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| Wednesday, 27 June 2007 |
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11:30 - 15:00 |
Pre-Conference Event - Issuer Only Luncheon Meeting |
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16:00 - 17:00
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Pre-Conference Event - Speaker Reception (invitation only)
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The 2007 GEO Conference Begins! |
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17:00 - 19:00 |
Opening Cocktail Reception |
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19:00 - 19:30 |
Transfers to Waterloo Pier |
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19:30 - 23:00
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Thames Riverboat Cruise
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| Thursday, 28 June 2007 |
| Day One |
7:45 - 8:30 |
Vitality Breakfast in Exhibition Hall |
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8:30 - 8:45 |
Welcome / Opening Remarks |
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Pam Stetson, GEO Executive Director
Carine Schneider, Chair, GEO Board of Directors |
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8:45 - 9:45 |
Plenary Session I
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Understanding the State of the Global Economy and its Impact on the Future of Share Plans |
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Speaker: Kevin Daly, Goldman Sachs
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9:45 - 10:15 |
Caffeine Connection Break |
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10:15 - 11:15 |
Breakout Session #1 |
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Session 1: Review of Tax-advantaged Plans Around the World
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Speaker: Neil Sharpe, New Bridge Street Consult (UK)
Speaker: John Franklin, New Bridge Street Consult (UK)
Speaker: Ian Fraser, K&L Gates (formerly Kirkpatrick) (UK)
Speaker: Charles Smith, K&L Gates (formerly Kirkpatrick) (UK)
Speaker: Jonathan Ocker, Orrick, Herrington & Sutcliffe (US)
Speaker: Mathew Ronald, Linklaters (UK)
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Session 2: The Changing Face of Compensation in the International Environment |
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Speaker: Gary Dobbie, Royal Bank of Canada (Canada)
Speaker: Lindsey Doud, Royal Bank of Canada (UK)
Speaker: Michael Byron, Royal Bank of Canada (South Africa) |
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Session 3: Lessons from the Backdating Scandal |
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Speaker: Bill Dunn, PricewaterhouseCoopers (US)
Speaker: Bindu Culas, Linklaters (UK)
Speaker: Heiko Wiechers, CMS Hasche Sigle (Germany)
Speaker: Aimee Soodan, Seyfarth Shaw LLP (US)
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Session 4: Corporate Reorganizations and Global Share Plans |
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Speaker: John Bagdonas, Computershare (US)
Speaker: Valerie Diamond, Baker & McKenzie (US)
Speaker: Rita Dickson, Oracle Corporation (US)
Speaker: Paul Ellerman, Herbert Smith LLP (US)
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Session 5: Two Nations Divided by a Common Language - Corporate Governance Influences in the US and UK |
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Speaker: Alan Judes, Strategic Remuneration (UK)
Speaker: Fred Whittlesey, Compensation Venture Group (US)
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11:15 - 11:25 |
Room Transition |
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11:25 - 12:25 |
Breakout Session #2 |
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Session 1: Handling Global Tax Obligations - A Shell Case Study
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Speaker: Iain Wilson, Computershare (UK)
Speaker: Pam Roffe, Shell (UK)
Speaker: Scott Curran, Deloitte (UK)
Speaker: Ishbel Huggins, Shell (UK)
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Session 2: UK Share Plans for non-UK Companies -Practical and Technical Challenges |
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Speaker: Anna Wordsworth, Pinsent Masons (UK)
Speaker: Judith Greaves, Pinsent Masons (UK)
Speaker: Trevor Dickson, Bayer plc, (UK)
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Session 3: Focus on Grant Documentation in International Share Plans |
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Speaker: Mike Pewton, GlobalSharePlans (Spain)
Speaker: Juan Bonilla, Cuatrecasas (Spain)
Speaker: Matthew Skeggs, Lloyds TSB Registrars (UK)
Speaker: John Daughtrey, Lloyds TSB Registrars (UK)
Speaker: Steven Buckhout, Synopsys (US)
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Session 4: Stock Plan Administration - Where are we now and where will we be in five years |
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Speaker: Carine Schneider, Global Shares (US, Ireland, UK)
Speaker: Michael Bendorf, Buck Consultants (US)
Speaker: Chris Mowatt, HBOS EES (UK)
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Session 5: International Mergers & Acquisitions: 10 Tips in 60 Minutes |
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Speaker: Veena Bhatia, Stock & Option Solutions, (US)
Spealer: Victoria Ungersma, eBay (US)
