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Conference Schedule

 

Wednesday, 20 April 2016


  7:30AM-3:30PM

Senior Leaders Roundtable

Separate Registration Required
The Senior Leaders Roundtable (SL Roundtable) is an exclusive invitation-only program designed to meet the unique high-level training needs of today's senior-level human resources, executive compensation and equity compensation professionals and provides the setting to have dynamic dialogue regarding global issues with peers from around... more


  8:00AM-8:00PM

Registration Open


  11:15AM-12:45PM

Issuer Roundtable and Luncheon

Separate Registration Required
Join your peers for an exclusive ISSUER-ONLY roundtable and luncheon where you will NETWORK, CELEBRATE, SOCIALIZE & LEARN.

This SIGNATURE ANNUAL event brings together corporate practitioner attendees from all over the world for a luncheon filled with education, networking and fun and marks the start of GEO's Annual... more


  12:45PM-1:00PM

Room Transition


  1:00PM-1:25PM

Opening Remarks


  1:25PM-2:15PM

Keynote Address


Keynote I - Living, Surviving and Excelling in the Multigenerational Workforce of Today

Plenary and General Sessions

Dan Schawbel is a New York Times bestselling author, serial entrepreneur, Fortune 500 consultant, millennial TV personality, and career and workplace expert. Declaring his life mission to “support his generation from student to CEO,” Dan helps corporations not only to adapt, but to prosper in today's millennial-driven economy and has directly contributed to publishing 27 groundbreaking research studies, exploring topics around recruitment, retention, college, culture, politics, consumerism and more. He has also been cited as conducting the first definitive research in the marketplace to date on Gen Z... more

more

Dan Schawbel, Partner & Research Director, Future Workplace


  2:15PM-2:30PM

Room Transition


  2:30PM-3:30PM

Breakout Series I


1.1 Effectively Promoting a Share Plan Culture in Developing Countries

Communications

Anyone involved in share plans recognizes both the importance and the complexity in effectively promoting share ownership within an organisation. From budgeting issues, to time spend and cultural preferences and sensibilities, these challenges as well as others make a promotion plan tricky to execute and an intelligent and practical approach of paramount importance.

This panel features share plan professionals who have faced these difficulties yet continually receive high levels of employee share ownership in regions such as LATAM, Africa, South East Asia. Hear how they designed their promotion campaigns, get examples of the materials they used and find out how they effectively demonstrated the evolution of share ownership concepts at their companies. With practical anecdotes, from using Rafa Nadal to driving a bus around parts of South America, this session is guaranteed to be nothing short of lively and interesting to anyone with a passion for share ownership and wealth creation.

more

Debbi Marcus, Unilever (US)
Marcus McEvoy, Computershare (ES)
Uwe Ruetschlin, ABB (CH)
CPE Credit: 1.0
Field of Study: Communications
Level: I, II, III

1.2 Trends in 10b5-1 Adoption and Oversight

Compliance & Regulatory

When insiders own company stock, diversification of concentrated stock holdings requires diligence and care. A 10b5-1 trading plan in the US is a vehicle for executives, and those subject to window periods, to manage company stock positions. Today, these plans are on the rise in corporate America. Firms are providing more guidance, and a consensus is emerging in adoption practices and corporate oversight.

Morgan Stanley and the law firm of Shearman and Sterling have teamed up to conduct a comprehensive survey regarding 10b5-1 practices and insider trading policies with the Society of Corporate Secretaries and Governance Professionals. The survey was launched in October of 2015 and the results are telling. This panel will share the survey results and discuss current insider trading policy practices, including how companies are utilizing their insider trading policies to regulate their 10b5-1 plan practices. With the help of global giant, Coca-Cola, you will also hear how the practical application of these plans have evolved to a useful and practical tool. Quickly get smart on the emerging trends in this area in this insightful talk!

more

Christine Cognetti McCasland, Morgan Stanley (US)
Stephen Giove, Shearman & Sterling (US)
A. Jane Kamenz, The Coca-Cola Company (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: II, III

1.3 Show Me the Money and Show Me the Shares: Simplifying Share Movement for Your Global Participants

Program Management
As companies expand their equity plans across the globe and further into their organizations, a host of issues can arise related to transnational settlement and the delivery of cash to global participants quickly and hassle-free. But these challenges aren't exclusive to cash transactions, moving participant shares can be just as challenging for a global organization. Our panel of experts will look at the challenges that can arise when moving shares between jurisdictions. Come to this session ready to learn about the most common roadblocks and how to avoid them in order to simplify your global share movement, enhance your plan participant’s experience and increase your program ROI!
more

Ingrid Freire, Hewlett Packard (US)
Matt Gilliam, UBS Equity Plan Advisory Services (US)
Patti Landry, Solium (US)
Chris Mowatt, Barclays Wealth (UK)
CPE Credit: 1.0
Field of Study: Administrative Practice 
Level: I,II,III

1.4 United Technologies Corporation: Managing an Equity Plan Across Several Businesses and Countries

Program Management
With multiple businesses under the UTC umbrella, each using different external payroll providers in a variety of countries, different HR systems, and different award types and settlement schemes—the UTC team had their work cut out for them to get their arms around these challenges and streamline their global equity administration process. Join us as we explore the UTC culture and discover the steps they have taken to build a robust platform for global equity administration with a focus on educating local payrolls about equity awards, developing and administering a successful recharge policy and implementing net settlement in certain countries. Attend this talk to learn more about the UTC concepts and decide if they make sense for your company.
more

Craig O'Donnell, PwC (US)
Parmjit Sandhu, PwC (US)
Michael Wallace, United Technologies (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

1.5 Global Hotspots – New Issues and Trends

Compliance & Regulatory
Get practical approaches for dealing with the most recent regulatory requirements and the necessary tools for keeping up with them in a timely and effective way. Panelists will pay special attention to specific countries that have had recent material legal or tax developments, look at topical trends and discuss how companies are changing their plans to remain compliant. This fast, fun, focused and hugely popular session will offer everything you need to know to make the right decisions for your company.
more

Bob Grayson, Tapestry Compliance (UK)
Jordan Levy, Tapestry Compliance (UK)
Erin Miner, Credit Suisse (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III
 

1.6 Small, Medium, or Large - A Perfect ESPP Fit, Regardless of Size

Design, Strategy & Trends
The humble ESPP is a fan favorite for many employees, but presents different opportunities and challenges for companies of different sizes. Finding the right balance between value delivery for strong participation, tolerable compensation expense, and satisfactory employee holding has been tricky for many companies, and these challenges change with company size and complexity. The beauty of an ESPP is that there are so many plan design options that the right mix for your company could be just one pull away. And while the decision points may differ based on company size, never fear, this discussion will cover the gamut—the small, medium, and large company. Join this panel to explore the plan design levers that impact participation, holding and expense, and how plan modification can help you to grow participation and shrink compensation expense.
more

Jennie Anderson, Microsoft (US)
Jeremy Boraks, Fidelity Stock Plan Services (US)
Stephanie Greenwald, Qualcomm (US)
Ben Needham, MINDBODY (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

1.7 Q&A with Academics

Join your fellow conference attendees and leading academics for an open forum to discuss industry trends, challenges and opportunities. Be ready to jump into the conversation and get answers to any burning questions you might have!
more

Carolin Ahrens, University of Göttingen (DE)
Shane Dikolli, Duke University's Fuqua School of Business (US)
Marshall Vance, USC Marshall School of Business (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I, II, III


  3:30PM-3:45PM

Room Transition


  3:45PM-5:15PM

Charity Networking-Stop Hunger Now


Stop Hunger Now Logo


GEO and ISP Advisors have teamed up with Stop Hunger Now for a charity networking event with a mission to fight hunger around the globe. Plan to join your fellow equity compensation professionals to package meals for those in need. If everyone attending the GEO Annual Conference participates, we can package over 10,000 meals and join this great initiative to battle hunger together, one meal at a time.

Sponsored by
ISP Advisors



  5:15PM-5:30PM

Room Transition


  5:30PM-7:30PM

Opening Networking Reception

Join us as we kick off the 17th Annual GEO Conference in style! The Opening Reception is the perfect opportunity to catch up with old colleagues and contacts, visit the exhibitors and make new acquaintances.

Sponsored by
Opening Reception

  02:30PM-03:30PM

1.1 Effectively Promoting a Share Plan Culture in Developing Countries

Anyone involved in share plans recognizes both the importance and the complexity in effectively promoting share ownership within an organisation. From budgeting issues, to time spend and cultural preferences and sensibilities, these challenges as well as others make a promotion plan tricky to execute and an intelligent and practical approach of paramount importance.

This panel features share plan professionals who have faced these difficulties yet continually receive high levels of employee share ownership in regions such as LATAM, Africa, South East Asia. Hear how they designed their promotion campaigns, get examples of the materials they used and find out how they effectively demonstrated the evolution of share ownership concepts at their companies. With practical anecdotes, from using Rafa Nadal to driving a bus around parts of South America, this session is guaranteed to be nothing short of lively and interesting to anyone with a passion for share ownership and wealth creation.

more

Debbi Marcus, Unilever (US)
Marcus McEvoy, Computershare (ES)
Uwe Ruetschlin, ABB (CH)
CPE Credit: 1.0
Field of Study: Communications
Level: I, II, III

  02:30PM-03:30PM

1.2 Trends in 10b5-1 Adoption and Oversight

When insiders own company stock, diversification of concentrated stock holdings requires diligence and care. A 10b5-1 trading plan in the US is a vehicle for executives, and those subject to window periods, to manage company stock positions. Today, these plans are on the rise in corporate America. Firms are providing more guidance, and a consensus is emerging in adoption practices and corporate oversight.

