CHAPTER CONTACTS:
Andrea Schussler, Fidelity Stock Plan Services

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

Boston
UNITED STATES CHAPTER
globalequity.org/boston

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



On 15 September 2016, GEO was pleased to host attendees at GEO's Boston 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 Boston region.

 

PAST CHAPTER EVENTS


Highlights from 15 September 2016

GEO Boston Chapter Meeting

TOPIC
Hot Topics in Global Equity
Join Amy Reina from Deloitte and Kevin Kirby from TripAdvisor to discuss hot topics in global equity - from tax issues to plan administration.
Presented by:
Kevin Kirby, TripAdvisor
Amy Reina, Deloitte

 


Highlights from 14 January 2016

GEO Boston Chapter Meeting

TOPIC
Hot Topics for 2016
The New Year starts with a bang and stock compensation professionals are gearing up for an exciting 2016. This fast paced session is designed to set you on the right track by providing laser focused content on five things that are sure to be in the mix this year, including the new Equity Plan Scorecard, why holding restrictions may be the new norm, gearing up for Pay for Performance disclosures, how to get the most out of your ESPP, and what to expect from Performance Awards. Join Emily Cervino from Fidelity Stock Plan Services and Terry Adamson from Radford, An Aon Hewitt Company for a New Year's celebration of equity hot topics.
Presented by:
Terry Adamson, Partner, Radford, an Aon Hewitt Company
Emily Cervino, Vice President, Fidelity Stock Plan Services

Download:
5 Things You Need to Know for 2016

 


Highlights from 9 December 2015

GEO Boston Chapter Meeting

TOPIC
2015 Year End Planning and Celebration
With year-end upon us, it was time to think through those equity administration check lists and line up the items to close out, check off, and complete! We helped attendees compile a comprehensive list of year-end to dos, including help for some of participants' stickiest year-end equity related questions.

Attendees joined us after the presentation for a Holiday Celebration at Anthony's Coal Fired Pizza!

Downloads:
Year End Planning
Year-End Financial And Tax Planning for Employees In 2015

 


Highlights from 24 September 2015

GEO Boston Chapter Meeting

TOPIC
Performance Grants Take Center Stage
A significant source of compensation for many senior executives, the popularity of performance awards is increasing. As they are fairly complex instruments to administer and for employees to understand, the fundamentals and flavors of performance grants will be reviewed. Attend this workshop and you will leave with key design considerations, an understanding of the technical requirements, education strategies and practical tips to help you manage common administrative challenges.
Presented by:
Terry Adamson, Radford, an Aon Hewitt Company
Art Meyers, Choate, Hall & Stewart
Renee Trotta, Charles Schwab

 


Highlights from Highlights from 27 March 2015

GEO Boston Chapter Meeting

TOPIC
The Role of Employee Stock Purchase Plans
The humble ESPP is today enjoying a resurgence as a cost-effective, share-efficient, all-inclusive way to extend equity compensation on a broad basis. This discussion will feature ESPP plan design trends and participation analysis from Fidelity Investments and Aon Radford, and explores how and why ESPPs fit into the equity compensation picture. In addition, PAREXEL and Hologic will chronicle their experience with ESPPs including what they’ve done to increase participation and changes they might be considering to boost participation even higher.
Presented by:
Lynn Cullen, CEP, Fidelity Stock Plan Services
Laura Gallerane, Senior Stock Plan Administrator, Hologic Inc.
LeeAnn Gauthier, CEP, Senior Stock Plan Analyst, PAREXEL International

 


Highlights from 24 October 2014

GEO Boston Chapter Meeting

TOPIC
Evolving Grant Strategies
Ever wondered if you could successfully overhaul your equity granting strategy? Please join us to hear about how Boston-based Iron Mountain did just that.

Gene Baker of Iron Mountain will provide a data-driven review of how he has led his organization to its current equity philosophy by covering the history of their granting strategy and some of the key metrics he’s utilizing to set goals for future grants. To help provide context to the Iron Mountain story, Fidelity will also provide data in two key areas:

  • Equity granting trends from Fidelity’s client base – not only will Iron Mountain’s data be highlighted but Fidelity has benchmarked this data against the rest of its client base – across a variety of peer groups including company size, company industry, and geography.

  • Fidelity has also mined its extensive stock plan database to uncover information about employee behavior post vest – do they hold? Do they sell? Mix it up? This analysis will explore employee selling behavior, including differences in US employees versus OUS employees. Better then survey data, Fidelity’s review is based on actual hard data taken from its recordkeeping system.

Presented by:
Gene Baker, Iron Mountain
Rich Lyman, Fidelity Stock Plan Service

 


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
Presented by:
Sandy Shurin, Deloitte Tax
Jewon Wee, ISPAdvisors

Downloads:
Global Equity Update
Global Rewards Update

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.
Presented by:
Keith Bilezerian, Sr. Corp. & Benefits Counsel, Covidien
Joyce Chen, Orrick, Herrington & Sutcliffe
Kim Malvacini, Manager of Global Equity Plans, Alexion Pharmaceuticals

Download:
China SAFE

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.
Presented by:
Amy Reina, Deloitte Tax

Download:
Update on France - Recent Tax Law Changes

 

 
 
DATE/TIME
15 September 2016
8:00am – 8:30am
Networking
8:30am – 10:00am
Program


LOCATION
TripAdvisor Headquarters
400 1st Avenue
Needham, MA 02494
 
 
SPONSORED BY
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