Speaker: Jule Torre, Applied Materials, Inc. (US)
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12:25 - 13:30 |
Lunch |
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13:30 - 14:30 |
Plenary Session II |
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Silicon Valley's Strange Affair with Stock Options |
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Speaker: Mark Schwanhausser, Mercury News of San Jose (US)
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14:30 - 15:00 |
Caffeine Connection Break |
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15:00 - 16:00 |
Breakout Session #3 |
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Session 1: Share Plans and the Prospectus Directive: Tips, Tricks and Traps from the Non-EU Issuer's Perspective |
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Speaker: Louis Rorimer, Jones Day (US)
Speaker: Stephen Penrod, The Timken Company (US)
Speaker: Heinz-Guenter Laun, Jones Day (Germany)
Speaker: Brian O'Neil, Accenture (US)
Speaker: Nick Hipwell, Clifford Chance LLP (UK)
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Session 2: The Petro-Canada Experience - A Case Study |
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Speaker: Stefanie Boyer, Petro-Canada (UK)
Speaker: Julie Richardson, Capita Share Plan Service (UK)
Speaker: Alexy Armitage, Mercer HR Consulting (UK)
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Session 3: Implementing a Global Tax Solution-GlaxoSmithKline's Global Needs |
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Speaker: Fiona Montgomery, Citigroup (UK)
Speaker: Sarah Pickering, Ernst & Young (UK)
Speaker: David Limb, GlaxoSmithKline (UK)
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Session 4: Old Europe vs New Europe |
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Speaker: David Pett, Pinsent Masons (UK)
Speaker: Karsten Umnuss, Luther Rechtsanwaltsgesel (Germany)
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Session 5: International Panel: Addressing Key Challenges of Operating Plans Globally |
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Speaker: Janet Cooper, Linklaters (UK)
Speaker: Jim Hirsch, Citigroup (US)
Speaker: Allen Powley, GlaxoSmithKline (UK)
Speaker: Stephanie Hallett, Cadbury Schweppes plc (UK)
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16:00 - 16:10 |
Room Transition |
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16:10 – 17:10 |
Breakout Session #4 |
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Session 1: What Happens When your Company Decides to Change from Stock Options to RSU's? |
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Speaker: Cheryl Spielman, Ernst & Young (US)
Speaker: Richard Jones, CBS Corporation (US)
Speaker: Lhosa Daly, Ernst & Young (US)
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Session 2: Global Warming: Regional Overview of Tax and Legal Changes Affecting Share Plans |
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Speaker: Ed Burmeister, Baker & McKenzie (US)
Speaker: Robert Marshall, Baker & McKenzie (US)
Speaker: Barbara Klementz, Baker & McKenzie (US)
Speaker: Brian Ruff, Eli Lilly and Company (US)
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Session 3: Introducing a Pan-African Stock Appreciation Rights Plan |
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Speaker: David Thomas, Deloitte (Netherlands)
Speaker: Martin Pieter de Koning, Celtel, Int. (Netherlands)
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Session 4: Why Have Long-Term Incentives? |
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Speaker: Sean O'Hare, PricewaterhouseCoopers (UK)
Speaker: Tom Gosling, PricewaterhouseCoopers (UK)
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Session 5: Designing a Highly Effective Global Communication Strategy: The Biogen Idec and Vodafone Case Studies |
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Speaker: Debbie Veys, Vodafone (UK)
Speaker: Jewon Wee, Fidelity Stock Plans Services (US)
Speaker: Susan Stemper, Biogen Idec (US)
Speaker: Aldona Gorman, PricewaterhouseCoopers (US)
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19:00 - 19:30 |
Transfers to the GEO Awards Dinner |
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19:30 - 1:00 |
GEO Awards Dinner and Presentations - The Banqueting House |
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(Black Tie Optional - buses provided) |
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| Friday, 29 June 2007 |
| Day Two |
8:00 - 8:45 |
Vitality Breakfast in Exhibition Hall |
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8:45 - 9:45 |
Breakout Session #5 |
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Session 1: The EU Prospectus Directive: Panel Including EU Commission and UK Financial Services Authority |
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Speaker: Velerie Diamond, Baker & McKenzie (US)
Speaker: Alexy Armitage, Mercer Human Resource Consulting (France)
Speaker: Ruth Walters, EU Commission Internal Ma (Belgium)
Speaker: Adetutu Odutola, The Financial Services Authority (UK)
Speaker: Nancy Kobs, Cisco Systems, Inc. (US)
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Session 2: Building a True Global Equity Compensation Culture |
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Speaker: Ellen Swarthout, Adobe Systems (US)
Speaker: Dan Hickey, Nokia (US)
