Cindy Birse, Qualcomm
Sheila Frierson, CEP, Computershare
Mark Jones, Pillsbury Winthrop Shaw Whitman
Tara Tays, Deloitte

Southern California

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


Register for the Southern California Area Chapter Meeting

Date:  23 July 2015

Time:  12:00pm – 12:30pm Registration, 12:30pm – 1:30pm Presentation

Topic:  Bringing ESPP Data to Life
ESPPs are hot… and in California, they are hotter than anywhere else! Recently ESPP have enjoyed a dramatic resurgence of interest – from newly public companies to mature multinationals, everyone is talking about ESPP . To really understand what makes an ESPP hot (or not!), Fidelity and Radford have completed the most extensive ESPP data analysis available. This “hot off the press” research identifies the latest trends in ESPP design and how various plan design features impact US and non-US participation rates. The granularity of this ESPP research makes it the new key resource for designing or modifying ESPPs. Whether your company has an ESPP already or is thinking of implementing one, you will learn how new designs or changes can help you get the most out of your ESPP.

Presenters:  Carly Campioni, Associate Director, Valuation Services, Aon Hewitt, and Emily Cervino, Vice President, Marketing, Fidelity

Location:  Qualcomm Incorporated, 5665 Morehouse Drive, San Diego, CA 92121

There is no cost to attend this event.

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



Highlights from 10 March 2015

Southern California Chapter Meeting

What Shareholders Want to Approve, When You Want Shareholders to Approve Your Equity Plan
The requirements for receiving shareholder approval of equity plans in the United States is pretty straight-forward. Obtain more than 50% of shareholders voting in favor of your plan or share request. But, no two shareholders are alike, and proxy advisor powerhouses ISS and Glass Lewis each have their own criteria of Dos and Don'ts. Nearly every country has a different set of requirements or guidelines. Keeping track of these differences, let alone conforming to them can be a dizzying exercise. However, in reviewing this myriad of preferences and requirements, a common set of themes emerge about dilution, overhang and a range of best (and worst) practices. Our panelists will focus on the Best Practice themes of Program Design, Grant Practices, Managing Burn Rate (dilution) and Communicating with Shareholders in order to maximize your ability to get over the majority shareholder hump, if not far exceed it.

– Jon Burg, Partner, Radford, an Aon Hewitt Company
– Laura Wanlass, Associate Partner, Aon Hewitt

Highlights from 11 December 2014

Southern California Chapter Meeting

Does Compliance Stop at the U.S. Border? Why Your Compensation Plans May Need to be Amended for Non-U.S. Laws
At this Southern California GEO chapter meeting we discussed practical methods for ensuring that your compensation plans comply with applicable non-US requirements, such as EU bonus caps, Canadian data privacy rules, and Chinese foreign exchange registration. Our panel weighed alternative methods for determining what non-US requirements apply to your plans and what steps to take to bring them into compliance. With a focus on concrete examples, we enjoyed a lively discussion.

– Lynne Akasaka-Riek, Bank of the West
– Josephine Gartrell, Hay Group
– Mark C. Jones, Pillsbury Winthrop Shaw Pittman LLP

Lunch and parking were sponsored by Pillsbury Winthrop Shaw Pittman LLP

Highlights from 15 October 2014

Southern California Chapter Meeting

Mobility Tracking and Taxation – Trends and Best Practices
Please join us for our next Southern California GEO chapter meeting to learn the latest trends and best practices in Mobility Tracking and Taxation. Mark Miller of Deloitte Tax will lead our panel through a discussion that will share best practices and on the job experiences from our issuers. We look forward to a lively and interactive discussion that is sure to be a valuable networking event.

– Mark Miller, Deloitte Tax
– Stephanie Greenwald, QUALCOMM
– Christina Howell, Pacific Sunwear

Highlights from 2 April 2014

Southern California Chapter Meeting

Are You Willing to Roll the Dice on International Compliance?
Managing Risk with Offering Employee Equity Plans Globally - Most U.S. multinational companies struggle with how to comply with all the rules and regulations that impact offering employee equity plans globally. It is difficult enough to keep up with the ever-changing tax and regulatory environment, let alone comply with all these rules! Where should you be spending your compliance budget? Jennifer will offer practical advice to companies on how to identify risk and make smart choices on managing the risk with offering these types of plans globally.

Highlights from 27 February 2014

Southern California Chapter Meeting

A Look at Trends in Executive Compensation
Getting the right compensation program in place can be crucial for companies to motivate, retain and attract employees. This discussion helped the audience understand the trends behind fiscal year 2014 merit increases, annual incentive plan designs and long-term incentive grant practices for all levels of employees. Additionally, companies gainws insight to proxy advisory firms and shareholders’ criticism on incentive plan designs, as well as a recap of the 2013 Say on Pay vote results.

– Tara Tays, Senior Manager in Deloitte Consulting LLP’s Talent, Performance & Rewards Practice

23 July 2015
12:00pm – 12:30pm
12:30pm – 1:30pm

Qualcomm Incorporated
5665 Morehouse Drive
San Diego, CA 92121

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