CHAPTER CONTACTS:
Meridith Fronza, Deloitte Tax LLP
Scott D. MacDonald, UBS Wealth Management Americas
Aimee A. Soodan, Baker & McKenzie

Chicago
UNITED STATES CHAPTER
globalequity.org/chicago

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


Register for the Midwest Area Chapter Meeting

Date:  October 14, 2014

Agenda:  

 8:00am - 8:30am
 
  Registration / Breakfast
 
 8:30am - 8:45am
 
 Welcome / Introductions
 
 8:45am - 9:45am Presentation 1
  Global Stock Plans - Key International Updates
The laws impacting global stock plans change at breakneck speed.  This session will cover the latest key tax and legal changes around the world and provide an action plan for addressing these changes.

Speaker(s): 
Meridith Fronza, Deloitte Tax LLP
Aimee Soodan, Baker & McKenzie, LLP
 
 9:45am - 10:45am Presentation 2
  

Experience Counts: Moving Beyond Employee Education to Employee Engagement
Helping your employees understand the value of their equity compensation and adding value to your participants' experience.

Speaker(s): 
Scott MacDonald, UBS Wealth Management Americas
 

 10:45am - 11:00am Wrap Up / Closing Remarks

Location:  UBS Financial Services Inc., 80 South 8th Street, 29th Floor, Minneapolis, MN 55402

Cost: 
There is no cost to attend this event.

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

 

PAST CHAPTER EVENTS


Highlights from 25 June 2014

GEO U.S. Midwest Chapter Meeting

The June 2014 meeting of the GEO U.S. Midwest Chapter was held at the offices of Baker & McKenzie in Chicago.

Topics
Granting Equity in France – Practical Constraints on Plan Management
Franck Duez, Banque Transatlantique
Christine Kim, AbbVie Inc.
Aimee Soodan, Baker & McKenzie LLP

Global Equity Expansion: Reaching to New Markets
Meridith Fronza, Deloitte Tax LLP

Networking / Roundtable Discussion over Lunch


Highlights from 22 May 2013

GEO U.S. Midwest Chapter Meeting

The May 2013 meeting of the GEO U.S. Midwest Chapter was held at the offices of Baker & McKenzie in Chicago.

Topics
10b5-1 Trading Plans: How to Transact Your Business Safely and Efficiently
Stephen Kula and Scott MacDonald, UBS Financial Services Inc.
Michael Melbinger and Erik Lundgren, Winston & Strawn LLP

Open Forum / Roundtable Discussions Over Lunch
Sponsored by Baker & McKenzie

Developing and Implementing a Global LTI Philosophy
René King, Towers Watson

New Developments Impacting Global Equity Compensation Grants
Narendra Acharya and Aimee Soodan, Baker & McKenzie LLP


 

 
 
DATE/TIME
14 October 2014
8:00am - 8:30am Registration / Breakfast
8:30am - 8:45am Welcome / Introductions
8:45am - 10:45am Presentations
10:45am - 11:00am Wrap Up / Closing Comments


LOCATION
UBS Financial Services Inc.
80 South 8th Street
29th Floor
Minneapolis, MN 55402
 
 
SPONSORED BY
UBS.png

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