REGIONAL COORDINATORS, NORTHERN CALIFORNIA:
Jennifer B. George, PwC
Richard Morales, Hortonworks, Inc.

GEO BOARD REGIONAL LIAISONS:
Debbie Tsoi-A-Sue

Northern California Region
UNITED STATES CHAPTERS

United State
    



Listed below are past GEO Chapter meetings for the Northern California region. Please visit these Chapter pages for more information on upcoming activities in the Northern California region:

- GEO's N. California East Bay Chapter

- GEO's San Francisco Chapter

- GEO's Silicon Valley Chapter

 

PAST CHAPTER EVENTS

- 06 December 2018 GEO's Silicon Valley Chapter Winter Social

- 15 November 2018 GEO's Silicon Valley Chapter Meeting

- 13 November 2018 GEO's San Francisco Chapter Meeting

- 24 October 2018 GEO's East Bay Chapter Meeting

- 14 June 2018 GEO’s Northern California Forum

- 08 February 2018 GEO's San Francisco Chapter Winter Social

 

- 05 December 2017 GEO's Northern California Holiday Celebration

- 16 November 2017 Silicon Valley Chapter Breakfast Briefing

- 12 October 2017 San Francisco Chapter Meeting

- 15 June 2017 GEO’s Northern California Forum

- 13 April 2017 Silicon Valley Chapter Breakfast Briefing

- 01 March 2017 San Francisco Chapter Meeting

 

- 08 December 2016 Silicon Valley Chapter Year-End Social

- 3 November 2016 San Francisco Chapter Meeting

- 21 September 2016 Silicon Valley Chapter Meeting

- 9 June 2016 GEO’s Northern California Forum

- 10 March 2016 Silicon Valley Chapter Meeting

- 22 February 2016 Sacramento Chapter Meeting

- 11 February 2016 San Francisco Chapter Meeting

 

- 10 December 2015 GEO’s Northern California Annual Holiday Celebration

- 5 August 2015 San Francisco Chapter Meeting

- 8 July 2015 Silicon Valley Chapter Meeting

- 26 May 2015 Sacramento Area Chapter Meeting

- 5 March 2015 GEO’s Northern California Forum

- 14 January 2015 San Francisco Chapter Meeting

 

- 19 December 2014 Silicon Valley Annual Holiday Celebration

- 16 October 2014 San Francisco Chapter Meeting

- 26 September 2014 Silicon Valley Chapter Meeting

- 18 September 2014 East Bay Chapter Meeting

- 6 March 2014 GEO’s Northern California Forum

- 5 February 2014 San Francisco Chapter Meeting

 

- 12 December 2013 Silicon Valley Annual Holiday Celebration

- 20 November 2013 East Bay Chapter Meeting

- 9 October 2013 San Francisco Chapter Meeting

- 18 April 2013 GEO’s Northern California Forum

- 28 February 2013 Silicon Valley Breakfast Briefing

 


Highlights from 06 December 2018

GEO's Silicon Valley Chapter Winter Social

This year's event featured raffle prizes, including one Issuer Pass to GEO's 20th Annual Conference in Amsterdam, NL for April 10-12, 2019! Also hosted was delectable catered food/wine/beer/beverages.

TOP


Highlights from 15 November 2018

GEO's Silicon Valley Chapter Meeting

TOPIC
Global Hotspot Jeopardy
Before 2018 draws to a close and you prepare to update for 2019 compliance changes, we invite you to join our expert equity panelists for a game of Jeopardy where you can test your knowledge of recent global equity updates, evaluate your readiness for upcoming 2019 changes and win prizes!
Presented by:
Cathy N. Goonetilleke, EY
Marlene Zobayan, Rutlen Associates

TOP


Highlights from 13 November 2018

GEO's San Francisco Chapter Meeting

TOPIC
Tricks and Traps Building a Private Company Equity Program
When your program is smaller, the administration is manageable, but how do you make sure your program is scalable? We will discuss building smart so your program grows with your company.
Presented by:
Nina Chellew, 23andMe
Amanda Parsons, Carta, CEP, GMS
 