Morgan Stanley and the law firm of Shearman and Sterling have teamed up to conduct a comprehensive survey regarding 10b5-1 practices and insider trading policies with the Society of Corporate Secretaries and Governance Professionals. The survey was launched in October of 2015 and the results are telling. This panel will share the survey results and discuss current insider trading policy practices, including how companies are utilizing their insider trading policies to regulate their 10b5-1 plan practices. With the help of global giant, Coca-Cola, you will also hear how the practical application of these plans have evolved to a useful and practical tool. Quickly get smart on the emerging trends in this area in this insightful talk!

more

Christine Cognetti McCasland, Morgan Stanley (US)
Stephen Giove, Shearman & Sterling (US)
A. Jane Kamenz, The Coca-Cola Company (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: II, III

  02:30PM-03:30PM

1.5 Global Hotspots – New Issues and Trends

Get practical approaches for dealing with the most recent regulatory requirements and the necessary tools for keeping up with them in a timely and effective way. Panelists will pay special attention to specific countries that have had recent material legal or tax developments, look at topical trends and discuss how companies are changing their plans to remain compliant. This fast, fun, focused and hugely popular session will offer everything you need to know to make the right decisions for your company.
more

Bob Grayson, Tapestry Compliance (UK)
Jordan Levy, Tapestry Compliance (UK)
Erin Miner, Credit Suisse (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III
 

  02:30PM-03:30PM

1.3 Show Me the Money and Show Me the Shares: Simplifying Share Movement for Your Global Participants

As companies expand their equity plans across the globe and further into their organizations, a host of issues can arise related to transnational settlement and the delivery of cash to global participants quickly and hassle-free. But these challenges aren't exclusive to cash transactions, moving participant shares can be just as challenging for a global organization. Our panel of experts will look at the challenges that can arise when moving shares between jurisdictions. Come to this session ready to learn about the most common roadblocks and how to avoid them in order to simplify your global share movement, enhance your plan participant’s experience and increase your program ROI!
more

Ingrid Freire, Hewlett Packard (US)
Matt Gilliam, UBS Equity Plan Advisory Services (US)
Patti Landry, Solium (US)
Chris Mowatt, Barclays Wealth (UK)
CPE Credit: 1.0
Field of Study: Administrative Practice 
Level: I,II,III

  02:30PM-03:30PM

1.4 United Technologies Corporation: Managing an Equity Plan Across Several Businesses and Countries

With multiple businesses under the UTC umbrella, each using different external payroll providers in a variety of countries, different HR systems, and different award types and settlement schemes—the UTC team had their work cut out for them to get their arms around these challenges and streamline their global equity administration process. Join us as we explore the UTC culture and discover the steps they have taken to build a robust platform for global equity administration with a focus on educating local payrolls about equity awards, developing and administering a successful recharge policy and implementing net settlement in certain countries. Attend this talk to learn more about the UTC concepts and decide if they make sense for your company.
more

Craig O'Donnell, PwC (US)
Parmjit Sandhu, PwC (US)
Michael Wallace, United Technologies (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

 

Thursday, 21 April 2016


  8:00AM-5:00PM

Registration Open


  8:00AM-9:00AM

Breakfast


  8:00AM-9:00AM

New Attendee Breakfast

This breakfast is for delegates who are attending for the first time to meet and network with each other. Stop by to network and meet staff members and volunteers who will help answer questions and provide direction for navigating the program and the hotel. Look for other newbies who'll have a bee on their badge and say "Hi."


  9:00AM-9:15AM

Room Transition


  9:15AM-9:25AM

Welcome Remarks


  9:25AM-10:15AM

Keynote Address


Keynote II – Navigating the Regulatory Overhaul

Plenary and General Sessions

The regulatory landscape around the world is in the midst of unprecedented change. The scrutiny on companies, including their governance, compensation practices, and culture, is intense and is coming from all over—from regulators, politicians, and investors as well as proxy advisory firms and many other stakeholders. And, the end is not in sight. Join experts Troy Paredes, Former SEC Commissioner and Founder of Paredes Strategies LLC, and David Chun, CEO of Equilar, in this highly engaging and informative keynote session, as they explore the current regulatory and political environment to answer pressing questions... more

more

David Chun, CEO and Founder, Equilar
Troy Paredes, Founder, Paredes Strategies LLC; Fellow and Lecturer, University of Pennsylvania Law School; Lecturer, Harvard Law School


  10:15AM-10:45AM

Morning Networking Break


  10:45AM-11:45AM

Issuer Advisory Council Meeting

This exclusive issuer-only event is designed for members of GEO's Issuer Advisory Council to have dynamic dialogue regarding global issues with peers from around the world and offer advice on GEO matters from issues as complex as the organization's strategic direction to practical matters such as future conference locations. Open to all current and prospective issuer members.


  10:45AM-11:45AM

Breakout Series II


2.1 Exploring the Value of Equity Awards and the Power of Effective Education Plans

Communications
Communicating the value of equity to your plan participants continues to be top of mind for most companies. Exploring the reasons why equity is so valuable and the factors that contribute to that value is a key part of developing a comprehensive and powerful education program. Spend time with this panel to learn about recent research around the power of effective education and its impact on the value of equity to your participants. Hear best practices and sound advice from those who are doing the communicating.
more

Dee Crosby, CEPI (US)
Marianne Friebel, Dolby Laboratories (US)
Christine Kim, AbbVie (US)
Joanna Mak, Brambles (AU)
Joseph Sholler, UBS (US)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

2.2 Bringing Order Out of Chaos – The Twitter Story

Trending Now
In one of the most hyped IPOs in recent years, Twitter soon realized the criticality of process and resources alignment when building a scalable foundation for long-term success of their equity compensation plans. Shortly after their IPO, it was apparent that system and process configuration problems were rampant. Rapid growth compounded these issues. Despite the Twitter talent and that of the teams around them, time was of the essence to re-define processes to eliminate manual steps, introduce global compliance, and develop controls and automation for the processes and interactions surrounding their equity compensation plans.
more

Jennifer George, PwC (US)
Nancy Kobs, Twitter (US)
Erin Newell, Charles Schwab (US)
Tim Oakes, Moss Adams (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

2.3 Avoiding Litigation for Your Employee Incentive Plans

Compliance & Regulatory
Litigation related to your employee stock plans is a reality, one which many of us haven’t prepared for. What should you be thinking about and preparing for to ensure your plans are litigation proof? From ensuring rights under the plan do not form part of the contract of employment to controlling where disputes are heard and which law is applied when operating global plans, this session will look at what can be done to avoid or manage the risk of litigation and mechanisms for dealing with a dispute. It’s time to take the steps necessary to ensure you are not caught by surprise!
more

Steve Fackler, Gibson, Dunn & Crutcher (US)
Simon Kerr-Davis, Linklaters (UK)
Nancy Price, Linklaters (UK)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III

2.4 Results of 2016 Global Equity Insights Survey

Design, Strategy & Trends
Established in 2013, the Global Equity Insights survey (GEIS) captures the market practice of participants from all over the world. Now in its fourth year running, GEO is pleased to present the survey findings from GEIS 2016! Results of this year’s study will address the use of equity as a long-term incentive on an international level covering important topics such as plan types and design, implementation and administration challenges as well as linkages to company performance and employee satisfaction. Join us as we share the major survey findings from this year’s study for the first time and hear how the findings will impact your HR and equity compensation strategy in the future. In this intriguing discussion, this year’s survey results will be complimented with the insight of the study’s issuer sponsors and include a discussion on how they plan to act on this year’s important survey findings.
more

Danyle Anderson, Global Equity Organization (US)
Ralph Beidelman, Discovery Communications (US)
Sebastian Hees, hkp/// group (DE)
Marc Muntermann, Siemens (DE)
CPE Credit: 1.0
Field of Study: Taxes
Level: II,III

2.5 Walmart Case Study: Equity in Motion!

Finance & Tax
Join us for an in depth discussion on how Walmart is evaluating plan participants and associates to successfully define mobility as an organization. While everyone knows taxation can be complex, this session will ease some of the pain in this confusing area with a discussion of how Walmart has simplified their approach to mobile employees by segregating their population effectively by mobility type to address tax policy, hypothetical tax and the settlement process while at the same time, addressing change management, communication and a continuous improvement strategy for the overall process for their mobile population. Don’t miss the opportunity to hear the page turning tale of one company’s pursuit to create a proper mobility program that improves the participant experience as well as effectively minimizes over withholding and improves global tax compliance.
more

Leann Balbona, KPMG (US)
Diederik Blanken, Wal-Mart Stores (US)
Jayme Brest, Wal-Mart Stores (US)
CPE Credit: 1.0
Field of Study:Personnel/HR
Level: II,III  
 

2.6 Peer Pressure: The Art of Selecting Comparators in the World of Equity

Executive Pay

You thought you left peer pressure behind in middle school. Not so, it’s followed you into your career! Every US company must deal with the very challenging task of identifying reasonable peer companies for compensation and performance benchmarking purposes. What’s more, there’s no “best practice” on how to do this, creating a very subjective and intimidating process for companies.

