Calendar of Upcoming Events for the SEATTLE Chapter

Prior Events

Date and Time:9/8/2016 11:30AM-1:30PM
Event:Seattle Chapter NASPP Lunch Meeting
Topic:The Global Equity Round Up: Latest Developments and Tricky Issues, Inc. Doppler Building 2nd Floor 2021 7th Ave. Seattle, WA 98101
Contact:Emily Curcio
Contact Phone:206-674-3033


Barbara Klementz - Partner, Baker & McKenzie LLP


This presentation will bring you a description of the latest notable changes impacting companies granting equity awards to employees outside the U.S., as well as a discussion of some notoriously difficult topics for global stock plan professionals.

In the first half of the presentation, Barbara will cover the key non-U.S. tax, legal and other regulatory developments affecting equity awards over the past year, such as the relaxed exchange control rules in Argentina, the new qualified RSU regime in France, the impact of Brexit on global share plans and many more. Hear practical perspectives on how companies have responded to these developments and reactions seen and heard from the global community.

In the second half of the presentation, we will turn our attention to some continuously problematic issues surrounding equity awards, such as:

  • Treatment of awards held by employees on a leave of absence and the merits of a global leave of absence policy
  • Favorable retirement provisions (based on age or age + service)
  • Tying equity awards to non-compete/non-solicitation/confidentiality covenants
  • The rise of Total Rewards Statements and inclusion of equity awards in TSRs
  • Special tax issues for awards held by terminated employees

Even if you think you've seen it all, we hope you learn some new tricks from this presentation!

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