Open/Close Session Description

1.4 How to Get More For Less – Working Smarter With Your Administrator  Administration

Chris Mowatt, Barclays (UK)

Louise Walker, Barclays (UK)

Open/Close Session Description

1.5 Equity Effectiveness - Addressing the Value Gap  Design

Christopher Young, Buck Consultants (US)

Stuart Finkelstein, MasterCard Worldwide (US)

Andrea Malagoli, Buck Consultants (US)

Open/Close Session Description

1.6 Paying for Performance Around the World  Design

Michael Albert, Fidelity Investments (US)

Terry Adamson, Radford (US)

Kevin McDonald, Covidien (US)

Kathy Winfield, SPX Corporation (US)

Open/Close Session Description

11:30 - 11:45
  Transition
11:45 - 12:45
  Breakout Series 2

2.1 Integrated Communications: A Guide to Creating Synergy in Your Compensation and Benefits Message  Communications

Yvonne Prang, McDonald's Deutschland (DE)

Simone Schmitt-Schillig, Unequity (DE)

Open/Close Session Description

2.2 Embracing Stock After the IPO Shock  Design

Mitan Patel, Morgan Stanley (UK)

Steven Carroll, Amadeus (ES)

Jaime Sol, KPMG (ES)

Ekaterina Zhukova, Yandex (RU)

Open/Close Session Description

2.3 Innovative Approaches to Automating Mobility Administration  Administration

Leann Balbona, KPMG (US)

Robert Hayter, Halliburton Corporation (US)

Kathi Greene, Phillips 66 (US)

Open/Close Session Description

2.4 Outsmarting Global Compliance Costs by Thinking Ahead  Legal, Tax & Compliance

Tim Samalis, Fidelity Investments (US)

Jennifer George, PwC (US)

Randy Murphy, Salesforce.com (US)

Thomas Paleka, Arthur J. Gallagher & Co. (US)

Open/Close Session Description

2.5 RSU or Share Purchase Plan: The Winner of the Best Global Broad-Based Program Is...?  Design

Chris Dohrmann, Accurate Equity (US)
William Dunn, PwC (US)
Nicholas Greenacre, White & Case (UK)
Richard Morales, Tessera (US)

Open/Close Session Description

2.6 Global Hot Spots  Legal, Tax & Compliance

Peter Haller, Credit Suisse (US)

Bob Grayson, Tapestry Compliance (UK)

Open/Close Session Description

12:45 - 13:45
  Lunch
13:45 - 14:45
  Breakout Series 3

3.1 "That’s Greek to me, I Thought My Restricted Stock was Free?" - Challenges of Global Restricted Stock Communications  Communications

Derek Arisian, Wells Fargo (US)

Dane Carlson, Amazon  (US) 

Sheila Frierson, Computershare (US)

Mark Miller, Deloitte Tax (US)

Open/Close Session Description

3.2 Best in Class: The New Linde AG Long-Term Incentive Plan  Design

Ralf Schmidt-Stoll, Deutsche Bank Privat- und Geschaftskunden (DE)

Johannes Ranft, Linde AG (DE)

Open/Close Session Description

3.3 Tax Qualified Plans Throughout the World: One Size Does Not Fit All  Legal, Tax & Compliance

Denise Glagau, Baker & McKenzie (US)

Yair Benjamini, Epstein, Rosenblum, Maoz (IL)

Agnés Charpenet, Baker & McKenzie (FR)

Sarah McMaster, Baker & McKenzie (UK)

Victoria Ungersma, eBay Inc.(US)

Open/Close Session Description

3.4 From Acqui-Hires to Divestitures: Deal Driven Considerations in Equity Compensation  Administration

Laura Becking, Orrick, Herrington & Sutcliffe (US)

Keith Bilezerian, Covidien (US)

Jason Flaherty, Orrick, Herrington & Sutcliffe (US)

Robert Hayter, Hallilburton Company (US)

Mark Thies, ING Group (NL)

Open/Close Session Description

3.5 The Power of One: Exploring the Benefits and Drawbacks of Centralised Share Plan Data  Administration

June Davenport, Solium (UK)

Warren Nash, SABMiller (UK)

Open/Close Session Description

3.6 ESPP: Same Goals-Different Approaches  Administration

Marcus McEvoy, Morgan Stanley (ES)

James Robertson, Nokia (UK, FL)

Rona Knells, Siemens (DE)

Open/Close Session Description

14:45 - 15:15
  Networking Break
15:15 - 16:15
  Breakout Series 4

4.1 Tactics to Demystify Your Share Plan Communications  Communications

Kimberly Hackman, Amazon (US)

Rosalie Borzumato, CBS Corporation (US)

Matthew Connor, Morgan Stanley (US)

Aaron Schliem, Glyph Language Services (US) 

Open/Close Session Description

4.2 Designing Share-Based Programs In Light of a Spin-Off   Design

Katharina Mueller, OSRAM AG (DE)

Philip Hessen, OSRAM AG (DE)

