GEO California Forum – 17 MAY GEO's 2012 California Forum The San Francisco and Silicon Valley chapters of the Global Equity Organization are excited to co-host our third annual joint event: the GEO California Forum at Domenico Wines in San Carlos, CA. This event provides a unique opportunity for Stock Plan, Tax, Finance, Accounting, Human Resource and Legal professionals to gain greater expertise in the creation and management of global equity-based compensation programs. We are extremely pleased to welcome Marc Hodak as our Key Note Speaker. Marc is a professor of corporate governance at NYU and also a compensation advisor. Based on your feedback from last year wanting more networking and breakouts, we will be starting earlier to accommodate more networking time and additional breakout opportunities. All of our sessions will be unique with fresh perspectives on hot industry topics. They will provide in-depth and practical guidance on the latest hot topics in global equity compliance, administration and design. There will also be time to share with your peers on topics relating to global stock programs. The Forum will conclude with a Wine & Cheese Networking Mixer. Directions and Additional Information (PDF) COST:
Pre-registration (open now through May 14, 2012)
– $25 for issuer attendees
– $95 for provider representatives
On Site Registration Cost
$75 for issuers, $150 for service providers | DETAILED AGENDA: | | 11:30 a.m. | | Attendee Registration Opens/ Lunch | | 12:00 p.m. | | Opening Remarks | | 12:15 p.m. | | Key Note Presentation:
The Arms Race in Equity Compensation Regulation Marc Hodak, Professor of Corporate Governance at NYU and Compensation Advisor, will share with us the latest on regulations affecting equity plans and what we need to prepare for. Lawmakers and proxy advisors have been busy writing rules designed to constrain certain compensation practices. These rules are, in turn, keeping compensation specialists busy in trying to deal with, and often working around them, which is prompting more rules. This cycle of rules begetting rules is accelerating, dramatically complicating the design and administration of equity compensation plans. Marc will discuss where this process is going, what will be the effect on compensation specialists and the corporations they serve and what we need to know. | | | | 1:00 p.m. | | Featured Presentation:
Mobile Employees: A Case Study on Departments Working Together From Making Global Assignments, to Tracking Global Assignees, to Corralling Them and Making Sure Taxes are Paid A U.S. multinational company will share with the audience the timeline and tracking of global assignments and share "best practices" with us on making global assignments, tracking them and working cross department to ensure proper reporting and tax payments are occurring. This panel will be moderated by a tax professional. | | | | 1:45 p.m. | | Networking Break | | 2:15 p.m. | | Breakout Discussions: Choice 1 | | 3:00 p.m. | | Breakout Discussion: Choice 2 (Choose 2 Breakouts, each lasting 45 minutes)
8 different breakout discussion tables will be facilitated by topic/subject matter experts and include topics such as best practices for tracking mobile employees, changes in China SAFE rules under Circular 7, communication strategies that work, designing performance programs and more! | | | | 3:45 p.m. | | Practitioners' Panel: Hot Employee Equity Topics 3 Ways Practitioners from Oracle (Rita Dickson), Yelp! (Donna Hammer) and BrightSource Energy (Robert Coleman) come together to face employee equity topics/questions from 3 different perspectives (mature public company, recently public company and private company close to IPO). This panel will be moderated by Marianne Snook at SOS who will throw questions at the panel such as what types of equity awards motivate your employees, how you handle communications to employees, what types of awards are valued the most by your employees, what do you wish your company did/ didn't do pre IPO and more! | | | | 4:30 p.m. | | Drawing for Prizes and Closing | | 4:45 p.m. | | Wine and Cheese Networking Mixer/ Sponsor Expo | | 6:00 p.m. | | Event Conclusion | | | | |
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