CHAPTER CONTACTS:
Rosalie Borzumato, CBS
Dena Faccio, ING US
Stuart Finkelstein, MasterCard
AmyLynn Flood, PwC
Josh Lurie, ARMtech
Maria Robins, Morgan Stanley
Rich Stout, Becton Dickinson

GEO BOARD CHAPTER LIAISON:
Nancy Mesereau, Morgan Stanley

New York
UNITED STATES CHAPTER
globalequity.org/newyork

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



On 25 February 2016, GEO was pleased to host attendees at our New York Area 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 New York region.

PAST CHAPTER EVENTS


Highlights from 25 February 2016

New York Area Chapter Meeting

Topic
Utilizing Psychological and Biological Precepts When Designing and Communicating Your Stock Plans
Understanding the biological and psychological influences on decision making and behavioral economics helps companies design, create and implement an effective communications plan. This insightful session considered the biological realities impacting decision making and economic choices plan participants face when participating in or choosing whether and how to participate.

Presenter
Carine Schneider, President, Equity Solutions, NASDAQ Private Market™, https://www.linkedin.com/in/carineschneider

Fee
There was no cost for GEO members and non-members to attend this event.


Highlights from 23 June 2015

New York Area Chapter Meeting

Topic
Around the World with ESPP
In response to the dramatic resurgence of interest in global ESPPs, Fidelity and Aon undertook an extensive data analysis on the latest trends in ESPP design and the ways in which various plan design features impact US and non-US participation rates. This is the most extensive research around, and it is “hot off the press!” Get an early look at this new key resource. There is no debating that this session is simply a “must” for anyone with an ESPP or plans to implement one.

Presenters
Emily Cervino, Vice President, Fidelity Investments
Elizabeth Stoudt, Director, Radford, An Aon Hewitt Company

Fee
There was no cost for GEO members and non-members to attend this event.


Highlights from 4 December 2014

New York Area Chapter Meeting

Topic
Simplifying Settlement for Your Global Participants
As companies expand their equity plans across the globe and further into their organizations, a host of issues can crop up related to transactional settlement and getting cash into the hands of global participants quickly and hassle-free. This session will look at the types of problems that can arise here and how to avoid them. Don’t let things like recordkeeping requirements, e.g., first name/last name conventions, address formats, currency exchange and fund delivery options, e.g., locations with unreliable mail or banking systems, OFAC verification and more, get in the way of your participants’ money!

Presenters
Patricia Landry, CEP, Senior Vice President Mid-Market Segment, USA, Solium
Dorothy Musho, Senior Vice President, Head of Commercial Banking Sales, Payments and Cash Management, HSBC Bank USA, N.A.

Fee
There was no cost for GEO members and non-members to attend this event.


Highlights from 11 February 2014

New York Area Chapter Meeting

Topic
Get a leg up on Proxy Season!
CD&A Strategy: Ways to improve Compensation Discussion & Analysis disclosures in your Proxy.

Presenters
Nora McCord, Managing Director, Steven Hall & Partners
Dena Faccio, Head of Compensation & Mobility, ING US
Tami Bohm, VP & Asst Secretary - SEC & Insurance Regulatory Compliance, Radian Group

Fee
There was no cost for GEO members and non-members to attend this event.


Highlights from 3 December 2013

New York Area Chapter Meeting

Topics
The Issuers Speak: Pearson and Siemens Share Their Global Challenges and Strategies
Plan to join us for the next GEO New York Chapter Meeting as Robert Head, Director for Executive Reward & People Strategy at Pearson plc, and Bettina Gohm, Vice President Executive Compensation & Benefits at Siemens AG, provide overviews of the various challenges they face and the strategies they are using.

GEO’s Inaugural Global Insights Survey Results
Want to know what the most prevalent equity-based plan designs are across the world’s most important economic regions? The last 15 minutes of this meeting will be spent reviewing the results from GEO’s Inaugural Global Insights Survey.

Presenters
Robert Head, Director for Executive Reward & People Strategy, Pearson plc
Bettina Gohm, Vice President Executive Compensation & Benefits, Siemens AG

Fee
There was no cost for GEO members and non-members to attend this event.


 

 

 
DATE/TIME
25 February 2016
4:00pm – 4:30pm
Registration
4:30pm – 5:30pm
Presentation
5:30pm – 7:00pm
Welcome the New Year Cocktail Reception


LOCATION
Offices of KPMG LLP
345 Park Avenue
New York, NY 10154
Check in at KPMG Reception at lobby level required
 
 
SPONSORED BY
KPMG.png

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