Jennifer B. George, PwC
Kenn Lara, MobileIron

Jon Burg, Radford
Jennifer George, PwC

San Francisco

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

On 16 October 2014, GEO was pleased to host attendees at the GEO San Francisco Chapter Meeting. Thank you to everyone who attended, as well as to our speakers and event sponsors for their support.

Stay tuned for more information on upcoming activities in the San Francisco region.

Register for the San Francisco Area Chapter Meeting

Date:  January 14, 2015

3:30pm - 4:00pm Registration
4:00pm - 5:00pm Presentation
5:00pm Happy Hour compliments of Baker & McKenzie

Topic:  Global Stock Plans – Key International Updates
The laws impacting global stock plans change at the speed of light; have you kept up? Join GEO on Wednesday, January 14th for this popular panel which will cover key tax and legal changes around the world—as well as enforcement activity that may warrant immediate response—and provide you with a clear action plan to address recent changes. This session is sure to get you back up to speed and ensure your global stock plans are still compliant with local country legislation.

Valerie Diamond, Partner, Baker & McKenzie LLP
Ms. Diamond is Chair of the Global Equity Services Group at Baker & McKenzie’s San Francisco office. She assists companies in the design and implementation of international employee stock plans and provides advice on the tax, securities law and exchange control compliance issues that arise when options, restricted stock or purchase rights are granted to employees. Ms. Diamond is recommended by Legal 500 and has been named a "Leader in the Field" by Chambers USA 2014, described as "the 'impressive' Valerie Diamond," and is recognized by clients as being "just wonderful." Ms. Diamond serves on the National Association of Stock Plan Professionals Advisory Committee and is an active member of the Global Equity Organization and Certified Equity Professionals Institute.  Ms. Diamond is the 2008 recipient of the National Association of Stock Plan Professionals’ Individual Achievement Award.

Denise Glagau, Partner, Baker & McKenzie LLP
Denise Glagau is knowledgeable in all facets of employee equity plans. She regularly assists public and private companies in offering their employee equity plans around the world. Ms. Glagau consults on plan design, tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering employee equity plans in different jurisdictions. She also advises companies on the effects of mergers, reorganizations, spin-offs and other corporate adjustments on their equity programs. In addition, Ms. Glagau is seasoned in cross-border tax issues for equity awards held by mobile employees. Ms. Glagau is currently a member of the National Association of Stock Plan Professionals and the Global Equity Organization.

50 Fremont, San Francisco, CA 94105
Check in at the lobby and proceed to the 3rd floor. The 3rd floor is an "open" floor, so no badge is needed to get there. An escort will be needed to the meeting on the 28th floor.

Issuer Members: Free
Non-Issuer Members and Issuer Non-Members: $20
Non-Pre-Registered Walk-Ins and Non-Issuer Non-Members: $50

Registration:  GEO members and non-members are welcome to attend this event. Registration is required.


Save the Date for the 6th Annual Northern California Forum

Date:  March 5, 2015

Time:  11:15am - 12:00pm Arrivals, Lunch, Sponsor Expo; 12:00pm - 5:00pm Presentations; 5:00pm - 6:00pm Reception & Raffles

Call for Speakers:  If you would like to submit a speaking proposal, please submit by December 15, 2014.

Location:  Auto Vino, 205 Constitution Drive, Menlo Park, CA 94025


Issuer Members: $20
Provider Members: $85
Issuer Non-Members: $85
Provider Non-Members: $195
Walk-Ins: $295


Highlights from 16 October 2014

GEO San Francisco Chapter Meeting

My Year End Stock Administration Love Affair
Do you have a contentious relationship with year end? Does it make you slam doors, tear your hair out, and drive you to drink? We’ll teach you how to LOVE it because you’ll know how to prepare for it! Let’s find that spring in your step, get your heart fluttering, and put a smile on your face when it comes to planning year end activities for your global equity plans.

Diane Atteberry, Manager, Client Services, Solium
Stephen Buckhout, Equity Compensation Administration Project Consultant, SXB CEP Consulting

Highlights from 6 March 2014

GEO Northern California Forum

The GEO Northern California Forum has concluded. Visit the Forum page for more information.

Highlights from 5 February 2014

GEO San Francisco Chapter Meeting

This meeting was complimentary for GEO members thanks to Fidelity.

Hot Topics in Equity Comp
What do you think are the hottest issues equity professionals are facing? Here is your chance to learn more about the topics you think are most interesting. This fun and interactive session is designed just for you… putting the audience in the driver’s seat as two tenured equity compensation professionals offer a rapid fire, audience driven session addressing new (and resurgent) equity compensation hot topics. Do you want to learn more about CEO Pay Ratios? Or, is the increased auditor interest in DTA balances calling to you? Do you wonder about performance awards’ ability to really pay for corporate performance? Does Cost Basis Legislation or DOMA keep you up at night? Are ownership guidelines or disposition surveys nagging at you? Join this session for an opportunity to dive into these topics and more. Emily Cervino, CEP, Fidelity Stock Plan Services, and Elizabeth Dodge, CEP, Stock & Option Solutions, will present a dashboard of choices, and the audience will drive from topic to topic, providing an insightful and educational session on topics that are important to you.

Emily Cervino, CEP, Fidelity Stock Plan Services
Elizabeth Dodge, CEP, Stock and Option Solutions

Highlights from 9 October 2013

GEO San Francisco Chapter Meeting

This meeting was complimentary for GEO members thanks to Deloitte.

To mobility and beyond! Taking the mobile employee discussion a step further, for an educated audience
The complexity related to mobile employee equity has been well chronicled and the subject of dozens of presentations over the years. Rather than going over old ground, in this presentation our speakers focused on some of the more advanced but equally important aspects of mobile employee equity compliance, specifically:
      - tax strategies: balancing compliance and employee experience
      - payroll execution and common challenges: both US (multi-state income reporting) and international
      - data collection and tracking
      - change management
      - technology implementation challenges and tips

The discussion assumed a basic understanding of the issue and focus on the practical execution. This discussion was equally relevant to multi-national mobile employee populations and US domestic companies with state mobility.

Mark Miller, Global Rewards Practice Leader, Deloitte
Stacy Fox, CEP, Senior Manager, Global Equity Plans & 401k Administration,
Ingrid Freire, Associate Director, Compensation Programs & Equity, Genentech

Highlights from 18 April 2013

GEO California Forum

The GEO California Forum has concluded. Visit the Forum website for access to the presentations:



14 January 2015
3:30pm – 4:00pm Registration
4:00pm – 5:00pm Presentation
5:00pm Happy Hour to follow

50 Fremont
San Francisco, CA 94105
Check in at the Lobby and Proceed to the 3rd Floor

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