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Plenary & General Sessions

Plenary I - Making Sense of the New Cogenerational Workplace™:  Reward and Motivation in the 21st Century  Plenary and General Sessions

Jim Finkelstein, President and CEO, FutureSense, Inc., United States

Jim finelstein

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Plenary II - A View from the Hill with J.J. Johnson

JJ Johnson, Executive Vice President, Public Affairs and Policy, Fidelity Investments, United States

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Global Perspective from the Financial Press

Edward Luce, Chief US Commentator, Financial Times, United States

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Mobility Forum  Plenary and General Sessions

Peter Vassallo, Reward Director, Equity Plans, BP, United Kingdom
Sean Trotman, Partner, Deloitte, United States
AmyLynn Flood, Partner, PwC, United States
Michael Bussa, Partner, Ernst & Young, United States
Narendra Acharya, Partner, Baker & McKenzie, United States
David Peterson, Partner, KPMG, Switzerland

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Case Studies

 



Communications

Plenary I - Making Sense of the New Cogenerational Workplace™:  Reward and Motivation in the 21st Century

Jim Finkelstein, President and CEO, FutureSense, Inc., United States

Jim finelstein

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WDC 2.2 - Lost in Translation: A Horse of a Different Color

Jean Wong, Director, Stock Plan Services, Gilead, United States
Josh Hemmati, Manager, Equity Compensation, ON Semiconductor, United States
Stephen Buckhout, Senior Manager, Shareholder Services, Synopsys, United States
Ingrid Freire, Associate Director, Equity Compensation, Genetech, United States

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WDC 6.3 - Utilizing Psychological and Biological Principles When Designing and Communicating Your Stock Plans

Carine Schneider, CEO, Equity Administration Solutions, Inc. United States
Jessica Vinsand, Consultant, Germany
Fred Whittlesey, Principal Consultant, Compensation Venture Group, United States

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WDC 7.4 - Designing and Communicating Your Stock Plans to Generation Y

Arne Peder Blix, President and CEO, Norse Solutions, Norway
Billy Vitense, Director of Stock, Starbucks Coffee Company, United States
Ruth Tyroler McAllister, Business Systems Consultant, Computershare, United States
John Dobbs, Compensation Programs Manager, Thomson Reuters, United States

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Design

WDC 3.3 - Emerging Equity Trends - Fact or Fiction

Aaron Boyd, Director of Research, Equilar, United States
Pablo Calvet, AVP Client Solutions, Morgan Stanley Smith Barney, United States
John Bagdonas, VP Business Development, Global Shares, United States

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WDC 3.5 - Core Elements for a Successful International ESPP

Marcus McEvoy, Relationship Manager, Vice President, Morgan Stanley Smith Barney, Spain
Krista Pudas, Director, Nokia, United Kingdom
Jaime Sol, Partner, Garrigues, Spain
Marc Muntermann, Head of Global Share Programs, Siemens A.G., Germany
Kurt Geiger, VP Human Capital Management, Gamesa, United States

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WDC 4.4 - Equity for Executives: The Problem or The Solution?

Damian Carnell, Director, Towers Watson, United Kingdom
James Matthews, Director, Towers Watson, United States  

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WDC 5.3 - The Ernst & Young Global Share Plan Survey 2011/2012

Britta Schmitt, Director, Ernst & Young, Switzerland
Ceri Ross, Senior Manager, Ernst & Young, United Kingdom
Michael Bussa, Partner, Ernst & Young, United States

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WDC 8.3 - Equity Plan Design in the U.S.: How Does Your Global Plan Compare to "Market" in the U.S.? What Effect Do U.S. Practices Have on Global Plan Design?

Irv Becker, National Practice Leader - Executive Compensation, Hay Group, United States
Mims Zabriskie, Partner, Morgan Lewis & Bockius LLP, United States
Zaitun Poonja, Partner, Morgan Lewis & Bockius LLP, United States

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Administration

WDC 1.1 - The Evolution of Executive Shareholding Requirements

Damian Carnell, Director, Towers Watson, United Kingdom
Michael Albert, VP,  Equity Compensation Managing Director, Fidelity Investments, United States
Stacey Lombardi, Manager, Global Stock Plan Administration, Allergan, United States
Stephen Dudak, Group Leader Executive Compensation, H.J. Heinz Company, United States

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WDC 2.3 - Unique and Sometimes Forgotten Challenges of Global Equity

Amy Reina, Tax Senior Manager, Deloitte Tax LLP, United States
Christine Crawford, Business Leader, Executive Compensation MasterCard Worldwide, United States
Clare Dever, Senior Manager, International Equity, EMC, United States
Peter Vassallo, Reward Director, Equity Plans, BP, United States

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WDC 3.1 - Portals with a Purpose - Effective for Communicating with Participants?

