GEO London Agenda (Subject to Change)

Wednesday, 15 April 2015
 
9:00 - 19:30 Registration
 
8:30 - 13:30 Senior Leaders Roundtable (by invitation only)
Open/Close Session Description
 
10:00 - 11:00 Issuer Advisory Council Meeting  
Open/Close Session Description
 
11:00 - 11:15 Room Transition
 
11:15 - 13:00 Issuer Roundtable and Luncheon  
Open/Close Session Description
 
13:00 - 13:30 Room Transition
 
13:30 - 14:00 Opening Remarks
 
14:00 - 15:00 Keynote I - Global Outlook: Key Market and Economic Forecasts for 2015  Plenary and General Sessions

Henk Potts, Director of Global Investment Strategy, Barclays Wealth (UK)

Open/Close Session Description
 
15:00 - 15:15 Room Transition
 
15:15- 16:15 Breakout Series 1
1.1 Global Hot Spots—New Issues and Trends  Regulatory

Bob Grayson, Tapestry Compliance (UK)
Carla Oliveira, Goldman Sachs (US)
Carla Walsham, Tapestry Compliance (UK)

Open/Close Session Description

1.2 Lessons Learned Late Night: Effective Management and Communication of Equity Awards in a Corporate Transaction  Administration

Lynette Jacobs, Pinsent Masons (UK)
Barbara Onuonga, Pinsent Masons (UK)

Open/Close Session Description

1.3 Great Expectations: The ESPP Golden Opportunity  Administration

Marcus McEvoy, Computershare (ES)
Peter Newhouse, Unilever (UK)
James Robertson, Nokia (UK)
Daniel Valldejuli, Amadeus IT Group (ES)

Open/Close Session Description

1.4 Influencers, Analysis and Defending your Financial Reporting – Best Practices from Aviva and Standard Bank  Administration

Marlies Brecher, Standard Bank (ZA)
Don Drybrough, Solium (US)
Siobhan Hurley, Barclays (UK)
Elena Petrou, Aviva (UK)

Open/Close Session Description

1.5 A Chevron Case Study: A Global Mobile Employee Taxation Project from Design to Delivery  Regulatory

Ed Gibbons, KPMG (US)
Nancy Mesereau, Morgan Stanley (US)
Mike Reekers, Chevron (US)
Cody Ulmer, Chevron (US)

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1.6 One Global Company, 20 Different Plans: Bringing New Order to Novartis’ Growing Share Plan Landscape  Design

Britta Schmitt, EY (CH)
Dennis Weinhold, Novartis (CH)

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16:15 - 16:30 Room Transition
 
16:30 - 17:30 Facilitated Networking Event
 
17:30 - 19:30 Opening Networking Reception  
Open/Close Session Description
   
Thursday, 16 April 2015
 
8:30 - 16:30 Registration
 
8:30 - 9:00 First-time Attendee Coffee and Danishes  
Open/Close Session Description
 
8:30 - 9:00 Breakfast
 
9:00 - 9:10 Welcome Remarks
 
9:10 - 10:00 Keynote II - Learn from the Professional: A Personal Insight from the Boardroom  Plenary and General Sessions

Glen Moreno, Chairman, Pearson (UK)

Open/Close Session Description
 
10:00 - 10:30 Morning Networking Break Featuring Ignite Learning Session  
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10:30 - 11:30 Breakout Series 2
2.1 60 Minutes with BT Group  Administration

Phil Ainsley, Equiniti (UK)
Francis O’Mahony, BT Group (UK)

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2.2 Equity Compensation from Executives to All Employees  Design

Michael Kramarsch, hkp/// group (DE)
Marc Muntermann, Siemens AG (DE)
Michael Wolff, University of Göttingen (DE)

Open/Close Session Description

2.3 Utilizing Psychological and Biological Precepts When Designing and Communicating Your Stock Plans  Communications

Janet Cooper, Tapestry Compliance (UK)
Christine McCarthy, Orrick, Herrington & Sutcliffe (US)
Carine Schneider, NASDAQ Private Market (US)

