Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

A picture paints a thousand words! In the world of big data, companies continue to invest in data visualization, or the visual representation of information, to empower their teams to efficiently and effectively make better decisions and share plan management is no exception. This growing trend has companies creating powerful visual dashboards of share plan information by extracting high-quality employee demographic, grant, expense, and tax data from equity recordkeeping platforms using a data visualization toolset and using these dashboards to then tell a meaningful story. Join this session to learn more about the growing data visualization trend. Hear how this tool can help simplify the messaging of complex share plan issues and how data visualization and dashboarding can help to improve a company’s approach to equity challenges. Attendees will see real examples of data visualization dashboards and learn how to utilize visual representations to identify operational issues, communicate important monthly business reports, and generally how to “tell a story” using visualization techniques.

Broad-based employee share purchase plans are enjoying a resurgence of interest, but it is not always as easy to make this great idea into reality. The very first step in share purchase plan discovery work is deciding on the tax qualification status of your plan. Will you utilize a scheme that is tax qualified or nonqualified? This isn't always an easy answer. "Qualified" plans are unique to a particular jurisdiction, and it’s typically not possible to offer the same plan provisions and tax qualification in multiple jurisdictions. If true global harmonization is the objective, a Nonqualified plan may be the only option. Taking a best-in-breed approach to offer tax qualification in multiple jurisdictions results in dramatically different employee plans, and a mix may favor only one jurisdiction. To learn more about how to approach this challenge, join this panel of ESPP aficionados as they set out on a journey to explore various approaches to resolve this “qualification” conundrum.

Developing your equity strategy requires your company to understand how various generations react to the design, administration, communication and structure of various types of equity plans. This session will allow attendees to hear directly from the "next generation" as they discuss how employees early in their careers are reacting to a variety of plan design elements such as vesting, timeframes, etc., as well as hear their preferences for communication and education tools, what is important to them in financial wellness discussions, administrative requirements that work or do not work, and the all-important privacy issues, including the use of social media. This unusual panel will give senior level practitioners a window into the way your younger employees think—attend this session and hear this important information straight from “Next Gen” share plan professionals.

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.