CHAPTER CONTACT:
Kathi Greene, Phillips 66
Denise Ledbetter, Maxim Integrated
Nicole Sloane, Kimberly-Clark Corp.

GEO BOARD CHAPTER LIAISON:
Leann Balbona, KPMG

Texas
UNITED STATES CHAPTER
globalequity.org/texas

United States
E-mail: GEOtexas@globalequity.org     



On 5 and 6 April 2017, GEO was pleased to host attendees at GEO's Texas Area Chapter Meetings in Houston and Dallas. 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 Texas Area region.

 

PAST CHAPTER EVENTS


Highlights from 5 and 6 April 2017

GEO's Texas Area Chapter Meetings

These topics were presented in Houston on 5 April and in Dallas on 6 April 2017.

TOPICS
Two-stepping with T+2 - From the Equity Manager's View
Join us for a lively discussion on a bit of history behind T+2 (transaction date plus 2 days), what is coming with T+2 and what we are seeing companies do to plan for this change in shortening stock option settlement for US registrants.
Presented by:
Leann Balbona, KPMG, LLP (in Houston and Dallas)
Kurt Bremer, Morgan Stanley (in Houston)
James Humza, Bank of America Merrill Lynch (in Dallas)

Promenade with Current Events
What's new? We will cover tax law changes and potential impacts to to the administration of your programs.
Presented by:
AmyLynn Flood, Partner, PwC (in Houston)
Brandon Yerre, Principal, PwC (in Dallas)

CPE
Credit Hours: 2.5 (Houston); 2.0 (Dallas)
Field of Study: Administrative Practices
Level: II, III

 


Highlights from 15 September 2016

GEO's Texas Area Chapter Meeting: Equity Compensation Round-up!

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TOPICS
Regulation Wranglers
Trends and Changes in Compensation Regulations

We will herd you through upcoming regulation changes and potential impacts to your programs. We will rustle up details on topics such as ASC 718 changes and how these might cause financial statement volatility for your company. We will also lasso the facts on FLSA changes.
Presented by:
Elizabeth Toro, Principal, Mercer

CPE:
Field of Study: Personnel/HR
Level: Intermediate to Advanced

Control Cowboys
Managing Risk and Controls--Are You Prepared for your Audit?

It’s time to rope your controls and round-up your best practices. During this session, we will focus on things you can do to prepare for upcoming audits. We will discuss best practices for having the right controls in place, what auditors are looking for, as well as audit experiences.
Presented by:
Kathi Greene, Manager, Compensation, Phillips 66
Ellen Lockett, Advisor, Executive Compensation, Phillips 66

CPE:
Field of Study: Personnel/HR
Level: Intermediate to Advanced

Staying Ahead of the Stampede
Granting Equity in a Challenging Market Environment

We can often get stampeded with questions about equity compensation when market conditions are volatile. Join us for an information round-up on things to think about when granting equity in a challenging market.
Presented by:
David Cross, KPMG LLP

CPE:
Field of Study: Personnel/HR
Level: Intermediate to Advanced

 
   

 


Highlights from 08 June 2016

GEO's Texas Area Chapter Meeting: Equity Compensation Round-up!

TOPICS
Staying Ahead of the Stampede
Granting Equity in a Challenging Market Environment

We can often get stampeded with questions about equity compensation when market conditions are volatile. Join us for an information round-up on things to think about when granting equity in a challenging market.
Presented by:
Bill Coburn, Senior Compensation Analyst, Marathon Oil
David Cross, Managing Director – Tax, KPMG LLP

CPE:
Field of Study: Personnel/HR
Level: Intermediate to Advanced

Download:
Equity compensation in distressed industries

Regulation Wranglers
Trends and Changes in Compensation Regulations

We will herd you through upcoming regulation changes and potential impacts to your programs. We will rustle up details on topics such as ASC 718 changes and how these might cause financial statement volatility for your company. We will also lasso the facts on FLSA changes.
Presented by:
Elizabeth Toro, Principal, Mercer

CPE:
Field of Study: Personnel/HR
Level: Intermediate to Advanced

Download:
Trends in Executive Compensation

Control Cowboys
Managing Risk and Controls --Are You Prepared for your Audit?

It’s time to rope your controls and round-up your best practices. During this session, we will focus on things you can do to prepare for upcoming audits. We will discuss best practices for having the right controls in place, what auditors are looking for, as well as audit experiences.
Presented by:
Ellen Lockett, Advisor, Executive Compensation, Phillips 66
Debra Lemons, Consultant, Accounting Policy, Phillips 66
Dan Gilliam, Manager, Internal Audit, Phillips 66

CPE:
Field of Study: Audit/HR
Level: Intermediate to Advanced

 


Highlights from 24 March 2016

GEO's Texas Area Chapter Meeting

TOPICS
Welcome
Presented by:
Leann Balbona, GEO Board sponsor—GEO Texas

Automation Nation: The Road to Building Efficient and Scalable Processes
Creating an automated and consistent approach to handling the more complex mobile employee is a more proactive way to address global compliance and a better participant experience. It can provide scalable procedures that support efficiencies, cash management and the reduction in manual processes. This dynamic session will uncover some of the ways in which corporate issuers—with the help of their key service providers, are initiating scalable processes at their companies to better support and streamline employee mobility compliance. Attend this session and get techniques you can help implement at your own company to initiate efficient and effective automation solutions that can cover both mobile and non-mobile employee populations.
Presented by:
Leann Balbona, Managing Director, KPMG LLP
Kathi Greene, Manager, Compensation, Phillips 66

Compensation and Benefits Update
This lively discussion will focus on the compensation and benefits trends we are seeing in the areas of acquisitions, plan design, and implementation.
Presented by:
Mark Spittell, Managing Director, KPMG LLP

