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Phoenix: October 2019 Lunch Meeting Presented by Baker & McKenzie

October 31, 2019

11:30am to 1pm


Charles Schwab - Corporate Building (not the bank/branch)
2423 E. Lincoln Dr.
Phoenix, AZ 85016
Hot Global Share Plan Updates & Trends

Speaker Information

Nicole C. Calabro, Attorney at Law | Baker & McKenzie LLP
Nicole Calabro is a partner in Baker McKenzie’s Employment & Compensation Practice, with a focus on global equity services.  She advises multinational companies on all facets of employee incentive plans. She regularly assists public and private companies in offering their employee equity plans around the world.  Nicole consults on plan design, tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering employee equity plans in different jurisdictions. She also advises companies on the effects of mergers, reorganizations, spin-offs and other corporate adjustments on their equity programs. In addition, Nicole is seasoned in cross-border tax issues for equity awards held by mobile employees.  Nicole is admitted to practice in California and New York.

Event Details

Join us for this presentation which will explore the latest updates and trends affecting your share plans. Our presenters will circle the globe to educate you on tax law and regulatory changes, including new social tax guidance in Belgium, amendments to the Danish Stock Option Act, the impact of the new EU Prospectus Regulation, the potential inclusion of RSU income to determine overtime calculation under a proposed US Department of Labor rule and the US landscape on claims relating to director compensation limits. They will also discuss recent trends, such as loan programs for ESPP and the increased use of fractional shares.  Take this opportunity to stay on top of all the latest developments.

Check-In: 11:30am - 12:00pm
Presentation: 12:00pm - 1:00pm
Meeting location logistics:
  • Please bring your ID as you will receive a guest badge.
  • We are meeting in the larger corporate building. Do not go to the bank/branch building.
  • Parking is free but limited
  • Guests may park in any “Visitor” or unmarked space. Covered or parallel is fine, and some spaces with cones are reserved for our event. Please feel free to park in the coned spaces as well.

Fee:  There is NO fee to attend this meeting. Please enjoy lunch courtesy of Baker & McKenzie.
Registration Link: Click Here | RSVPs are required and should be received no later than Monday, October 28.
Free limited parking. Use "Visitor" or unmarked spaces.

Fee Structure

Meeting and lunch sponsored by Baker & McKenzie LLP