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| *Schedule is subject to change without notice. |
| Wednesday, 9 April 2008 |
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11:00 - 13:30 |
Issuer Only Luncheon |
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13:45 - 14:45 |
Pre-conference Session 1 |
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Point, Nod, or Ignore: Overcoming Communication Hurdles |
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Christine Zwerling, CEP, NCEO (US)
Jean Wong, CEP, Sun Microsystems, Inc. (US)
Lydia Terrill, CEP, Chordiant Software, Inc. (US)
Susan Berry, Magma Design Automation, Inc. (US)
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14:55 - 15:55 |
Pre-conference Session 2 |
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Introduction to International Share Plans - How, Why, and When? |
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Cormac Brown, Mason Hayes & Curran (Ireland)
John Daughtrey, Equiniti (UK)
Mike Pewton, GlobalSharePlans (Spain)
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16:00 - 17:00
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Speaker Reception (invitation only)
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The 2008 GEO Conference Begins! |
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17:00 - 19:00 |
Opening Reception |
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19:15 - 19:30 |
Transfers to the Asian Art Museum |
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19:30 - 23:00
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Networking Event at the Asian Art Museum - Sponsored by Fidelity Investments
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| Thursday, 10 April 2008 |
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08:00 - 08:45 |
Breakfast in the Exhibit Hall |
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08:45 - 09:00 |
Welcome / Opening Remarks |
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Pam Stetson, GEO Executive Director
Carine Schneider, Chair, GEO Board of Directors |
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09:00 - 09:45 |
Plenary Session I |
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Preparing to Do Business in China |
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Speaker: Thomas Man, Orrick (China) |
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09:45 - 09:55 |
Session Transition |
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09:55 - 11:10 |
Breakout Session #1 |
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Session 1.1: Benchmarking - A Science or an Art?
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Speaker: Mary Carter, KPMG (UK)
Speaker: Richard Rolls, KPMG (UK)
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Session 1.2: Executing a Flawless Purchase in Global Markets |
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Speaker: Joanne Wendler, THQ, Inc. (US)
Speaker: Valerie Diamond, Baker & McKenzie (US)
Speaker: Veena Bhatia, Stock & Option Solutions, Inc. (US)
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Session 1.3: Organising a Share Plan Project Within a Multinational Group: Who Was Involved, What Worked Well (and What Didn't) |
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Speaker: Geraldine Pamphlett, BHP Billiton (UK)
Speaker: Michael Cheesley, Computershare (UK)
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Session 1.4: Creating the Best and Most Efficient Stock Plan for Company and Participants |
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Speaker: Mitan Patel, Citi Smith Barney (UK)
Speaker: Chris Goossens, Gofective (Netherlands)
Speaker: Miriam Valten, Royal Philips Electronics N.V. (Netherlands)
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Session 1.5: Seeing is Believing: Demonstrating the Effectiveness of Equity Programs |
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Speaker: Scot Marcotte, Buck Consultants (US)
Speaker: Joyce Gooden, Corning Incorporated (US)
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11:10 - 11:40 |
Break in the Exhibit Hall |
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11:40 - 12:55 |
Breakout Session #2 |
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Session 2.1: Expensing Made Easy to Swallow: Basic Definitions and Concepts Under FAS123(R) and IFRS2 |
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Speaker: Marianne Brannock-Hill, FRS Equity Strategies (US)
Speaker: Nicole Bonsness, Broadcom (US)
Speaker: Marcus Peaker, Halliwell Consulting (UK)
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Session 2.2: The BNP Paribas - BNL Take Over : Impact on the Group's Share Plans |
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Speaker: Ugo Cuccagna, BNP Paribas (France)
Speaker: Bruno Carlier, BNP Paribas Securities Services (France)
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Session 2.3: Globally Mobile Employees - Are Yours in the "Lost And Found"? |
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Speaker: Sean Trotman, Deloitte (US)
Speaker: Marlene Zobayan, Deloitte (US)
Speaker: Stacy Fox, Ebay, Inc. (US)
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Session 2.4: The Top 10 Best Practices for Equity Compensation |
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Speaker: Emily Cervino, Certified Equity Professional Institute (US)
Speaker: Carrie Kovac, Symantec (US)
Speaker: Carol Rutlen, Certified Equity Professional Institute (US)
