Join us for an in-depth session on the intricacies of Australian Employee Share Scheme (ESS) tax implications during mergers, acquisitions, and demergers. Understand the critical aspects of immediate versus deferred ESS tax on shares and rights, and learn about the provisions and application of ESS tax rollovers. Discover effective communication strategies to help employees navigate the impact of corporate transactions on their ESS.

KEY LEARNING POINTS:

• Gain insights into when ESS tax rollovers can be applied, avoiding immediate taxing points during corporate takeovers or restructures, and understand the importance of obtaining a class ruling from the Commissioner of Taxation.
• Learn about the ESS reporting responsibilities of both the old and new companies involved in a corporate event, and explore whether payroll withholding can prevent double taxation.
• Discover proven strategies for effectively communicating with employees about the impact of corporate events on their ESS, ensuring they understand the treatment of both vested and unvested shares and rights.

Stewart Williams, Deloitte (AU)

Jodie Rowden, Fude HR (AU)

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.

Are you looking to improve how your company communicates about its equity plans? Join experts from insightsoftware and Nelnet as they share proven strategies to engage employees and build trust in your equity programs. 

KEY LEARNING POINTS:

• Learn how to customize messaging to meet your employees’ unique needs and address common equity plan questions.
• Discover how to use technology for real-time access to equity information, enhancing transparency and employee engagement.
• Explore effective techniques to ensure your employees fully understand and appreciate the value of their equity benefits.

Bonnie Grassman, insightsoftware (US)

Katie Griffis, Nelnet (US)

Dina Thiessen, insightsoftware (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.

Do you have an innovative share scheme that is destined to be globally recognised? Join GEO Award Judges to find out what they are looking for and discover the secret to writing winning submissions.

KEY LEARNING POINTS:

• Understand the submission process, uncovering tips and tricks to showcase your work
• Enhance your submission's impact and make it stand out from the crowd
• Increase your chances of winning a prestigious GEO Award

Tom Paleka, FGE, Gallagher (US)

Jules Shepherd, FGE, Sage Group (UK)

Eaton Williamson, Seagate Technology (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.

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

• Uncover commonalities and distinctions in participant perceptions across diverse global locations
• Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
• Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

Emily Cervino, FGE, Fidelity (US)

Sarah Francis, Fidelty (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.

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.