CHAPTER CONTACTS:
Meridith Fronza, Deloitte Tax LLP
Samantha Holdridge, EY
Aimee A. Soodan, Baker & McKenzie

GEO BOARD CHAPTER LIAISON:
Nicole Sloane, Kimberly-Clark Corp.

Midwest
UNITED STATES CHAPTER
globalequity.org/midwest

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



Register for the Next GEO Midwest Chapter Meeting in January

AGENDA
Thursday, 12 January 2017
3:30pm – 4:00pm Check-in
4:00pm – 5:00pm Presentation
5:00pm – 6:00pm Happy Hour / Networking Reception

TOPIC
Planning for the New Year - Your Guide to Country-Specific Share Plan Reporting Requirements and New Developments for Global Stock Plans
It's a new year and time to take stock of annual share plan-specific reporting requirements and new developments that will impact global stock plans. Join us for this fast-paced session that will highlight key country-specific reporting requirements, new developments and actions companies should take to start the new year off right.
Presented by:
Kate Lloyd, Of Counsel, International Law Solutions, PC
Brian Wydajewski, Partner, Baker & McKenzie LLP

Happy Hour / Networking Reception
You’re invited to a happy hour / networking reception after the presentation! Please stay and join us for food, beverages and mingling.

LOCATION
Baker & McKenzie LLP
300 E. Randolph Street, Suite 5000
Chicago, IL 60601

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 24 May 2016

Midwest Chapter Meeting

TOPICS
Performance Shares: The Morning After
The use of performance shares grew with much promise. This presentation looks at domestic and global trends in performance shares, technical aspects and motivational value to determine what is and isn’t working. It also looks at how much of that promise has been delivered.
Presented by:
Jim Sillery, Buck Consultants LLC

Key International Updates for Global Equity Plans
Keeping up with tax, legal and regulatory changes impacting global stock plans can be an overwhelming proposition. In this presentation, global equity specialists will highlight the latest notable changes impacting international equity compensation programs.
Presented by:
Samantha Holdridge, Ernst & Young LLP
Aimee Soodan, Baker & McKenzie LLP

 

 


Highlights from 26 January 2016

Midwest Chapter Meeting

TOPICS
New Year, New Equity Compensation Considerations: Tax and Legal Changes You Need to Know for Global Equity Grants in 2016
Presented by:
Meridith Fronza, Deloitte Tax LLP
Aimee Soodan, Baker & McKenzie LLP

Global Equity Survey Findings and Trends
Presented by:
René King, Towers Watson

 


Highlights from 14 October 2014

Midwest Chapter Meeting

TOPICS
Global Stock Plans - Key International Updates
Presented by:
Meridith Fronza, Deloitte Tax LLP
Aimee Soodan, Baker & McKenzie LLP

Experience Counts: Moving Beyond Employee Education to Employee Engagement
Presented by:
Scott MacDonald, UBS Wealth Management Americas

 


Highlights from 25 June 2014

Midwest Chapter Meeting

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

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

Networking / Roundtable Discussion over Lunch

 


Highlights from 22 May 2013

Midwest Chapter Meeting

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

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

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

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

 

 
 
DATE/TIME
12 January 2017
3:30pm – 4:00pm
Check-in
4:00pm – 5:00pm
Presentation
5:00pm – 6:00pm
Happy Hour / Networking Reception


LOCATION
Baker & McKenzie LLP
300 E. Randolph Street
Suite 5000
Chicago, IL 60601
 
 
SPONSORED BY
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