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18TH ANNUAL CONFERENCE GEO I ROME I 2017

Sponsorship and Exhibition Prospectus 26-28 APRIL, SHERATON ROMA Welcome

Contents It is with great pleasure that we invite you to sponsor the Global Equity Organization’s (GEO) 18th Annual Conference to be held in Rome, Italy Why Sponsor? 3 from 26-28 April 2017! - What Delegates Say 3 The Global Equity Organization’s 18th Annual Conference is taking place in the magnificent city of Rome, Who Will Attend? 4 Italy. The industry leading event offers you the opportunity to build your profile with leaders and decision - 2016 Annual Conference makers in global compensation, while they debate and share the latest trends and innovations and hear Statistics 4 relevant and useful case studies from issuing companies and their service partners from around the world. Conference Venue 6 GEO’s Mission is Simple… Attending the Conference 6 We bring together industry leaders to exchange ideas, share best practices, examine the latest trends and establish lasting relationships that help the members of our community across more than 60 Sponsorship and countries to reach their goals. Exhibition Opportunities 7 For more than 17 years, GEO has been dedicated to advancing the knowledge and understanding 2017 Sponsor and of share plans and the benefits of employee ownership worldwide, providing quality education and Exhibitor Agreement 11 networking events to our global community.

Past Sponsors and Exhibitors 12 Our Focus is on What Matters Through innovative exhibitors and sponsors, sought after speakers and facilitators, certified education About GEO 12 and networking events that foster true collaboration, we offer the best opportunities available to raise your brand awareness. Contact Information 12 Meet Key Decision Makers GEO’s Annual Conference hosts more than 450 industry leaders and influencers, typically representing more than 20 countries, including senior-level issuers from all corners of the globe. Attendees enjoy three days of effective networking opportunities and the opportunity to acquire knowledge through useful and relevant sessions.

A Perfect Brand-Building Platform GEO’s Annual Conference is a powerful event fuelled by insight, education, vision and strong resources. With certified sessions that cover topical issues and numerous structured networking opportunities, the conference attracts the industry’s elite and offers sponsors the perfect opportunity to promote and endorse their brand to a unique senior audience.

The GEO Awards – The Ultimate Branding Opportunity One of the conference highlights is the prestigious GEO Awards - an event firmly established in the industry’s events calendar. The awards, going into their 16th year, continue to provide a leading stage for our industry to applaud innovation, excellence and achievement, and to honor individuals and organizations who have engaged, retained and recruited employees through their exemplary and industry-leading compensation strategies. Corporate sponsorship of this event is both effective and memorable for attendees – contact us without delay to find out more.

Made-to-Measure Sponsorship Packages Sponsorship and exhibition packages are available at varying levels of investment and brand exposure – we hope that there is something that matches your marketing objectives, in the event that there isn’t, please do not hesitate to contact us to discuss creating a bespoke package. On behalf of GEO, we look forward to welcoming you as a proud supporter of this important industry event and working with you to deliver the best return on your investment. Warm regards,

Danyle L. Anderson Carine M. Schneider EXECUTIVE DIRECTOR CHAIR, BOARD OF DIRECTORS

2 Top 10 Reasons to Sponsor GEO’s 18th Annual Conference

The unique conference experience promises a schedule packed with useful content, knowledgeable speakers, attracting high caliber attendees from private to blue chip companies around the world.

Sponsorship provides your company with an excellent way to:

1 ATTRACT the attention of senior-level global share plan professionals, decision makers and business partners

2 PROMOTE your organization and build your visibility

3 REACH the right audience online, by email and in person

4 GENERATE new leads and cultivate relationships

5 STAND OUT from the crowd and present yourself as an industry power player

6 LAUNCH new products and services to a large but targeted audience

7 CONNECT with new contacts from around the globe

8 EXPERIENCE a relaxed, friendly and welcoming atmosphere in an intimate venue

9 ACCESS valuable information to grow your business

10 DEMONSTRATE your organization’s commitment to employee ownership

Secure your sponsorship today and be seen and heard by the right people at GEO’s 18th Annual Conference!

What our delegates say.....

GEO’s Annual Conferences are attended by enthused and engaged industry professionals. Here are just a few reasons why the industry’s best representatives enjoy our events:

Marc Muntermann, Head of Global Share Programs, Siemens AG (DE) “If you want to share your experiences in equity-based compensation with international experts, then GEO is the perfect place for you.”

Leonie Baggott, Global Reward Services Director, Unilever (UK) “GEO’s reputation for providing attendees with a unique opportunity to meet global industry leaders and key stakeholders (both clients and service partners) in one place is unrivalled. I felt it important to attend this ‘not to be missed’ event in the equity calendar.”

