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Breakout Sessions

Thursday, 1 January 1970
12:00 AM - 12:00 AM

"Oops!...I Did It Again" - Discretions, Amendments and Mistakes

Compliance & Regulatory
Sally Blanchflower, Tapestry Compliance (UK); Hannah Needle, Tapestry Compliance (UK); Elena Petrou, Aviva plc (UK); Brian Purcell, Global Shares (UK); Ita Shaughnessy, GAM Holding AG (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

'Til Death Do Us Part: Marrying Equity and Mobility

Accounting, Finance & Tax
Mary Bittner, EY (US); Eveline Franceschi-Kuhn, Nestlé (CH); Tracy Robarge, EY (US); Nicole Sloane, Kimberly-Clark Corporation (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Are French-Qualified Plans "Plus Chics"?

Design, Strategy & Trends
Franck Duez, Banque Transatlantique (FR); Matthieu Gonbert, Banque Transatlantique (FR); Sandra Sussman, SAP (US); Elisabeth Theret, Bristol-Myers Squibb (FR)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Asia Awakening: Watch out for the Crouching Tigers and Furious Dragons!

Compliance & Regulatory
Sarah Clark, Solium (HK); Adie Leung, Citigroup, Inc. (HK); Joanna Mak, Brambles Limited (AU); Chi-Ling Wong, BNY Mellon (HK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Back-to-School: 2019 Share Plan Research

Design, Strategy & Trends
Bill Castellano, Rutgers Center for Employee Ownership (US); Don-Tobias Jol, Baker McKenzie (NL); Paige Ouimet, University of North Carolina, Kenan-Flegler Business School (US); Michael Wolff, University of Göttingen (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Best in Breed or Global Harmonization? Finding the Right Share Purchase Plan for Your Company

Program Management
Emily Cervino, Fidelity (US); Cherie Curry, Hilton Worldwide Holdings Inc. (US); Sinead Kelly, Baker McKenzie (US); Jennie Webb, Prudential (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Brave New World – Global Updates You Need to Know Now

Compliance & Regulatory
Matthew Hunter, Tapestry Compliance (UK); Meera Mistry, Ascential plc (UK); Hannah Needle, Tapestry Compliance (UK); Claire Sykes, Rolls-Royce (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Buckle Up – Navigating the Road to Implementing Your Global Tax Policy

Accounting, Finance & Tax
Ritu Aggarwal, Box (US); Nicole Calabro, Baker McKenzie (US); Greg Fox, Snap Inc. (US); Megan Hunt, Charles Schwab (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Diversity - Strategic Priority or Compliance?

Compliance & Regulatory
Janet Cooper OBE, Tapestry Compliance (UK); Elysia McCaffrey, Government Equality Office (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Equitable Equity - Does It Really Work?

Program Management
Anja Christl, Allianz SE (DE); Karoline Has, Equatex AG (ES); ; Katharina Mueller, Allianz SE (DE); Gordon Rösch, EY (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Exploring Differences between US and International Stock-Based Accounting Standards

Accounting, Finance & Tax
Garry Devine, Horizon Pharma plc (US); Desislava Rosebrock, Actelion Pharmaceuticals Ltd. (CH); Gregor Sapinsky, SAP; Ken Stoler, PwC (US) (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Extreme Makeover Live – Performance Award Communications Edition

Communications
Caitlin Conklin, Aon Equity Services (US); Roopali Hall, UGI Corporation (US); John Hammond, Aon Equity Services (US); Courtney Waite, Newmont Mining Corporation (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

GDPR (Almost) One Year Later – Lessons Learned and Strategies Scuttled

Compliance & Regulatory
Jeremy Edwards, Baker McKenzie (UK); Barbara Klementz, Baker McKenzie (US); Nicole Sloane, Kimberly-Clark Corporation (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Global Equity Insights Survey 2019 — Looking Back to the Future

Design, Strategy & Trends
Dr. Jan Dörrwächter, hkp/// group (DE); Sheila Frierson, Computershare (US); Fiona Montgomery, Fidelity (UK); Marc Muntermann, Siemens AG (DE); Sandra Sussman, SAP (US); David Voggeser, hkp/// group (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Going Live with Style - Communicating Change to Equity Plan Participants Worldwide

Design, Strategy & Trends
Jim Detterick, Morgan Stanley (US); Allison McBride, International Paper (US); Beth Murphree, International Paper (US); Maria Robins, Morgan Stanley (US); Sean Trotman, Deloitte (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Growing Pains: Managing Explosive Growth While Maintaining an Ownership Culture

Program Management
Angela Dawson, Shopify (CA); Krista McBeth, Shopify (CA); Frankie Williams, Farfetch (UK); Jeremy Wright, Solium (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Implementing an Employee Stock Portal the Amazon Way

