Jennifer B. George, PwC
Kenn Lara, MobileIron

Robin Silke, Accretive Solutions
Tony Diaz, Box

NorCal East Bay

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

On 18 September 2014, GEO was pleased to host attendees at the GEO East Bay 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 East Bay region.


Highlights from 18 September 2014

East Bay Chapter Meeting

The Private Market...its impact on stock plans for both private AND public companies.

Carine Schneider, President, Equity Management Solutions, Exact Equity™, NASDAQ Private Market

Highlights from 6 March 2014

GEO Northern California Forum

The GEO Northern California Forum has concluded. Visit the Forum page for more information.

Highlights from 20 November 2013

East Bay Chapter Meeting

10 Best Practices for Granting Global Equity Awards
This presentation will provide participants with "10 Best Practices for Granting Global Equity Awards" answering questions such as:
         - Why does a "global" award agreement makes sense?
         - Where should companies on a budget focus their compliance efforts?
         - How can I keep track of the tax withholding requirements for equity awards in 40 countries?

This session will provide practical (and often inexpensive ways) of managing global equity grants.

Barbara Klementz of Baker & McKenzie
Denise Glagau of Baker & McKenzie

Presenter Bios
Barbara Klementz is a partner in the Global Equity Services Group in Baker & McKenzie's San Francisco office, where she is co-chair of the San Francisco/Palo Alto Compensation and Employment Law Practice Group. Denise Glagau is a partner in the Global Equity Services Group in Baker & McKenzie's San Francisco office. The members of the Global Equity Services Group assist public and private companies offering employee equity plans around the world. Since the group was established in the early 90s, it has helped 500+ companies (including many of the Fortune 100 companies) roll out and maintain compliance for their global equity plans. Barbara and Denise advise companies on plan design, tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering employee equity plans in different jurisdictions. In addition, they both have extensive experience advising companies on the effects of mergers, reorganizations, spin-offs and other corporate adjustments on their employee equity programs.

Highlights from 18 April 2013

GEO California Forum

The GEO California Forum has concluded. Visit the Forum website for access to the presentations:



18 September 2014
8:30-  9:00 - Registration
9:00-10:00 - Presentation

Merrill Lynch Office
1111 Broadway
Oakland, CA 94607

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