In today’s dynamic equity compensation landscape, partnerships and collaborative networks are key to delivering scalable, efficient, and client-centric solutions. Sponsored by Insightsoftware, this engaging session explores how robust partner and relationship networks enhance equity plan management.

Global Share Plan Basics

Global Share Plan Basics

GEO’s Global Share Plan Basics Bootcamp provided a practical introduction to global share plans. This program, specifically designed for emerging practitioners, brought together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present attendees with a globally-focused starter pack of core concepts and real-life case studies. Areas covered in this track include introductions to securities law and compliance, taxation, mobility, accounting and reporting, and executive compensation. Also integrated into the program is a pragmatic overview of global share plan communications, understanding employee perspectives, administrator challenges and dealing with risk areas such as data privacy and data security. The program series is wrapped up with a hands-on Microsoft Excel session covering some of the most frequently utilized functions by share plan professionals. Ideal candidates are in their first few years of developing a career in the equity compensation world or those interested a “big picture” basic overview of our industry. Each topic covered by our presenters focused on both the global perspective and the practical application of the concepts covered. Each session was presented by an industry expert in a specific field of discipline and, when appropriate, co-presented with a peer Issuer to provide case study perspective. This session: - Introduction to Global Share Plans Overall Program LineUp: - Introduction to Global Share Plans - Securities Laws & Compliance - Overview of Share Plan Taxation - Basic Accounting & Reporting - Introduction to Mobility - Introduction to Executive Compensation - Data Privacy - Excel Essentials for Global Share Plan Practitioners

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

Join us for an insightful session delving into the implications of T+1 and the forthcoming T+0 settlement processes on equity compensation practices. As data corrections become impossible prior to settlement and payment of proceeds or taxes. Uncover valuable insights and best practices to navigate the evolving landscape.

GEO AWARD WINNER - 2023 Best Plan Communications (over 75,000 employees) Join us for an engaging session where we delve into the success story of Anglo American plc, a global mining giant with a diverse workforce spanning 19 countries. With a focus on their MyShare global share plan, we will explore how they achieved an outstanding 36% take-up rate in the first year, surpassing their 10% goal. The session will also shed light on the challenges they faced, their innovative communication strategy, and the valuable lessons learned.