Euros, Yens & Pesos: Managing Foreign Exchange Ratios, Controls, and Employee Issues

Your stock may be denominated in US dollars but what currency do your employees use? This panel will explore the world of foreign currency from how to manage onerous exchange control laws and currency fluctuations to best practices for currency exchange policies and addressing employee concerns.

LEVEL II Specialized Knowledge

Track: Administration & Communication

Session IV  (4.2)  10/18/2017 3:45 PM -  4:45 PM
Concourse: Georgetown East


Marlene Zobayan CEP
Rutlen Associates LLC

Marlene is a partner at Rutlen Associates LLC. She has over twenty years of international tax and benefits experience including global equity plans, mobile employee taxation, global compensation and benefits. She provides a range of services to her clients including global equity plan design, compliance reviews and tax optimization, assistance with local approvals and filings, communications, designing administrative processes, assistance with mobile employee processes and compliance. She is a regular speaker and author on global stock plan and rewards issues.

Prior to joining Rutlen Associates, Marlene was the practice leader on the west coast for Deloitte Tax’s Global Rewards group. In November 2009, Marlene was awarded the Individual Achievement Award by the National Association of Stock Plan Professionals.

Marlene has a Physics degree from Oxford University; she is a member of the U.K. Association of Tax Technicians, a US Enrolled Agent and Certified Equity Professional. She sits on the Curriculum Committee of the Certified Equity Professional Institute.

Madori Playford CEP
Credit Karma

Madori began her career in the financial services industry with E*TRADE in 1999, first in Employee Stock Plan Customer Service then Quality Assurance and finally in 2004 Stock Plan Administration. After a short time with Whole Foods Market Madori moved to Atheros in 2007 and received her CEP designation in 2007. She is currently the Sr. Stock Plan Administrator at Infoblox, Inc. Madori is in a volunteer with the SVC NASPP Program Committee and speaks at SVC NASPP meetings. Madori has degrees in Business Administration, Human Resources and Management.

Aaron Oberg
E*TRADE Financial Corporate Services

Aaron Oberg is a Senior Manager at E*TRADE Financial Corporate Services and currently works on the broker and administration side of the stock plan administration industry. He has been employed with E*TRADE Financial Corporate Services since 2008 and he is currently a Senior Manager of Corporate Services that leads a team specializing in stock plan administration. During his time in the industry, he has developed specialties in a broad range of topics and has in depth knowledge of the practical application of plan designs. Aaron has been a Certified Equity Professional since 2009 and earned his B.S. in Aerospace Studies in 2003 from Embry-Riddle Aeronautical University.

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