Tap the Power For Practical Solutions - GEO

GEO2012★★★★★
WASHINGTONDC
13TH ANNUAL INTERNATIONAL CONFERENCE
16 -18 APRIL 2012 • NATIONAL HARBOR, MARYLAND
Tap the Power
of the Global GEO Community
For Practical Solutions
to Share Plan Challenges
Changing Regulations • International Taxation • Global Share Plans
Compliance • Mobility and Tax
Learn more, globalequity.org
NETWORK
www.globalequity.org
LEARN
DISCOVER

How do you decide if attending the GEO
International Conference is right for you
First, take a look at the line-up. Beyond the relevant timely content,
you’ll get everything you need at this event - a one of a kind chance
to learn, network, and grow professionally.
Here’s why:
® The issuer-only lunch and facilitated speed networking sessions jumpstart
the learning and relationship building process on day one.
® Small, interactive learning sessions mean more questions get asked
and answered. It’s like customizing your professional development
with small study groups.
® Most presenters attend the entire conference and are available to
meet with participants.
® It’s the most efficient place to connect with a global community of
seasoned practitioners who understand your challenges and willingly
share their lessons learned.
® You enjoy meals and fun evening activities with all registered
attendees so you stay in close proximity to an inclusive global
community of knowledgeable professionals.
® You can shop for services and talk with providers in a relaxed,
welcoming setting.
® You’ll leave with practical solutions, information, resources and
professional connections that will save you time, save you money
and keep paying dividends.
Make time to attend the GEO conference.
You’ll be glad you did!
Schedule (at-a-glance)
MONDAY, 16 APRIL
11:00 Issuer Luncheon
and Chapter
Coordinator Luncheon
1:15 Speak Up: Town Hall
with Regulators
2:45 Mobility Forum
4:00 Speed Networking
5:00 VIP Reception
5:30 Opening Reception
7:00 Open Evening
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
10:15 Networking Break
& Book Signing
10:45 Breakout Series 1
11:45 Lunch
12:45 Breakout Series 2
2:00 Breakout Series 3
3:00 Networking Break
3:30 Breakout Series 4
4:45 Breakout Series 5
7:00 GEO Awards
Reception
7:30 GEO Awards Dinner
& Gala at the Cherry
Blossom Ballroom
WEDNESDAY, 18 APRIL
7:30 Breakfast
8:30 Plenary II - A View
from the Hill
9:45 Breakout Series 6
10:45 Networking Break
11:15 Global Perspective
from the Financial
Press
12:15 Lunch
1:15 Breakout Series 7
2:15 Networking Break
2:45 Breakout Series 8
3:45 Closing Remarks,
Attendee Prize
Drawings and
Exhibitor Giveaways
(Schedule subject to change)
www.globalequity.org

Plenary SessionS
Making Sense of the
New Cogenerational Workplace
Learn how to re-think and
refine your people practices
to reward and motivate
Millennials and Boomers
from compensation expert,
Jim Finkelstein, author of
FUSE: Making Sense of the
New Cogenerational Workplace . He will
illuminate pay practices and other opportunities to create collaboration,
cooperation and communication amongst the generations and address
pressing issues confronting all employers today.
A View from the Hill
– The policy landscape and outlook for 2012
Fidelity Investment’s executive vice president
of Public Affairs and Policy, J.J. Johnson will
provide his take on the policy landscape and
outlook for 2012. Learn how Dodd-Frank
and other factors are shaping executive
compensation and the implications for your
company and your equity programs.
Speak Up: Town Hall with Regulators
Don’t miss your chance to dialogue
with regulators to help them understand
potential downstream policy implications
and the realities impacting our industry
and your company.
Global Perspective from the Financial Press
Edward Luce, Chief US Commentator for the
Financial Times, will share insights and a
global perspective on the current world social,
political, economic and business environment
and financial markets and the impact that
these have on your company and
your employees.
Mr. Luce writes a
weekly column for the Financial Times on US
politics, economy and foreign policy.
Mobility Forum
Learn about employee mobility and taxation from
representatives of the major accounting firms.
Baker & McKenzie and others will participate
in a round table discussion, highlighting the
mobility and taxation challenges facing share plan
professionals today. Moderated by Peter Vassallo, Head of Global
Reward Operations of BP, this session is a must for all attendees.
With employees moving from state to state and country to country, the
tax authorities are no longer looking the other way.
Compliance is paramount and these experts will
share their thoughts on how and why to implement
the right program.
EVENT LOCATION
Gaylord National Resort & Convention Center
201 Waterfront Street, National Harbor, MD 20745, US
General Information: +1 (301) 965-2000
Reservations:
+1 (301) 965-4000 / GEO’s Group Discount Code: XBGH12
or visit www.globalequity.org/2012
Discounted Hotel Accommodations
Discounted rooms are available for attendees and exhibitors of
the 13th Annual GEO International Conference at the Gaylord
National Resort if booked by 15 March 2012 (subject to availability).
Reservations may be made by visiting the GEO website or calling the
hotel reservations department.
www.globalequity.org