CPE:
Field of Study: Personnel/HR
Level: I, II

TOP


Highlights from 24 October 2018

GEO's East Bay Chapter Meeting

TOPIC
How to Develop Effective Granting Guidelines - Who, What, Where and When
Developing and managing an effective grant guideline program is an art and a science. Learn from seasoned professionals about how to design an effective program that can grow with your company, when to make adjustments and leave with the Top Five concerns companies face and how to manage them.
Presented by:
Georgina Lai, Senior Principal, Equity at Pivotal
Carine Schneider, Partner at Nua Group LLC
Tabya Sultan, Consultant, Nua Group LLC

 

TOP


Highlights from 14 June 2018

GEO’s Northern California Forum

On 14 June 2018, GEO was pleased to host attendees at our 2018 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 08 February 2018

GEO's San Francisco Chapter Winter Social

To start off 2018 in the spirit of togetherness, we organized our annual winter social on Thursday, February 8, 2018. The hors d’oeuvres and drinks took place in the lively alcove at Perry’s Embarcadero (155 Steuart St, San Francisco) on the waterfront. We had some fun activities planned to kick off the year with a bang.

TOP


Highlights from 05 December 2017

GEO's Northern California Annual Holiday Celebration

On 05 December 2017, the Northern California GEO Committee was pleased to host our annual holiday party at Xanh Restaurant in Mountain View. Visit the Forum page for more information.

TOP


Highlights from 16 November 2017

GEO's Silicon Valley Chapter Breakfast Briefing

TOPIC
Tax Reform, Budget, and Stock Comp Disclosures
The proposed tax reform has the potential to make major changes to the way companies and individuals are taxed. Bill will walk us through the proposed tax reform landscape and the potential impact to executive compensation. We will also review PWC’s recent publication on Stock Compensation 2017 Assumption and Disclosure study providing and analysis of the stock compensation disclosures made through annual reports and other public filings.
Presented by:
Bill Dunn, Partner, PwC

TOP


Highlights from 12 October 2017

GEO's San Francisco Chapter Meeting

TOPIC
Is It Working? Methods for evaluating the effectiveness of your equity now and into the future
Beyond accounting, taxes, compliance, and administration are the shadowy worlds of "WIIFM" (What's In It For Me). These worlds include expected value, realizable value, payout versus cost, projected versus real dilution, and much more. This is where the equity compensation professionals of tomorrow will find new challenges, opportunities, and paths for advancement.
Presented by:
Dan Walter, CECP, CEP, President and CEO, Performensation

TOP


Highlights from 15 June 2017

GEO’s Northern California Forum

On 15 June 2017, GEO was pleased to host attendees at our 2017 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 13 April 2017

GEO's Silicon Valley Chapter Breakfast Briefing

TOPIC
The 2016 Group 5 Stock Plan Administration Benchmarking Study
Over 1,336 individuals from 1,142 US public companies participated in to the 2016 Group Five benchmark study on corporate satisfaction with stock plan administrations services and financial reporting. The study measures plan sponsors’ satisfaction with plan administration services, brokerage services, plan administration software, and financial reporting services.

In this session Jack Sunday of Group Five shared the findings from the 2016 study. Service providers use the results of this study to validate their own research and incorporate the findings into their planning process. As a result of this session, attendees know what their colleagues are saying about the service they receive from their service provider, what issues are important to them, and how they are influencing their service provider’s strategic plans.
Presented by:
Jack Sunday, Group Five
 
CPE:
Field of Study: Administrative Practice
Level: I, II, III

TOP


Highlights from 01 March 2017

GEO's San Francisco Chapter Meeting

TOPIC
Practical Tips from Issuers for Implementing the New Stock Based Comp Accounting Rules
By now you have undoubtedly heard or read about the FASB Accounting Standards Update ('ASU') 2016-09, Improvements to Employee Share-Based Payment Accounting, numerous times over the past year. But, now that the rubber meets the road for the vast majority of companies, would you like to hear from your fellow counterparts about their decisions and experience with adopting the new rules? Our three panelists will share first hand which choices their companies made, any consideration of system capabilities, and any post-implementation recommendations for the audience.
Presented by:
Nadine Franczyk, ServiceSource
Ingrid Freire, HP Inc.
Stacy Fox, Salesforce

CPE:
Field of Study: Accounting
Level: I, II, III

TOP


Highlights from 08 December 2016

GEO's Silicon Valley Chapter Year-End Social

TOPIC
The 2016 year-end social event was hosted by Hortonworks. Events started at 4:30pm with raffle prizes and catered food/wine/beer/beverages.

