Register for the Boston Area Chapter Meeting
Date: October 24, 2014
Topic: Evolving Grant Strategies
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:
Rich and Gene will be delivering this presentation at GEO’s NECF conference in San Diego in September and we are thrilled they are willing to deliver it again for us here in Massachusetts!
Location: Covidien, 15 Hampshire Street, Building 3, Mansfield, MA 02048
PAST CHAPTER EVENTS
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
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.
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.