This session will discuss how different industry influencers determine peers, from proxy advisors to compensation consultants to academics. They’ll run the gamut—covering peer groups for compensation benchmarking and proxy disclosure, for use in your performance equity plans, and for use in pay-for-performance testing by the proxy advisors, looking at the quality of metrics like market caps, GICS codes and stock price correlations. By the end of this session, you’ll be equipped with the right metrics and processes to define the best comparator group for your company and be ready to face your pushy peers head on.

more

Shane Dikolli, Duke University's Fuqua School of Business (US)
Stuart Finkelstein, MasterCard (US)
Dan Kapinos, Radford, an Aon Hewitt Company (US)
Nora McCord, Steven Hall & Partners (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III


  11:45AM-1:00PM

Lunch


  1:00PM-2:00PM

Breakout Series III


3.1 The Jewel in the Crown: Signet Jewelers Gem of an ESPP Communications Plan

Communications
Educating your participants on the merits of your plan can be challenging at times. Communication strategies for today's participants must be dynamic and multi-faceted, like a rare jewel. Join our panel for a case study look at Signet Jewelers Limited's dynamic education and communication plan and how it resulted in record breaking participation in their Employee Share Savings Plan. This unique learning opportunity will give you what it takes to find your jewel in the crown to higher participation rates and also help you in treating your participants like royalty!
more

Lynn Ahlers, Signet Jewelers (US)
Matt Connor, Solium (US)
June Davenport, Solium (AU)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

3.2 For Your Eyes Only: Strategies for Navigating a World of Data Privacy Laws

Trending Now
The enactment of data protection laws has become a global phenomenon—from Canada and the EU to Malaysia and South Africa. In fact, many countries have recently strengthened existing laws to reflect technological advances and the realities of current data breaches of personal information. As such, the notion of data privacy and obtaining consent to use your participants’ data in administering stock programs has become a real issue across the globe. This panel will explore various participant data privacy issues and the best practices and practical approaches around obtaining consent and transferring data to corporate headquarters and third party service providers. Don’t find yourself in violation of data privacy laws—you could be putting your stock plan at risk!
more

Sean Ahern, Prudential (US)
June Anne Burke, Baker & McKenzie (US)
Sheila Frierson, Computershare (US)
Stephen Ratcliffe, Baker & McKenzie (UK)
CPE Credit: 1.0
Field of Study: Commucations
Level: I,II,III

3.3 Go Your Own Way - How eBay and PayPal Managed Their Separation

Program Management
Corporate transactions are one of the hottest topics to-date and most certainly bring their own set of challenges, met successfully only with dedication, planning, team work and collaboration—and this is just the minimum requirements to get started! Attend this exciting session to hear about the demerger of giants eBay and PayPal, one of the biggest global transactions of 2015. Tap into the expertise of this dynamic panel as they share their insider stories on the successes, failures and ongoing challenges related to the transaction. Walk in the shoes of each company and learn how they managed to survive this massive project!
more

Sally Blanchflower, Tapestry Compliance (UK)
Kelly Geerts, E*TRADE Financial Corporate Services (US)
Bob Grayson, Tapestry Compliance (UK)
Rose Hoffman, PayPal (US)
David Pilson, eBay (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

3.4 Citi’s Journey: The road to Automation, from tax collection to reporting and everything in between

Program Management
Join this power-packed panel to learn how Citigroup worked to take a strong in-house administration system and integrate it with third party software. The end result? Nothing less than the successful creation of significant workplace efficiencies addressing some of the equity organization’s biggest pain points. This notable project has led to improvements, such as the reduction of manual calculations and the creation of automated processing for calculations of income allocations, tax withholding and required reporting. Panelists will discuss their journey through this project, including their challenges, solutions, and remaining gaps in the process as well as celebrate their accomplishments and show you how the lessons learned can be extended to your workplace and the ever evolving requirements to track short-term business travelers.
more

Gary Elbaum, Citigroup (US)
Lisa Gavranich, EY (US)
Michael Hayes, Citigroup (US)
Synde Kamelhar, Citigroup (US)
Adie Leung, Citigroup (HK)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

3.5 Overcoming the Pitfalls of Financial Reporting for a Global Workforce

Finance & Tax
Operating compensation plans across a global workforce presents companies with a set of very specific financial reporting challenges far above and beyond their usual domestic requirements. For a global bank, the focus on getting the numbers right has never been so important. This session will unpick these challenges and present possible solutions for companies with plan participants spanning the five continents. Using the real-world example of HSBC, the panel will bring the issues to life and offer some lessons learned from implementing their chosen solution. Attend this session to hear the details of a global financial reporting project and learn from this real life implementation.
more

Stuart Bailey, Equatex (UK)
Jean-Pierre Gaume, HSBC (UK)
Svein Petter Undheim, Equatex (NO)
CPE Credit: 1.0
Field of Study: Accounting
Level: II,III

3.6 Rolling Out Restrictions: Post Vesting Holding Restrictions From Concept to Reality

Executive Pay
Post vesting holding restrictions are the hot new thing in the US in the world of senior executive stock compensation. And, it is no wonder. Considering the ISS bonus points, the substantial accounting discount, and the good corporate governance halo received from requiring executives to hold their shares past vesting, it's no surprise that companies coast to coast are investigating this new trick. But, when the rubber meets the road, the reality of rolling out a post vesting restriction is not all rosy. Selecting the right approach, targeting the right audience, managing jurisdictional limitations, and communicating the perceived take-away are real challenges for companies newly adopting this provision. This session will focus on why everyone is, and should be, considering post vesting restrictions, and show how Danaher and Coca-Cola made these restrictions a reality.
more

Jon Burg, Radford, an Aon Hewitt Company (US)
Joe Cavallaro, Danaher (US)
Emily Cervino, Fidelity Stock Plan Services (US)
Eric Gee, Genworth (US)
Sheila Matias, The Coca-Cola Company (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: II, III


  2:00PM-2:15PM

Room Transition


  2:15PM-3:15PM

Provider Advisory Council Meeting

Calling all GEO Provider members! Are you interested in being more involved with GEO? If so, stop by GEO's Provider Advisory Council meeting to learn more about this elite group of GEO providers who come together on a periodic basis to provide advice on GEO matters from issues as complex as the organization's strategic direction to practical matters such as future conference locations. If you are looking for ways to be more involved, this is the place for you! The provider advisory council meeting is open to all current provider members.


  2:15PM-3:15PM

Breakout Series IV


4.1 "Share in our Future": Unilever’s Innovative and Highly Inspirational Global Communications Campaign

Communications
This session will reveal Unilever’s strategy to execute a unique, lauded, global, multi-media communications campaign for its new Global SHARES Plan—a plan created to provide consistent global branding while also allowing for tailored use by country. This experienced project team will describe how Unilever’s communication strategy solved the numerous language and communications channel challenges inherent in communicating to 170,000 employees in 106 countries at all levels in the organization. Get a guided tour of the SHARES "Comms in a Box", a package of pre-designed, branded communications templates and guidelines for conducting a local campaign, videos, interactive country tax guides, and the "Share in Our Future" website—the heart of the campaign! Attend this session and find out how Unilever created and executed their highly global, innovative participant communications program.
more

Christopher Hopkins, Caburn Hope (UK)
Joan Kalmans, Unilever  (US)
Louise Sutton, Unilever (UK)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

4.2 Help! Harnessing Technology to Solve Your Toughest Problems

Trending Now
The secret to managing many of the global challenges you face may just be having the right technology. This fresh and relevant session will teach you a number of ways to tackle some of your toughest tasks using technology solutions that don’t require a colossal budget. Bust through the challenges you are facing daily with those manual processes and realize your full potential through technology. Laugh and take away helpful tips for getting more done with the powerful tech tools shared in this fun and unusual session.
more

Valerie Diamond, Baker & McKenzie (US)
Ingrid Freire, Hewlett Packard (US)
Steve Gaylord, Stock & Option Solutions (US)
Marlene Zobayan, Rutlen Associates (US)
CPE Credit: 1.0
Field of Study: Administrative Practice 
Level: I,II,III

4.3 Operating Global Incentive Plans in Russia

Trending Now
Russia is one of the most complex and challenging jurisdictions in the world in which to operate global plans, but companies are increasingly keen to tackle the obstacles. This session—led by an expert in Russian law, will examine the current regulatory landscape for global incentive plans in Russia. Take a deep-dive with this experienced team into the reality of operating equity plans for employees in Russia and get the details on this complicated jurisdiction, including up-to-the-minute information on the tax and labour law implications and recently introduced data privacy law. Do the risks of getting it wrong in this country outweigh the benefits? Find out in this session!
more