Eric Bachellereau, EVP, Executive Management, Compensation, Benefits & International Mobility, Veolia Environnement (FR) “Attending is a great way to keep abreast of the latest global developments in equity compensation. The depth and range of topics covered and the global reach of the delegates and speakers is extremely impressive.”

Jill Stipanov, Manager - TRM Communications & Equity Compensation, Qualcomm Inc. (US) “I consistently return from GEO events with an actionable idea or new connection that provides real value to my company.”

* Issuer rates include Academic and Government. 3 Connect With the Right Audience

Delegates of GEO’s Annual Conference include employees of companies who offer their employees access to share plans as part of their company’s compensation packages, as well as employees and management of the top companies providing services to companies who offer share plans.

Attendees serve in functions such as human resources, accounting, finance, tax and share plan administration, and include practitioners at all levels:

n Presidents & CEOs n Managers & Senior Managers n Chief Financial Officers n Analysts n Vice Presidents n Academics n Directors & Senior Directors n Consultants

2016 Annual Conference Statistics

Delegate Type Over 460 delegates attended GEO’s 17th Annual Conference in Boston,

representing functions such as human Corporate Issuer 60%

resources, accounting, finance, tax and Provider/Advisor 36% stock plan administration, and advisor or Academic/ service providers. Government 4%

60% of attendee companies were issuers and 36% advisor or service provider companies. Origin Attendees hailed from all corners of the globe.

In 2016, delegates represented 17 United States 73% countries: 10% from the UK, 73% from the Rest of the World 17% US and 17% from the rest of the world. United Kingdom 10% The overall country mix varies depending on event location. In 2015 when the event was hosted in the UK, approximately 67% of the attendees came from locations outside of North America. Role

The conference attracted professionals Senior Level 67% from a variety of roles from a wide range Mid Level 13% of industry types and sizes. Emerging Level 16%

67% of attendees were senior level Consultant 2%

professionals (Senior Manager or above), Academic & Press 1%

including CEOs, CFOs, Directors, Partners, Other 1% Consultants or Heads of Department.

4 Generali MasterCard SGL Group Past Annual Conference Genworth Maxim Integrated Shell International Limited Attendees Georg-August-Universität McCormick & Co. Shire Pharmaceuticals Göttingen McDonald’s Corp. Siemens 3M CEMEX, Inc. Gilead Sciences Medivation, Inc. Signet Jewelers Limited A10 Networks CGI Group Givaudan International SA Medtronic, Inc. Skyscanner Ltd ABB Asea Brown Boveri Ltd Charles Schwab GlaxoSmithKline Merck Skyworks Abbott Laboratories Chevron Glencore International AG Mercuria Energy Trading Smith & Nephew plc AbbVie Cisco Systems, Inc. GoingPublic Media AG Merlin Entertainments plc Splunk ABN AMRO Citi Goldman Sachs METRO Cash & Carry SPX Corporation Accenture Citrix Systems Google Microsoft Standard Bank Actelion Pharmaceuticals CNH Industrial Guess?, Inc. MINDBODY, Inc. Starbucks Acucela Coca-Cola Enterprises Halliburton Mylan State Street Corporation Adecco Comverse, Inc. Heineken International Nokia STMicroelectronics Adidas Group Covidien Henderson Global Investors Nomura SunPower Aditya Birla Group Credit Suisse HERE Novartis Symantec Adobe Systems Cree, Inc. Hewlett-Packard Enterprise NVIDIA Corporation Syngenta Agilent Technologies CSR plc HgCapital NXP Semiconductors Telefónica Ahold Daimler AG Higher Logic Omnicell Teva Pharmaceuticals Akamai Technologies Danaher Hologic Oracle Corporation The Linde Group Alexion Pharmaceuticals Danske Bank Horizon Pharma plc OSRAM The MENTOR Network Allianz Dell Hortonworks Outotec Oyj The Priceline Group Amadeus Delphi Automotive HSBC Parametric Technology TNT Amazon Demandware Illumina, Inc. Corporation Travelport American Express Company Deutsche Bank Imerys Parker Hannifin Corporation TripAdvisor American Tower Corporation Deutsche Post DHL Infineon Technologies AG PayPal Twitter, Inc. ANSYS, Inc. Development Alternatives ING Pearson Tyco International Ltd. AppDynamics Incorporated PerkinElmer, Inc. Uber Technologies Apple, Inc. Diageo Intel Philip Morris International UBS Applied Materials Discovery Communications International Flavors & Fragrances Philips International Unilever ARIAD Pharmaceuticals Dolby Laboratories, Inc. International Game Technology Phillips 66 United Technologies Corporation ARRIS Group DS Smith International Personal Finance plc PNC Financial Services Group Validus Holdings Arthur J. Gallagher Intertrust Group B.V. Praxair Veolia Environnement Aviva plc eBay Interxion Procter & Gamble Vertex Pharmaceuticals BAE Systems Edwards Group IPG Photonics Corporation Progress Software Visa, Inc. Bank of America Merrill Lynch Electronic Arts ISP Advisors, LLC ProSiebenSat1 Media AG Vodafone Barclays Eli Lilly and Company Jazz Pharmaceuticals Prudential Wal-Mart Baxter International Inc. EMC Corporation JDP Consultancy Publicis Groupe Waters Corporation BMC Software, Inc. Equinix Johnson & Johnson QUALCOMM Incorporated Wells Fargo Bombardier Ericsson Johnson Controls, Inc. RBS Wesfarmers Limited BP Evonik Industries JPMorgan Recommind, Inc. Western Union Brambles Limited Expedia Kimberly-Clark Reed Elsevier Willis Towers Watson British Land Facebook Kinross Gold Corporation Rexam PLC Wix.com Broadcom Corporation Fairchild Semiconductor KION Group Roche Wolters Kluwer BT Group Fletcher Building Limited Klabin SABMiller plc WorldPay Campbell Soup Company ForeScout Technologies Kofax, Inc. Salesforce.com Xchanging plc Capital One Frank’s International Konecranes Plc SAP Yahoo! Inc. Cargill Gap Inc. LendingClub Schindler Management Ltd Yandex Carnival Corporation Genentech L’Oréal Schlumberger Yelp Inc. Caterpillar General Dynamics Luxfer Holdings PLC Scripps Networks Interactive Zurich Insurance Company Ltd CBS Corporation Marsh & McLennan Companies ServiceSource Inc.