Open/Close Session Description

2.4 Inversions, Spin-Offs, Mergers, Restructurings and Redomestications… International Issues in These Cross-Border Transactions  Regulatory

Agnès Charpenet, Baker & McKenzie (FR)
Valerie Diamond, Baker & McKenzie (US)
Christine Kim, AbbVie (US)
Bill Salada, Google (US)
Aimee Soodan, Baker & McKenzie (US)

Open/Close Session Description

2.5 Around the World with ESPP  Design

Jennie Anderson, Microsoft (US)
Emily Cervino, Fidelity Stock Plan Services (US)
Donna Hammer, Yelp (US)
Tom Paleka, Arthur J. Gallagher & Co. (US)
Elizabeth Stoudt, Radford, an Aon Hewitt Company (US)

Open/Close Session Description

2.6 Equity-based Executive Compensation After the Binding Vote  Executive Compensation

Alan Judes, Strategic Remuneration (UK)
Victoria Penrice, The British Land Company (UK)

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11:30 - 12:30 Lunch
 
12:30 - 13:30 Breakout Series 3
3.1 Everything Say on Pay—The New EU Rules  Regulatory

Alex Beidas, Linklaters (UK)
Gillian Chapman, Linklaters (UK)
Andrew Ninian, The Investment Association (UK)

Open/Close Session Description

3.2 We KEEP the World Moving! The Story About the Implementation of the KION Employee Equity Programme (KEEP)  Administration

Teresa Oster, KION Group (DE)
Ralf Schmidt-Stoll, Deutsche Bank AG (DE)
Simone Schmitt-Schillig, Unequity GmbH (DE)
Michael Sterchi, KPMG AG (CH)
Dr. Stefan Suchan, KPMG AG (DE)
Jörg Ziegler, KPMG AG (DE)

Open/Close Session Description

3.3 An Equity, Payroll, and Rewards Professional Walk into a Pub…Mobility Compliance Perspectives   Administration

Roz Craig, EMC (UK)
Clare Dever, EMC (US)
Andrew Moreton, Deloitte (UK)
Amy Reina, Deloitte Tax (US)
Keri Simm, Diageo (UK)

Open/Close Session Description

3.4 What Makes Your Employees Tick? How Data Can Increase the Impact of Your Share Plan  Communications

Alex Brooks, Computershare (UK)
Joanne Bujak, Aviva (UK)
Anchal Kaushal, Rackspace (UK)

Open/Close Session Description

3.5 Are You On Top of Tax Issues for Equity Plans?  Tax

Suzie Bentley, Nvidia (US)
AmyLynn Flood, PwC (US)
Jennifer George, PwC (US)
Sarah Hagberg, Western Union (US)

Open/Close Session Description

3.6 Tick Tock! The Role of Reward, Employee Stock Plans and Pensions in Defusing the Savings Time Bomb  Regulatory

Sophie Black, Mercer (UK)
Matthew Findley, Pinsent Masons (UK)
Peter Newhouse, Unilever (UK)
Carolyn Saunders, Pinsent Masons (UK)

Open/Close Session Description

 
13:30 - 13:45 Room Transition
 
13:45 - 14:45 Provider Council
 
13:45 - 14:45 Breakout Series 4
4.1 Hold Those Shares—You May Have to Give Them Back!  Regulatory

Stephen Diosi, Ashurst (UK)
Holly Hamilton, Xchanging (UK)
Paul Randall, Ashurst (UK)

Open/Close Session Description

4.2 The Art of Taming a Multi-plan, Global ESPP  Administration

Veena Bhatia, Gilead Sciences (US)
Hans de Jong, Ericsson (NL)
John Hammond, bendystraw (US)
Mona Hanes, Global Shares (US)
Erin Madison, Broadcom (US)

Open/Close Session Description

4.3 Solutions to Managing Your LTI Plans in France  Regulatory

Colin Bernier, EY (FR)
Max de Chantérac, L'Oréal (FR)
Marc Younes, BNP Paribas (FR)

Open/Close Session Description

4.4 FATCA and CRS Related to Shares and Employee Share Plans  Regulatory

Panayiota Burquier, Gibson, Dunn & Crutcher (UK)
June Davenport, Solium (AU)
John Heaton, Equiniti (UK)
Jeff Trinklein, Gibson, Dunn & Crutcher (UK)