Andrei Murygin, Linklaters (RU)
Nancy Price, Linklaters (UK)
Jill Stipanov, Qualcomm (US)
CPE Credit: 1.0
Field of Study: Pesonnel/HR
Level: II,III

4.4 What's in it for me?

Design, Strategy & Trends
Over the past two decades, retention and company ownership have been key drivers for rewarding equity compensation. Time has passed, the economic environment has changed, and doubts have surfaced as to whether retention and ownership are still the key drivers for rewarding equity to participants. Do employers' intentions in granting equity match employees' expectations anymore? Is the award serving the purpose of talent management, retention, incentive creation, etc.? Join us as we look to get answers to these thought-provoking questions and take a hard look at the equity award framework from a completely different angle: the employees' perspective.
more

Seth Bohart, Computershare (HK)
Adie Leung, Citigroup (HK)
Mark Miller, Deloitte Tax (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

4.5 World Tour: An Overview of Tax Qualified Plans Around the Globe

Finance & Tax
Ensuring your participants find value in your equity plans is crucial and can affect multiple aspects of your business—from attracting the most qualified talent to retaining key executives. If you are considering granting equity in jurisdictions outside your home country, you won't want to miss this session. Take a trip around the world and discover the best tax qualified plans and how they might just be the right solution for your global organization.
more

Angela Blair, Johnson Controls (US)
Suzannah Crookes, Pinsent Masons (UK)
Mike Pewton, Solium (ES)
Dennis Weinhold, Novartis (CH)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II,III

4.6 What’s New in Accounting for Stock Compensation?

Finance & Tax
Don’t miss this informative session highlighting current developments in accounting for stock plan compensation affecting industry professionals today. Get updated on the current status of related FASB and IASB projects, including all you need to know about FASB’s ASC 718 simplification project, and the potential impacts to your accounting processes. Better understand the trends and challenges facing your company in 2016 and beyond in this fast-paced and timely session.
more

Raul Fajardo, Certent (US)
Jillian Forusz, Adobe (US)
Robert Purser, E*TRADE Financial Corporate Services (US)
Ken Stoler, PwC (US)
CPE Credit: 1.0
Field of Study: Accounting
Level: I,II,III


  3:15PM-4:00PM

Afternoon Networking Break


  4:00PM-5:00PM

Breakout Series V


5.1 Information is not Communication

Communications
Information, no matter how it is furnished, isn’t necessarily communication. And it’s time to turn down the noise that passes for it. This panel of experts—who have all rolled out thoughtful and successful communication plans across a large number of countries, cultures and professional demographics, will discuss related challenges and the commitment required to consistently deliver communications—not simply information, while also managing to new and ever-changing technologies. They’ll also share how their efforts subsequently and positively influenced the perceptions of their programmes. Attend this session to find out why most companies are awash in information and in a drought of communication, and how to change that!
more

Debbi Marcus, Unilever (US)
Marcus McEvoy, Computershare (ES)
Lisa West, Nokia (UK)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

5.2 SEC Roundup: What You Need to Know Now

Trending Now
The US Securities and Exchange Commission (SEC) has been busy, recently finalizing important regulations such as the CEO Pay Ratio, as well as proposing new regulations on a host of compensation and related corporate governance topics, including clawbacks, hedging policies, and pay versus performance. This discussion will provide an overview of these recent important happenings and offer insight on the impact of these developments on executive, and particularly equity, compensation over the next several years.
more

Stuart Finkelstein, MasterCard (US)
Nora McCord, Steven Hall & Partners (US)
Sandra Pace, Steven Hall & Partners (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: II,III

5.3 Stop Your Bucket from Leaking: Tactics for Plugging the Holes in Your Equity Plan Administration

Program Management
Do you ever feel like you’re constantly putting out fires and jumping from one emergency to the next as a result of holes in your processes and procedures? Use this opportunity to put an end to this once and for all! This session will offer workable solutions for both existing and potential problem areas such as manual processes, data integration issues, global mobility, and participant communication. Learn various problem solving techniques for both simple and complex problems leaving you with fewer emergencies and more time.
more

Boyd Brown, Intel (US)
Denise Ledbetter, Maxim Integrated (US)
Kim Malvicini, Alexion (US)
Natalie Questell, Frank's International (US)
Gary Scrofani, CompIntelligence (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

5.4 Equity and Mobility: The Evolution of Automation

Program Management
Whether on short-term business travel or longer term assignment, the challenges faced with administering a globally compliant mobility program continues to be many. Over the last number of years, many companies have embarked on automating as much of this process and as many transactions as possible. Join our session as our experienced panelists examine how Facebook’s approach to automation has evolved and improved over the last several years, from a hybrid approach to full automation for data processing, tax analysis, and payroll execution. If your company has either embarked on, implemented, or is considering an automated approach to stock-based compensation and mobility, this session is for you.
more

Justin Cooper, Deloitte Tax (US)
Emily Del Toro, Facebook (US)
Mike McEvoy, Charles Schwab (US)
Peter Simeonidis, Deloitte (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

5.5 France: the “Macron” Bill and its Attractive Regime for Restricted Stock Units

Compliance & Regulatory
In France, the “Macron” bill is now in effect and makes qualifying RSUs significantly more favorable from a tax and social charge standpoint, both for issuers and beneficiaries. This session will introduce attendees to this new regime and share experiences related to implementation of the changes in the most efficient way. Panelists will also share the practical aspects of the regime, particularly in terms of timing. Find out more about the latest favorable tax changes in France and how you can benefit from them in this timely presentation.
more

Colin Bernier, EY (FR)
Agnès Charpenet, Baker & McKenzie (FR)
Franck Duez, Banque Transatlantique (FR)
Kim Hackman, Amazon (US)
Etienne Pujol, STC Partners (FR)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II

5.6 Rethinking Equity and Empowering Employees - Innovative Approaches and Sweeping Changes

Design, Strategy & Trends

Given that equity compensation represents a significant portion of total compensation for many executives, is it surprising how homogeneous many equity programs are. A few brave souls break out of the box and offer a new twist on an old favorite. Join this fascinating case study of two companies who are marching to their own drum and leading a parade of happy participants. Both companies have successfully put the power of choice into their employees' hands but both offer very different choices.

Learn the details of Oracle’s RSU launch into a staunch options-only culture, where they sweetened the deal with an expansive choice program to over 16,000 participants in 47 countries. International Fragrances and Flavors (IFF) will also tell-all about their intriguing formula with a mix of three choices for their executive population, including an option to purchase shares on the open market to receive matching RSUs, a standard RSU choice, and a SSAR choice. Join this case study panel for a detailed discussion of leading change within an organization, and hear insightful information on the mechanics of communicating, educating, and capturing choice, as well as details on how these companies measure their unique programs’ success.

more

Denise Glagau, Baker & McKenzie (US)
Silvana Nuzzo, International Flavors & Fragrances (US)
Larry Reynolds, Fidelity Stock Plan Services (US)
Barbara Wallace, Oracle (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III


  6:15PM

GEO Awards Doors Open


  6:30PM-9:30PM

GEO Awards

Join your colleagues and peers on the Thursday evening of the conference for the illustrious Annual GEO Awards Dinner and Presentations where GEO will recognize and celebrate the achievements of companies who have demonstrated leadership and innovation in support of cutting edge equity and executive compensation plans. Dress for this evening is black-tie, formal or business.

Sponsored by
Fidelity


  9:30PM

GEO Awards Celebration

After Party Drinks Celebration and Dancing (on own)

  10:45AM-11:45AM

2.1 Exploring the Value of Equity Awards and the Power of Effective Education Plans

Communicating the value of equity to your plan participants continues to be top of mind for most companies. Exploring the reasons why equity is so valuable and the factors that contribute to that value is a key part of developing a comprehensive and powerful education program. Spend time with this panel to learn about recent research around the power of effective education and its impact on the value of equity to your participants. Hear best practices and sound advice from those who are doing the communicating.
more

Dee Crosby, CEPI (US)
Marianne Friebel, Dolby Laboratories (US)
Christine Kim, AbbVie (US)
Joanna Mak, Brambles (AU)
Joseph Sholler, UBS (US)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

  01:00PM-02:00PM

3.1 The Jewel in the Crown: Signet Jewelers Gem of an ESPP Communications Plan

Educating your participants on the merits of your plan can be challenging at times. Communication strategies for today's participants must be dynamic and multi-faceted, like a rare jewel. Join our panel for a case study look at Signet Jewelers Limited's dynamic education and communication plan and how it resulted in record breaking participation in their Employee Share Savings Plan. This unique learning opportunity will give you what it takes to find your jewel in the crown to higher participation rates and also help you in treating your participants like royalty!
more

Lynn Ahlers, Signet Jewelers (US)
Matt Connor, Solium (US)
June Davenport, Solium (AU)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

  02:15PM-03:15PM

4.1 "Share in our Future": Unilever’s Innovative and Highly Inspirational Global Communications Campaign

This session will reveal Unilever’s strategy to execute a unique, lauded, global, multi-media communications campaign for its new Global SHARES Plan—a plan created to provide consistent global branding while also allowing for tailored use by country. This experienced project team will describe how Unilever’s communication strategy solved the numerous language and communications channel challenges inherent in communicating to 170,000 employees in 106 countries at all levels in the organization. Get a guided tour of the SHARES "Comms in a Box", a package of pre-designed, branded communications templates and guidelines for conducting a local campaign, videos, interactive country tax guides, and the "Share in Our Future" website—the heart of the campaign! Attend this session and find out how Unilever created and executed their highly global, innovative participant communications program.
more