Equity Taxation Manager Manager, Global Equity Administration Delegate Titles Executive Compensation Leader Manager, Shareholder Services Executive Rewards Director Mobility Payroll Global Process Manager Compensation & Benefits Director Finance Director, Equity Remuneration & Share Plan Governance Compensation Analyst Finance Director, Stock Plan Services Senior Manager-International Equity Deputy Company Secretary Global Compensation and Mobility Lead Senior Share Plan Administrator Directo, Global Stock Plan Services Global Executive Compensation Manager Senior Stock Analyst, International Director - Global Treasury Global Head Compensation & Benefits Senior Vice President, Total Rewards Director Equity Compensation Resources Global Head of Reward Sr. Director Incentive Plans & Systems Director Executive Rewards Group Reward Director Sr. Manager, Executive Compensation Director Global Compensation Head of Group Reward Stock Administrator Director, Employee Shareholder Services Head of Share Program Strategy, Banking & Stock Plan Manager Director, Equity Compensation Communication SVP Total Rewards Director, Global Compensation, Equity and Payroll Head of Short Term Incentives SVP, Global Equity Compensation Director, Global Employee Ownership International Mobility Director Vice President Executive Compensation & Benefits Director. Executive Compensation Legal Counsel Vice President, Total Rewards Equity Compensation Manager Legal Director - Corporate Equity Plan Consultant Manager, Executive Compensation Programs

The above lists represent a sample of past attendees and is not intended to be all inclusive. 5 An Ideal Location to Enjoy Rome

The Sheraton Roma Hotel is ideally located in the monumental EUR neighborhood, between the historic centre and Fiumicino Airport. The high end hotel offers spacious and sophisticated accommodations with an elegant and relaxed touch – the perfect base for you to enjoy your stay in Rome. Sheraton Roma Hotel Viale Del Pattinaggio, 100 Rome, 00144, Italy Email: [email protected] Phone: +39 06 54537382 Hotel Booking Information For your convenience, GEO is holding an allocation of rooms at the Sheraton Roma and has secured a discounted rate of €130 per night for a single occupancy bedroom. The above rate is exclusive 10% VAT and city tax of €6 per person per night and is subject to change. This rate is only valid until 20 March 2017, rooms booked after this date are subject to hotel availability at prevailing rates.

Please note there are a limited number of rooms available at the Sheraton and only a few hotels in the local area, so please ensure you reserve your accommodation early to avoid disappointment. Book Online: To reserve a room at the GEO rate, please visit the direct booking link on the GEO website at www.globalequity.org/geo/Rome2017-Location via which you may reserve and pay for your room. Book by Telephone: To book a room by phone please call the hotel on +39 06 54537382 referencing the GEO Conference room block. Attending the Conference

Join GEO to SAVE! GEO Members can access preferential rates – join today to save on registration and to access GEO’s many useful resources and global network of industry contacts.

Visit globalequity.org/geo/Rome2017 for more information.

