MenuBar PresentationsPhotos At a Glance Exhibit Hall Map Topic Detail Events General Information Speakers Sponsorships
Social Media and PDF
PDF Brochure LinkedIn FaceBook Twitter

Agenda Subject to change.

Monday, 16 April
11:00
  Issuer Luncheon  
Open/Close Session Description

GEO Chapter Coordinator Luncheon  
Open/Close Session Description
1:30
  EU Update  Tax, Legal, Accounting

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 

Open/Close Session Description
2:45
  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

Open/Close Session Description
4:00
  Speed Networking  
Open/Close Session Description
5:00
  VIP Reception
5:30
  Opening Reception
7:00
  Open
 
Tuesday, 17 April
7:30
  Breakfast
8:30
  Opening Remarks
9:00
  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

Open/Close Session Description
10:15
  Morning Networking Break & Book Signing  
Open/Close Session Description
10:45
  Breakout Series 1
WDC 1.1 - The Evolution of Executive Shareholding Requirements  Administration

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

Open/Close Session Description

WDC 1.2 - Leveraging Equity Schemes as Strategic HR Instruments in the Growth Regions (Brazil, Russia, India, China and the Middle East)  Case Study

Marc Muntermann, Head of Global Share Programs, Siemens AG, Germany
Bettina Gohm, Head of Executive Compensation and Benefits, Siemens AG, Germany

Open/Close Session Description

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

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

Open/Close Session Description

WDC 1.4 - Top of the World  Tax, Legal, Accounting

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

Open/Close Session Description

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

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

Open/Close Session Description

11:45
  Lunch
12:45
  Breakout Series 2
WDC 2.1 - International Employees Having That Domestic Feeling  Case Study

Gordon Klepper, VP & Assistant General Counsel, Marriott International Inc., United States
Leann Balbona, Managing Director, KPMG, United States
Martin Hirsch, Product Manager, Bank of America Merrill Lynch, United States

Open/Close Session Description

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

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

Open/Close Session Description

WDC 2.3 - Unique and Sometimes Forgotten Challenges of Global Equity   Administration

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

Open/Close Session Description

WDC 2.4 - Internal and External Aspects of Stock Plan Governance  Tax, Legal, Accounting

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 

Open/Close Session Description

WDC 2.5 - After the Grant – Staying Compliant  Tax, Legal, Accounting

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

Open/Close Session Description

2:00
  Breakout Series 3
WDC 3.1 - Portals with a Purpose - Effective for Communicating with Participants?  Administration

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

Open/Close Session Description

WDC 3.2 - Globetrotting with ESPP  Case Study

Emily Cervino, Executive Director, Certified Equity Professional Institute, SCU, United States
Michael Albert, VP Equity Compensation, Managing Director, Equity Compensation, Fidelity, United States
Stephan Gerdes, Executive Compensation, Citrix Systems, United States
Barbara Klementz, Partner, Baker & McKenzie, United States

Open/Close Session Description

WDC 3.3 - Emerging Equity Trends - Fact or Fiction  Design

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

Open/Close Session Description

WDC 3.4 - Trust Matters  Tax, Legal, Accounting

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 

Open/Close Session Description

WDC 3.5 - Core Elements for a Successful International ESPP  Design

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

Open/Close Session Description

3:00
  Break
3:30
  Breakout Series 4
WDC 4.1 - Private Company Share Plans - Innovative Solutions and Key Tax and Legal Issues from the Other Side of the Pond  Tax, Legal, Accounting

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

Open/Close Session Description

WDC 4.2 - What Language Are They Speaking? The Integration of HR, Finance and Corporate Tax for Deferred Cash and Equity Compensation  Case Study

Adie Leung, Director - Deferred Compensation & Int'l Taxation Citigroup, Hong Kong
David Wilson, SVP - Equity Compensation, Citi, United States
Laine Joelson Cohen, Director - Equity Compensation, Citi, United States
Mike Bussa, Partner, E&Y NY, United States 

Open/Close Session Description

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

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

Open/Close Session Description

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

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

Open/Close Session Description

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

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 

Open/Close Session Description

4:45
  Breakout Series 5
WDC 5.1 - Stock Plan Myths Versus Facts  Administration

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

Open/Close Session Description

WDC 5.2 - Obtaining Favorable Tax Treatment for Equity Awards – Does It Add Up?  Country Specific

Nancy Kennedy, Compensation Manager, Boston Scientific, United States
Judith Pilbat, Executive Compensation Marsh & McLennan Companies, United States
June Anne Burke, Partner, Baker & McKenzie LLP, United States
Matthew Connor, Vice President, Morgan Stanley Smith Barney, United States 