Christopher Hopkins, Caburn Hope (UK)
Joan Kalmans, Unilever  (US)
Louise Sutton, Unilever (UK)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

  04:00PM-05:00PM

5.1 Information is not Communication

Information, no matter how it is furnished, isn’t necessarily communication. And it’s time to turn down the noise that passes for it. This panel of experts—who have all rolled out thoughtful and successful communication plans across a large number of countries, cultures and professional demographics, will discuss related challenges and the commitment required to consistently deliver communications—not simply information, while also managing to new and ever-changing technologies. They’ll also share how their efforts subsequently and positively influenced the perceptions of their programmes. Attend this session to find out why most companies are awash in information and in a drought of communication, and how to change that!
more

Debbi Marcus, Unilever (US)
Marcus McEvoy, Computershare (ES)
Lisa West, Nokia (UK)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

  10:45AM-11:45AM

2.3 Avoiding Litigation for Your Employee Incentive Plans

Litigation related to your employee stock plans is a reality, one which many of us haven’t prepared for. What should you be thinking about and preparing for to ensure your plans are litigation proof? From ensuring rights under the plan do not form part of the contract of employment to controlling where disputes are heard and which law is applied when operating global plans, this session will look at what can be done to avoid or manage the risk of litigation and mechanisms for dealing with a dispute. It’s time to take the steps necessary to ensure you are not caught by surprise!
more

Steve Fackler, Gibson, Dunn & Crutcher (US)
Simon Kerr-Davis, Linklaters (UK)
Nancy Price, Linklaters (UK)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III

  04:00PM-05:00PM

5.5 France: the “Macron” Bill and its Attractive Regime for Restricted Stock Units

In France, the “Macron” bill is now in effect and makes qualifying RSUs significantly more favorable from a tax and social charge standpoint, both for issuers and beneficiaries. This session will introduce attendees to this new regime and share experiences related to implementation of the changes in the most efficient way. Panelists will also share the practical aspects of the regime, particularly in terms of timing. Find out more about the latest favorable tax changes in France and how you can benefit from them in this timely presentation.
more

Colin Bernier, EY (FR)
Agnès Charpenet, Baker & McKenzie (FR)
Franck Duez, Banque Transatlantique (FR)
Kim Hackman, Amazon (US)
Etienne Pujol, STC Partners (FR)
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II

  10:45AM-11:45AM

2.6 Peer Pressure: The Art of Selecting Comparators in the World of Equity

You thought you left peer pressure behind in middle school. Not so, it’s followed you into your career! Every US company must deal with the very challenging task of identifying reasonable peer companies for compensation and performance benchmarking purposes. What’s more, there’s no “best practice” on how to do this, creating a very subjective and intimidating process for companies.

This session will discuss how different industry influencers determine peers, from proxy advisors to compensation consultants to academics. They’ll run the gamut—covering peer groups for compensation benchmarking and proxy disclosure, for use in your performance equity plans, and for use in pay-for-performance testing by the proxy advisors, looking at the quality of metrics like market caps, GICS codes and stock price correlations. By the end of this session, you’ll be equipped with the right metrics and processes to define the best comparator group for your company and be ready to face your pushy peers head on.

more

Shane Dikolli, Duke University's Fuqua School of Business (US)
Stuart Finkelstein, MasterCard (US)
Dan Kapinos, Radford, an Aon Hewitt Company (US)
Nora McCord, Steven Hall & Partners (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III

  01:00PM-02:00PM

3.6 Rolling Out Restrictions: Post Vesting Holding Restrictions From Concept to Reality

Post vesting holding restrictions are the hot new thing in the US in the world of senior executive stock compensation. And, it is no wonder. Considering the ISS bonus points, the substantial accounting discount, and the good corporate governance halo received from requiring executives to hold their shares past vesting, it's no surprise that companies coast to coast are investigating this new trick. But, when the rubber meets the road, the reality of rolling out a post vesting restriction is not all rosy. Selecting the right approach, targeting the right audience, managing jurisdictional limitations, and communicating the perceived take-away are real challenges for companies newly adopting this provision. This session will focus on why everyone is, and should be, considering post vesting restrictions, and show how Danaher and Coca-Cola made these restrictions a reality.
more

Jon Burg, Radford, an Aon Hewitt Company (US)
Joe Cavallaro, Danaher (US)
Emily Cervino, Fidelity Stock Plan Services (US)
Eric Gee, Genworth (US)
Sheila Matias, The Coca-Cola Company (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: II, III

  10:45AM-11:45AM

2.5 Walmart Case Study: Equity in Motion!

Join us for an in depth discussion on how Walmart is evaluating plan participants and associates to successfully define mobility as an organization. While everyone knows taxation can be complex, this session will ease some of the pain in this confusing area with a discussion of how Walmart has simplified their approach to mobile employees by segregating their population effectively by mobility type to address tax policy, hypothetical tax and the settlement process while at the same time, addressing change management, communication and a continuous improvement strategy for the overall process for their mobile population. Don’t miss the opportunity to hear the page turning tale of one company’s pursuit to create a proper mobility program that improves the participant experience as well as effectively minimizes over withholding and improves global tax compliance.
more

Leann Balbona, KPMG (US)
Diederik Blanken, Wal-Mart Stores (US)
Jayme Brest, Wal-Mart Stores (US)
CPE Credit: 1.0
Field of Study:Personnel/HR
Level: II,III  
 

  01:00PM-02:00PM

3.5 Overcoming the Pitfalls of Financial Reporting for a Global Workforce

Operating compensation plans across a global workforce presents companies with a set of very specific financial reporting challenges far above and beyond their usual domestic requirements. For a global bank, the focus on getting the numbers right has never been so important. This session will unpick these challenges and present possible solutions for companies with plan participants spanning the five continents. Using the real-world example of HSBC, the panel will bring the issues to life and offer some lessons learned from implementing their chosen solution. Attend this session to hear the details of a global financial reporting project and learn from this real life implementation.
more

Stuart Bailey, Equatex (UK)
Jean-Pierre Gaume, HSBC (UK)
Svein Petter Undheim, Equatex (NO)
CPE Credit: 1.0
Field of Study: Accounting
Level: II,III

  02:15PM-03:15PM

4.5 World Tour: An Overview of Tax Qualified Plans Around the Globe

Ensuring your participants find value in your equity plans is crucial and can affect multiple aspects of your business—from attracting the most qualified talent to retaining key executives. If you are considering granting equity in jurisdictions outside your home country, you won't want to miss this session. Take a trip around the world and discover the best tax qualified plans and how they might just be the right solution for your global organization.
more

Angela Blair, Johnson Controls (US)
Suzannah Crookes, Pinsent Masons (UK)
Mike Pewton, Solium (ES)
Dennis Weinhold, Novartis (CH)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II,III

  02:15PM-03:15PM

4.6 What’s New in Accounting for Stock Compensation?

Don’t miss this informative session highlighting current developments in accounting for stock plan compensation affecting industry professionals today. Get updated on the current status of related FASB and IASB projects, including all you need to know about FASB’s ASC 718 simplification project, and the potential impacts to your accounting processes. Better understand the trends and challenges facing your company in 2016 and beyond in this fast-paced and timely session.
more

Raul Fajardo, Certent (US)
Jillian Forusz, Adobe (US)
Robert Purser, E*TRADE Financial Corporate Services (US)
Ken Stoler, PwC (US)
CPE Credit: 1.0
Field of Study: Accounting
Level: I,II,III

  01:00PM-02:00PM

3.3 Go Your Own Way - How eBay and PayPal Managed Their Separation

Corporate transactions are one of the hottest topics to-date and most certainly bring their own set of challenges, met successfully only with dedication, planning, team work and collaboration—and this is just the minimum requirements to get started! Attend this exciting session to hear about the demerger of giants eBay and PayPal, one of the biggest global transactions of 2015. Tap into the expertise of this dynamic panel as they share their insider stories on the successes, failures and ongoing challenges related to the transaction. Walk in the shoes of each company and learn how they managed to survive this massive project!
more

Sally Blanchflower, Tapestry Compliance (UK)
Kelly Geerts, E*TRADE Financial Corporate Services (US)
Bob Grayson, Tapestry Compliance (UK)
Rose Hoffman, PayPal (US)
David Pilson, eBay (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

  01:00PM-02:00PM

3.4 Citi’s Journey: The road to Automation, from tax collection to reporting and everything in between

Join this power-packed panel to learn how Citigroup worked to take a strong in-house administration system and integrate it with third party software. The end result? Nothing less than the successful creation of significant workplace efficiencies addressing some of the equity organization’s biggest pain points. This notable project has led to improvements, such as the reduction of manual calculations and the creation of automated processing for calculations of income allocations, tax withholding and required reporting. Panelists will discuss their journey through this project, including their challenges, solutions, and remaining gaps in the process as well as celebrate their accomplishments and show you how the lessons learned can be extended to your workplace and the ever evolving requirements to track short-term business travelers.
more

