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

Presenters:

   Jennifer Kirk, Baker McKenzie (US)
   Sandra Sussman, FGE, SAP (US)

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.

Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent.  Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company. 

KEY LEARNINGS:

• Overview of LTI trends in private companies
• Overview of most prevalent cash and equity-based vehicles for private companies
• Summary of the key features and plan mechanics, pros and cons for employers and employees, and alignment with company life cycle stage

Tom Ziemba, BDO (US)

Kristen Kostner, BDO (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.

The SEC's final Pay vs. Performance (PvP) rule, released in August 2022, triggered a frantic race among issuers to understand and comply with its complex requirements. As a result, the 2023 proxy season became unforgettable for proxy preparers at both issuers and service providers. Equity Methods invites you to join their webcast, where they delve into their PvP database, housing over 600 PvP disclosures.

The webcast will provide a recap and summary of actual PvP disclosures filed in this year's proxies, along with important lessons learned by practitioners. Additionally, the discussion will cover emerging best practices and highlight considerations for companies as they prepare for their second PvP disclosure in 2024.

Key Learning Points:

• Understanding the impact of the SEC's final Pay vs. Performance rule on issuers and service providers during the 2023 proxy season.
• Recap and analysis of actual PvP disclosures filed in proxies, offering insights into compliance and disclosure strategies.
• Identifying best practices that have emerged from the PvP disclosures and outlining important considerations for future PvP disclosures.

Nathan O'Connor, Equity Methods (US)

Sinead Kelly, Baker McKenzie (US)

CEP Continuing Education (CE) credit: 75 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 four-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.

With the accelerating emergence of artificial intelligence (AI) in a rapidly evolving digital landscape, businesses must prioritize identifying and retaining their most skilled employees, particularly within the internal IT and digital sectors. Failing to do so can lead to the loss of valuable resources and hinder a company's competitive edge.

Join us in an enlightening discussion as GEO Fellows delve into the powerful potential of equity programs, showcasing how these programs can serve as a unique instrument to incentivize and retain top talent, enabling businesses to thrive in the digital age.

KEY LEARNING OBJECTIVES:

1. Understand the importance of identifying uniquely skilled IT and digital employees for long-term company success.
2. Explore the challenges companies face in retaining top talent in the competitive digital market.
3. Discover how equity programs can be leveraged effectively to incentivize and retain the best IT and digital professionals, fostering sustained growth and a competitive advantage.

Matt Connor, FGE, Lucid Motors (US)

Chris Dohrmann, FGE, Global Shares - a J.P. Morgan Company (US)

Yael Elbaz-Roiter, FGE, Total Rewards Consultant (IS)

CEP Continuing Education (CE) credit: 75 minutes

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

GEO is committed to keeping you up to date on the latest developments happening around the world. This quarterly webcast series, "Global Equity Updates," is designed to easily keep abreast of the fast-paced changes happening in equity compensation. This webcast will cover new regulations, new reporting obligations, and other guidance recently issued or of interest in the industry during the recent quarter.

Parmjit Sandhu, KMPG (US)

Dinesh Sinniah, KPMG (US)

Chris Barnes, KPMG (UK)

CEP Continuing Education (CE) credit: 75 minutes

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