Speaker: Tudor Havriliuc, Logitech (US)
Speaker: Michael Namie, Intel (US)
Speaker: Michael Bendorf, Buck Consultants (US)
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Session 3: Getting Your Money's Worth: Measuring the Effectiveness of Equity Compensation Programs |
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Speaker: Mark Clem, Charles Schwab & Co., Inc (US)
Speaker: Sandra Sussman, American Capital Stratgies (US)
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Session 4: Case Study: From Vision to Reality – SPARTA – a new Stock Plan Administration & Reporting Tool Application |
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Speaker: Veena Bhatia, Stock & Option Solutions (US)
Speaker: Jean Wong, Sun Microsystems, Inc. (US)
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Session 5: Integrating and Encompassing Corporate Governance Standards into Your Global Equity Program |
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Speaker: Mary Samsa, Seyfarth Shawl LLP (US)
Speaker: Sara Cohen, Lewis Silkin (UK)
Speaker: Aimee Soodan, Seyfarth Shaw LLP (US)
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9:45 - 10:15 |
Caffeine Connection Break |
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10:15 - 11:15 |
Breakout Session #6 |
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Session 1: Global Plan Outsourcing: The Keys to a Successful Implementation |
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Speaker: Tudor Havriliuc, Logitech (US)
Speaker: Andreas Schmalhofer, UBS (Switzerland)
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Session 2: Making a Global Plan Work Locally |
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Speaker: Barbara Seta, UBS AG (Switzerland)
Speaker: Jack Ivezaj, UBS AG (US)
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Session 3: Update on Mobile Employee Taxation |
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Speaker: Maureen Flood, Deloitte Tax LLP (US)
Speaker: Andrea Kagan, Deloitte (UK)
Speaker: Doug Klumpp, Dow Jones & Company (US)
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Session 4: Performance Based Plans - Are They Worth It? |
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Speaker: Andrew Matthews, KPMG LLP (UK)
Speaker: Mary Carter, KPMG (UK)
Speaker: Randy Tajer, Accenture (US)
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Session 5: Granting RSUs... Now What?? |
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Speaker: Kelley Garrett, Microsoft (US)
Speaker: Bernice Toy, Applied Materials (US)
Speaker: Mark Miller, Deloitte Tax LLP (US)
Speaker: Denise Luis, Cisco Systems (US)
Speaker: Patricia Boepple, Global Shares (Ireland)
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11:15 - 11:25 |
Room Transition |
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11:25 - 12:25 |
Breakout Session #7 |
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Session 1: Proving Local Choice is What Makes a Truly Global Plan |
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Speaker: Paul Jackson, HBSC (UK)
Speaker: Paul Stoddart, HBOS Employee Equity Solutions (UK)
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Session 2: Don't Lose your Nomad - Everything you Need to Know About Listing on AIM |
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Speaker: Nicholas Greenacre, White & Case (UK)
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Session 3: Share Plans in China and the Pacific Rim |
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Speaker: Craig Tanner, DLA Piper US LLP (US)
Speaker: Bernice Toy, Applied Material (US)
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Session 4: Compliance Obligations for Global Equity Programs Outside the U.S. |
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Speaker: Rive Rutke, Deloittte Tax LLP (US)
Speaker: John Jennings, Deloitte Tax LLP (US)
Speaker: Peter Simeonidis, Deloitte Tax LLP (US)
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Session 5: East Meets West: Managing the Challenges of Global Share Plans Outside the U.S. & U.K. |
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Speaker: Winnie Ng, Ernst & Young (China)
Speaker: Amitabh Singh, Ernst & Young (India)
Speaker: Colin Bernier, Ernst & Young Société d'avocats (France)
Speaker: Britta Schmidt, Ernst & Young (Germany)
Speaker: Tracy Robarge, Ernst & Young (US)
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12:25 - 13:30 |
Lunch |
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13:30 - 14:30 |
Plenary Session III |
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Case Study: The Google Liquid Option Program |
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Speakers: Sean Trotman, Deloitte Tax LLP (US)
Speaker: William Cohen, Deloitte (UK)
Speaker: Ronni Horrillo, Google Inc. (US)
Speaker: Matthew Connor, Citigroup (US)
Speaker: Brian Penzel, Citigroup (US)
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14:30 - 14:45 |
Conference Closing Remarks |
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15:10 - |
Walk to Parliament |
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15:30 - 17:00 |
Tea at House of Lords – Parliament (space limited) |
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««Back««
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GEO Annual Conference in London