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Calendar of Upcoming Events for the TWIN CITIES Chapter

Prior Events

Date and Time:9/24/2015 3:30 – 7:00 p.m.
Event:Annual meeting/social event with food and beverages provided.
Topic:Compensation and Equity Trends Update
Location:The Offices of KPMG 4200 Wells Fargo Center 90 South Seventh Street Minneapolis, MN
Contact:Donna Bailey
Contact Phone:952-475-4102
Contact Email:donna.s.bailey@mssb.com
Description:

Join us for a lively discussion on the compensation and benefit trends we are seeing in the areas of acquisitions, plan design and implementation.  Additionally, we will provide a tax update on certain key countries and U.S. multi-state jurisdictions and discuss the trends in automation of certain key share administration processes we are seeing in the marketplace. Following the presentation, join us for a social/networking period including free food and beverages. There is no fee for this meeting but we would ask that you register by sending us an RSVP email to voves.michael@dorsey.com with your name and company information to help us plan appropriately.

Presenters:

Mark Spittell is a Managing Director in KPMG’s Compensation and Benefits practice. 

Mark’s background includes significant hands-on experience with qualified retirement plans (ESOPs, 401(k) plans, pension plans, cash balance plans, etc.), nonqualified deferred compensation programs, equity compensation, VEBA trusts, 280G Golden Parachute calculations and issues, payroll matters, and fringe benefits.  This experience was gained first through his tenure as an Employee Plans Revenue Agent at the IRS and then through his subsequent experiences with KPMG and Alvarez & Marsal.  

Leann Balbona, Managing Director - Leann is a Tax Managing Director in KPMG’s New York Global Mobility Services (GMS) practice specializing in global equity tax matters. She has more than 20 years of experience in tax technology, tax planning and mobility strategy for the world’s leading companies. Leann is nationally responsible for global equity technology deployment and client service delivery. 

She has written for many publications including International Tax Review, Expatriate Advisor and Expatriate Administrator.  She also regularly presents at trade association conferences and teaches at KPMG’s national Tax Business School.  

More Information: