Andrea Schussler, Fidelity Stock Plan Services


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.


Highlights from 28 March 2014

GEO Boston and NASPP Boston Global Tour


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

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

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

15 Hampshire St.
Building 3
Mansfield, MA 02048

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