Securities Laws & Compliance (Bootcamp Video)

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:
 - Securities Laws & Compliance

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:

   Barbara Klementz, Baker McKenzie LLP (US)
   Lindsay Minnis, Baker McKenzie (US)

Field of Study: Securities Law
Level: I
CEP Continuing Education (CE) credit:  .75 hours