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Agenda At-A-Glance

Event Schedule (Subject to change)

GEO's California Forum 2021
 

Monday, 21 June 2021


12:45pm-1:00pm PDT

 
Platform Open for Participant Access


1:00pm-2:30pm PDT

 
Keynote Address—State of the Stock Market Update: What Can History Teach Us?

Jurrien Timmer, Director of Global Macro, Fidelity Investments

Fidelity’s Jurrien Timmer will explore recent economic and geopolitical global trends. On the cusp of so much change and market volatility, Jurrien puts today’s stock market in a historical context that enables a current state perspective. Learn more about recent market trends, asset allocation, and global macro strategy that may impact you and your employees. More info...

CPE Credit: 1.0
Field of Study: Economics
Level: O

Sponsored by:
Fidelity

 

Tuesday, 22 June 2021


9:15am-9:30am PDT

 
Platform Open for Participant Access


9:30am-10:20am PDT

 
Session I: After the Bell - Lessons Learned from Recent IPOs

Program Management
Going public is an exciting undertaking that comes with unique and sometimes unforeseen challenges for equity compensation, especially when it’s offered on a global scale. Whether your company recently went public, is still considering a public offering, or went public years ago, join us as our panelists discuss their personal experience with their company's IPO. Our panelists will discuss the global challenges they went through in connection with their IPOs, including managing an early lock-up release for employees around the world, ESPP withholding when the share price increased drastically from the IPO price as well as other share price volatility challenges, managing continued and rapid expansion following the IPO, addressing employee questions and concerns, and employee education challenges. As a special bonus, the panel will also address a variety of global nuances and challenges you may face when your company goes public by way of a Special Purpose Acquisition Company (SPAC).

Denise Glagau, Baker McKenzie (US)
Donna Hammer, Snowflake (US)
Noopur Iyer, Zoom (US)

CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: O


10:20am-10:40am PDT

 
Break


10:40am-11:30am PDT

 
Session II: State Tax Bingo

Finance, Tax & Accounting
How well do you know the nuances of state taxation for equity compensation? Are you withholding and reporting when and where it is required by law? How do you comply with remote workers from another state? State tax qualified stock plans? State mobility? Take your chances with State Tax Bingo. The panel will go over 25 nuggets of state tax information which impacts equity compensation with each nugget relating to a number on your personal online Bingo card. When you have experienced at least 5 in a row you can shout Bingo (via a Raised Hand)! Each lucky winner will have the chance to share a lesson learned or best practice based on one of the numbers on your row with the rest of the audience. Registered session attendees will be sent an online Bingo card in advance to be able to participate and winners will have an opportunity to win prizes!

Marianne Friebel, Dolby Laboratories, Inc. (US)
Mindy Mayo, KPMG (US)
Marlene Zobayan, FGE, Rutlen Associates (US)

CPE Credit: 1.0
Field of Study: Taxes
Level: O

 

Wednesday, 23 June 2021


9:15am-9:30am PDT

 
Platform Open for Participant Access


9:30am-10:20am PDT

 
Session III: Graduating Your Mobile Employee Equity Compliance from Good to Great

Finance, Tax & Accounting
In our new “work from anywhere world,” you can't ignore your mobile employees any longer! Wherever you may be in your mobility journey, be it at the initial stages of compliance or moving through the stages of exploring domestic and international cross border compliance, we know how challenging this can be. As with much in the tax and compliance realm, looking at your company’s risk tolerance, resources, and budget is part of the analysis. Join this timely session for insight and advice for mobility programs of all sizes and shapes and learn how to move your program from good to great!

Sonia Guillory, Palo Alto Networks (US)
Tara Hagen, GTN (US)
Shokiah Williams, Wish (US)

CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: O


10:20am-10:40am PDT

 
Break


10:40am-11:30am PDT

 
Session IV: Saving the Silver Linings: A New Appreciation for ESPPs

Trending Now
Many of the pandemic-produced impacts are hopefully soon a distant memory, but there are a few things worth saving… stretchy pants, shortened commutes, and a renewed appreciation and focus on the essential nature of the entire workforce. The case for an ESPP has never been stronger—companies are looking to equity to manage cash and provide compelling pay and benefits to all employees. ESPPs can be designed in a variety of ways to balance these seemingly conflicting objectives and still meet a company’s financial goals. From cash flow to dilution to tax benefits, companies at any stage of their life cycle, or in any financial situation, can engineer the benefits offered and the source of the shares of an ESPP to achieve specific financial statement goals. Join us as we create a compelling case for your company to reconsider all the ways an ESPP can deliver for your company and its employees now!

Courtney Cherry Ellis, Anaplan (US)
Emily Cervino, FGE, Fidelity (US)
Elizabeth Stoudt, Infinite Equity (US)

CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: O

 

Thursday, 24 June 2021


2:45pm-3:00pm PDT

 
Platform Open for Participant Access


3:00pm-4:00pm PDT

 
Keynote Address—Reimagining Joy

Amanda Gore, CEO of The Joy Project, an author, speaker, Huffington Post columnist, and businesswoman

Amanda Gore, one of Australia's and the USA's favorite conference keynote speakers, is CEO of The Joy Project, an author, speaker, Huffington Post columnist, and businesswoman. She is one of four Australians inducted into the USA Speaker Hall of Fame. She is a CSP and has won both Educator of the Year and Keynote Speaker of the Year awards from National Speakers Association. More info...

CPE Credit: 1.0
Field of Study: Personal Development
Level: O

Sponsored by:
Morgan Stanley at Work


4:00pm-5:00pm PDT

 
Networking and Closing Remarks

Sponsors