CHAPTER CONTACT:
Ted Buyniski, Radford
Therese Collins, E*Trade
Clare Dever, EMC
Christine McCarthy, Orrick
Aaron Nardozza, UBS
Amy Reina, Deloitte
  Larry Schumer, Buck Consultants
Andrea Schussler, Fidelity Stock Plan Services
James Fucigna, Morgan Stanley Smith Barney
Renee Trotta, Charles Schwab
Jewon Wee, ISP Advisors
 

Boston
UNITED STATES CHAPTER
globalequity.org/boston

United States
E-mail: GEOboston [at] globalequity [dot] org    


BOSTON CHAPTER MEETING - MAY 15, 2012

We're pleased to announce the next meeting of GEO's Boston Chapter and invite you to join us at the offices of KPMG in Boston for this exciting event OR choose to attend via webinar, details are posted below.

TOPIC
Cross-Functional Approach to Equity Management

H.R., Legal, Finance, Accounting, Tax and other departments each have a vested interest in the equity management process and often the roles and responsibilities can become blurred without the right coordination and communication between the stakeholders.  This can lead to process inefficiency, potentially missed opportunities and risk.  Consequently, it is essential that companies take a cross-functional approach with respect to developing best-practices of equity administration.

This session will take us through each stage of the equity administration process and examine the key issues and drivers that are critical from the point of view of each stakeholder involved.  Understanding the interplay of these issues between each department throughout the life cycle of an award will provide you a vantage point to better set policy, process, organization and technology support.

Representatives from Analog Devices will join KPMG to share their experience and provide their perspective on:
1) the challenges they face
2) the specific areas prone to problems arising
3) how they tackle the issues
4) how best to coordinate and communicate with the various stakeholders
5) benefits achieved
6) lessons learned

SPEAKERS
Ken MacNulty, Director, Worldwide Compensation, Analog Devices
Jeff Carter, Senior Business Analyst, Finance, Analog Devices
Ed Gibbons, Principal-Tax, KPMG LLP
Victor Reyes, Principal-Advisory, KPMG PPL 


- Webinar Details -
 
Dial-In Information:
Phone number:  888-790-3146
Passcode: 5900686
 
Internet Conference Access Information:
https://www.mymeetings.com/nc/join/
Conference number: PG5664789
Audience passcode: 5900686
 
OR - to join the event directly:
https://www.mymeetings.com/nc/join.php?i=PG5664789&p=5900686&t=c

DIRECTIONS TO EVENT (pdf)

 

 
 
 
DATE/TIME
May 15, 2012
3:00p.m. - 5:00p.m.
(includes wine and hors d'oeuvres)


LOCATION
KPMG
Two Financial Center
60 South Street
Boston, MA
(just across from the South
Station Train Station)
 
 
SPONSORED BY
KPMG.png

Site Map | Contact GEO | ©2011 Global Equity Organization | Site Design | michael [dot] bendorf [at] globalequity [dot] org (Website Feedback)