CHAPTER CONTACT:
Andrea Schussler, Fidelity Stock Plan Services
   
 

Boston
UNITED STATES CHAPTER
globalequity.org/boston

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


On 28 March, 2014, GEO was pleased to host attendees at the GEO Boston and NASPP Boston Global Tour. 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 Boston region.

PAST CHAPTER EVENTS


Highlights from 28 March 2014

GEO Boston and NASPP Boston Global Tour

Topic

Global Tour Attendees joined the GEO Boston Chapter and the NASPP on a global tour, as they discussed the logistics and challenges of administering equity plans for a globally mobile population. Rob Melz, VP Mobility at State Street Corporation; Christopher C. Hall, Global Tax Network; and, Jewon Wee, Independent Stock Plan Advisors shared tips and tricks on how to set up a process for capturing and applying tax rates for global equity participants, and to how keep it all current in the midst of a constantly shifting regulatory environment.


Highlights from 7 May 2013

GEO Boston Chapter Meeting

Topics
Global Equity Updates – Jewon Wee of ISP Advisors and Sandy Shurin of Deloitte Tax
Download ISP Presentation, Download Deloitte Presentation

China – Joyce Chen of Orrick, Herrington & Sutcliffe led a discussion regarding SAFE filings under the current Circular 7 vs. the prior Circular 78. Kim Malvacini, Manager of Global Equity Plans at Alexion Pharmaceuticals shared Alexion’s recent experience in its first SAFE filing. Kim was joined by Keith Bilezerian, Sr. Corp. & Benefits Counsel at Covidien who shared some of Covidien’s experiences.
Download Presentation

France – Amy Reina of Deloitte Tax led a discussion regarding the escalating taxes in France and her experience as to what companies may be thinking in terms of whether they plan to continue offering qualified equity plans in France (or are entertaining alternatives). We invited issuers attending to share their perspectives on the offering of equity in France, as well.
Download Presentation


 
 
DATE/TIME
28 March 2014
8:30am - 9:15am Networking and Check-In
9:15am - 10:30am Presentation


LOCATION
Covidien
15 Hampshire St.
Building 3
Mansfield, MA 02048
 
 
SPONSORED BY
covidien.jpg

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