Baker & McKenzie Update – Legal
Keeping track of legal developments impacting equity awards granted by multinational corporations is a challenge. This session will get you up-to-date, covering the hottest topics around the globe, including changes to securities laws in Australia, New Zealand, Saudi Arabia and South Africa, the latest in exchange control restrictions in Argentina, China and Russia, key developments in data privacy laws, including the recent invalidation of the US-EU safe harbor program, Japan’s new data privacy laws and Russia’s data residency requirements (and more)!
Presented by:
Denise Glagau, Global Equity Services, Baker & McKenzie LLP

Close
Presented by:
Nicole Sloane, GEO Board

 

 


Highlights from 10 November 2015

GEO's Texas Area Chapter Meeting

TOPICS
Welcome
Presented by:
Carla Rupp, SPHR , Manager, Equity Compensation & Rewards Management, Houston Chapter Leader

Agenda Overview
Presented by:
Craig Rubino, Senior Account Manager, E*TRADE Corporate Services

The Top 10 Year End Processes with a Spotlight on Disqualified Dispositions
Forget about your holiday shopping checklist, your equity compensation plan year end processes will keep you busy enough! During this session, we will focus on key year ends tasks for U.S. multinational organizations granting equity to U.S. and non-U.S participants. We will delve into areas like W-8BEN recertification, YTD tax updates, reporting multi broker executions, 6039 reporting and more. We will also discuss best practices for Disqualified Disposition reporting and mailing disposition surveys from the perspective of the client issuer and service provider (broker).
Presented by:
Lenka Haase, Solutions Architect, CEP, CFP, E*TRADE Corporate Services
Jennifer Mericle, PHR, Advisor, Rewards Management & Equity Compensation, Halliburton
Carla S. Rupp, SPHR , Manager, Equity Compensation & Rewards Management

What’s Coming in 2016: The Latest on Executive Compensation and CEO Pay Ratios
The world of executive compensation is changing fast, and if you blink, you might miss it. Join Meridian Compensation Partners Chris Havey to discuss common (and some not so common) CEO compensation strategies that were deployed in 2015. During this session, we will review the recent SEC guidelines for CEO pay, with a focus on trends and key findings from large global organizations. You will also get a glimpse into the future, including what is coming next in 2016 and key proxy related items for consideration.
Presented by:
Chris Havey, Partner, Meridian Compensation Partners, LLC

 


Highlights from 23 June 2015

GEO's Houston Chapter Meeting

TOPICS
London Calling
A recap from the recent GEO Global Conference in London (April 15–17) – “Prepare for Tomorrow’s Global Challenges.” As one of the leading global organizations representing employee ownership, GEO’s 16th Annual Conference provided unrivaled content from experts across multiple disciplines and hailing from all corners of the globe. We will be providing an overview from the conference and repeating two of the sessions from the conference as follows:

What Shareholders Want: A Global Discussion of Equity Plan Requests
The requirements for receiving shareholder approval of equity plans across countries are as varied as the languages spoken there. Nearly every country has a different set of requirements or guidelines. In addition, individual shareholders have different tolerances within their stated policies. Keeping track of these differences, let alone presenting them in one sitting is a grueling exercise. However, in reviewing this myriad of requirements, a common set of themes emerge. This session will focus on identifying what these common themes are related to plan design, performance metrics, burn rates/dilution and communications and how best to manage them. Attend this session and save time later!
Presented by:
Jon W. Burg, Partner, FSA, CEP, Radford, an Aon Hewitt Company
Claudia Yanez, CPA, Director Executive Compensation, SunPower

Automation Nation: The Road to Building Efficient and Scalable Processes
Creating a consistent approach to handle the more complex mobile cases is proactive. It provides scalable procedures that support efficiencies, cash management and the reduction in manual processes. This dynamic session will uncover some of the ways in which corporate issuers—with the help of their key service providers, are initiating scalable processes at their companies to better support and streamline mobility compliance. Attend this session and get techniques you can implement at your own companies to initiate efficient and effective automation solutions that can cover both mobile and non mobile populations.
Presented by:
Leann Balbona, Managing Director, KPMG LLP
Kathi Greene, Director Executive Compensation, Phillips 66

 


Highlights from 28 October 2014

GEO's Houston Chapter Meeting

TOPIC
Don’t Get Spooked by Equity
A Casual networking event, introduction to GEO and updates on key trends in Equity Compensation.
Presented by:
Leann Balbona, KPMG
Emily Cervino, Fidelity Stock Plan Services
Nita Patel, KPMG
Carla Rupp, Halliburton

 


Highlights from 9 March 2011

GEO's Houston Chapter Meeting

GEO was pleased to announce the launch of our Houston Chapter at the PricewaterhouseCoopers offices in Houston for our inaugural meeting and discussion with Bill Dunn and June Bood.

TOPIC
Equity Compensation "Trailing Liabilities" – Processes to Comply with Local Taxation
Bill Dunn and June Bood of PricewaterhouseCoopers led a discussion around equity compensation and the impact trailing liabilities have on local taxation compliance. This session was very interactive and provided great insight around navigating this issue.
Presented by:
June Bood, Managing Director, PricewaterhouseCoopers
Bill Dunn, Partner, PricewaterhouseCoopers

 

 
 
DATE/TIME
5 April 2017 - Houston
11:45am - 3:00pm

6 April 2017 - Dallas
12:00pm - 2:30pm


LOCATION
Briar Club
2603 Timmons Lane
Houston, TX 77027

Bank of America Merrill Lynch
13355 Noel Road
1st Floor Training Rooms A&B
Dallas, TX 75240
 
SPONSORED BY
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