TOP


Highlights from 3 November 2016

GEO's San Francisco Chapter Meeting

TOPIC
Looking Deeper into the Minds of Participants
To better understand participants’ attitudes and perceptions about their company stock plan, Fidelity Stock Plan Services conducted a survey in March and April of 2016. Over 2,100 participants from 140 companies — from both the U.S and outside the U.S. — responded to the survey that focused on loyalty, motivation, comprehension and other perceptions around their equity programs. Join Emily Cervino, CEP, as she plunges in to the inner psyche of participants to share how equity compensation impacts them. You will learn about participant satisfaction and the drivers than can impact it and dive into participant knowledge and top priorities. And, the session will address how the growing Millennial population differs from other generations in the workforce. Together, these findings can help you make your equity programs more effective.
Presented by:
Emily Cervino, Vice President, Fidelity Investments

TOP


Highlights from 21 September 2016

GEO's Silicon Valley Chapter Meeting

TOPIC
Mobility Success: Advanced Strategies and Payroll Execution
The complexity related to mobile employee equity has been well chronicled and the subject of dozens of presentations over the years. Rather than going over old ground, in this presentation our speakers will focus on some of the more advanced but equally important aspects of mobile employee equity compliance, specifically: - tax strategies: balancing compliance and employee experience - payroll execution and common challenges: both US (multi-state income reporting) and international - data collection and tracking - change management - technology implementation challenges and tips The discussion will assumes a basic understanding of the issue and focus on the practical execution. This discussion will be equally relevant to multi-national mobile employee populations and US domestic companies with state mobility.
Presented by:
Mark Miller, Principal, Deloitte Tax LLP
Mandy Wu, Employment Tax Manager, LinkedIn

CPE:
Field of Study: Administrative Practice
Level: I, II, III

TOP


Highlights from 9 June 2016

GEO’s Northern California Forum

On 9 June 2016, GEO was pleased to host attendees at our 2016 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 10 March 2016

GEO's Silicon Valley Chapter Meeting

TOPIC
Virtual Annual Meetings: URL Address vs. the Physical Address
One year ago, HP became the largest company to hold a virtual-only annual meeting. Did the technology help transparency, or hinder it? Was HP able to increase engagement while saving money? Above all, was it good corporate governance? We’ll take a quick look at HP’s meeting and investigate other good uses of video annual meetings and quarterly earnings calls.
Presented by:
Katie Colendich, Vice President, HP Inc.
Chris Hummel, Vice President, Broadridge Financial Services

TOP


Highlights from 22 February 2016

GEO's Sacramento Area Chapter Meeting

TOPIC
Cost Basis, 1099-MISC and Tax filings!
Suchitra Patri shared insight and information on Cost Basis reporting, 1099-MISC, and Tax Filings. What better way to tackle this year’s Tax Season with good information, a great lunch, and advice from your fellow colleagues!
Presented by:
Andrew Gewirtz, KPMG LLP
Anders Larsson, KPMG LLP
Suchitra Patri, KPMG LLP- Global Mobility Services

TOP


Highlights from 11 February 2016

GEO's San Francisco Chapter Meeting

TOPIC
Trendy (Equity) New Year’s Resolutions
Jennifer George, Director at PwC, shared insight and information on recent trends she is seeing in the marketplace for employee equity plans and the tax and regulatory implications of these trends. She discussed private company trends such as consideration of extending post termination exercise periods, grants of restricted stock units, trends in frequency of 409A valuations and liquidity opportunities. For public companies, she discussed trends in equity award types including continuing trending of more ESPPs and also global expansion of equity awards into more countries. Finally, she commented on a few new developments in the global equity space that companies should be on the lookout for in 2016 including a new European Union Prospectus Directive and new share scheme reporting in Australia. Attendees kicked off the New Year prepared to tackle these changes and be ahead of the curve on recent trends!
Presented by:
Jennifer George, Director, PwC

TOP


Highlights from 10 December 2015

GEO’s Northern California Annual Holiday Celebration

On 10 December 2015, the Northern California GEO Committee was pleased to host our annual holiday party at HortonWorks in Santa Clara. Visit the Forum page for more information.

