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.

Join us for an enlightening webcast as we delve into the insights uncovered by the Global Equity Insights Survey.

During this session, we will retrospectively examine the key findings from the 2023 survey, shedding light on global trends in equity compensation and gaining a comprehensive understanding of the evolving landscape and its implications for companies worldwide.

Furthermore, we are excited to offer an exclusive preview of the thought-provoking questions slated for the ongoing 2024 survey.

KEY LEARNING POINTS:

• Uncover global equity compensation trends from the 2023 survey, exploring the evolving landscape's impact on organizations worldwide
• Get an exclusive preview of new 2024 survey questions, capturing emerging trends like artificial intelligence in equity compensation
• Engage in a dynamic discussion with experts, sharing your opinions on key survey topics

Sheila Frierson, Computershare (US)

Danyle Anderson, FGE, Bank of America (US)

Sandra Sussman, FGE, SAP (US)

Markus Stebe, Siemens AG (DE) 

Andrew Thain, hkp///group (DE) 

Emily Cervino, FGE, Fidelity (US) 

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.

Start the new year with our expert panel exploring well-being. Join a lively session where personal stories, both positive and challenging, create a shared experience. The panel will highlight companies with successful wellness programs, offering practical examples for creating a thriving work environment.

KEY LEARNING POINTS:

• Delve into the scientific intricacies of how cortisol and adrenaline flooding can adversely affect our bodies, providing a comprehensive understanding of the physiological consequences of stress
• Gain valuable insights into balancing and incorporating different forms of rest into your routine for enhanced overall well-being
• Acquire practical strategies for setting up backup systems to manage multiple responsibilities efficiently

Sheila Frierson, Computershare (US)

Donna Hammer, FGE, Lighthouse Equity Development(US)

Lori Serrano, FGE, Outset Medical (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.