Gary Elbaum, Citigroup (US)
Lisa Gavranich, EY (US)
Michael Hayes, Citigroup (US)
Synde Kamelhar, Citigroup (US)
Adie Leung, Citigroup (HK)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

  04:00PM-05:00PM

5.3 Stop Your Bucket from Leaking: Tactics for Plugging the Holes in Your Equity Plan Administration

Do you ever feel like you’re constantly putting out fires and jumping from one emergency to the next as a result of holes in your processes and procedures? Use this opportunity to put an end to this once and for all! This session will offer workable solutions for both existing and potential problem areas such as manual processes, data integration issues, global mobility, and participant communication. Learn various problem solving techniques for both simple and complex problems leaving you with fewer emergencies and more time.
more

Boyd Brown, Intel (US)
Denise Ledbetter, Maxim Integrated (US)
Kim Malvicini, Alexion (US)
Natalie Questell, Frank's International (US)
Gary Scrofani, CompIntelligence (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

  04:00PM-05:00PM

5.4 Equity and Mobility: The Evolution of Automation

Whether on short-term business travel or longer term assignment, the challenges faced with administering a globally compliant mobility program continues to be many. Over the last number of years, many companies have embarked on automating as much of this process and as many transactions as possible. Join our session as our experienced panelists examine how Facebook’s approach to automation has evolved and improved over the last several years, from a hybrid approach to full automation for data processing, tax analysis, and payroll execution. If your company has either embarked on, implemented, or is considering an automated approach to stock-based compensation and mobility, this session is for you.
more

Justin Cooper, Deloitte Tax (US)
Emily Del Toro, Facebook (US)
Mike McEvoy, Charles Schwab (US)
Peter Simeonidis, Deloitte (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

 

Friday, 22 April 2016


  8:30AM-3:00PM

Registration Open


  8:30AM-9:00AM

Breakfast


  9:00AM-9:20AM

Friday Kickoff


  9:20AM-9:30AM

Room Transition


  9:30AM-4:30PM

Leadership, Decision Making and Talent Management

Separate Registration Required
Experience an exclusive leadership opportunity for senior-level industry professionals. Designed and delivered by faculty from the University of Virginia's Darden School of Business, this one-day program features in-depth case study analysis where participants are actively engaged in the learning process. The curriculum addresses leadership topics reflecting current, relevant thinking in the fields of... more


  9:30AM-10:30AM

Breakout Series VI


6.1 Rethinking How (and Why) to Communicate Executive Rewards

Communications
Money talks, but if dull communication is muddying the message about your executive compensation plan, your long term incentives may not be saying much at all! Is your company missing a big opportunity to motivate and retain the most powerful individuals in your organization? This session is all about rethinking how we communicate executive rewards and going beyond communication basics such as developing communication that is globally relevant, clear, and concise. It's about raising the bar and applying expert-level marketing techniques to engage executives in their rewards—in a way that truly drives awareness, understanding, and motivation. This dynamic panel will share best practices; success stories, potential pitfalls and helpful tips that allow you and your company make the most of your equity awards. Leave equipped to make the business case for continuing to invest in communicating executive rewards to improve the ROI for the organization’s investment and for engaging and motivating your leaders.
more

Laine Conway, Aon Hewitt (US)
Sian Halcrow, New Bridge Street (UK)
Mike Stevens, Actelion Pharmaceuticals (CH)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

6.2 "Just a Walk in the "Pawk" - Getting Your Communications Right for ALL Your Employees (From the CEO to the Receptionist)

Communications
An IPO can be a life changing event for some and for others it's just another day in the office. This session will cover the change management project in which Intertrust Group moved from a private equity environment to a listed company and how the company dealt with the varying levels of knowledge of equity plans and expectations of participants. Panelists will share how the company had to adapt their communication style for one group of participants who were very savvy with shares and the financial implications to another group who were receiving share awards from their company for the very first time. This talk will also cover the central role played by the company’s plan administrator in getting the message across in the short timeframe within which the two plans had to be implemented. Don’t miss this interesting case-study talk!
more

Arthur de Bruin, Intertrust Group (NL)
Jay Foley, Computershare (UK)
Navjeet Rosenthal-Gill, PwC (NL)
CPE Credit: 1.0
Fiels of Study: Communications
Level: I,II,III

6.3 Getting the Recipe Right - Adding Business Travel to the Mobility Mix

Trending Now
Cross-border business travel is growing and is giving international assignments a run for the money in terms of management difficulties. Join us for an important discussion with the team at Eli Lilly on how they worked to get the recipe right dealing with mobility and the business traveler and how they have worked to constantly improve and automate their processes. The panel will also share information about business case justification, automation, process changes, training and review processes for a broader mobile population of business travelers, expatriates and local non US plan participants. Attend this session and find out what innovative tools others are using that you can too!!
more

Leann Balbona, KPMG (US)
Mitchell Beaverson, Eli Lilly & Company (US)
Andrew Govers, KPMG (US)
Lisa Haller, Eli Lilly & Company (US)
Brian Ruff, Eli Lilly & Company (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: II,III

6.4 Key International Updates: The 411 on the Tax and Legal Changes You Need to Know Now for Global Equity Grants

Compliance & Regulatory
Keeping up with changes in the taxation, legal and regulatory environment surrounding global stock plans can be an overwhelming proposition. Fortunately, this panel of experts has done the hard work for you! In this must-attend session, get the latest notable changes impacting plan sponsors of international stock plans, touching on key tax, legal and other regulatory developments over the past year. Hear practical perspectives on how companies have responded to these developments and reactions seen and heard from the global community. Audience participation and experience sharing will be actively encouraged!
more

Veena Bhatia, Gilead Sciences
June Anne Burke, Baker & McKenzie
Barbara Klementz, Baker & McKenzie
Debbie Tsoi-A-Sue, Yahoo
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III

6.5 The Millennials − Investment Attitudes, Behavior and Education Strategies for Equity

Trending Now
The Millennials aren’t on their way—they’re already here, and they’re challenging companies to be more creative and more responsive in driving engagement and managing retention. For this creative, tech-savvy, flex schedule-loving generation, effective communication is critical. Take an epic journey of discovery in this session learning how the landscape for equity education is changing, how it can differ by country, and why millennial demands cannot be ignored.
more

Bruce Brumberg, myStockOptions.com (US)
Noopur Iyer, Akamai Technologies (US)
Wendy Jennings, AppDynamics (US)
Jean-Michel Robiou, Google (US)
Renee Trotta, Charles Schwab (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

6.6 Share Retention Requirements: Part II of the Global Shareholder Alignment & Governance Golden Child Series

Executive Pay
The inclusion of post-vest holding periods in time-vested and performance-vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices and facilitate compliance with regulatory requirements. While the concepts of ownership and alignment have always been central to executive equity plans, the emergence of post-vest holding periods, particularly when combined with malus and clawback and share ownership guidelines, has presented new challenges. This session will provide an overview of the current corporate governance environment related to post-vest holding periods in both the US and the UK and will outline competitive practice and administrative challenges presented by post-vest holding periods. Bring your burning questions and get immediate answers on how to appropriately execute a share retention policy, who needs to be involved, what to expect and more!
more

Ryan Burleson, Expedia (US)
Matthew Findley, Norton Rose Fulbright (UK)
Stuart Finkelstein, MasterCard (US)
Geoffrey Hammel, Independent Stock Plan Advisors (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III


  10:30AM-11:15AM

Morning Networking Break


  11:15AM-12:15PM

Chapter Coordinators Meeting


  11:15AM-12:15PM

Breakout Series VII


7.1 Siemens Profit Sharing Plan Innovative Vision – Efficient Implementation

Design, Strategy & Trends

How do you increase employee retention and motivation as well as simultaneously encourage sustainable performance? Make employees owners of their company! While equity plans have already been implemented in companies all over the world, particularly Share Matching programs (SMP), these plans generally only attract employees above a certain income level and therefore are, by intention or not, designed for more senior functions.