6 Sponsorship Opportunities

Sponsoring GEO Rome 2017 offers high If you are interested in a sponsorship opportunity that you do not visibility branding to the share plan see listed here, please make sure to contact us – we welcome your suggestions and ideas on how to make all sponsorship opportunities community. more effective in meeting your goals. Take advantage of the GEO Rome 2017 Sponsorship Program to leverage your investment, enhance your visibility and secure a competitive advantage! SAVE! GEO offers a variety of sponsorship opportunities to BOOK EARLY AND SECURE suit every budget and marketing strategy. YOUR DISCOUNT We are excited to partner with you and will be happy to work with you to promote your brand and 10% discount on or before 27 January 2017 increase your exposure to the event attendees as well as the thousands of GEO members that receive CONTACT US TODAY! marketing information.

Enhancement to All Sponsor Packages: The Opportunity to Jointly Sponsor GEO’s Exclusive Vatican Tour and Dinner Reception in Piazza Navona GEO’s 2017 Annual Conference includes our own private after-hours guided Vatican Tour on Wednesday the 26th of April. Following the Opening Reception, all GEO delegates will be guided through the Vatican Museums to savor the detail of the Eternal City’s most sublime treasure in peace and quiet as they were meant to be experienced – with no crowds, no waiting in line and no distractions. This unique opportunity is one few people will ever experience and provides insight into one of the most important historical and religious destinations in the world. GEO’s Vatican Tour will be followed by a dinner reception at Rome’s most famous Piazza, Navona Square, overlooking Bernini’s Fountain of the Four Rivers.Contact GEO to discuss this partnership. GEO is very pleased to offer all providers the unique opportunity to participate as a shared sponsor of this amazing event at a very low monetary level estimated at a $2,500 contribution per provider firm, final price contingent on participation. Contact GEO for further information. This event is inclusive and open to all GEO delegates and their guests (guest fee applies).

DIAMOND Level Sponsorship

n Ability to offer issuer contacts 20% off of regular conference rate, 10% Discount on $74,250 appropriate member category will apply (discount available after 15 Feb) or before 27 January* n Acknowledgement in conference opening and closing remarks After 27 January $82,500 n Ability to make two minutes of remarks at the GEO Awards event n Full-page ad in GEO Awards Winner Book, inside front cover placement Exclusive Sponsorship of the n Sponsor branding in conference marketing emails, on the GEO website GEO Awards Dinner and on-site Dinner to take place on Thursday, 27 April 2017, n Sponsor badge ribbons with sponsor level designation at the Sheraton Roma Hotel n Company description in the conference program guide n One pre-conference registration mailing list for one-time use only n One post-conference attendee mailing list for one-time use only Diamond Level Sponsorship - Additional n Sponsorship of one GEO quarterly global equity update webcast Benefits Include: n Mobile App branding: n 6m x 2m exhibition booth with preferential placement - Rotating banner ad on home page of Mobile App n Four complimentary full-conference passes** - Logo in Mobile App n One sponsored branded item of your choice: - Company description listed in Mobile App Mobile App, Attendee Bag or Badge Lanyard - Link to company website from Mobile App n One attendee bag insert n Add on optional benefit for $500 – Lead retrieval feature via the conference Mobile App. This feature must be purchased by 28 February

* For members who renew their membership by 9 January 2017. ** Subject to €160 fee per pass for non-sponsors of Vatican event. 7 SAPPHIRE Level Sponsorships

10% Discount After Sapphire Level Sponsorship - Additional Benefits Include: on or before 27 January 27 January* n 3m x 2m exhibition booth with preferential placement n Two complimentary full-conference passes** Opening Reception $45,000 $49,500 n One attendee bag insert Event to take place on n Ability to offer issuer contacts 20% off of regular conference rate, Wednesday, 26 April 2017, appropriate member category will apply (discount available after 15 Feb) in the Exhibit Hall n Full-page ad in GEO Awards Winner Book Badge Lanyards $40,000 $44,000 n Sponsor branding in conference marketing emails, on the GEO website and on-site Attendee Bag $35,550 $39,500 n Sponsor badge ribbons with sponsor level designation Conference Mobile App $35,550 $39,500 n Company description in the conference program guide Includes sponsor branded n One pre-conference registration mailing list for one-time use only splash screen n One post-conference attendee mailing list for one-time use only n Sponsorship of one GEO quarterly global equity update webcast WiFi in Meeting Space $35,550 $39,500 (limited to three sponsors based on contract date) n Mobile App branding: - Rotating banner ad on home page of Mobile App - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App n Add on optional benefit for $500 – Lead retrieval feature via the conference Mobile App. This feature must be purchased by 28 February

