Rosalie Borzumato, CBS
AmyLynn Flood, PwC
Maria Robins, Morgan Stanley

Leann Balbona, KPMG

New York

United States

On 27 January 2017, GEO was pleased to host attendees at GEO's 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.



Highlights from 27 January 2017

New York Area Chapter Meeting

Session #1 - Time to get Moving: International Updates and What you Need to Know for 2017
Attendees got a jump on the 2017 grant season as the New Year began. A number of tax and regulatory changes impacting the grant of global equity awards have taken effect for 2017 and additional changes are expected. This session helped attendees to gain insight and perspective on the most important changes impacting the grant of equity awards by multinational companies.

This session covered:

  • Recent and pending tax and legal changes impacting stock awards in various countries
  • Current market practices and anticipated trends for 2017
  • Best practices, cost-savings opportunities and recommendations for global companies granting awards around the world

Presented by:
June Anne Burke, Partner, Baker & McKenzie

Field of Study: Business Law
Level: I, II, III

Time to get Moving: International Updates and What you Need to Know for 2017

Session #2 - Hold. Flip. Split: Acrobatics of Employee Ownership - Using Data & Analytics to Tell the Story
What employees do with vested RSUs has long been a mystery to most companies. When shares hit the employee account, plan sponsor visibility is lost. And, while ESPP share selling behavior has been seen through disposition reporting, companies have very little insight into how selling behavior is linked to plan type and demographic variances. In this session, Emily Cervino of Fidelity Stock Plan Services uncovers a host of new views into these previously unknown areas, including how the value of the payout impacts behavior, what ESPP discount levels create more employee holders, what impact age has, if tenure and location make a difference, and how Section 16 behavior varies. And, mixing and matching of all data areas creates a virtual menu of choices on how to assess employee selling behavior.
Presented by:
Emily Cervino, Vice President, Fidelity Investments

Field of Study: Personnel/HR
Level: I, II, III

Hold. Flip. Split: Acrobatics of Employee Ownership - Using Data & Analytics to Tell the Story


Highlights from 6 October 2016

New York Area Chapter Meeting

Efficient Equity Administration: We Are All Data Warriors!
Everyone does it – we are all data warriors. Stock Plan administration and especially administration for global plans is all about collecting and manipulating data. Upon examination, most, if not all, administration teams use some type of manual processes in their day to day work. We all have those reports that we are cutting, pasting, reformatting, adding formulas, pivot tables, etc. This manual data manipulation is lost productivity, increased costs and increased risk. How can we get the job done with efficiencies and lower costs? One easy way is through automation. Many think "expensive" when they hear automation, but it doesn't have to be that way. This session will give real life examples of each panelist’s experiences, and provide examples of simple tips that attendees can put into action on their own without having to hire a consultant. Since budgets for automation are often non-existent, the panelists will also discuss the "case" they can make to management to secure the budget needed for their automation projects.
Presented by:
Howard Runyon, CompIntelligence
Marsha Tepper, CEP, Morgan Stanley
Christine Triolo, PSEG


Highlights from 25 February 2016

New York Area Chapter Meeting

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.
Presented by:
Carine Schneider, President, Equity Solutions, NASDAQ Private Market™


Highlights from 23 June 2015

New York Area Chapter Meeting

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.
Presented by:
Emily Cervino, Vice President, Fidelity Investments
Elizabeth Stoudt, Director, Radford, An Aon Hewitt Company


Highlights from 4 December 2014

New York Area Chapter Meeting

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!
Presented by:
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,


Highlights from 11 February 2014

New York Area Chapter Meeting

Get a leg up on Proxy Season!
CD&A Strategy: Ways to improve Compensation Discussion & Analysis disclosures in your Proxy.
Presented by:
Tami Bohm, VP & Asst Secretary - SEC & Insurance Regulatory Compliance, Radian Group
Dena Faccio, Head of Compensation & Mobility, ING US
Nora McCord, Managing Director, Steven Hall & Partners


Highlights from 3 December 2013

New York Area Chapter Meeting

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.

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




27 January 2017
9:00am - 9:20am
9:20am - 10:10am
Session #1
10:10am - 11:00am
Session #2

Baker & McKenzie LLP
452 Fifth Avenue
New York City, NY 10018

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