Claudia Yañez, Global and Executive Compensation, Freescale Semiconductor  Inc., United States 
Katiuska Carlo, Director, Global Compensation, Coty Inc., United States
Stacy Fox, Sr. Manager, Stock Plan Services, Yahoo!, United States

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WDC 5.1 - Stock Plan Myths Versus Facts

Don Gillotti, Senior Vice President, Sales, EASi, United States
William Dunn, Partner, PwC, United States
Marsha Tepper, Senior Consultant, CompIntelligence Inc., United States 

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WDC 6.5 - Sorry, We Don't Take Estonian Kroons: Challenges in Foreign Currency Conversions

Andrew Schwartz, Vice President, Computershare, United States
Therese Williams, Corporate Counsel, Hewlett-Packard Company, United States
Joseph Thatcher
, Vice President and Senior Relationship Manager, Computershare, United States

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WDC 7.1 - Steering Away from Speed Traps When Considering or Expanding a Global ESPP Offering

Inta Abele, Relationship Manager, Charles Schwab & Co Inc. United States
Brian Wydajewski, Partner, Baker & McKenzie LLP, United States
Bernice Toy, Consultant Global Stock Administration & Compliance, United States 

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Tax/Legal/Accounting

EU Update

Janet Cooper, Partner, Tapestry, United Kingdom
Jay Foley, Managing Director, Morgan Stanley Smith Barney, United Kingdom
Robert Head, Compensation & Benefits Director, Pearson plc, United Kingdom 
Bettina Gohm, Head of Executive Compensation and Benefits, Siemens AG, Germany 

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WDC 1.3 - Key International Updates – What in the World Happened to Equity Awards?

Barbara Klementz, Partner, Baker & McKenzie, United States
Edward Burmeister, Partner, Baker & McKenzie, United States
June Anne Burke, Partner, Baker & McKenzie, United States

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WDC 1.4 - Top of the World

Janet Cooper, Partner, Tapestry, United Kingdom
AmyLynn Flood, Partner, PwC, United States

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WDC 1.5 - Disguised Remuneration One Year On – How to Steer Safely Around the Pitfalls

Judith Greaves, Partner, Pinsent Masons LLP, United Kingdom
Suzannah Crookes, Associate, Pinsent Masons LLP, United Kingdom

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WDC 2.4 - Internal and External Aspects of Stock Plan Governance

David Thomas, Partner, Wilson Sonsini Goodrich & Rosati, United States
Jennifer Kirk, Director, Stock, Google, Inc., United States
Reid Pearson, Executive Vice President, Alliance Advisors LLC, United States
Scott McCall, Partner, Wilson Sonsini Goodrich & Rosati, United States 

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WDC 2.5 - After the Grant – Staying Compliant

Jon Doyle, Partner, International Law Solutions, United States
Kate Lloyd, Corporate Counsel, Accenture, United States
Robert Hartley, Vice President, Global Compensation, BMC Software, Inc., United States
Jewon Wee, Managing Director, Independent Stock Plan Advisors LLC, United States

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WDC 3.4 - Trust Matters

Nicholas Greenacre, Partner, White & Case LLP, United Kingdom
Lindsey Doud, Head of Development & Strategy, RBC cees International Limited, United Kingdom 
Caroline McCann, Director, RBC cees Limited, United Kingdom 

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WDC 4.1 - Private Company Share Plans - Innovative Solutions and Key Tax and Legal Issues from the Other Side of the Pond

Gareth Amdor, Partner, SJ Berwin LLP, United Kingdom
Laura Gould, Associate, SJ Berwin LLP, United Kingdom  

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WDC 4.3 - Equity Compensation in Latin America: From A (Argentina) to V (Venezuela)

Miles Tyrrell, Tax Senior Manager, Deloitte, United States
Sandra Buth, Tax Senior Manager, Deloitte Tax LLP, United States

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WDC 4.5 - FATCA: The Ins and Outs of the Regulation and How It Affects Global Financial Institutions

June Davenport, Executive Director, Corporate Services Solium Capital, United Kingdom
Marc Younes, Head of Product Development, BNP PARIBAS Securities Services, France
Yang Ye, International Manager, KPMG, United States
Richard Reilly, Partner Baker & McKenzie LLP, United States 

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WDC 5.5 - Running the Gauntlet of Corporate Reorganizations

Elizabeth Drigotas, Tax Principal, Deloitte, United States
Sean Trotman, Partner, Deloitte, United States
David Della Rocca, Partner, Latham & Watkins LLP, United States 

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WDC 6.1 - Whew, Your Filings in China Are Done...Now What?

AmyLynn Flood, Partner, PwC, United States
Adie Leung, Director - Deferred Compensation & Int'l Taxation, Citigroup, Hong Kong
Nick Kavallieratos, CCG Director, Morgan Stanley Smith Barney, United States

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WDC 7.3 - The New French Requirements That Shook the World

Colin Bernier, Partner, Ernst & Young, France
Franck Duez, Directeur de l'International et du Développement, CIC Banque Transatlantique, France

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WDC 7.5 - A Global Obstacle Course: The Current World of Deferred Compensation Restrictions

Christine Furie, Senior Manager, Deloitte Tax LLP, United States
Elizabeth Drigotas, Principal, Deloitte Tax LLP, United States

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WDC 8.1 - Performance Awards: Here, There and Everywhere - Managing a Global Performance Plan

Emily Cervino, Executive Director, Certified Equity Professional Institute, SCU, United States
Jennifer George, Partner, Orrick, Herrington & Sutcliffe LLP, United States
Robert Purser, Finance Segment Leader, E*TRADE, United States
Terry Adamson, Vice President, Radford, an Aon Hewitt Company, United States

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