NECF 2014 WEST

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2014 NECF San Diego - Agenda by Time
Thursday, 11 September 2014
       
8:00 - 9:00   Networking Breakfast
       
9:00 - 9:10   Opening Remarks
       
9:10 - 10:00   Keynote I - The Rules of Engagement Have Changed
Keynote

Jonathan C. Wildman, PhD, Hay Group

Open/Close Session Description

       
10:00 - 10:15   Room Transition
       
10:15 - 11:15   Breakout Series 1
1.1 Relative TSR...The Next Generation
Design

Carly Campioni, Radford, an Aon Hewitt Company
Alexa Kierzkowski, Frederic W. Cook & Co.
David Reichel, QUALCOMM
Steven Spector, Arena Pharmaceuticals

Open/Close Session Description

1.2 Buttoning Up Better Financial Education
Communications

Jeremy Boraks, Fidelity Stock Plan Services
Michele Gest, Baker Hughes

Open/Close Session Description

1.3 Global Equity — What's the World Doing?
Tax

Mark Miller, Deloitte Tax
Rive Rutke, Deloitte Tax

Open/Close Session Description

       
11:15 - 12:15   Lunch
       
12:15 - 1:05   Keynote II - Listen to the Participant's Voice
Keynote

Claire Guido, UBS Equity Plan Advisory Services
Jeff Scott, UBS Wealth Management Americas

Open/Close Session Description

       
1:05 - 1:15   Room Transition
       
1:15 - 2:15   Breakout Series 2
2.1 Balancing Compensation Expense with Incentive Value and Shareholder Optics
Design

Eric Hosken, Compensation Advisory Partners
Nathan O'Connor, Equity Methods
Eric Turzak, Amgen
Brian Wydajewski, Baker & McKenzie

Open/Close Session Description

2.2 Evolving Grant Strategies
Administration

Gene Baker, Iron Mountain
Richard Lyman, Fidelity Stock Plan Services

Open/Close Session Description

2.3 Complex Corporate Actions
Legal

Jillian Forusz, Adobe
Jennifer George, PwC
Robert Purser, E*TRADE Financial
Barbara Wallace, Oracle

Open/Close Session Description

       
2:15 - 2:45   Networking Break
       
2:45 - 3:45   Breakout Series 3
3.1 Setting the Right Performance Goals: How to Avoid “Softball” and “Stretch” Goals
Design

Robert Head, Pearson
Charlie Signorino, McGraw Hill (Retired)
Jack Zwingli, Incentive Lab

Open/Close Session Description

3.2 ESPP in China: Should You Dare?
Legal

Nicole Bonsness, Broadcom
Denise Glagau, Baker & McKenzie
Stephanie Greenwald, QUALCOMM

Open/Close Session Description

3.3 Mobile Employees: Addressing the Challenges of Tax Compliance and Equity Plan Administration
Tax

Andrea Kagan, KPMG
Nancy Mesereau, Morgan Stanley

Open/Close Session Description

       
3:45 - 4:00   Room Transition
       
4:00 - 5:00   Breakout Series 4
4.1 Equity and the Total Rewards Statement
Administration

James Clark, Seagate Technology
Christine Maxwell, Electronic Arts
Raj Ramnarine, Illumina

Open/Close Session Description

4.2 End of Consensus — The Changing Landscape for Equity Authorization Requests
Legal

Greg Arnold, Semler Brossy
John Borneman, Semler Brossy

Open/Close Session Description

4.3 Is Your Plan Working? Approaches for Testing the Performance Impact of an Equity Plan
Design

Marshall Vance, USC Marshall School of Business

Open/Close Session Description

       
5:00 - 5:05   Room Transition
       
5:05 - 5:55   Keynote III – How DO They Do That? Secret Tech Weapons for Share Plan Professionals
Keynote

Beth Ziesenis, Author & Speaker

Open/Close Session Description

       
5:55 - 6:00   Closing Comments
       
6:00 - 7:00   Networking Cocktails

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