CHAIR – Angela J Perry, LLB, MAICD
Angela is a qualified English Barrister and Australian qualified solicitor. She is also the Chair of Employee Ownership Australia and New Zealand. She was a member of the Board for ShareGift Australia and Down Syndrome Victoria until 2013. She was the Global Head, EPS Business Development and the Executive Client Partnership Program of Link Market Services Limited from 2009 until 2014.
She has over 14 years consulting experience in the fields of equity plan design and executive compensation practice.
This experience was gained in the Australian, Europe, UK and US markets.
Angela has acted for some of the top Australian and UK public and private companies and large internationals in relation to design, implementation and administration of equity plans and equity like products.
In particular, she has advised and implemented global equity plans and short term incentive plans in over 50 countries globally.
In the UK she was part of the HM Revenue & Customs’ (formerly the Inland Revenue) consultation process for the New All Employee Share Plan. She has undertaken research for the European commission on the prevalence, reasons for and barriers to employee share plans in Europe. She has worked with the Australian Employee Share Ownership Development Unit in the Department of Employment and Workplace Relations on the getting started kits.
She is passionate about employee ownership and increasing the companies that use it effectively. Angela is also a member of the Prime Minister’s Community and Business Partnership Committee.
Alan has had a long standing interest in employee and community ownership dating back to the 1970s. He was the Public Officer of the Australian Employee Ownership Association (AEOA) since its inception in 1986 and was its President most recently (2011) while driving the setting up of Employee Ownership Australia Ltd.
Alan is Director, Ownership Strategies at The Mercury Centre Cooperative Ltd, a social enterprise that specialises in building collaborative enterprises through research, information, advice and training. At the Mercury Centre, Alan’s focus is on participation and empowerment structures which encourage broader involvement in the governance of organisations and the widespread ownership of assets – for employees through their workplaces and for citizens through mutuals, co-operatives, community trusts and savings schemes. He is also a Director of Social Business Australia.
Alan worked in the NSW public sector for many years in ageing and disability services, primarily as an adviser to funded community services and not-for-profits.
Matt maintains a global perspective gained through work assignments in UK, United States and Australia/New Zealand. His clients include both public and private financial institutions, with most transactions featuring rating agencies and regulatory relationships.
Whilst the financial services sector reform in Australia will continue Matt is focused on more effective regulatory frameworks and better Government relationships.
In dealing with complex financing concepts Matts focus for ESO Australia is to improve the connection for this employee share plans across financial institutions, corporate and market associates. Linking these initiatives to improving productivity and competitiveness is an important as wider benefits of broad equity ownership.
James has a 22-year career with Computershare that enables him to bring a depth of experience to his role as Managing Director of the Computershare Plan Managers business. Before taking on this new role he most recently served as Managing Director of Computershare New Zealand, a role that saw him integrally involved in significant projects for all the company’s business lines. James also worked in our US and Canadian offices for several years and is an expert at sharing and implementing best practice throughout the organisation.
James has developed a broad range of skills across the listed entity space and understands the role employee equity plays within a company’s strategy. This knowledge ensure Computershare’s clients and their employee participants receive an unmatched level of service and support.
Ben is an experienced Compensation and Benefits consultant and HR professional. He is currently Head of Performance, Reward and Employee Services at Mirvac and was previously Head of Performance, Executive Compensation and Global Projects for Lendlease. He has previously been a consultant with PwC, Deloitte and Hay Group (where he was the Pacific Practice Leader for Executive Reward). Ben’s interest in employee ownership has been developed over many years of assisting companies to design and implement employee share schemes
Ben is a Chartered Accountant, a Solicitor and a Chartered Company Secretary. In addition to his professional experience, Ben is a published author and an experienced lecturer having taught accounting and law subjects at UNSW and UTS (including teaching in the UTS MBA/Masters program).
Phillip Muhlbauer has global and domestic CEO Financial Services experience spanning 30 years. Specific areas of focus include corporate restructuring, mergers and acquisitions, credit and treasury risk management, asset management, new product and service development, strategic business development.
Phillip was CEO of Link Markets Services for over 7 years before being Global CEO Link Markets Services Registry for almost 3 years. Phillip remains a Corporate Advisor to Link Group.
Phillip is a Director of Employee Ownership Australia and New Zealand, Director of the LBW Trust (Learning for a Better World charity) a practitioner member (Master) of Stockbrokers Association of Australia and a member of the Australian Institute of Company Directors.
Norah is part of PwC’s People business which provides an integrated people consulting and solutions services. She has over 20 years’ experience with PwC and focuses on the provision of taxation advice to individuals and corporations.
Norah’s clients include expatriate individuals, high net worth individuals and multinational companies. As the types of clients that Norah has worked with include individuals and multinational companies, she brings an ability to understand different perspectives and to develop solutions that incorporate these perspectives. As part of PwC’s People business, Norah focuses on employer taxation matters in relation to mobility, employee share schemes and expatriate taxation matters.
Norah has been involved in submissions to the Government on many topics including the changes to the Living Away from Home rules in October 2012 and the changes to the non-resident CGT rules in 2013.
Norah is a member of the Institute of Chartered Accountants in Australia and holds a Bachelor of Commerce (Accounting) with Distinction from the University of Western Sydney.
Company Secretary – Carolyn Stewart Smith ACIS GAICD
She has worked at the Sydney Opera House for 20 years in various roles including organisation development, training and development, human resources, recruitment, rehabilitation, corporate policy, strategic planning, risk management, disability access, annual reporting and governance. She was the Secretary-General of the Association of Asia Pacific Arts Centres from 2002 to 2004. Prior to 1998 she worked in various NSW Government organisations in the areas of human resources and training and development.
She is a graduate member of the Australian Institute of Company Directors and possesses a Diploma of Company Director Practices and an Advance Diploma of Venues and Events. In 2011 she completed a Graduate Diploma in Applied Corporate Governance as single subjects and was elected an Associate Member of the Institute of Chartered Secretaries and Administrators and Chartered Secretaries Australia. Since March 2011 she is recognised internationally as a Chartered Secretary.