EMERALD Level Sponsorships

10% Discount After Emerald Level Sponsorship—Additional Benefits Include: on or before 27 January 27 January* n 3m x 2m exhibition booth with preferential placement n Two complimentary full-conference passes** Room Key Cards $27,000 $30,000 n One attendee bag insert Closing Keynote $27,000 $30,000 n Ability to offer issuer contacts 20% off of regular conference rate, Speaker and Lunch appropriate member category will apply (discount available after 15 Feb) n Sponsor branding in conference marketing emails, on the GEO website Opening Keynote $24,750 $27,500 and on-site Speaker n Sponsor badge ribbons with sponsor level designation Cyber Café and Mobile $24,750 $27,500 n Company description in the conference program guide Device Charging Kiosk n One pre-conference registration mailing list for one-time use only n One post-conference attendee mailing list for one-time use only Conference Lunch $24,750 $27,500 n Mobile App branding: on Thursday - Logo in Mobile App Attendee Room Drop $24,750 $27,500 - Company description listed in Mobile App Room drop item to be - Link to company website from Mobile App supplied by sponsor n Add on optional benefit for $500 – Lead retrieval feature via the conference Mobile App. This feature must be purchased by 28 February

8 * For members who renew their membership by 9 January 2017. ** Subject to €160 fee per pass for non-sponsors of Vatican event. RUBY Level Sponsorships

10% Discount After Ruby Level Sponsorship - Additional Benefits Include: on or before 27 January 27 January* n 3m x 2m exhibition booth with preferential placement n Two complimentary full-conference passes** GEO Registration Desk $19,350 $21,500 n One attendee bag insert and Collateral Area n Ability to offer issuer contacts 20% off of regular conference rate, Shirts for GEO $19,350 $21,500 appropriate member category will apply (discount available after 15 Feb) Conference Team n Sponsor branding in conference marketing emails, on the GEO website and on-site Conference Morning $19,350 $21,500 n Sponsor badge ribbons with sponsor level designation or Afternoon n Company description in the conference program guide Networking Break n One pre-conference registration mailing list for one-time use only Choice of morning or n One post-conference attendee mailing list for one-time use only afternoon break on Thursday n Mobile App branding: or morning break on Friday - Logo in Mobile App Staffed Rome Concierge $19,350 $21,500 - Company description listed in Mobile App Desk and Rome Map - Link to company website from Mobile App n Add on optional benefit for $500 – Lead retrieval feature via the Session Audio Recordings $19,350 $21,500 conference Mobile App. This feature must be purchased by 28 February Power Chargers in $19,350 $21,500 Breakout Session Rooms Selfie Wall $15,750 $17,500 Relaxation Station on $15,750 $17,500 Thursday or Friday Conference Flowers $15,750 $17,500

TOPAZ Level Sponsorships

10% Discount After Topaz Level Sponsorship - Additional Benefits Include: on or before 27 January 27 January* n 3m x 2m exhibition booth with preferential placement n Two complimentary full-conference passes** Item to Insert in $13,050 $14,500 n Sponsor branding in conference marketing emails, on the GEO website Attendee Bag and on-site All expenses associated with n Sponsor badge ribbons with sponsor level designation insert item to be incurred by n Company description in the conference program guide sponsor. Item must be pre- n One pre-conference registration mailing list for one-time use only approved by GEO. Suggested n One post-conference attendee mailing list for one-time use only items include: n Mobile App branding: n Highlighters n Water Bottles - Logo in Mobile App n Pens n To Go Coffee Mugs - Company description listed in Mobile App n Luggage Tags n Portfolio - Link to company website from Mobile App n Notebook Pads n Mints, etc. n Add on optional benefit for $500 – Lead retrieval feature via the conference Mobile App. This feature must be purchased by 28 February

* For members who renew their membership by 9 January 2017. ** Subject to €160 fee per pass for non-sponsors of Vatican event. 9 EXHIBITOR Package

Exhibitor Benefits Include: Regular Rate $6,400 n 3m x 2m exhibition booth with preferential placement Late Rate qfter 28 February $6,800 n Two complimentary full-conference passes** n Exhibitor badge ribbons n Company description in the conference program guide n One pre-conference registration mailing list for one-time use only n One post-conference attendee mailing list for one-time use only n Mobile App branding: - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App n Add on optional benefit for $500 – Lead retrieval feature via the conference Mobile App. This feature must be purchased by 28 February

Advertising Opportunities GEO Awards Table Opportunity (early rate not applicable)

Full Page Ad in GEO Awards $1,500 Premium GEO Awards Table Reservation with $1,750 Winner Book Prosecco Toast (Ruby & above sponsors only) Rotating Banner Ad on $1,500 Late Rate (after 28 February) $2,500 Home Page of Mobile App Attendee Bag Insert Only $2,000 Small Firm and Customized Packages Outreach Email to GEO $2,500 Membership Distributed by Available, Contact Us for Details! GEO - limited to 6 opportunities (sponsor) Outreach Email to GEO $3,500 Act Now contact us today to secure your sponsorship: Membership Distributed by GEO - limited to 6 opportunities Danyle Anderson, CPA, CEP (non-sponsor) Executive Director Branded Wall Panel Cling in $3,500 T: +1 (714) 630-2908 x 101 GEO Meeting Foyer Space [email protected] - limited opportunities, please inquire on size Pam Stetson, CMP Managing Director, Events T: +1 (714) 630-2908 x 102 [email protected] Book on or before 27 January and save 10%!

