SPONSORED BY DELOITTE
As we near the end of 2013, join us for a discussion around trends in the design and administration of global employee share plans, including pressing issues faced by employers, as well as planning opportunities to consider in the new year. The past year has seen an especially robust set of changes for employers, including changes to timing of taxation, benefits of qualified plans, new reporting obligations, plan registration requirements, as well as employees, including new income self-reporting obligations, foreign financial asset reporting obligations (outside the U.S. as well) and, of course, a trend towards higher tax rates. What will 2014 bring?
Following the release of Deloitte's Global Share Plan Survey, we will dive into the Deloitte global survey data and global experience, focusing on how companies are dealing with the need to align their incentive programs with their business objectives and talent strategies, while tackling various country-specific and mobile employee challenges. This presentation focuses on several of the most significant findings from our survey, with a special emphasis on how companies operate their equity plans at the executive and broad-based levels, how they respond to country-specific challenges, and top priorities for their share plans now and in the future.
AMY REINA, Senior Manager, Deloitte Tax
Amy is an attorney and senior manager in the Global Rewards Practice in New York. Amy has over ten years of international assignment services tax experience and has spent the last nine years specializing in the area of global equity compensation.
Amy has led many global equity projects including the design and implementation of global equity incentive programs, expansion of US based programs to overseas locations including assessment of the tax and regulatory implications before global roll-out, and the implementation of corporate recharge arrangements to generate corporate tax deduction in non-US locations. Amy also assists clients in ensuring proper withholding methodologies are implemented to facilitate payroll tax compliance, addressing their mobile employee equity compliance responsibilities, and examining international aspects involved in mergers and acquisitions.
Amy has a B.A. from Mount Holyoke College and received a J.D. and M.B.A. from Quinnipiac University. She is a member the National Association of Stock Plan Professionals, serves on the Boston Leadership Committee of the Global Equity Organization and is a Certified Equity Professional.
SALLY PRITCHARD, Manager, Deloitte Tax
Sally is a Manager with the Global Rewards practice of Deloitte Tax, specializing in global compensation and benefits consulting. Sally has 4 years of experience in the field of employee equity compensation, advising multinational clients on all aspects of equity remuneration including plan design and administration, communications strategies, investor relations, tax and legal diligence and tax minimization strategies.
Sally began her career in the UK, specializing in UK and global equity based remuneration and compensation planning and has been working within the US North East practice of Deloitte Tax since 2010.
Sally is a Member of the Institute of Chartered Accountants in England and Wales.