Siemens is one of the companies that offer a SMP to its employees; however, taking employee participation and equity culture serious requires more than just offering an SMP. To successfully create an ownership culture at all levels requires new ideas, a vision, stamina, an organized approach and most importantly, the will and commitment of the whole senior management— including the managing board. Hear how Siemens met all these preconditions and more in the design and roll-out of their “Siemens Profit Sharing” (SPS) in 2014. Panelists will share details of this exciting journey including their strategy, their process and the challenges they had to overcome in rolling out their massive new and exciting program.

more

Marc Muntermann, Siemens (DE)
David Vogesser, hkp/// group (DE)
Carola Weimer, Siemens (DE)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

7.2 Parents and Their Children: Making it Work With Your Overseas Subsidiaries

Program Management
This practical session will look at how to make the operation of your employee and executive incentives work effectively with your overseas subsidiaries. Find out the different approaches companies take to managing their overseas subsidiaries in the context of their stock plans, what lessons can be learned from experience in terms of managing these relationships/issues effectively and just how far a parent should go in involving its overseas subsidiaries in preparing for new plan launches. Come to this must-attend session to understand the fundamentals of building a solid relationship with your overseas subsidiaries.
more

Suzannah Crookes, Pinsent Masons (UK)
Anna Fletcher, International Personal Finance (UK)
Art Meyers, Choate Hall & Stewart (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

7.3 Final SEC Pay Ratio Rules – A Recipe for Compliance

Compliance & Regulatory
Last summer the SEC adopted its final rules on pay ratio disclosure previously mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act. Under the new rules—scheduled to take effect in early 2018, public companies in the US will have to disclose the ratio of their Chief Executive Officer’s total compensation to their median employee’s compensation. This session will focus on what companies can expect, how companies can work to reduce the administrative burden of compliance, and what proactive steps companies can take to get in front of perceived issues with this new pay ratio disclosure. Get the real story from the experts on how these new disclosure requirements will impact you and how to practically comply with them.
more

David Adent, Cisco Systems (US)
Jon Burg, Radford, an Aon Hewitt Company (US)
Jeremy Erickson, Orrick, Herrington & Sutcliff (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: II,III

7.4 TripAdvisor Gives 5 Bubbles to Broad-based Grants: Sharing Ownership Across a Global Organization

Design, Strategy & Trends
As the world's largest travel website, TripAdvisor helps millions of travelers every month to make their travel dreams a reality. Bringing the excitement of travel this close to their users involves a highly global and motivated workforce. With half of their 3000 employees outside the US, spanning 45 locations worldwide, TripAdvisor thinks big, and thinks global! The rapidly growing company is highly focused on attracting the best talent, and encouraging them to stick around. Free lunches, onsite pub, and travel benefits are snazzy perks, but the broad-based equity grants seal the deal. Few global companies are able to make grants to all employees, but TripAdvisor has developed a map to support this ambitious journey. The adventure starts with due diligence for new markets, including possible consideration for local market plan design adjustments. After grant, managing regulatory compliance and filings, dealing with the tax complexities, addressing communication around the world, and supporting management to maintain broad based grants through company growth keeps the team busy. Join this panel for a fascinating case study of how equity grants have traveled the world at TripAdvisor.
more

Lynn Cullen, Fidelity Stock Plan Services (US)
Bob Grayson, Tapestry Compliance (UK)
Sofia Kaufman, TripAdvisor (US)
Kevin Kirby, TripAdvisor (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

7.5 You Can Bring a Horse to Water But You Can't Make Her Drink: Understanding Motivation

Design, Strategy & Trends
Understanding human motivation is key when designing effective reward programs. In this progressive, yet incredibly practical session, panelists will share recent theories and research on motivation and how it applies to designing effective incentive programs. Urban myths and long-held assumptions will be debated and tested to see if a change in perspective should be considered when designing programs, both at the executive as well as broad-based levels. Come prepared to stretch your thinking!
more

Bill Dunn, PwC (US)
Carine Schneider, NASDAQ Private Market (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

7.6 Share Plans and Tax Equalization – Current Trends & Best Practices

Compliance & Regulatory
Currently there is a fast growing trend to reassess existing assignment policies as they relate to their treatment to equity plans. With this new focus, the assistance provided to employees has been scrutinized and companies are now considering whether it would be more transparent and fair if assignees are equalized on all items of their employment income during an assignment and afterwards. As organizations begin to turn their attention to this area, there are many things to contemplate. This important presentation will examine the pros and cons of tax equalization, the challenges in implementing a policy, and offer best practice examples on how to ensure the policy is competitive and achieves all party’s objectives.
more

Dr. Frank Betz, EY (DE)
Monika Hintschich, Allianz SE (DE)
Hans Muff, Allianz SE (DE)
Gordon Rösch, EY (DE)
Lilian Ueng, Deutsche Post DHL (DE)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II,III


  12:15PM-12:30PM

Room Transition


  12:30PM-1:20PM

Breakout Series VIII


8.1 The Next Generation of Long-term Incentive Design

Trending Now
The past two decades have seen the completion of the shift away from stock-options-dominated long-term incentive programs to a portfolio approach of multiple incentives, heavily weighted on performance shares. While this shift has been driven by shareholders and advisory firms, the question remains as to whether today's long-term incentive designs actually meeting companies' needs? Are they successfully motivating and driving superior performance? No “right answers” exist to eliminate the shortcomings of today’s plans, but there are design and implementation approaches that can make the next generation of long-term incentives more effective. From key principles like simplicity and stability to line-of-sight and effective communication, this session will discuss design and implementation steps that can effectively address these principles and make your long-term incentives more effective.
more

Todd Gershkowitz, State Street (US)
Robert Head, Consultant (UK)
Eric Hosken, Compensation Advisory Partners (US)
Kelly Malafis, Compensation Advisory Partners (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: I,II,III

8.2 Project Roadtrip: Google’s Compliance of Equity Income and Tax Allocation for State-to-State Mobility

Program Management
As tax authorities more closely scrutinize the mobility world by increasing their audits on employees and employers, it is becoming more and more important for multinational companies to address equity income withholding and reporting for interstate transfers. This case-study session, featuring the Google Stock Team and Google Mobility Payroll, will discuss the “roadmap” for Google’s state-to-state mobility project, and take a deep dive into why Google decided to encompass state-to-state in their equity allocation compliance for transfers, discuss reasons for key project decisions and cover the roadblocks they encountered and solutions they implemented. Explore the many considerations the team had to make early on when “packing for this trip” regarding population, function and more. This is a trip you don’t want to skip!
more

Carolina Ellerker, Google (US)
Victoria Malyovanny, Google (US)
Amanda McIntyre, PwC (US)
L. Dianne Robinson, Google (US)
Noel Ryan, PwC (US)
Knut Schroeder, Google (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: II, III

8.3 Equity Plan Requests: Understanding Shareholder Needs

Compliance & Regulatory
The requirements for receiving approval of equity plans vary by market, investor, and advisory firm. Keeping track of these can be a full-time job. Even the most studious have read the policies and still been left wondering if there was something else they were missing. Our panelists will shine some light on the process, discussing the intricacies of both proxy advisory firm models, what institutional investors are looking for, and the strategies that issuers can employ to easily obtain majority approval of share requests. In addition to key insights on proxy advisory firm and investor policies, this panel will also discuss how issuers can effectively approach the engagement process with proxy advisory firms and their institutional investor base. Get a greater understanding of what really drives these vote recommendations in this deep-dive session.
more

Dave Eaton, Aon Hewitt (US)
Craig Kams, Skyworks Solutions (US)
Laura Wanlass, Aon Hewitt (US)
Claudia Yanez, SunPower (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III

8.4 Practical Guide to Managing Short-Term Business Travelers

Finance & Tax
With regulators introducing more legislation and increasing audit activity to detect business travelers with unreported equity compensation, it's time to focus on the next segment of your mobile population, the short-term business traveler. Attend this session for an update on the current legislative and audit environments for domestic and international business travelers as well as hear practical approaches for assessing risks and making difficult compliance decisions. Catch up on trends in this intricate area and learn what you need to know in order to respond to difficult compliance decisions.
more

Cathy Goonetilleke, EY (US)
Jason Jones, EY (US)
Joseph Machewirth, Prudential Financial (US)
Candy Mendoza, EY (US)
Ryan Strong, Fidelity Stock Plan Services (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II

8.5 Remuneration Regulation - Hot Topics

Compliance & Regulatory
Attend this session and get a high-level overview of current and future regulation issues for all sectors operating in the EU. Hear practical case studies covering a host of important topical areas relating to executive remuneration, such as structuring new hire and retention awards, operating deferral arrangements, bonus cap issues and operating allowances, operating suspension, malus and clawback, dealing with employee opposition and more! Stay up to date on all of the latest developments in this area and help ensure you are meeting your company’s reward and remuneration objectives and the interests of your shareholders in this not to be missed presentation.
more

Sophie Black, Mercer (UK)
Ian Fraser, Simmons & Simmons (UK)
Nicholas Greenacre, White & Case (UK)
CPE Credit: 1.0
Field of Study: Business Law
Level: II,III


  1:20PM-1:30PM

Room Transition


  1:30PM-3:00PM

Closing Keynote Address and Lunch


Keynote III and Lunch - Growth through Adversity: Reflections from Boston Marathon Bombing Survivor

Plenary and General Sessions

Adrianne is a Boston Marathon bombing survivor, philanthropist, advocate and inspirational speaker. A ballroom dancer and former Fortune 500 corporate manager, Adrianne survived the 2013 Boston Marathon bombings, where she lost her left leg below the knee. In the wake of the marathon, she has become an inspiration through her positive attitude and ability to face seemingly insurmountable challenges head on... more

more

Adrianne Haslet-Davis, Boston Marathon bombing survivor, philanthropist, advocate and inspirational speaker

  09:30AM-10:30AM

6.1 Rethinking How (and Why) to Communicate Executive Rewards

Money talks, but if dull communication is muddying the message about your executive compensation plan, your long term incentives may not be saying much at all! Is your company missing a big opportunity to motivate and retain the most powerful individuals in your organization? This session is all about rethinking how we communicate executive rewards and going beyond communication basics such as developing communication that is globally relevant, clear, and concise. It's about raising the bar and applying expert-level marketing techniques to engage executives in their rewards—in a way that truly drives awareness, understanding, and motivation. This dynamic panel will share best practices; success stories, potential pitfalls and helpful tips that allow you and your company make the most of your equity awards. Leave equipped to make the business case for continuing to invest in communicating executive rewards to improve the ROI for the organization’s investment and for engaging and motivating your leaders.
more