Program Management
Jenna Knowles, Amazon (US); Tim Oakes, Moss Adams (US); Ryan Strong, Fidelity (US); Keirstin Wright, Morgan Stanley (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Into the Wild: Taking Your Local Share Plan Global

Design, Strategy & Trends
Sue Benefield, DuluxGroup Ltd. (AU); Micaela Costello, CSL Limited (US); Michelle Kassis, PwC (AU); Matthew Reed, Computershare (AU)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Keynote Address

Business Intelligence
Margaret Heffernan (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Launching a Global Share Plan - the Infosys Story

Design, Strategy & Trends
Shamita Chatterjee, Infosys Limited (IN); Harshu Ghate, ESOP Direct (IN); Superna Shanker, Infosys Limited (IN)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Measuring the Impact of Employee Equity Plans on Employee Engagement

Executive Pay
Hans de Jong, Ericsson (NL); Garry Harding, Computershare (UK); James Hayton, Warwick Business School, The University of Warwick (UK); Katie Keteleers, Informa (UK); Polly McPhillips, SAP (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Navigating the Global M&A Minefield

Compliance & Regulatory
Terra Castaldi, Uber Technologies Inc. (US); Nicholas Greenacre, White & Case LLP (UK); Henrik Patel, White & Case LLP (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

One Size May NOT Fit All: Finding a Grant Sizing Strategy That Fits Just Right

Design, Strategy & Trends
Emily Cervino, Fidelity (US); Cherie Curry, Hilton Worldwide Holdings Inc. (US); Joanna Mak, Brambles Limited (AU); Thomas Paleka, Arthur J. Gallagher & Co. (US); Robert Purser, PwC (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Preparing for the EU Shareholders' Rights Directive: The Time Is Now!

Executive Pay
Anne-Sophie Blouin, Willis Towers Watson (UK); Damian Carnell, Willis Towers Watson (UK); Jeremy Edwards, Baker McKenzie (UK); Don-Tobias Jol, Baker McKenzie (NL)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Project Lifecycle: The Share Plan Journey from Pre-IPO and Beyond!

Design, Strategy & Trends
Jennifer George, PwC (US); Nancy Kobs, Twitter (US); Richard Morales, Cloudera (US); Paul Randall, Hogan Lovells International LLP (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Pull up a Chair: Getting a Seat at the Table

Business Intelligence
Kelly Geerts, E*TRADE Corporate Services (US); Georgina Lai, Pivotal Software, Inc. (US); Dennis Lanham, Leavey School of Business, Santa Clara University (US); Carine Schneider, AST Private Market (US); Jessica Vinsand, SAP (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

RESPECT! The Global Compliance Balancing Act – Identifying Your Risk Tolerance

Compliance & Regulatory
Margot Fransen, Unilever (NL); Matthew Hunter, Tapestry Compliance (UK); Rob McKinney, HSBC (UK); Carla Walsham, Tapestry Compliance (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Riding the Big Data Wave: Using Data and Analytics to Get More from Your Share Plans

Design, Strategy & Trends
Dan Kapinos, Aon Equity Services (US); Ruth Ortiz Gonzalez, Telefónica (ES); Thomas Paleka, Arthur J. Gallagher & Co. (US); Carl Stegman, Fidelity (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Seven Simple Techniques to Build Share Ownership at Your Company

Communications
David Edwards, RBS (UK); Nadine Franczyk, Amyris (US); Robyn Shutak, Computershare (US); Pat Sims, PJS Consultancy Services Limited (UK); Elizabeth Stoudt, Aon Equity Services (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Share Plans in Israel – Thinking Big in a Details World

Accounting, Finance & Tax
Yair Benjamini, Yair Benjamini Law Offices (IL); Yael Elbaz Roiter, Teva Pharmaceuticals Industries Ltd. (IL); Wendy Jennings, Cisco Systems, Inc. (US); Odelia Pollak, ESOP – EXCELLENCE (IL)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Siemens Healthineers’ IPO and Its Impact on Employee Equity Programs

Design, Strategy & Trends
Marc Muntermann, Siemens AG (DE); David Voggeser, hkp/// group (DE); Dr. Dennis Weinhold, Novartis International AG (CH); Michael Wolff, University of Göttingen (DE)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Skyscanner’s High-Flying Share Plan Success Story

Design, Strategy & Trends
Chris Fallon, Tapestry Compliance (UK); Jordan Levy, Tapestry Compliance (UK); Anne Oliver, Skyscanner (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Smart Practices for Workflow Automation

Program Management
Leann Balbona, KPMG LLP (US); Veena Bhatia, Atlassian (US); Robyn Shutak, Computershare (US); Lena Annika Trick, F. Hoffmann-La Roche Ltd. (CH)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Staying Ahead of the Curve - Let’s Play GEO Jeopardy!