TOP


Highlights from 8 July 2015

GEO's Silicon Valley Chapter Meeting

TOPIC
FASB Proposed Changes on Equity Compensation (maximum tax withholding rates, estimated forfeiture rates and more): What they Mean to You!
Download the Presentation
Presented by:
Bill Dunn, Partner, PwC

TOP


Highlights from 5 August 2015

GEO's San Francisco Chapter Meeting

TOPIC
How Top Companies Drive Peak Performance
Brooke Green and Joe McNeal from Radford presented new research on how highly successful companies drive peak performance, including insights on creating a highly engaged workforce and building innovative performance-based equity plans. During the session, attendees learned what business leaders prioritize when they think about retaining key talent, plus what motivates top employees to stay put in today’s incredibly fierce talent market.
Presented by:
Brooke Green, Radford
Joe McNeal, Radford

TOP


Highlights from 26 May 2015

GEO's Sacramento Area Chapter Meeting

TOPIC
Global Stock Plans -Participant Communication
We were excited to kick off the Sacramento Chapter with a GEO sponsored breakfast and a casual round table discussion with Industry Veterans!
Presented by:
Denise Scoville-Glackin, Certent
Brian Kirkpatrick, Marvell Semiconductor Inc.

TOP


Highlights from 5 March 2015

GEO’s Northern California Forum

On 5 March 2015, GEO was pleased to host attendees at our 2015 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 14 January 2015

GEO's San Francisco Chapter Meeting

TOPIC
Global Stock Plans – Key International Updates
The laws impacting global stock plans change at the speed of light; have you kept up? This popular panel covered key tax and legal changes around the world—as well as enforcement activity that may warrant immediate response—and provided attendees with a clear action plan to address recent changes. This session was intended to get you back up to speed and ensure your global stock plans are still compliant with local country legislation.
Presented by:
Valerie Diamond, Partner, Baker & McKenzie LLP
Denise Glagau, Partner, Baker & McKenzie LLP

TOP


Highlights from 19 December 2014

GEO's Silicon Valley Annual Holiday Celebration

The 2014 annual holiday social event was hosted by Yahoo! Events started at 4:30pm with raffle prizes and catered food/wine/beer/beverages.

TOP


Highlights from 16 October 2014

GEO's San Francisco Chapter Meeting

TOPIC
My Year End Stock Administration Love Affair
Do you have a contentious relationship with year end? Does it make you slam doors, tear your hair out, and drive you to drink? We’ll teach you how to LOVE it because you’ll know how to prepare for it! Let’s find that spring in your step, get your heart fluttering, and put a smile on your face when it comes to planning year end activities for your global equity plans.
Presented by:
Diane Atteberry, Manager, Client Services, Solium
Stephen Buckhout, Equity Compensation Administration Project Consultant, SXB CEP Consulting

TOP


Highlights from 26 September 2014

GEO's Silicon Valley Chapter Meeting

TOPIC
Global ESPPs
Whether your company has offered its ESPP globally for years or is considering starting or re-starting an ESPP, in this session the panel took another (and closer) look at global ESPPs. Increasingly, with complex and expensive regulatory obstacles, as well as low participation, companies are more selective in offering their ESPPs around the world. In addition, companies that may have suspended their ESPPs internationally due to compliance, participation and budgetary concerns, are increasingly exploring offering their ESPPs in select countries. We will examine the regulatory challenges of a global ESPP, including the unique issues presented by Section 423 plans. The panelists will share their experiences and best practices for successfully offering ESPPs globally. Key Points: discuss the introduction or re-introduction of ESPPs internationally; examine the regulatory challenges, including the unique issues for Section 423 plans; and explore best practices for a successful global ESPP.