Open/Close Session Description

4.3 The Road Less Traveled – Equity Challenges in Challenging Places  Legal, Tax & Compliance

Jon Doyle, International Law Solutions (US)

Nick Hipwell, Deloitte (UK)

David Limb, SAP (DE)

Open/Close Session Description

4.4 An Award Winning All-Employee Share Plan  Design

John Daughtrey, Equiniti (UK)

Gemma Parsons, Smith & Nephew (UK)

Sarah McMaster, Baker & McKenzie (US)

Open/Close Session Description

4.5 Changing Working Patterns - Do Your Equity Incentive Programs Support Them?  Design

Suzannah Crookes, Pinsent Masons (UK)

Lynette Jacobs, Pinsent Masons (UK)

Jean-Francois Rage, Pinsent Masons (FR)

Manfred Schmid, Pinsent Masons (DE)

Open/Close Session Description

4.6 Plan Administration: Simplifying Processes and Saving Time  Administration

Tennille Ali, Willis Group (UK)

John Meehan, Morgan Stanley Global Stock Plan Services (UK)

Debbi Marcus, Unilever (US)

Open/Close Session Description

16:15 - 16:30
  Transition
16:30 - 17:30
  Breakout Series 5

5.1 Equity Culture Enhancement—A Case for Localized Communication  Communications

Marc Muntermann, Siemens (DE)

Rona Knells, Siemens (DE)

Ulrike Zschoche, The University of Gottingen (DE)

Open/Close Session Description

5.2 All-Employee Equity Arrangements – Are They the Right Choice in Our Current Economic Environment?   Design

David Ellis, KPMG (UK)

Dr. Dermot McCarthy, Bournemouth University (UK)

Open/Close Session Description

5.3 Implementing a Global Methodology for Local Tax Deductions for Equity Awards  Legal, Tax & Compliance

Gordon Rösch, Ernst & Young (DE)

Britta Schmitt, Ernst & Young (CH)

Open/Close Session Description

5.4 The ABCs of Global Share Plan Compliance  Legal, Tax & Compliance

Maoiliosa O'Culachain GlobalSharePlans (IR)

David Nugent, ICON (IR)

Claudia Yanez, Freescale Semiconductor (US)

Judith Greaves, Pinsent Masons (UK)

Open/Close Session Description

5.5 Feed and Seed - How to Grow Value and Loyalty in Non-Listed Organizations, a ForFarmers Case Study  Design

Reinier Steen, former CFO, ForFarmers (NL)

Paul Arens, Monidee (NL)

Open/Close Session Description

5.6 Practical Strategies and Considerations for Unregistered Issuers Who Want to Offer Equity Plans in the US  Design

Jonathan Boyles, McDermott, Will & Emery (US)

Paul Kim, McDermott, Will & Emery (US) 

Mario Passudetti, BNY Mellon (US)

Kevin Brennan, Computershare (US)

Open/Close Session Description

18:30 - 23:30
  2013 GEO Awards  
18:30 - Red Carpet Welcome
19:00 - Dinner and Awards Presentation
Open/Close Session Description
   
Friday, 14 June 2013
8:00 - 9:00
  Breakfast
9:00 - 10:00
  Keynote IV - Why Have a Global Employee Share Plan  Plenary and General Sessions

Janet Cooper, Tapestry Compliance (UK)

Bettina Gohm, Siemens (DE)

Robert Head, Pearson (UK)

Tom Snels, European Commission (BE)

Peter Vassallo, BP plc (UK)

Open/Close Session Description
10:00 - 10:15
  Room Transition
10:15 - 11:15
  Breakout Series 6

6.1 Speak Easy: Effective Global Communications  Communications

Mark Sheppard, Copperfield Communications (UK)

Susan Vondran, GlaxoSmithKline (US)

Jay Foley, Morgan Stanley (UK)

Pierre Mollon, STMicroelectronics (IT)

Open/Close Session Description

6.2 So Everyone is Using Market Conditions: Great! What Does that Mean?  Design

Jon Burg, Radford (US)

Kevin McDonald, Covidien (US)

David Tuch, Hewitt New Bridge Street (UK)

Thomas Schmalberger, OC Oerlikon (CH)

Open/Close Session Description

6.3 Key International Developments - The Good, the Bad and the Ugly  Legal, Tax & Compliance

June Anne Burke, Baker & McKenzie (US)

Barbara Klementz, Baker & McKenzie (US)

Open/Close Session Description

6.4 Being Practical About a Global ESPP  Administration

Markus Seppala, Syngenta (CH)

Vickram Paliwal, KPMG (CH)

Pervin Tataroglu, UBS (CH)

Open/Close Session Description

6.5 Overcoming the Challenges of Taking Your Equity Plan Global  Design

Michael Bussa, Ernst & Young (US)

Colin Bernier, Ernst & Young (FR)

Heike Schaefer, Infineon Technologies (DE)

Stefan Piranty, Infineon Technologies (DE)

Britta Schmitt, Ernst & Young (CH)

Open/Close Session Description

6.6 The Future of Global Incentive Design in an Evolving Executive Compensation Landscape  Design

Mitul Shah, Deloitte (UK)

