Recent Trends in Employee Benefits and Executive Compensation: What Lies Ahead in 2017 and Beyond
Historically, employers provided benefits to their employees to attract and retain talent, realize tax advantages, and improve performance. However, due to the growing number of factors that transform today's workforce, employee benefits and executive compensation have remarkably evolved and become more sophisticated. Given the ever-changing legal, regulatory and business landscape, employee benefits and executive compensation continues to be an important area for many companies and attorneys and practitioners need to keep themselves abreast of trends and developments to avoid potential risks and pitfalls. Canada and the U.S. enjoy one of the world’s largest and most successful economic relationships with many companies doing business in both countries. Due to the interplay between Canadian and U.S. laws, organizations with employees on both sides of the border encounter unique issues and challenges.
Listen as our panel of seasoned professionals and thought leaders, brought together by The Knowledge Group, provide the audience with an in-depth discussion of the recent trends and developments in Employee Benefits and Executive Compensation.
Key topics include:
- Employee benefits in Canada and the United States, including pensions and group benefit plans
- Executive compensation in Canada and the United States, including equity compensation arrangements
- Cross-border aspects for multinational organizations, including design considerations and employee mobility
James A. Guadiana, Partner
Lynne Lacoursiere, Counsel
Kim Ozubko, Partner
Miller Thomson LLP
Elizabeth Boyd, Partner
Blake, Cassels & Graydon LLP
- Employee Benefits
- U.S. law including ERISA
- Canadian law
- Cross border aspects for multinational companies
- Executive Compensation
- U.S. law
- Equity based:
- Stock Grants
- Stock options
- Phantom Stock and SARs
- Canadian law
- Cross border aspects for multinationals companies
- Establishing a plan for multinational groups
- Transfers within the group
Who Should Attend:
- Labor and Employment Lawyers
- Employee Benefits & Compensation Lawyers
- Compliance and Ethics Members
- Compensation and Benefits Consultants
- Employee Benefits Counsel
- Employee Benefits Practitioners
- Human Resource Personnel
- Labor Counsel
- Private, Public and Multinational Companies
Jim Guadiana has extensive experience as tax advisor to a number of public corporations, including corporations listed on various non-U.S. stock exchanges as well as some large privately-held multinational companies. Among the areas that Jim is often called upon to advise on is the structuring of multinational executive compensation programs to achieve optimum tax benefits for both employers and employees in multiple jurisdictions. Recently, Jim served as tax and executive compensation counsel to one of the world’s largest multinational enterprises in its pre-IPO reorganization and IPO. Jim also represents clients before the U.S. Internal Revenue Service and the U.S. Tax Court. He has presented at various conferences on tax-related matters, and is respected domestically and internationally as an expert in recognizing and resolving novel and complex tax issues in domestic and cross-border investments and operations.
Jim Guadiana has extensive experience as tax advisor to a number of public corporations, including corporations listed on various non-U.S. …
Lynne Lacoursiere is head of the executive compensation practice at Torys. Her practice focuses on executive compensation, employee benefits and …
Kim Ozubko is an experienced lawyer with almost twenty years of expertise in all areas of pension and benefits law. Kim is committed to keeping her clients up-to-date on legal developments that affect the administration and sponsorship of pensions and employee benefit plans. She frequently writes and speaks in the areas of pension and employee benefits law and is a contributing author of the Canadian Encyclopedic Digest. Kim has taught the Osgoode Certificate in Pension Law Program and at Humber College, Centre for Employee Benefits.
Prior to joining Miller Thomson, Kim practiced pension and employee benefits law at several international law firms and at an international pension-consulting firm.
Kim Ozubko is an experienced lawyer with almost twenty years of expertise in all areas of pension and benefits law. …
Elizabeth Boyd is a partner who practices in the areas of the Pensions, Benefits & Executive Compensation Group at Blake, Cassels & Graydon LLP.
Elizabeth is involved in all aspects of taxation, design, implementation, administration & termination of pension, other employee benefit, stock option, profit sharing & executive compensation arrangements, including compliance with tax, pension investment and other regulatory requirements. She Works with plan sponsors and administrators in both private and public sectors, as well as financial institutions and consulting firms. Advises on pension, other benefit & equity and deferred compensation aspects of corporate transactions and advises plan sponsors and litigation counsel in connection with class actions and other litigation matters involving pension & benefit plans. Elizabeth Speaks frequently at conferences on retirement plans and executive compensation issues. She is a member of the Canadian Tax Foundation and the Financial Services Commission of Ontario Legal Advisory Committee. Sits on the Ontario Provincial Judges Pension Board. Former member of the Ontario Bar Association Pension and Benefits Section executive and the CAPSA Industry Advisory Group on Prudence in Funding and Investment.
Elizabeth Boyd is a partner who practices in the areas of the Pensions, Benefits & Executive Compensation Group at Blake, …
Print and review course materials
Method Of Presentation:
Experience in employee benefits law
NASBA Field of Study:
Personnel/Human Resources - Non-Technical
NY Category of CLE Credit:
Areas of Professional Practice
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About Torys LLP
Torys LLP is a full-service business law firm with offices in Toronto, New York, Calgary, Montréal and Halifax.
About Miller Thomson LLP
Miller Thomson is one of the largest national full-service firms in Canada. With close to 550 lawyers in 11 offices across the country, it has the widest geographic coverage of any law firm in Canada.
Miller Thomson’s pension and benefits specialty area consists of lawyers from various disciplines across Canada. Its lawyers provide specialized expertise and practical advice to plan sponsors and administrators, funding agents, custodians, consultants, directors and trustees on all areas of pension, benefits and other compensation arrangements.
The firm regularly advises clients on the design and administration of pension and other employee benefit plans including compliance and regulatory issues as well as on plan governance. Its lawyers frequently deal with pension and benefits issues connected with corporate mergers, acquisitions, divestitures, reorganizations and insolvencies and regularly write on pension and benefits issues.
About Blake, Cassels & Graydon LLP
As one of Canada’s top business law firms, Blake, Cassels & Graydon LLP (Blakes) provides exceptional legal services to leading businesses in Canada and around the world. Since its founding in 1856, Blakes has been on a constant quest to define best practices in professional services by delivering optimal solutions to our clients worldwide.
Blakes was ranked as having the leading law firm brand in Acritas’ Canadian Law Firm Index 2016. Blakes was also named Canada Law Firm of the Year for the eighth consecutive year in the Who’s Who Legal Awards 2016 and the top-ranked Canadian firm in Chambers Global: The World’s Leading Lawyers for Business 2016.