Sponsorship and exhibition opportunities are offered in USD and available only to GEO member firms. Visit the GEO website for Cancellation Policy and Event Code of Conduct.

10 * For members who renew their membership by 9 January 2017. ** Subject to €160 fee per pass for non-sponsors of Vatican event. Sponsor & Exhibitor, Terms & Conditions

The Global Equity Organization has the right to make rules Official Service Contractor Booth Regulations and regulations or changes in arrangements as necessary, The Global Equity Organization, 3Adesign.eu and the Sheraton Each Exhibitor must have a “fair” sight line from the aisle — and to amend as needed. The Global Equity Organization Roma have designated contractors to provide services to the regardless of the size of the exhibit. No fixture or equipment shall have the final determination and enforcement of all Sponsors and Exhibitors and will be indicated in the Sponsor will be placed where it will block the sight of another Exhibitor rules, regulations and conditions. Floor plan may be modified and Exhibitor Service Guide. Exceptions to using the official unless mutually agreed upon by the exhibiting companies as necessary with all changes approved by the Fire Marshall. contractors will be granted only if they do not interfere with and on-site contacts. Equipment (e.g., monitors, etc.) that Additional regulations as related to The Global Equity the orderly installation, interim services or dismantling of the is over 4 feet high and within 10 feet of another booth Organization, 3Adesign.eu and the Sheraton Roma will be exhibit. For services such as electrical, telephone, security, shall be placed in the back 5 feet of the booth. All electrical added to the Exhibitor Service Guide. cleaning, drayage and rigging, no exception will be made and equipment must be in good operable condition and able to The Global Equity Organization, 3Adesign.eu or the Sheraton pass the inspection of the on-site Fire Marshall. Booths, tables, Compliance Roma contractors must be used. curtains, displays or storage may not protrude into an aisle, All exhibits must comply with the laws and regulations of the exit or block any location during the show. Each Exhibitor facility in which the exhibit is held. The person whose signature Sponsor/Exhibitor-Hosted Events agrees to be responsible regarding regulations pertaining to appears on the Agreement Form agrees to inform all on-site Any type of hospitality suite or event or private function health, re prevention and public safety while participating in personnel and Exhibitor Appointed Contractors of the show scheduled by a Sponsor/Exhibitor held either on site at the the Exhibition. All packing containers or materials must be guidelines. Sheraton Roma or any other venue may not begin until the removed when emptied. These items cannot be used as exhibit conference and Exhibition has closed officially for that day Insurance support. Booth space is to be left in the same condition as it and does not conflict with any other conference activity. Any Exhibitor agrees to maintain insurance that will fully protect was at the time of occupancy. Any material left in the booth meeting or entertainment within a hospitality suite must The Global Equity Organization, 3Adesign.eu and the Sheraton that requires additional cleaning or large amounts of materials conform to all Hotel policies and procedures. Any violations Roma from any and all claims of any nature whatsoever, removed will be billed to the Exhibitor. will result in exclusion from future Global Equity Organization including claims under the Workers’ Compensation Act and for Sponsorships or Exhibitions and speaking opportunities of the Exhibit Hall Regulations personal injury, including death, which may arise in connection company’s employees. Every person must wear a Global Equity Organization with the installation, operation or dismantling of the Exhibitor’s Conference badge to enter the Exhibit Hall and while on the display. Exhibitor agrees to indemnify and hold harmless The Admission of Attendees/Children show floor. Temporary badges will be issued to individuals Global Equity Organization, 3Adesign.eu or the Sheraton Roma The Global Equity Organization requires a conference badge assisting during move-in, move-out or before or after show from any such claims. for everyone who enters the Exhibit Hall. Security will enforce hours and must be cleared with the Global Equity Organization this requirement during move-in, show hours and move-out. Event Cancellation prior to event dates. Nothing may be attached to or suspended Children under the age of 21 will not be permitted in the The Global Equity Organization will not be liable for failure to from any Sheraton Roma structure without the express Exhibit Hall or other official conference venues. hold the conference or Exhibition as scheduled because of consent of the Sheraton Roma. Nothing may be placed or any act of God, public enemy, strike, terrorism, epidemic, any Installation and Dismantling of Exhibits leaned against any wall in the exhibit area. No writing, taping, law, regulation, or public authority which makes it impossible 3Adesign.eu and the Sheraton Roma will receive and deliver tacking or nailing on the wall is permitted. The booth must be or impractical to hold the conference or Exhibition. Payments materials to the exhibit booth. Please refer to the Material maintained by at least one company representative at all times for exhibit space will be refunded in that event. Any actual Handling & Shipping portion of the Service Guide for complete during Exhibit Hall hours. All demonstrations and exhibits expenses incurred in connection with the conference and information. 