Open/Close Session Description

4.5 What’s in Your Wallet? Demystifying Global Rewards Statements  Communications

Dennis Paalman, Royal Ahold (NL)
Jill Stipanov, QUALCOMM (US)
Tracy Ward, Illumina (US)

Open/Close Session Description

4.6 Creating Efficiencies Around the Total Mobile Employee Experience  Administration

Jennie Anderson, Microsoft (US)
Kimberly Hackman, Amazon (US)
Mark Miller, Deloitte Tax (US)
Timothy Oakes, Curtis Consulting Group (US)

Open/Close Session Description

 
14:45 - 15:30 Afternoon Networking Break Featuring Ignite Learning Session  
Open/Close Session Description
 
15:30 - 16:30 Breakout Series 5
5.1 Data Privacy Compliance. Why? How?  Administration

Julian Cunningham-Day, Linklaters (UK)
Pekka Hukkanen, Outotec (FI)
Mike Pewton, Solium GSP (ES)
Nancy Price, Linklaters (UK)

Open/Close Session Description

5.2 From Abbey Road to Sunset Boulevard—The Very Best Practices in Communicating Taxation to Mobile Employees  Communications

Ingrid Freire, Yahoo! (US)
Sheila Frierson, Computershare (US)
Nathalie Hellio, Accenture (FR)
Pam Roffe, Royal Dutch Shell (UK)

Open/Close Session Description

5.3 What Shareholders Want: A Global Discussion of Equity Plan Requests  Regulatory

Jon Burg, Radford, an Aon Hewitt Company (US)
Elena Petrou, Aviva (UK)
David Tuch, New Bridge Street (UK)
Claudia Yanez, SunPower (US)

Open/Close Session Description

5.4 Innovation at its Finest - the Veolia Management Incentive Program  Regulatory

Eric Bachellereau, Veolia (FR)
Franck Duez, Banque Transatlantique (FR)
Sami Toutounji, Shearman & Sterling (FR)

Open/Close Session Description

5.5 The Many Paths to Global Tax Compliance  Tax

Stephan Gerdes, Citrix (US)
Laura Javurek Gill, Eaton (US)
Tom Paleka, AJ Gallagher (US)
Matt Roberts, Fidelity Stock Plan Services (US)

Open/Close Session Description

5.6 Global Assets: A Novel Way to Approach Equity Awards—One Year Later  Administration

Leonie Baggott, Unilever (UK)
Amit Banker, EY (US)
Mirjam Krawiec, EY (UK)
Debbi Marcus, Unilever (US)

Open/Close Session Description

 
18:15 Doors to the GEO Awards Open
 
18:30 - 21:30 GEO Awards Dinner and After Party  
Open/Close Session Description
 
21:30 Drinks Celebration in Park Plaza Lobby (on own)
   
Friday, 17 April 2015
 
8:30 - 15:00 Registration
 
8:30 - 9:00 Breakfast
 
9:00 - 9:20 Friday Kickoff
 
9:20 - 9:30 Room Transition
 
9:30 - 10:30 Breakout Series 6
6.1 Results of 2015 Global Equity Insights Survey  Design

Ralph Beidelman, Discovery Communications (US)
Michael Kramarsch, hkp/// group (DE)
Marc Muntermann, Siemens AG (DE)
Jessica Vinsand, SAP (US)
Michael Wolff, University of Göttingen (DE)

Open/Close Session Description

6.2 Automation Nation—The Road to Building Efficient and Scalable Mobility Processes  Administration

Leann Balbona, KPMG (US)
Megan Jasionis, Bank of America Merrill Lynch (US)
Erron Smith, Wal-Mart Stores (US)

Open/Close Session Description

6.3 A New Era of Share Registration, Self-Certification and Online Filing in the UK: Are You Ready?  Regulatory

Narendra Acharya, Baker & McKenzie (US)
Yvonne Batista, HM Revenue & Customs (UK)
Jeremy Edwards, Baker & McKenzie (UK)
Gillian Murdoch, Baker & McKenzie (UK)
Anne Walsh, Smith & Nephew (UK)