Program Management
Leann Balbona, KPMG LLP (US); Kathi Greene, Phillips 66 Company (US); Denise Ledbetter, MINDBODY, Inc. (US); Margie Molesso, Walmart Inc. (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Stop Talking and Start Communicating – Effective Global Tax Communication

Communications
Elizabeth Crutchley, AstraZeneca (UK); June Davenport, Solium (ES); Simona Paduraru, Google (US); Yana Peters-Karshanova, Nike, Inc. (NL); Markus Seppälä, Actelion Pharmaceuticals Ltd. (CH)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Straight Talk from the Next Generation

Design, Strategy & Trends
Lucy Anderson, Numis Securities (UK); Charlotte Cooper, Stitch Communications (UK); Jordan Dorich, Arthur J. Gallagher & Co. (US); Carine Schneider, AST Private Market (US); Charissa Schutte, Deloitte (NL)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Telling Your Equity Plan Story Through Data Visualization

Program Management
Jennifer Kirk, Google (US); Matthew McKittrick, Moss Adams (US); Gregor Sapinsky, SAP (DE); Barbara Wallace, Oracle Corporation (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The (Equity Plan) Choices are IN. What Have We Learned?

Design, Strategy & Trends
Cheryl Bierwagen, Nike, Inc. (US); Salim Damani, Novartis International AG (CH); Emma Domingo, Zillow Group, Inc. (US); Keith Morgan, Moss Adams (US); Barbara Wallace, Oracle Corporation (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The Doctor Is in: 10 Preventative Tests for Healthy Equity Programs

Program Management
Mark Clem, UBS Financial Services (US); Wendy Jennings, Cisco Systems, Inc. (US); Julie Vanderveen, UBS Financial Services (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The Sky’s the Limit - Share Price Challenges and Your Equity Plans

Program Management
Suvekshya Bhattarai, Booking Holdings (NL); Kelly Geerts, E*TRADE Corporate Services (US); Kimberly Hackman, Amazon (US); Navjeet Rosenthal-Gill, PwC (NL)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The Strategy and Practice of Relative TSR Around the Globe

Design, Strategy & Trends
Sian Halcrow-Wilson, Aon Equity Services (UK); Roopali Hall, UGI Corporation (US); Christina Leung, Swiss Re (CH); CJ Van Ostenbridge, Aon Equity Services (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The Trek to IPO: Reaching the Summit

Program Management
Lynette Jacobs, Pinsent Masons LLP (UK); Katalin Kiss, Delivery Hero (DE); Tim Luther, Delivery Hero (DE); Iva Sonne, Solium (UK); Richard Steele, Mind Gym (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

The “Why” Meets the “How”: Deciphering the World of Global Share Plan Strategy

Design, Strategy & Trends
Robert Head, Neo Reward Limited (UK); Mark Higgins, WPP (UK); Marc Muntermann, Siemens AG (DE); Dennis Paalman, Signify (NL); Barbara Waters, Aetna Inc. (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Three Simple Steps to Engaging Your Employees

Communications
Sophie Altaf, Fidelity (UK); Emma Dawson, Stitch Communications (UK); Laura Hammond, Amazon (US); Meera Mistry, Ascential plc (UK); Billy Vitense, Starbucks Coffee Company (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Tilting at Windmills and Giants (and How to Know the Difference) – the Latest Key Developments in Global Share Plans

Compliance & Regulatory
Mark Casper, Maxim Integrated (US); Victor Flores, Baker McKenzie (US); Christine Kim, AbbVie (US); Aimee Soodan, Baker McKenzie (US)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Tips from the Masters - How Creativity Drives Global Share Plan Success

Communications
Jane Darlington, Stitch Communications (UK); Toby Morrow, Rio Tinto (US); Julie Shepherd, Sage Group plc (UK); Philip van Elsdingen, Interxion (NL)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Total Rewards for a Flexible Future

Design, Strategy & Trends
Sian Halcrow-Wilson, Aon Equity Services (UK); Laura Javurek Gill, Eaton Corporation (US); Mitan Patel, Fidelity (UK); Louise Sutton, Unilever (UK)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

Transforming Equity Compliance for Mobile Employees

Communications
Frank Juhre, Equatex (CH); David Peterson, KPMG (CH); Dr. Dennis Weinhold, Novartis International AG (CH)... more

Thursday, 1 January 1970
12:00 AM - 12:00 AM

What’s the Deal?! Strategies for Managing Employee Expectations During a Transaction

Communications
Marie-Elise Darge, DWS Group GmbH & Co. KGaA (UK); Rose Hoffman, PayPal Holdings, Inc. (US); Anna Jex, Deloitte (UK); Mara Nicholson, VMware Inc. (US); Sandy Shurin, Deloitte (US)... more