Concurrent Sessions - Block 7
Friday, 16 April
11:15 am - 12:15 pm

Session 7.1
International Best Practices: A Collection of Practical Solutions to Real Global Stock Plan Problems

This panel will present a collection of useful technology and people solutions to real life problems that the panelists faced with in connection with the plan design, administration, and compliance aspects of globally offered stock plans. Examples of global and countries-specific challenges and solutions that the panelist will share include: overcoming worldwide participant data collection and payroll tax compliance challenges; understanding and managing currency-related issues; working with the Chinese entity and US broker to perform the activities needed to comply with China SAFE cash disbursement rules; dealing with various country-specific problems and changing regulatory landscape (e.g., UK non-discrimination laws, Denmark acquired rights issues, getting award agreements into compliance with 409A requirements in the US, India FBT rule change, etc.); and identifying and tracking mobile participants, developing policies and procedures for special handling of internationally mobile executives and dealing with trailing tax liabilities.

Jewon Wee, Managing Director, ISP Advisors, LLC (US)
Mitch Beaverson, Equity Consultant, Eli Lilly and Company (US)
Lisa Cummings, Senior Director of International Compensation, Wal-Mart Stores, Inc. (US)
Barbara Richley, Senior Manager of Product Management, E*TRADE Corporate Services, Inc. (US)

Session 7.2
Plan Administration Sourcing: The DPDHL Story

In 2009, DPDHL introduced an International Share Matching Scheme for their corporate executives. Following the design of the new scheme, a project team was installed with the task of implementing the global rollout of a new administration system. Using a case study, this session will present the sourcing project to find the right solution and the right share plan provider. Topics to be covered include setup and organization of the sourcing project, description of methods and tools used, development of minimum requiredments, screening relevant service providers, understanding and evaluating different proposed solutions and competencies, and generating a fee schedule and negotiating pricing.

Constantin von Schönfels, VP Corporate Procurement, DPDHL (DE)
Andreas Schmalhofer, CAO Office, Allianz SE (DE)
Christopher Jereb, Project Manager, DPDHL (DE)

Session 7.3
Variable Performance Targets for Options & Shares

Many companies are now attaching performance targets to employee equity awards and other long-term incentives. It's not easy to set targets three or more years in advance that are both stretching and achievable. Old Mutual plc was the first FTSE 100 company to set variable targets that change in line with global economic performance. This session outlines the issues companies may face and presents the Old Mutual solution.

Alan Judes, Managing Director, Strategic Remuneration (UK)

Session 7.4
Coming Ashore: Bermuda to Ireland

Join Kate Lloyd and Jason Weakland of Accenture, Nick Hipwell of Clifford Chance and Ron Snitker of UBS Financial Services Inc. to hear about the legal, tax, administration and securities issues which this presented for a company which offers its share plans to over 170,000 employees in 52 countries.

Kate Lloyd, Global Share Plans Lead, Accenture (US)
Nick Hipwell, Attorney, Clifford Chance LLP (UK)
Jason Weakland, Sr Manager, Accenture (US)
Ron Snitker, Director, UBS (US)

Session 7.5
How and Why Companies Use All-employee Equity Plans

This discussion will present the findings of a unique global survey on how companies are using all-employee equity plans and how they intend to use them in the future. The survey was carried out during the summer of 2009 by Hewitt New Bridge Street, WorldatWork and PARC (the Performance and Reward Centre) and is based on responses from over 840 companies located throughout the world, together with selected case studies. We will also report on companies attitudes regarding their all-employee equity plans and how they value them in the face of the global economic downturn. We will also present the findings of Hewitt New Bridge Street's annual UK survey on the use of all-employee equity plans carried out in the autumn of 2009. This will show how UK companies have responded to the first year of the economic downturn and what their intentions are for the future. Finally, the session will consider the future of all-employee share plans in the light of the results from the surveys.

Neil Sharpe, Principal, Hewitt New Bridge Street (UK)
Ryan Johnson, Vice President, WorldatWork (US)