BREAKOUT SessionS
Case Studies
® Leveraging Equity Schemes as Strategic
HR Instruments in the Growth Regions
(Brazil, Russia, India, China and the
Middle East)
® Globetrotting with ESPP
® What Language Are They Speaking
The Integration of HR, Finance and
Corporate Tax for Deferred Cash and
Equity Compensation
® Feed and Seed - How to Grow
Value and Loyalty in Non-Listed
Organizations, a ForFarmers Internal
Exchange 2011 GEO Award Case
Study
® Smart and Efficient Compliance
Administration for a Global Long Term
Incentive Plan, The Roche Case
® 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!
® Thinking Outside the Box: Global
Employee Ownership Programs at
Boston Scientific and Caterpillar
® The How, Why and So What of Equity
Compensation - A Case Study of Two
European Issuers from the UK and
France
Communications
® Lost in Translation: A Horse of a
Different Color
® Utilizing Psychological and Biological
Principles When Designing and
Communicating Your Stock Plans
® Designing and Communicating Your
Stock Plans to Generation Y
Tax/Legal/Accounting
® Key International Updates – What
in the World Happened to Equity
Awards
® Disguised Remuneration One Year
On – How to Steer Safely Around the
Pitfalls
® Internal and External Aspects of Stock
Plan Governance
® After the Grant – Staying Compliant
® Trust Matters
® Top of the World
® Private Company Share Plans -
Innovative Solutions and Key Tax and
Legal Issues From the Other Side of the
Pond
® Equity Compensation in Latin America:
From A (Argentina) to V (Venezuela)
® FATCA: The Ins and Outs of the
Regulation and How it Affects Global
Financial Institutions
® Running the Gauntlet of Corporate
Reorganizations
® Whew, Your Filings in China are
Done...Now What
® Financial Services - Are we done yet
And is there more to come
® EU Update
® A Global Obstacle Course: The Current
World of Deferred Compensation
Restrictions
® Performance Awards: Here, There
and Everywhere - Managing a Global
Performance Plan
® The New French Requirements That
Shook the World
Design
® Core Elements for a Successful
International ESPP
® Emerging Equity Trends - Fact or Fiction
® Equity for Executives: The Problem or
The Solution
® The Ernst & Young Global Share Plan
Survey 2011/2012
® 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
Administration
® The Evolution of Executive Shareholding
Requirements
® Stock Plan Myths Versus Facts
® Unique and Sometimes Forgotten
Challenges of Global Equity
® Portals with a Purpose - Effective for
Communicating with Participants
® Sorry, We Don’t Take Estonian
Kroons: Challenges in foreign currency
conversions
® Steering Away From Speed Traps
When Considering or Expanding a
Global ESPP Offering
(Speakers and sessions subject to change)
www.globalequity.org

SPECIAL EVENTS
Issuer Luncheon
Monday, 16 April 2012 • 11:00 – 1:00
This exclusive issuer-only luncheon lets you meet issuer colleagues from
around the globe and discuss the latest developments impacting the issuer
community. Topical conversations jump-start your learning process. There’s
no better way to start building your professional network.
Speed Networking
Monday, 16 April 2012 • 4:00 – 5:00
Think of it as ‘speed dating’
SPONSOR
in a professional environment.
This fast paced and unique
session will quickly connect you to conference attendees in a fun,
facilitated and stress-free manner. It’s great practice for meeting new
people and helps set the tone for the rest of the conference.
Opening Reception
Monday, 16 April 2012 • 5:30 – 7:00
GEO celebrates the 13th
SPONSOR
Annual International
Conference in Washington,
D.C. with our opening
reception for all exhibitors and conference attendees in the main
exhibit hall area.
GEO Awards Banquet & Gala
Tuesday, 17 April 2012 • 7:00
This black-tie celebration recognizes the
achievements of the 2012 GEO Award
recipients. The GEO Awards honor
impressive companies from around the
globe who demonstrate excellence,
leadership and dedication through
their employee stock plans. Winning companies are recognized for
designing, communicating, or offering programs that enable millions of
employees worldwide to participate in their company’s share plan.
THE 2012 GEO AWARDS GALA SPONSORS
Closing Remarks
Wednesday, 18 April 2012 • 3:45
GEO celebrates the end of its 13th Annual International Conference in
Washington, D.C. with closing remarks. This is the perfect opportunity
to say goodbye to new and old friends. The attendee iPad prize
drawings and exhibitor giveaways will also take place at this time.
Book Signing
Tuesday, 17 April 2012 • 10:15 – 10:45
Plenary speaker and author
SPONSOR
Jim Finkelstein will be available
to sign his latest book FUSE:
Making Sense of the New Cogenerational Workplace (www.
fusethebook.com). Designed for today’s Boomer bosses and entry-level
Millennials, who are often perceived as polarized in beliefs and values,
FUSE will illuminate pay practices and other opportunities to create
collaboration, cooperation and communication amongst the generations.
www.globalequity.org