3Adesign.eu will have full access to dock and must be confined to the contracted space, relevant to the Exhibition will be deducted if the conference or Exhibition is loading facilities and will provide all labor and equipment. product or service of the exhibiting firm, and be of interest or canceled ninety (90) days or less prior to the opening date. 3Adesign.eu and the Sheraton Roma are the exclusive educational value to the attendees. Adhesive-backed decals/ providers for all rigging. Exhibitor agrees to have set-up stickers (except for name tags) may not be used or distributed Indemnity completed one hour prior to show opening. The Global Equity on premises. The Exhibitor assumes all responsibility for any and all loss, Organization has the right to stop any acts that may lead to theft or damage to Exhibitor’s displays, equipment and Booth Equipment work stoppages, strikes or labor problems. other property while on the Sheraton Roma premises, and The Sheraton Roma does not provide miscellaneous items to hereby waives any claim or demand it may have against the Demos and Entertainment Exhibitors such as chairs, tables, etc. These must be obtained Sheraton Roma or its affiliates arising from such loss, theft Exhibitors using costumed persons or models as part of the from 3Adesign.eu, the official Service Contractor. or damage. In addition, the Exhibitor agrees to defend (if exhibit agree that such personnel’s appearance and dress do Electrical Services requested), indemnify and hold harmless The Global Equity not offend even the most critical. The decision on acceptability All connections to the electrical circuits in the Sheraton Roma Organization and its respective parent, subsidiary and other rests solely with The Global Equity Organization show must be made through the Sheraton Roma. The Global Equity related or affiliated companies from and against any liabilities, management. Any type of displays and entertainment must be Organization will provide a listing of fees for electrical services obligations, claims, damages, suits, costs and expenses confined to the booth area and will not be allowed in the aisles. within the Service Guide. including, without limitation, attorneys’ fees and costs arising Noise Level from or in connection with the Exhibitor’s occupancy and use Security Amplified music or vocal presentations are permitted if not of the Exhibition premises or any part thereof or any negligent Exhibitors are responsible for the security of their personal audible in neighboring booths including those on either side, act, error or omission of the Exhibitor or its employees, property from move-in through move-out. Keep an eye on back to back or across the aisle. Blinking or flashing lights subcontractors or agents. your valuables at all times. The Global Equity Organization, that are distracting to neighboring Exhibitors on either side, 3Adesign.eu and the Sheraton Roma are not liable for any Booth Eligibility behind the booth or across the aisle must be discontinued. No loss or damage of materials. Should any loss occur, report Booth space will be offered on a priority basis to sponsors, exceptions will be allowed. Show management shall exercise the incident to Security immediately. The Global Equity and then assigned in the order that applications are received. total control of this regulation and will ask that Exhibitor Organization, the facility management, or any officers or staff The Global Equity Organization shall have the sole right to discontinue the distraction if objectionable to neighboring members will not be responsible for the safety or the property determine the eligibility of exhibits including, but not limited booths. of the participants from theft, damage, accident or other to: Companies, products, systems, services, booth graphics, Literature Distribution causes. printed matter distributed at the conference, souvenirs, Canvassing in any part of the Sheraton Roma outside of your giveaways, costumes and booth personnel attire, and all other Smoking Restrictions exhibit space is strictly prohibited. Any person doing so will be Exhibition features and activities. The Sheraton Roma is a smoke-free building. Smoking is requested to discontinue canvassing immediately. Circulars, prohibited in the Sheraton Roma at all times. Sponsor/Exhibitor Payment catalogs, magazines, invitations, brochures, folders and signs Full payment is due with 30 days of invoice or by 26 March may be displayed or distributed only in the Exhibitor’s booth Food/Beverage Dispensing 2017, whichever date is earlier. and must be related strictly to the approved products and/or All food and beverage served at Exhibitor’s booth must be services on display. provided and prepared by the Sheraton Roma. Exceptions Sponsor/Exhibitor Cancellation may be granted to the Exhibitors who are manufactures or Cancellation of space must be submitted in writing. Sponsors/ Promotional Materials suppliers of food or food products. Requests for exceptions Exhibitors who cancel on or before 31 October will receive Sponsors or Exhibitors may not create promotional materials must be submitted by the Exhibitor and will be reviewed by a 90% refund. Sponsors/Exhibitors canceling between 1 that are in direct conflict with official conference sponsorships Sheraton Roma on a case-by-case basis. The Fire Marshall in November and 27 January receive a 50% refund. Sponsors/ and will be subject to removal from show. When in doubt, addition to the Sheraton Roma Management must approve Exhibitors canceling after 27 January are obligated and agree please check with Global Equity Organization staff for prior cooking in the exhibit area. Exhibitors wishing to provide food to pay the total cost of the Sponsorship and or Exhibit. The approvals. and beverage at their booth for attendees of the Exhibition Global Equity Organization reserves the right to resell any In-Booth Sales must contact the designated Sheraton Roma Catering Manager sponsorship and or booth space cancelled by a Sponsor or Selling of any products from the booth is not permitted. for rules, regulations and pricing. Exhibitor. All cancellations and requests for refunds must be made in writing.