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Session 2.5: The Impact of Change in Control Transactions in the Global Equity Arena - Tax Effective Strategies |
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Speaker: Colin Bernier, Ernst & Young Societe d'avocats (France)
Speaker: Britta Schmitt, Ernst & Young AG (Germany)
Speaker: Kevin O'Neil, Covidien (US)
Speaker: Tracy Robarge, Ernst & Young (US)
Speaker: Linda Clifford, Boston Scientific Corporation (US)
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12:55 - 14:00 |
Lunch in the Exhibit Hall |
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14:00 - 15:15 |
Breakout Session #3 |
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Session 3.1: Cross-Border Participants: Tackling the Tough Process Issues |
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Speaker: Christopher Cowell, UBS (UK)
Speaker: Jim Day, Aether Sys Ltd. (UK)
Speaker: Marc Burrows, KPMG (Switzerland)
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Session 3.2: Western Europe for US Issuers |
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Speaker: Judith Greaves, Pinsent Masons (UK)
Speaker: Karsten Umnuss, Luther (Germany)
Speaker: Etienne Pujol, Granrut (France)
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Session 3.3: Executive Plan Practices in India - What Are the Latest Trends and Developments? |
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Speaker: Tarun Gulati, ESOPDirect (India)
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Session 3.4: The Impact of Foreign Exchange Fluctuations on Executive Remuneration |
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Speaker: Lisa Slipp, Mercer (Canada)
Speaker: Stehen Cahill, Mercer (UK)
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Session 3.5: I Knew There Had to Be a Catch - Linking Performance Plans with Non-Competes |
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Speaker: Louis Rorimer, Jones Day (US)
Speaker: John Papadakis, Jones Day (US)
Speaker: Craig P. Tanner, Reed Smith LLP (US)
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15:15 - 15:45 |
Break in the Exhibit Hall |
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15:45 - 16:45 |
Plenary Session II |
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The View from the Board Room |
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Speaker: Carine Schneider, Global Shares (US)
Speaker: Robert Finnochio, Various Companies (US)
Speaker: Warren Packard, Draper Fisher Jurvetson (US)
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19:00 - 00:30
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GEO Awards Presentation and Gala Dinner
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| Friday, 11 April 2008 |
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07:30 - 08:15 |
Breakfast in the Exhibition Hall |
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08:15 - 09:30 |
Breakout Session #4 |
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Session 4.1: Practical Considerations to Explore when Non-US Companies Bring Share Plans to the US |
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Speaker: Jeremy Boraks, Fidelity Investments (US)
Speaker: Jane Klewin, BP (US)
Speaker: Jonathan Harris, BP (US)
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Session 4.2: IFRS and you - How international accounting rules will impact US stock plan accounting and administration |
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Speaker: Bill Dunn, Partner, PricewaterhouseCoopers (US)
Speaker: Barbara Wallace, Senior Director Employee Stock Services, Oracle (US)
Speaker: Julie Rumberger, Managing Director, PricewaterhouseCoopers (US)
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Session 4.3: Around the Globe in One Year: Regional Overview of Tax and Legal Changes Affecting Global Share Plans During the Past Year |
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Speaker: Barbara Klementz, Baker & McKenzie (US)
Speaker: Ed Burmeister, Baker & McKenzie (US)
Speaker: Agnes Charpenet, Baker & McKenzie (France)
Speaker: June Anne Burke, Baker & McKenzie (US) |
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Session 4.4: Global Response to Stock Option Expensing - The Third Wave |
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Speaker: Michael Bendorf, Buck Consultants (US)
Speaker: Doug Wilson, General Mills (US)
Speaker: Fred Whittlesey, Principal, Buck Consultants (US)
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Session 4.5: Restricted Shares and Units - If They're Not New Anymore, Where Are All of the Details on Best Practices? |
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Speaker: Dan Walter, Performensation Group (US)
Speaker: Tom Anderson, UBS Corporate Employee Financial Services (US)
Speaker: Wendy Jennings, Riverbed Technology
Speaker: Jon Doyle, DLA Piper LLP US
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09:30 - 10:00 |
Break in the Exhibit Hall |
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10:00 - 11:15 |
Breakout Session #5 |
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Session 5.1: Implementing a Global ESPP: It's a Small World After All |
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Speaker: Joe Machewirth, Prudential (US)
Speaker: Sean Ahern, Prudential (US)
Speaker: John Bagdonas, Computershare (US)
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Session 5.2: Administration Concerns for Global Non-Public Companies |