Fees & Exhibiting Information
Conference Fee Information
Full Conference Attendee Fees include:
® Educational Plenary and Breakout Sessions
® Evening Opening Reception
® Special Events
® Unlimited Access to the Exhibition Hall
® Breakfast, Lunch and Breaks in the Exhibition Hall
® GEO Awards Celebration
Conference
Registration Fee
$
1,395. 00
ONE FEE FOR ALL MEMBERS
________________________________
Hotel Room Rate
GAYLORD NATIONAL
RESORT & CONVENTION CENTER
$
250. 00
PER NIGHT USING
GEO’S DISCOUNT CODE: XBGH12
“For me, the GEO International Conference was
a refreshing chance to get to know leaders in the
industry and colleagues I would have never had
the opportunity to meet. It did wonders for my
career, plus I came back with ideas and solutions
that more than saved me the time I spent away
List of Exhibitors
® Baker & McKenzie LLP
® Bank of America Merrill Lynch
® Banque Transatlantique
® BNP Paribas Securities Services
® Certified Equity
Professional Institute
® Charles Schwab
® Computershare
® Deloitte
® E*TRADE Corporate Services
® EASi
® Equiniti
® Ernst & Young LLP
® Fidelity Stock Plan Services
Exhibiting at the Event
® Global Shares
® KPMG
® Morgan Stanley Smith Barney
® Norse Solutions
® Pinsent Masons LLP
® PwC
® RBC cees
® Societe Generale
Securities Services
® Solium Capital
® StockCross Corporate Services
® UBS
® White & Case LLP
The Exhibition Hall is designed to complement the session presentations
that introduce the issues and concepts encountered with international stock
plans. By exhibiting at the GEO International Conference, your company
will be gaining the greatest exposure to the largest gathering of equity
compensation professionals around the world.
Double Booth — 10’ x 20’ is $7,500*
Single Booth — 10’ x 10’ is $5,000*
Additional Booth Staff Passes are $695*
*Discounted exhibiting prices available to our sponsors
Exhibiting and Sponsoring Opportunities
There are a limited number of booth spaces and sponsorships still
available. Please contact Pam Stetson at pam.stetson@globalequity.org
or visit the GEO website for more information.
from the office.”
Cathy Pecora
GLOBAL EQUITY PLAN SERVICES ANALYST
SALESFORCE.COM
www.globalequity.org

ABOUT GEO
Founded in 1999, the Global Equity Organization (GEO) is a
member-founded and member-driven not-for-profit international
organization dedicated to advancing knowledge and
understanding of equity compensation worldwide through a global
community of well-informed professionals.
A GEO membership connects you with more than 4,500 members
worldwide, representing over 1,500 companies and professional
firms in 60+ countries to help you stay abreast of the latest
changes in the dynamic world of employee share plans.
GEO provides its members – regardless of location, position or
affiliation – opportunities to share and learn about the strategic,
governance, financial, cultural, legal, tax, communication
and administrative issues impacting equity-based employee
compensation around the globe, from the fundamentals to the
latest market intelligence.
Membership is free to issuers! Learn more about GEO at
www.globalequity.org. Join GEO today!
Learn more, globalequity.org
GEO2012★★★★★
WASHINGTONDC
13TH ANNUAL INTERNATIONAL CONFERENCE
16 -18 APRIL 2012 • NATIONAL HARBOR, MARYLAND
PLATINUM LEVEL SPONSOR
GOLD LEVEL SPONSORS
SILVER LEVEL SPONSORS
www.globalequity.org