TOP


Highlights from 18 September 2014

GEO's East Bay Chapter Meeting

TOPIC
The Private Market...its impact on stock plans for both private AND public companies.
Presented by:
Carine Schneider, President, Equity Management Solutions, Exact Equity™, NASDAQ Private Market

TOP


Highlights from 6 March 2014

GEO’s Northern California Forum

On 6 March 2014, GEO was pleased to host attendees at our 2014 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 5 February 2014

GEO's San Francisco Chapter Meeting

TOPIC
Hot Topics in Equity Comp
What do you think are the hottest issues equity professionals are facing? Here is your chance to learn more about the topics you think are most interesting. This fun and interactive session is designed just for you… putting the audience in the driver’s seat as two tenured equity compensation professionals offer a rapid fire, audience driven session addressing new (and resurgent) equity compensation hot topics. Do you want to learn more about CEO Pay Ratios? Or, is the increased auditor interest in DTA balances calling to you? Do you wonder about performance awards’ ability to really pay for corporate performance? Does Cost Basis Legislation or DOMA keep you up at night? Are ownership guidelines or disposition surveys nagging at you? Join this session for an opportunity to dive into these topics and more. Emily Cervino, CEP, Fidelity Stock Plan Services, and Elizabeth Dodge, CEP, Stock & Option Solutions, will present a dashboard of choices, and the audience will drive from topic to topic, providing an insightful and educational session on topics that are important to you.
Presented by:
Emily Cervino, CEP, Fidelity Stock Plan Services
Elizabeth Dodge, CEP, Stock and Option Solutions

TOP


Highlights from 12 December 2013

GEO's Silicon Valley Annual Holiday Celebration

The 2013 annual holiday social event was hosted by Yahoo! Events started at 5:30pm with a Voluntary Gift Exchange at 6:30pm.

TOP


Highlights from 20 November 2013

GEO's East Bay Chapter Meeting

TOPIC
10 Best Practices for Granting Global Equity Awards
This session provided practical (and often inexpensive ways) of managing global equity grants. The presentation provided participants with "10 Best Practices for Granting Global Equity Awards" answering questions such as:
   - Why does a "global" award agreement makes sense?
   - Where should companies on a budget focus their compliance efforts?
   - How can I keep track of the tax withholding requirements for equity awards in 40 countries?
Presented by:
Barbara Klementz, Baker & McKenzie
Denise Glagau, Baker & McKenzie

TOP


Highlights from 9 October 2013

GEO's San Francisco Chapter Meeting

TOPIC
To mobility and beyond! Taking the mobile employee discussion a step further, for an educated audience
The complexity related to mobile employee equity has been well chronicled and the subject of dozens of presentations over the years. Rather than going over old ground, in this presentation our speakers focused on some of the more advanced but equally important aspects of mobile employee equity compliance, specifically:

  • tax strategies: balancing compliance and employee experience

  • payroll execution and common challenges: both US (multi-state income reporting) and international

  • data collection and tracking

  • change management

  • technology implementation challenges and tips

The discussion assumed a basic understanding of the issue and focus on the practical execution. This discussion was equally relevant to multi-national mobile employee populations and US domestic companies with state mobility.

Presented by:
Mark Miller, Global Rewards Practice Leader, Deloitte
Stacy Fox, CEP, Senior Manager, Global Equity Plans & 401k Administration, salesforce.com
Ingrid Freire, Associate Director, Compensation Programs & Equity, Genentech

TOP


Highlights from 18 April 2013

GEO’s Northern California Forum

On 18 April 2013, GEO was pleased to host attendees at our 2013 Northern California Forum. Visit the Forum page for more information.

TOP


Highlights from 28 February 2013

GEO's Silicon Valley Breakfast Briefing

TOPIC
What's Happening: New (and Resurgent) Equity Themes in 2013
With 2012 year-end in the rear view mirror, the rest of 2013 lays ahead and it is sure to be filled with new discussions on equity, as well as a return of dormant issues. Join this session for a rapid fire session of ten things to think about for the rest of 2013. From the impact of tax changes, to insights on participant thoughts on their equity plans, to some of the old favorites with retirement eligibility and 10b5-1, Emily Cervino, CEP, from Fidelity Investments, and Robyn Shutak from the Global Equity Organization, will lead an insightful and educational session on topics that are sure to cross your desk this year.
Presented by:
Emily Cervino, Fidelity Investments
Robyn Shutak, Global Equity Organization

TOP

 

Sponsors

 
DATE/TIME
 


LOCATION
 
 
SPONSORED BY

Privacy | Contact GEO | ©2018 Global Equity Organization | Website Feedback | Site Map