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NASPP
Global Stock Plans Task Force
The NASPP has established the Global Stock Plans Task Force to ensure that we are providing the accurate, up-to-date, and authoritative guidance on global stock plans. The Task Force includes the industry's top consultants, attorneys, accountant and other practitioners.
Task Force Members
Valerie Diamond
Jon Doyle
Jennifer George
Aldona Gorman
Nicholas Greenacre
Jason Jones
Louis Rorimer
Peter Simeonidis
Valerie H Diamond
Partner
Baker McKenzie

Ms. Diamond assists companies in the design and implementation of international employee stock plans. She provides advice to clients on the tax, securities law and exchange control compliance issues that arise when options, restricted stock or purchase rights are granted to employees working abroad. Recent projects include all employee option grants to employees in 35 countries, a tax audit of equity programs in 15 countries and implementation of a employee stock purchase plan in 65 countries. Ms. Diamond has also assisted clients in meeting international compliance obligations relating to the repricing of options and option exchange programs, the creation of data privacy waivers, the grant of stock options to expatriates and the issuance of restricted stock.

Ms. Diamond is a frequent speaker on international equity issues. Recent publications on equity topics include an article for Workspan magazine entitled, “Navigating Stock Options in Europe: Steering Clear of Tax and Legal Pitfalls.”

Ms. Diamond received her J.D. in 1993 from the University of San Francisco School of Law where she received the Dean's Award for highest grade point average in her class and was a Comment’s Editor for USF Law Review. She has an M.A. and B.A. in history from California State University, Sacramento. Ms. Diamond is admitted to practice in California.

Jon Doyle
Partner
International Law Solutions

Jon F. Doyle advises multinational companies and financial institutions on legal issues related to doing business overseas, among them outsourcing, offshoring, joint venture, and other means of international expansion. In particular, he advises clients as to choice of entity, choice of jurisdiction, and protection of intellectual property and other assets.

Mr. Doyle also advises multinational companies on cross-border equity-based compensation programs. He has particular experience advising businesses on the tax, securities, foreign exchange, labor, data privacy, and e-commerce issues they may encounter in each country where they offer stock option, stock purchase, restricted stock, phantom stock, stock appreciation right, cash bonus, venture capital, and directed share plans to their employees, directors, and consultants.

Mr. Doyle also represents clients on cross-border employment, personal data privacy, and workplace privacy matters. He has advised numerous employers on the nuances of local laws concerning privacy matters and drafting document, personal information, and workplace privacy policies.

Mr. Doyle was recently recognized as one of the top lawyers in the Bay Area by Bay Area Lawyers magazine. He has been a regular speaker for a variety of trade organizations, speaking on topics such as international securities, data privacy, and outsourcing.

Mr. Doyle received his LL.M in Taxation from the University of Florida College of Law, his J.D. from the University of Iowa College of Law, and his B.B.A. in Accounting from the University of Iowa. Prior to receiving his law degree, Mr. Doyle worked as a Certified Public Accountant for Ernst & Young in Chicago.

Jennifer George
Director
PriceWaterhouseCoopers LLP


Aldona Gorman
Director
Pricewaterhouse Coopers

Aldona Gorman is a Director in PricewaterhouseCoopers' Compensation group in New York. Aldona joined the firm in 1999 and specializes in domestic and international compensation matters; including implementation, tax and regulatory compliance, maintenance, administration and communication.

Aldona has worked with a variety of multinational clients and was also a contributing writer and editor to PricewaterhouseCoopers LLP published monograph FAS 123(R), Share-Based Payment; a multidisciplinary approach.

Aldona is a graduate of the University of Illinois Champaign-Urbana and Northern Illinois University School of Law. She also holds a Masters of Laws in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center.

Nicholas Greenacre
Partner
White & Case

Nicholas Greenacre is Global Head of Employment, Compensation & Benefits at the global law firm, White & Case LLP. Nicholas has extensive experience in a broad range of employee benefits and pensions matters for clients of all sizes, from technology start-ups to global investment banks. Nicholas advises clients from various jurisdictions on the establishment and international implementation of equity and cash-based incentive plans. This work involves investigation and analysis of the tax, securities, foreign exchange, employment, data privacy and e-commerce issues clients may encounter in each country where they operate their plans. He has handled the incentives and pensions aspects of a variety of major corporate transactions, including a number of high-profile IPOs. Nicholas is a former Director of the Global Equity Organisation and a member of NASPP's Global Stock Plans Task Force. He is also a member of the Share Plan Lawyers Group and an associate member of the Association of Pensions Lawyers.

Jason Jones
Senior Manager
Ernst & Young LLP
Louis Rorimer
Retired Partner
Jones Day

Lou Rorimer is internationally recognized as a leading authority on equity compensation. Trained as a transactional lawyer, Lou's experience extends to all the legal issues that arise in designing, implementing, and operating stock incentive plans for executives and broader groups of employees. He is the author of International Stock Plans, the only comprehensive treatise on how to export employee equity, which is published online by the National Association of Stock Plan Professionals. He also serves on the Executive Committee of the NASPP.

Peter Simeonidis CEP
Senior Manager
Deloitte Tax

Peter is a Senior Manager in the Global Rewards Practice of Deloitte Tax with over nine years of broad international compensation and benefits experience. His main focus has been assisting multinational companies design, implement, and successfully operate global stock plan programs in multiple jurisdictions. By advising companies on the tax and regulatory issues in each jurisdiction, providing tax efficient alternatives to current plans, and ensuring the successful implementation of equity plans in each jurisdiction, Peter has developed deep knowledge in this area.

With more and more companies increasing their globally mobile workforce, Peter has worked with many multinational corporations to address the always administrative challenge of tracking these employees, and the payroll obligations in multiple jurisdictions. Additionally, Peter has experience supporting clients involved in implementing global recharge arrangements, mergers and acquisitions, spin-off transactions, and local country remediation procedures. By identifying the tax and regulatory compliance issues Peter has helped companies address the risks/exposures related to past non compliance, including working with the local country authorities to address and/or resolve the prior non compliance.

Peter has a B.S. in Finance from St. John's University, New York. He is a member of the National Association of Stock Plan Professionals and the Global Equity Organization, and a regular speaker at both respective regional and annual conferences. Peter is also a Certified Equity Professional.