Laine Conway, Aon Hewitt (US)
Sian Halcrow, New Bridge Street (UK)
Mike Stevens, Actelion Pharmaceuticals (CH)
CPE Credit: 1.0
Field of Study: Communications
Level: I,II,III

  09:30AM-10:30AM

6.2 "Just a Walk in the "Pawk" - Getting Your Communications Right for ALL Your Employees (From the CEO to the Receptionist)

An IPO can be a life changing event for some and for others it's just another day in the office. This session will cover the change management project in which Intertrust Group moved from a private equity environment to a listed company and how the company dealt with the varying levels of knowledge of equity plans and expectations of participants. Panelists will share how the company had to adapt their communication style for one group of participants who were very savvy with shares and the financial implications to another group who were receiving share awards from their company for the very first time. This talk will also cover the central role played by the company’s plan administrator in getting the message across in the short timeframe within which the two plans had to be implemented. Don’t miss this interesting case-study talk!
more

Arthur de Bruin, Intertrust Group (NL)
Jay Foley, Computershare (UK)
Navjeet Rosenthal-Gill, PwC (NL)
CPE Credit: 1.0
Fiels of Study: Communications
Level: I,II,III

  09:30AM-10:30AM

6.4 Key International Updates: The 411 on the Tax and Legal Changes You Need to Know Now for Global Equity Grants

Keeping up with changes in the taxation, legal and regulatory environment surrounding global stock plans can be an overwhelming proposition. Fortunately, this panel of experts has done the hard work for you! In this must-attend session, get the latest notable changes impacting plan sponsors of international stock plans, touching on key tax, legal and other regulatory developments over the past year. Hear practical perspectives on how companies have responded to these developments and reactions seen and heard from the global community. Audience participation and experience sharing will be actively encouraged!
more

Veena Bhatia, Gilead Sciences
June Anne Burke, Baker & McKenzie
Barbara Klementz, Baker & McKenzie
Debbie Tsoi-A-Sue, Yahoo
CPE Credit: 1.0
Field of Study: Business Law
Level: I,II,III

  11:15AM-12:15PM

7.3 Final SEC Pay Ratio Rules – A Recipe for Compliance

Last summer the SEC adopted its final rules on pay ratio disclosure previously mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act. Under the new rules—scheduled to take effect in early 2018, public companies in the US will have to disclose the ratio of their Chief Executive Officer’s total compensation to their median employee’s compensation. This session will focus on what companies can expect, how companies can work to reduce the administrative burden of compliance, and what proactive steps companies can take to get in front of perceived issues with this new pay ratio disclosure. Get the real story from the experts on how these new disclosure requirements will impact you and how to practically comply with them.
more

David Adent, Cisco Systems (US)
Jon Burg, Radford, an Aon Hewitt Company (US)
Jeremy Erickson, Orrick, Herrington & Sutcliff (US)
CPE Credit: 1.0
Field of Study: Business Law
Level: II,III

  11:15AM-12:15PM

7.6 Share Plans and Tax Equalization – Current Trends & Best Practices

Currently there is a fast growing trend to reassess existing assignment policies as they relate to their treatment to equity plans. With this new focus, the assistance provided to employees has been scrutinized and companies are now considering whether it would be more transparent and fair if assignees are equalized on all items of their employment income during an assignment and afterwards. As organizations begin to turn their attention to this area, there are many things to contemplate. This important presentation will examine the pros and cons of tax equalization, the challenges in implementing a policy, and offer best practice examples on how to ensure the policy is competitive and achieves all party’s objectives.
more

Dr. Frank Betz, EY (DE)
Monika Hintschich, Allianz SE (DE)
Hans Muff, Allianz SE (DE)
Gordon Rösch, EY (DE)
Lilian Ueng, Deutsche Post DHL (DE)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II,III

  12:30PM-01:20PM

8.3 Equity Plan Requests: Understanding Shareholder Needs

The requirements for receiving approval of equity plans vary by market, investor, and advisory firm. Keeping track of these can be a full-time job. Even the most studious have read the policies and still been left wondering if there was something else they were missing. Our panelists will shine some light on the process, discussing the intricacies of both proxy advisory firm models, what institutional investors are looking for, and the strategies that issuers can employ to easily obtain majority approval of share requests. In addition to key insights on proxy advisory firm and investor policies, this panel will also discuss how issuers can effectively approach the engagement process with proxy advisory firms and their institutional investor base. Get a greater understanding of what really drives these vote recommendations in this deep-dive session.
more

Dave Eaton, Aon Hewitt (US)
Craig Kams, Skyworks Solutions (US)
Laura Wanlass, Aon Hewitt (US)
Claudia Yanez, SunPower (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III

  12:30PM-01:20PM

8.5 Remuneration Regulation - Hot Topics

Attend this session and get a high-level overview of current and future regulation issues for all sectors operating in the EU. Hear practical case studies covering a host of important topical areas relating to executive remuneration, such as structuring new hire and retention awards, operating deferral arrangements, bonus cap issues and operating allowances, operating suspension, malus and clawback, dealing with employee opposition and more! Stay up to date on all of the latest developments in this area and help ensure you are meeting your company’s reward and remuneration objectives and the interests of your shareholders in this not to be missed presentation.
more

Sophie Black, Mercer (UK)
Ian Fraser, Simmons & Simmons (UK)
Nicholas Greenacre, White & Case (UK)
CPE Credit: 1.0
Field of Study: Business Law
Level: II,III

  09:30AM-10:30AM

6.6 Share Retention Requirements: Part II of the Global Shareholder Alignment & Governance Golden Child Series

The inclusion of post-vest holding periods in time-vested and performance-vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices and facilitate compliance with regulatory requirements. While the concepts of ownership and alignment have always been central to executive equity plans, the emergence of post-vest holding periods, particularly when combined with malus and clawback and share ownership guidelines, has presented new challenges. This session will provide an overview of the current corporate governance environment related to post-vest holding periods in both the US and the UK and will outline competitive practice and administrative challenges presented by post-vest holding periods. Bring your burning questions and get immediate answers on how to appropriately execute a share retention policy, who needs to be involved, what to expect and more!
more

Ryan Burleson, Expedia (US)
Matthew Findley, Norton Rose Fulbright (UK)
Stuart Finkelstein, MasterCard (US)
Geoffrey Hammel, Independent Stock Plan Advisors (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: II,III

  12:30PM-01:20PM

8.4 Practical Guide to Managing Short-Term Business Travelers

With regulators introducing more legislation and increasing audit activity to detect business travelers with unreported equity compensation, it's time to focus on the next segment of your mobile population, the short-term business traveler. Attend this session for an update on the current legislative and audit environments for domestic and international business travelers as well as hear practical approaches for assessing risks and making difficult compliance decisions. Catch up on trends in this intricate area and learn what you need to know in order to respond to difficult compliance decisions.
more

Cathy Goonetilleke, EY (US)
Jason Jones, EY (US)
Joseph Machewirth, Prudential Financial (US)
Candy Mendoza, EY (US)
Ryan Strong, Fidelity Stock Plan Services (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: I,II

  11:15AM-12:15PM

7.2 Parents and Their Children: Making it Work With Your Overseas Subsidiaries

This practical session will look at how to make the operation of your employee and executive incentives work effectively with your overseas subsidiaries. Find out the different approaches companies take to managing their overseas subsidiaries in the context of their stock plans, what lessons can be learned from experience in terms of managing these relationships/issues effectively and just how far a parent should go in involving its overseas subsidiaries in preparing for new plan launches. Come to this must-attend session to understand the fundamentals of building a solid relationship with your overseas subsidiaries.
more

Suzannah Crookes, Pinsent Masons (UK)
Anna Fletcher, International Personal Finance (UK)
Art Meyers, Choate Hall & Stewart (US)
CPE Credit: 1.0
Field of Study: Administrative Practice
Level: I,II,III

  12:30PM-01:20PM

8.2 Project Roadtrip: Google’s Compliance of Equity Income and Tax Allocation for State-to-State Mobility

As tax authorities more closely scrutinize the mobility world by increasing their audits on employees and employers, it is becoming more and more important for multinational companies to address equity income withholding and reporting for interstate transfers. This case-study session, featuring the Google Stock Team and Google Mobility Payroll, will discuss the “roadmap” for Google’s state-to-state mobility project, and take a deep dive into why Google decided to encompass state-to-state in their equity allocation compliance for transfers, discuss reasons for key project decisions and cover the roadblocks they encountered and solutions they implemented. Explore the many considerations the team had to make early on when “packing for this trip” regarding population, function and more. This is a trip you don’t want to skip!
more

Carolina Ellerker, Google (US)
Victoria Malyovanny, Google (US)
Amanda McIntyre, PwC (US)
L. Dianne Robinson, Google (US)
Noel Ryan, PwC (US)
Knut Schroeder, Google (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: II, III