Early Move Out Exhibitor agrees not to dismantle the exhibit or do any packaging before the close of the show. Violations will result in exclusion from future The Global Equity Organization events.

11 GEO Team & Board of Directors Past Sponsors & Exhibitors

GEO TEAM American Stock Transfer & Trust Deutsche Bank NCEO Danyle Anderson, CPA, CEP, CGMA Company, LLC E*TRADE Financial Corporate New Bridge Street Executive Director Aon Hewitt | Radford Services, Inc. Pinsent Masons LLP Michele Holly Baker & McKenzie Equatex AG PwC Operations Director Bank of America Merrill Lynch Equilar, Inc. RBC cees Robyn Shutak, CEP Banque Transatlantique Equiniti Société Générale Securities Sr. Director, Programs and Member Barclays Global Stock and Equity Methods Services Services Reward Services EY Solium Pam Stetson, CMP BNP Paribas Securities Services Fidelity Stock Plan Services StockCross Managing Director, Events Buck Consultants Global Shares Tapestry Compliance CACEIS hkp/// group Taxback.com BOARD OF DIRECTORS Capita ING TD Ameritrade CHAIR: Certent, Inc. ISP Advisors UBS Financial Services, Inc. Carine Schneider, WFFConnect Certified Equity Professional KPMG White & Case Institute Linklaters LLP WorldatWork VICE-CHAIR: Charles Schwab & Co., Inc. Monidee Yorkshire Building Society Bettina Gohm, Siemens AG Computershare Morgan Stanley Philip Ainsley, Equiniti Deloitte NASDAQ Private Market™ Paul Arens, Monidee The above listing represents a sample of past sponsors or exhibitors and is not intended to be all inclusive. John Bagdonas, Global Shares Leann Balbona, KPMG Joan Bloom, Fidelity Stock Plan Services Jon Burg, Aon Hewitt About GEO June Anne Burke, Baker & McKenzie Janet Cooper, Tapestry Compliance JOIN – NETWORK – LEARN – SHARE June Davenport, Solium William Dunn, PwC The Global Equity Organization (GEO) is a member driven, global organization Jay Foley, Computershare focused on building a strong community and promoting innovation and Kelley Garrett, Amazon Robert Head learning within the share plan industry. As a non-profit, GEO’s key priority is to Jennifer Kirk, Google Inc. create value for its members through the delivery of high-quality information, Carrie Kovac, E*TRADE Financial programs and events, connecting members from around the world. Corporate Services Sheila Matias, The Coca-Cola Company We offer a global perspective and insight into industry development, from the Mark Miller, Deloitte Tax fundamentals to the latest market intelligence, to provide our members with Dennis Paalman, Philips Lighting Mitan Patel, Equatex AG the tools they require to deal with the challenges of creating, managing and Navjeet Rosenthal-Gill, PwC administering employee share plans large and small, national and global. Clinton Shoap, Cargill A hub of activity and information, GEO fosters engagement for all members, Nicole Sloane, Kimberley-Clark both issuers and service providers, to ensure that members have access to Michael Sterchi, KPMG Hamish Wallace, Minter Ellison important viewpoints and solutions, along with support as they grow their careers. FOUNDING CORPORATE SPONSORS Arthur Anderson We recommend that you join GEO’s network of nearly 5,000 industry Bacon & Woodrow professionals - Sign up for membership today! Compensation Performance Management Inc. Charles Schwab Deutsche Banc Alex.Brown E*TRADE Business Solutions EquiServe Contact Global Reward Plan Group Linklaters & Alliance For all sponsorship and exhibition Email: Merrill Lynch enquiries detailed in this prospectus, [email protected] Mourant & Co. GEO membership information, and Main Telephone: Pinsent Curtis Biddle future regional and global event +1 714 630 2908 PricewaterhouseCoopers details, including webcasts, please do Prudential Financial not hesitate to contact us: Main Mailing Address: Salomon Smith Barney Global Equity Organization Transcentive 1442 E. Lincoln Ave. #487 UBS/PaineWebber Orange, CA 92865 US Watson Wyatt Worldwide

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