Open/Close Session Description

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

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

Open/Close Session Description

WDC 5.4 - Goldilocks and The Three International Stock Plans  Country Specific

Jennifer George, Partner, Orrick, Herrington & Sutcliffe, LLP, United States
Suzie Bentley, Manager of Stock Administration and 401(k), nVidia, United States
Takis Makridis, Head of Equity Methods, Consulting Group Equity Methods, United States 

Open/Close Session Description

WDC 5.5 - Running the Gauntlet of Corporate Reorganizations  Tax, Legal, Accounting

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

Open/Close Session Description

5:45
  Open
7:00
  GEO Awards Reception
7:30
  GEO Awards Dinner & Gala at the Cherry Blossom Ballroom  
Open/Close Session Description
10:30 GEO Awards After Party at Pose Ultra Lounge
Wednesday, 18 April
7:30
  Breakfast
8:30
  Plenary II - A View from the Hill with J.J. Johnson  Plenary and General Sessions

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

Open/Close Session Description
9:45
  Breakout Series 6
WDC 6.1 - Whew, Your Filings in China Are Done...Now What?  Tax, Legal, Accounting

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

Open/Close Session Description

WDC 6.2 - Smart and Efficient Compliance Administration for a Global Long Term Incentive Plan - The Roche Case  Case Study

David Peterson, Partner, KPMG AG, Switzerland
Dennis Weinhold, Stock Program Manager, F. Hoffmann-La Roche Ltd., Switzerland
Michael Sterchi, Tax Partner Equity Compensation, KPMG , Switzerland
Oliver Freigang, Managing Director Head CEFS International, UBS AG, Switzerland

Open/Close Session Description

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

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

Open/Close Session Description

WDC 6.4 - Two Sides of a Coin - A View of Equity Compensation in Asia Pacific from a Developing Economy (India) and a Developed One (Australia)   Country Specific

Harshu Ghate, Managing Director, ESOP Direct, India
Hamish Wallace, Senior Associate, Minter Ellison, Australia  

Open/Close Session Description

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

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

Open/Close Session Description

10:45
  Break
11:15
  Global Perspective from the Financial Press  Plenary and General Sessions

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

Open/Close Session Description
12:15
  Lunch
1:15
  Breakout Series 7
WDC 7.1 - Steering Away from Speed Traps When Considering or Expanding a Global ESPP Offering  Administration

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 

Open/Close Session Description

WDC 7.2 - Managing the Challenges of a Mobile Workforce from Start to Finish: Who Are They, Why Do I Care, and How Do I Get it Done Right?!?  Case Study

Elizabeth Karcher, Manager Global Mobility, Discovery Communications, United States
Kelly Yoakum Wilson, Director Global Rewards, Discovery Communications, United States
Maureen Flood, Senior Manager, Deloitte & Touche, United States
Robert Purser, Finance Segment Leader, E*TRADE, United States 

Open/Close Session Description

WDC 7.3 - The New French Requirements That Shook the World  Tax, Legal, Accounting

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

Open/Close Session Description

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

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

Open/Close Session Description

WDC 7.5 - A Global Obstacle Course: The Current World of Deferred Compensation Restrictions  Tax, Legal, Accounting

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

Open/Close Session Description

2:15
  Break
2:45
  Breakout Series 8
WDC 8.1 - Performance Awards: Here, There and Everywhere - Managing a Global Performance Plan  Tax, Legal, Accounting

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

Open/Close Session Description

WDC 8.2 - Thinking Outside the Box: Global Employee Ownership Program at Boston Scientific Corporation  Case Study

Jewon Wee, Managing Director, Independent Stock Plan Advisors LLC, United States
Nancy Kennedy, Compensation Manager, Boston Scientific, United States
Melissa Callender, Senior Client Service Manager, E*TRADE Financial Corporate Services, Inc. United States
 

Open/Close Session Description

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?  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

Open/Close Session Description

WDC 8.4 - The How, Why and So What of Equity Compensation - A Case Study of Two European Issuers from the UK and France  Case Study

Jean Monroy, Vice President Compensation & Benefits, EADS Group, France
John Daughtrey, Head of Employee Share Plan Business Development, Equiniti, United Kingdom
John Leighton Jones, Group HR Director, TT Electronics, United Kingdom

Open/Close Session Description

3:45
Attendee Giveaways and Closing Remarks

Privacy | Contact GEO | ©2020 Global Equity Organization | Website Feedback | Site Map