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Speaker: Jessica Dolan, Global Shares (Ireland)
Speaker: Joseph Beauregard, Russell Investments (US)
Speaker: Marlene Zobayan, Deloitte (US)
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Session 5.3: Is Broad-Based Employee Ownership Around the World Still a Good Idea? |
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Speaker: Corey Rosen, National Center for Employee Ownership (US)
Speaker: Tyler Clements, Accenture (US)
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Session 5.4: Navigating the Terrain: Coping with the Evolving Regulatory Landscape |
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Speaker: Kelley Garrett, CEP, Microsoft Corporation (US)
Speaker: Brian Ruff, Eli Lilly Company (US)
Speaker: Dan Hickey, Nokia (US)
Speaker: Nancy Mesereau, Fidelity Investments (US) |
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Session 5.5: Equity Compensation Dispute Resolution |
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Speaker: Ira Rosenstein, Orrick (US)
Speaker: Laura Becking, Orrick (US)
Speaker: Peter Haller, Credit Suisse Securities LLC (US)
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11:15 - 11:25 |
Session Transition |
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11:25 - 12:40 |
Breakout Session #6 |
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Session 6.1: Share Plans in the Middle East: Is There a Meeting of Minds? |
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Speaker: Richard Lamptey, Mercer (UAE)
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Session 6.2: The Impact in Equity Participation of the New European Union Anti-Discrimination Laws: How to Deal with the Different Rules and Practices. |
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Speaker: Juan Bonilla, CUATRECASAS (Spain)
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Session 6.3: Global Compliance for Private Company Employee Stock Plans Viewed from a Public Company's Eyes |
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Speaker: Valerie Diamond, Baker & McKenzie (US)
Speaker: Jennifer George, Baker & McKenzie (US)
Speaker: Luc Meeus, Baker & McKenzie (Belgium)
Speaker: Patrick Rietbroek, Baker & McKenzie (The Netherlands)
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Session 6.4: Keeping an Eye on the Dragon: Expert Discussion and Starbucks Case Study on Using Equity Compensation in China |
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Speaker: Jewon Wee, Fidelity Investments (US)
Speaker: Kimberly Hackman, Starbucks Coffee Company (US)
Speaker: Wei Zheng, Mercer (China)
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Session 6.5: Key Issues for Global Share Plans |
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Speaker: Janet Cooper, Linklaters (UK)
Speaker: Robert Potts, Dell (US)
Speaker: Jim Hirsch, Citi (US)
Speaker: Susan Mellors, Director of Financial Services, Diageo Plc (UK)
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12:40 - 13:45 |
Lunch in the Exhibit Hall |
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13:45 - 15:00 |
Breakout Session #7 |
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Session 7.1: Administration of Equity Programmes in the BRIC Countries: Panel Discussion |
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Speaker: Nicholas Greenacre, White & Case (UK)
Speaker: Lindsey Doud, RBC cees (UK)
Speaker: Marcus McEvoy, Citi Smith Barney (ES)
Speaker: Uwe Ruetschlin, ABB (Switzerland)
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Session 7.2: AECOM Technology Corporation - The Global Stock Investment Plan - the lifecycle of a plan from implementation, through IPO and beyond |
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Speaker: Heidi Wilson, HBOS EES (UK)
Speaker: Rod Musser, AECOM Technology Corporation (US)
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Session 7.3: Global Employee Stock Purchase Plans |
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Speaker: Peter Simeonidis, Deloitte Tax LLP (US)
Speaker: Sian Michael, Deloitte (UK)
Speaker: Lisa Dooley, Honeywell International (US)
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Session 7.4: Tax-Favored Global Stock Plans: No Good Deed Goes Unpunished |
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Speaker: Jon Doyle, DLA Piper US LLP (US)
Speaker: Brian O'Neil, Accenture (US)
Speaker: Patricia Boepple, Global Shares (Ireland)
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Session 7.5: US - UK Importing and Exporting Broad-Based Stock Plans. Navigating favorable tax regimes and avoiding US securities' laws and section 409A pitfalls |
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Speaker: Alan Judes, Strategic Remuneration (UK)
Speaker: Anna Wordsworth, Pinsent Masons (UK)
Speaker: Steve Fackler, Gibson, Dunn & Crutcher (US)
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15:00 - 15:30 |
Break in Exhibit Hall |
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15:30 - 16:30 |
Plenary Session III |
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Challenges and Successes of Broadbased Equity Design |
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Speakers: Patty McChesney, Intel (US)
Speaker: Mike Namie, Intel (US)
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16:30 - 16:45 |
Closing Remarks and Drawing - Sponsored By Deloitte |
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