In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

• Insights into how LTIs and SPPs navigate the changing corporate landscape
• The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
• How Artificial Intelligence is transforming equity compensation planning

Andrew Thain, hkp///group (DE)

David Voggeser, hkp///group (DE)

Danyle Anderson, FGE, Bank of America (US)

AmyLynn Flood, FGE, Vialto (US)

Sheila Frierson, FGE, Computershare (US)

Mitan Patel, FGE, Fidelity (UK)

Sebastian Wetzel, Siemens Energy (DE)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

KEY LEARNING POINTS:

• Gain insights into the latest regulatory changes impacting equity compensation globally
• Understand new reporting obligations and compliance requirements affecting your company's equity plans
• Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation

Hannah Needle, FGE, Tapestry Compliance (UK)

Tom Parker, Tapestry Compliance (UK)

Olivia Rodrigo, Tapestry Compliance (UK)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

KEY LEARNING POINTS:

• Understand the challenges and strategies involved in managing tax adjustments before vesting and navigating option exercises within the T+1/0 framework
• Explore the impact of mobility on equity compensation, considering implications at both country and state levels
• Learn effective strategies for educating employees, award recipients, and stakeholder colleagues about the implications and processes of T+1/0 settlement, ensuring clarity and alignment across the organization

Chris Dohrmann, FGE, J.P. Morgan (US)

Tara Hagen, FGE, Global Tax Network (US)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Specifically designed for emerging share plan practitioners, this standalone eight-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

Specifically designed for emerging share plan practitioners, this standalone eight-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

The SEC's T+1 stock settlement compliance date is May 28th, requiring 24 hours to issue shares to employees after a vest or option exercise. Navigating data transfer between stock-based compensation equity programs and payroll was already challenging—with this tight turnaround, companies and brokers are at a heightened risk for errors, which could lead to tax-related fines and employee dissatisfaction. The solution? Implement strong reconciliation processes and controls between the HR, Payroll, and brokerage platforms.

As your company grows, so will the volume of vesting and exercising stock and options. Having an automated system that performs reconciliations with accuracy and timeliness is critical.

KEY LEARNING POINTS: 

• Challenges when there are gaps in reconciliation controls
• Benefits of reconciliation processes and reporting
• Pros and cons of common reconciliation tools and approaches, including spreadsheets, automation scripts, and custom applications

Tim Oakes, Moss Adams (US)

Jesus Renteria, Moss Adams (US)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Join GEO for upcoming webcast, proudly sponsored by Insightsoftware featuring 2024 GEO Award finalists in the Best Use of Technology category, DOMO, Amazon, DHL, and Boston Scientific, as they unravel their remarkable journeys and share key insights.

KEY LEARNING POINTS: 

• Discover cutting-edge and innovative strategies employed by GEO Award winners to leverage technology in optimizing their global share plans
• Gain insights into the technological advancements embraced by the winning companies, understanding how these innovations contributed to the success of their share plan initiatives
• Learn from the firsthand experiences of award-winning companies as they discuss the successful implementation of technology-driven solutions, providing practical takeaways for enhancing your own global share plans

Gabbi Stopp - Moderator, GEO (UK)

Kody Adams, DOMO (US)

Jenna Knowles, Amazon (US)

Adam Favreau, Boston Scientific (US)

Bernd Schmelzer, DHL Group (DE)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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. Presenter: Jennifer Kirk, Baker McKenzie (US) 

Overall Program LineUp:
 - Overview of Global Share Plans Compliance
 - Introduction to Executive Compensation
 - Overview of Share Plan Taxation
 - Introduction to Mobility
 - Core Concepts in Accounting and Reporting for Stock-based Compensation
 - Perceived Value through Communications and Education
 - Introduction to Plan Design and GEIS Survey Trends
 - Excel Essentials for Global Share Plan Practitioners

Field of Study: Administration
Level: I
CEP Continuing Education (CE) credit:  1 hours

Embark on the journey of designing and implementing a new share plan, a significant challenge and a golden opportunity to craft a plan tailored for today's dynamic business landscape. As we navigate the complexities brought about by remote and mobile workforces, intense talent competition, market volatility, and increased scrutiny by institutional shareholders, this session offers a roadmap to efficiently and effectively operate an equity plan. 

KEY LEARNING POINTS:  

• Learn the essential steps from consensus-building within the company to executing a new share plan across global locations
• Address legal and accounting considerations crucial to designing and implementing a new share plan while integrating best practices for collaboration with internal and external advisors
• Understand how to tailor a share plan that meets the current demands of regulatory compliance, talent retention, and shareholder expectations in a competitive market

Denise Glagau, Baker McKenzie (US)

Nate O'Connor, Equity Methods (US)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

KEY LEARNING POINTS:

• Discover effective strategies for communicating a global share plan to employees working in diverse and remote locations
• Gain insights into the role of local Reward Champions, People Managers, and online/offline communication methods in fostering plan participation
• Learn from Anglo American's experience on how to build and evolve a successful global share plan in a challenging economic environment

Chrissie Davis, Eximia (UK)

Martha Parkhurst, Eximia (UK)

Matt Mitchell, Anglo American (UK)

CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.