Open/Close Session Description

6.4 Enhancing the Global Participant Experience  Administration

Dominic Andwan, Delphi (UK)
William Dunn, PwC (US)
Jennifer Kirk, Google (US)

Open/Close Session Description

6.5 Flexible Deferred Compensation Plans Arising from Financial Services Regulation  Regulatory

Juan Bonilla, Cuatrecasas Goncalves Pereira (ES)
Lindsey Doud, RBC cees (UK)
Nicholas Greenacre, White & Case (UK)

Open/Close Session Description

6.6 Show Me the Value, Spare Me the Expense  Design

Terry Adamson, Radford, an Aon Hewitt Company (US)
Mike Leggat, Ingersoll Rand (US)
Thierry Vo, UBS Financial Services (US)

Open/Close Session Description

 
10:30 - 11:00 Morning Networking Break
 
11:00 - 12:00 Breakout Series 7
7.1 Equity and Payroll—Friend or Foe?  Administration

Ingrid Freire, Yahoo! (US)
Kelly Geerts, ISP Advisors (US)
Stephanie Greenwald, QUALCOMM (US)
Bhavana Patel, eBay (US)

Open/Close Session Description

7.2 Sustainability Comes to Equity Compensation  Design

Fiona Reynolds, Principles for Responsible Investment (UK)
Fred Whittlesey, Compensation Venture Group (US)
Brit Wittman, Intel (US)

Open/Close Session Description

7.3 Redesigning Simple  Design

Andreas Hofmann, Hoyck Management (DE)
Heike Neumann, SAP (DE)
Jessica Vinsand, SAP (US)

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7.4 Breaking News! All the Global Equity Headlines You Need to Know in 60 Minutes  Regulatory

June Anne Burke, Baker & McKenzie (US)
Barbara Klementz, Baker & McKenzie (US)

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7.5 Clawback—Does it Have to Turn Nasty?  Regulatory

Anne-Sophie Blouin, Royal Dutch Shell (UK)
Kate Grant, Rexam (UK)
Nick Hipwell, Deloitte (UK)
Gareth Soanes, Royal Dutch Shell (UK)

Open/Close Session Description

7.6 Beyond Remuneration for Remuneration Committees (and its Implications)  Executive Compensation

Simon Garrett, Hay Group (UK)
Carl Sjöström, Hay Group (UK)

Open/Close Session Description

 
12:00 - 13:00 Lunch
 
12:00 - 13:00 Chapter Coordinator's Recognition Lunch
 
13:00 - 14:00 Breakout Series 8
8.1 Who’s Your Daddy? Share Plans by Parent Company Nationality  Administration

Scott Barrall, Deloitte Tax (US)
William Cohen, Deloitte (UK)
Christina Melady, Taj - Société d'avocats | Member of Deloitte Touche Tohmatsu Limited (FR)
Jean Wong, Gilead Sciences (US)

Open/Close Session Description

8.2 Share Ownership Guidelines—Handling Global Shareholder Alignment and this Governance Golden Child  Regulatory

Matthew Findley, Pinsent Masons (UK)
Geoffrey Hammel, Independent Stock Plan Advisors (US)
Robert Head, Pearson (UK)
Joe Steitz, ANSYS (US)

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8.3 Operational Best Practices and Employee Engagement Answers for Trailing Tax Liabilities   Communications

Emily Huber, Procter & Gamble (US)
Matthew Loombe, PwC (UK)

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8.4 God Save the Queen...and our Equity Plan!  Regulatory

Ralph Beidelman, Discovery Communications (US)
Tara Wiseman, Kinross (CA)
Claudia Yanez, SunPower (US)

Open/Close Session Description

 
14:00 - 14:10 Room Transition
 
14:10 - 15:00 Keynote III - Build a High-Performing Leadership Team that Motivates, Aligns, and Engages People  Plenary and General Sessions

Suzanne Bates, CEO, Bates Communications (US)

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15:30 Tea at the House of Lords (sold out)  
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