CHAPTER CONTACTS:
Meridith Fronza, Deloitte Tax LLP
Samantha Holdridge, EY
Aimee A. Soodan, Baker McKenzie

GEO BOARD CHAPTER LIAISON:
Kelly Geerts, E*TRADE Financial Corporate Services

Midwest
UNITED STATES CHAPTER
globalequity.org/midwest

United States
E-mail: GEOmidwest@globalequity.org     



GEO's December Midwest Chapter Meeting in Minneapolis has been Postponed

This event, previously scheduled for 13 December, will now take place in the New Year. We will be in touch with a confirmed date and further details very soon and look forward to seeing you in 2018!

AGENDA
2018 (date to be announced)
2:00pm - 2:30pm Registration and networking
2:30pm - 4:20pm Presentations
4:30pm - 6:30pm Reception - Food and Wine Tasting

TOPICS
Tax Reform and CEO Pay Ratio
Join us for this healthy discussion with a corporate issuer senior director and service provider partner to discuss latest from Congress along with trends and updates on equity compensation they are seeing from their respective desks.
Presented by:
Stew Nigg, Senior Director of Executive Compensation, United Health Group
Terry Richardson, Principal, KMPG LLP Global Total Rewards

Global Mobility, Equity and Efficiency for Small, Medium and Large Programs - Lessons Learned
This session takes a closer look at mobility program management and how to ensure a successful program regardless of your company size. Learn from a panel of experts who have been through the paces at different companies, handled different types of mobility- classified employees and more. Find out the very best ways you can streamline your program and leverage your vendors and technology to manage a more efficient mobility program at your company. Bring your toughest questions and challenges to this seasoned panel of mobility experts.
Presented by:
Leann Balbona, Managing Director - Tax, KMPG LLP Global Total Rewards
Clinton Shoap, Global Compensation and Mobility Leader, Cargill

CEP and CPE:
Complimentary CEP and CPE will be provided for the sessions.

NETWORKING
Reception - Food and Wine Tasting with Haskell's The Wine People
You're invited to a networking reception after the sessions! Please stay and join us for food, wine tasting and mingling.

LOCATION
KPMG LLP
90 South 7th Street
Minneapolis, MN 55402

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.

 

PAST CHAPTER EVENTS


Highlights from 16 November 2017

GEO's Midwest Chapter Meeting in Chicago

TOPIC
Global Mobility, Equity and Efficiency for Small, Medium and Large Programs - Lessons Learned
This session takes a closer look at mobility program management and how to ensure a successful program regardless of your company size. Learn from a panel of experts who have been through the paces at different companies, handled different types of mobility-classified employees and more. Find out the very best ways you can streamline your program and leverage your vendors and technology to manage a more efficient mobility program at your company. Bring your toughest questions and challenges to this seasoned panel of mobility experts.
Presented by:
Nalini Johnson, Tax Director - Global Benefits and Compensation, Aon Corporation
Dinesh Sinniah, Managing Director – Tax, Global Mobility Service, KPMG LLP
Siobhan Walshe, Global Mobility Manager & Stock Plan Administration, Jones Lang LaSalle

Downloads:
Global Mobility, Equity and Efficiency for Small, Medium and Large Programs - Lessons Learned

 

 


Highlights from 12 January 2017

Midwest Chapter Meeting

TOPIC
Planning for the New Year - Your Guide to Country-Specific Share Plan Reporting Requirements and New Developments for Global Stock Plans
It's a new year and time to take stock of annual share plan-specific reporting requirements and new developments that will impact global stock plans. Join us for this fast-paced session that will highlight key country-specific reporting requirements, new developments and actions companies should take to start the new year off right.
Presented by:
Aldona Gorman, Of Counsel, Baker & McKenzie LLP
Kate Lloyd, Of Counsel, International Law Solutions, PC

 


Highlights from 24 May 2016

Midwest Chapter Meeting

TOPICS
Performance Shares: The Morning After
The use of performance shares grew with much promise. This presentation looks at domestic and global trends in performance shares, technical aspects and motivational value to determine what is and isn’t working. It also looks at how much of that promise has been delivered.
Presented by:
Jim Sillery, Buck Consultants LLC

Key International Updates for Global Equity Plans
Keeping up with tax, legal and regulatory changes impacting global stock plans can be an overwhelming proposition. In this presentation, global equity specialists will highlight the latest notable changes impacting international equity compensation programs.
Presented by:
Samantha Holdridge, Ernst & Young LLP
Aimee Soodan, Baker & McKenzie LLP

 

 


Highlights from 26 January 2016

Midwest Chapter Meeting

TOPICS
New Year, New Equity Compensation Considerations: Tax and Legal Changes You Need to Know for Global Equity Grants in 2016
Presented by:
Meridith Fronza, Deloitte Tax LLP
Aimee Soodan, Baker & McKenzie LLP

Global Equity Survey Findings and Trends
Presented by:
René King, Towers Watson

 


Highlights from 14 October 2014

Midwest Chapter Meeting

TOPICS
Global Stock Plans - Key International Updates
Presented by:
Meridith Fronza, Deloitte Tax LLP
Aimee Soodan, Baker & McKenzie LLP

Experience Counts: Moving Beyond Employee Education to Employee Engagement
Presented by:
Scott MacDonald, UBS Wealth Management Americas

 


Highlights from 25 June 2014

Midwest Chapter Meeting

TOPICS
Granting Equity in France – Practical Constraints on Plan Management
Presented by:
Franck Duez, Banque Transatlantique
Christine Kim, AbbVie Inc.
Aimee Soodan, Baker & McKenzie LLP

Global Equity Expansion: Reaching to New Markets
Presented by:
Meridith Fronza, Deloitte Tax LLP

Networking / Roundtable Discussion over Lunch

 


Highlights from 22 May 2013

Midwest Chapter Meeting

TOPICS
10b5-1 Trading Plans: How to Transact Your Business Safely and Efficiently
Presented by:
Stephen Kula, UBS Financial Services Inc.
Erik Lundgren, Winston & Strawn LLP
Scott MacDonald, UBS Financial Services Inc.
Michael Melbinger, Winston & Strawn LLP

Open Forum / Roundtable Discussions Over Lunch
Sponsored by Baker & McKenzie

Developing and Implementing a Global LTI Philosophy
Presented by:
René King, Towers Watson

New Developments Impacting Global Equity Compensation Grants
Presented by:
Narendra Acharya, Baker & McKenzie LLP
Aimee Soodan, Baker & McKenzie LLP

 

 
 
DATE/TIME
2018 (date to be announced)
2:00pm - 2:30pm
Registration and networking
2:30pm - 4:20pm
Presentations
4:30pm - 6:30pm
Reception - Food and Wine Tasting


LOCATION
KPMG LLP
90 South 7th Street
Minneapolis, MN 55402
 
 
SPONSORED BY
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