CHAPTER LEADER:
Christina Purvis, Shareworks by Morgan Stanley

GEO BOARD CHAPTER LIAISON:
Danyle Anderson, Global Equity Organization

Southern California
UNITED STATES CHAPTER
globalequity.org/socal

United States
E-mail: GEOsocal@globalequity.org     



 

SAVE THE DATE

Mark Your Calendar for GEO's Next California Community Coffee Klatch

AGENDA
Friday, 07 May 2021
9:00am – 9:30am Presentation

LOCATION
Online
Login details will be provided via your registration confirmation.

COST
There is no cost to attend this event.

REGISTRATION
GEO members and non-members are welcome to attend this event. Registration is required and will open soon.

 


 

Register for GEO's California Forum 2021

We are pleased to announce that this year's Forum will be held from 21 - 24 June 2021. For further information, please visit the Forum webpage.

 

PAST CHAPTER EVENTS


Highlights from 02 April 2021

First Fridays - GEO California Community Coffee Klatch

TOPIC
Open Forum
This was an open forum for our community to get together and discuss:

  • Equity jobs this year and life and work challenges
  • Opportunity to develop future topics

 


Highlights from 19 July 2016 in Los Angeles and 20 July 2016 in Orange County

Southern California Chapter Meetings

TOPICS
ASC 718 – What’s New?
Background, issues to consider for equity and how mobility plays into this new pronouncement.
Presented by:
Michael A. Gaiso, Senior Manager, Department of Professional Practice, KPMG LLP
Andrew Gewirtz, Tax Managing Director, KPMG LLP

CPE: Field of Study: Personnel/HR; Level: Intermediate to Advanced

Hold. Flip. Split: Acrobatics of Employee Ownership
What employees do with vested RSUs has long been a mystery to most companies. When shares hit the employee account, plan sponsor visibility is often lost. This session uncovers a host of new views into this previously unknown areas, including how the value of the payout impacts behavior, what impact age has, if tenure and location make a difference, and how Section 16 behavior varies. And, mixing and matching of all data areas creates a virtual menu of choices on how to assess employee selling behavior. Join this panel for a fascinating new view, and learn how plan sponsors can put this information to work.
Presented by:
Emily Cervino, Vice President, Fidelity Stock Plan Services

CPE: Field of Study: Personnel/HR; Level: Intermediate to Advanced

Preparing For Your Yearly Audit
Presented by:
Jessica Laddon, Senior Relationship Manager, Computershare

CPE: Field of Study: Administration; Level: Intermediate

 


Highlights from 23 July 2015

Southern California Chapter Meeting

TOPIC
Bringing ESPP Data to Life
ESPPs are hot… and in California, they are hotter than anywhere else! Recently ESPP have enjoyed a dramatic resurgence of interest – from newly public companies to mature multinationals, everyone is talking about ESPP . To really understand what makes an ESPP hot (or not!), Fidelity and Radford have completed the most extensive ESPP data analysis available. This “hot off the press” research identifies the latest trends in ESPP design and how various plan design features impact US and non-US participation rates. The granularity of this ESPP research makes it the new key resource for designing or modifying ESPPs. Whether your company has an ESPP already or is thinking of implementing one, you will learn how new designs or changes can help you get the most out of your ESPP.
Presented by:
Carly Campioni, Associate Director, Valuation Services, Aon Hewitt
Emily Cervino, Vice President, Marketing, Fidelity

 


Highlights from 10 March 2015

Southern California Chapter Meeting

TOPIC
What Shareholders Want to Approve, When You Want Shareholders to Approve Your Equity Plan
The requirements for receiving shareholder approval of equity plans in the United States is pretty straight-forward. Obtain more than 50% of shareholders voting in favor of your plan or share request. But, no two shareholders are alike, and proxy advisor powerhouses ISS and Glass Lewis each have their own criteria of Dos and Don'ts. Nearly every country has a different set of requirements or guidelines. Keeping track of these differences, let alone conforming to them can be a dizzying exercise. However, in reviewing this myriad of preferences and requirements, a common set of themes emerge about dilution, overhang and a range of best (and worst) practices. Our panelists will focus on the Best Practice themes of Program Design, Grant Practices, Managing Burn Rate (dilution) and Communicating with Shareholders in order to maximize your ability to get over the majority shareholder hump, if not far exceed it.
Presented by:
Jon Burg, Partner, Radford, an Aon Hewitt Company
Laura Wanlass, Associate Partner, Aon Hewitt

 


Highlights from 11 December 2014

Southern California Chapter Meeting

TOPIC
Does Compliance Stop at the U.S. Border? Why Your Compensation Plans May Need to be Amended for Non-U.S. Laws
At this Southern California GEO chapter meeting we discussed practical methods for ensuring that your compensation plans comply with applicable non-US requirements, such as EU bonus caps, Canadian data privacy rules, and Chinese foreign exchange registration. Our panel weighed alternative methods for determining what non-US requirements apply to your plans and what steps to take to bring them into compliance. With a focus on concrete examples, we enjoyed a lively discussion.
Presented by:
Lynne Akasaka-Riek, Bank of the West
Josephine Gartrell, Hay Group
Mark C. Jones, Pillsbury Winthrop Shaw Pittman LLP

Lunch and parking were sponsored by Pillsbury Winthrop Shaw Pittman LLP

 


Highlights from 15 October 2014

Southern California Chapter Meeting

TOPIC
Mobility Tracking and Taxation – Trends and Best Practices
Please join us for our next Southern California GEO chapter meeting to learn the latest trends and best practices in Mobility Tracking and Taxation. Mark Miller of Deloitte Tax will lead our panel through a discussion that will share best practices and on the job experiences from our issuers. We look forward to a lively and interactive discussion that is sure to be a valuable networking event.
Presented by:
Mark Miller, Deloitte Tax
Stephanie Greenwald, QUALCOMM
Christina Howell, Pacific Sunwear

 


Highlights from 2 April 2014

Southern California Chapter Meeting

TOPIC
Are You Willing to Roll the Dice on International Compliance?
Managing Risk with Offering Employee Equity Plans Globally - Most U.S. multinational companies struggle with how to comply with all the rules and regulations that impact offering employee equity plans globally. It is difficult enough to keep up with the ever-changing tax and regulatory environment, let alone comply with all these rules! Where should you be spending your compliance budget? Jennifer will offer practical advice to companies on how to identify risk and make smart choices on managing the risk with offering these types of plans globally.

 


Highlights from 27 February 2014

Southern California Chapter Meeting

TOPIC
A Look at Trends in Executive Compensation
Getting the right compensation program in place can be crucial for companies to motivate, retain and attract employees. This discussion helped the audience understand the trends behind fiscal year 2014 merit increases, annual incentive plan designs and long-term incentive grant practices for all levels of employees. Additionally, companies gainws insight to proxy advisory firms and shareholders’ criticism on incentive plan designs, as well as a recap of the 2013 Say on Pay vote results.
Presented by:
Tara Tays, Senior Manager in Deloitte Consulting LLP’s Talent, Performance & Rewards Practice

 

DATE/TIME
07 May 2021
Coffee Klatch
9:00am - 9:30am


LOCATION
Online


 


DATE/TIME
21 - 24 June 2021
California Forum


LOCATION
Online
 

Privacy | Contact GEO | ©2021 Global Equity Organization | Website Feedback | Site Map