Anna Jex, Deloitte (UK)

Open/Close Session Description

11:15 - 11:45
  Networking Break
11:45 - 12:45
  Breakout Series 7

7.1 Communications Strategies that Won’t Break the Budget  Communications

Mike Pewton, GlobalSharePlans (ES)

Mark Higgins, Vodafone (UK)

Open/Close Session Description

7.2 The Decision Playbook—What, Where and to Whom to Offer Equity Compensation  Design

Jon Doyle, International Law Solutions (US)

Robert Hartley, BMC Software (US)

Jennifer Kirk, Google (US)

Sandra Sussman, Buck Consultants (US)

Open/Close Session Description

7.3 Where Did We Go Wrong? Lessons Learned on Plan Governance and Discrimination in Germany and the UK  Legal, Tax & Compliance

Nicholas Greenacre, White & Case (UK)

Lindsey Doud, RBC cees (UK)

Frank-Karl Heuchemer, White & Case (DE)

Ralph Richards, RBC cees (CH) 

Open/Close Session Description

7.4 Equity Withholding: Figuring Out the Figures for Mobile Employees  Administration

Dan Sullivan, Ernst & Young (UK)

Karine Casanova-Munnik, Philips (NL)

Jane Harris, Novartis Pharma (CH)

Open/Close Session Description

7.5 Around the World Tax Update  Legal, Tax & Compliance

William Cohen, Deloitte (UK)

Christina Melady, Taj (FR)

Pam Roffe, Royal Dutch Shell (UK)

Open/Close Session Description

7.6 The Guide to Minimizing Expense Without Reducing Perceived Value  Design

Daniel Kapinos, Radford/Aon/Hewitt (US)

Chris Dohrmann, Accurate Equity (US)

Michael Palermo, E*TRADE Financial (US)

Stephen Robertson, Caterpillar (US)

Open/Close Session Description

12:45 - 13:45
  Lunch
12:45 - 13:45
  Chapter Coordinators Lunch
13:45 - 14:45
  Breakout Series 8

8.1 Top 10 Practical Tips for Dealing with Global Payroll and Reporting Issues  Administration

Marc Younes, BNP Paribas (FR)

Colin Bernier, Ernst & Young (FR)

Open/Close Session Description

8.2 Executive Pay in a Bind - Share-Based Pay in the UK after the Binding Vote  Legal, Tax & Compliance

Alan Judes, Strategic Remuneration (UK)

Paul Randall, Ashurst (UK)

Stuart Bailey, Accurate Equity (UK)

Open/Close Session Description

8.3 Operating Clawbacks in a Global Context  Legal, Tax & Compliance

Gillian Chapman, Linklaters (UK)

James Hirsch, Citigroup (US)

Nancy Price, Linklaters, (UK)

Open/Close Session Description

8.4 Just When You Thought It was SAFE: Updates on China SAFE Approval and Post-Approval Requirements  Legal, Tax & Compliance

Aimee Soodan, Baker & McKenzie (US)

Kimberly Hackman, Amazon (US)

Sinead Kelly, Baker & McKenzie (US)

Rita Dickson, Oracle (US)

Open/Close Session Description

8.5 Does Compensation Need to Include Equity? Swiss Tradition Versus Global Mindset   Design

Ulrich Halscheidt, Schindler (CH)
Michael Sterchi, KPMG
(CH)

Open/Close Session Description

14:45 - 15:15
  Networking Break
15:15 - 16:15
  Breakout Series 9

9.1 Global Payroll Compliance of Daimler's Equity Plans   Administration

Gordon Rösch, Ernst & Young (DE)

Kerstin Wassermann, Daimler (DE)

Open/Close Session Description

9.2 ROI? How Companies Gauge the Value of their Equity Plans  Administration

Marianne Snook, Stock & Option Solutions (US)

Jon Burg, Radford (US)

Claudia Yanez, Freescale Semiconductor (US)

Veena Bhatia, Gilead Sciences (US)

Open/Close Session Description

9.3 Show Me the Money: Foreign Asset Reporting of Equity and Cash Incentive Awards  Legal, Tax & Compliance

          Valerie Diamond, Baker & McKenzie (US)

Narendra Acharya, Baker & McKenzie (US)

Richard Reilly, Baker & McKenzie (US)

Open/Close Session Description

9.4 The Survey Says…? Highlights from GEO’s 2013 Global Equity Insights Survey  Design

Bettina Gohm, Siemens (DE)

Michael Kramarsch, hkp/// group (DE)

Danyle Anderson, GEO (US)

Open/Close Session Description

9.5 Making History - How Facebook Survived One of the Largest Global Vesting Events in the World  Administration

Sean Trotman, Deloitte (US)
Laura Becking, Orrick, Herrington and Sutcliffe (US)
Mark Miller, Deloitte
 (US)
Georgina Lai, Facebook
 (US)

Open/Close Session Description

16:15 - 16:30

Conference Closing Remarks and Prize Drawings

Site Map | Contact GEO | ©2017 Global Equity Organization | Site Design | Website Feedback