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GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

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FILTER INSIGHTS

IN-PERSON CONFERENCE
30 April 2025, 8am - 2 May 2025, 3pm CEST
GEO'S 26TH ANNUAL CONFERENCE
Annual Conference

PRAGUE

All plan types
Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 30 APRIL - 2 MAY 2025

STAY TUNED FOR DETAILS! 

IN-PERSON REGIONAL EVENT
13 November 2024, All day GMT
GEO'S PAN EUROPEAN REGIONAL EVENT
PERE

LONDON

Global

SAVE THE DATE FOR GEO'S PAN EUROPEAN REGIONAL EVENT

LONDON - 13 NOVEMBER 2024

IN-PERSON CHAPTER EVENT
18 September 2024, 11am - 6pm PDT
14TH ANNUAL NORCAL FORUM
NorCal

San Mateo, CA 

USA

Save the date to connect with your NorCal community this September in San Mateo, CA! 

LIVE WEBCAST
17 September 2024, 8 - 9am PDT
GLOBAL PERSPECTIVES: NAVIGATING EQUITY COMPENSATION DYNAMICS ACROSS BORDERS
webcast

Speakers TBC

All plan types
Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 17, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US and beyond. 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

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

 

For plan sponsor use only.
The Global Equity Organization and Fidelity Stock Plan Services are not affiliated.
Fidelity Stock Plan Services, LLC
© 2024 FMR LLC. All rights reserved.
135656.1.0

LIVE WEBCAST
12 September 2024, 9 - 10am PDT
BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION
Webcast

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types
Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

  • Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
  • Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
  • Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
6 August 2024, 8 - 9am PDT
GLOBAL EQUITY UPDATES 2024
Webcast

Tapestry Compliance

Global

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

 

COST
GEO members: No charge
GEO non-members*: $85
Become a GEO member to attend webcasts for free in the future!
*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits
*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

IN-PERSON CHAPTER EVENT
13 June 2024, 4 - 7pm CDT
TEXAS CHAPTER MEETING
texas chapter

AUSTIN AND HOUSTON

USA

Get ready to kick back and unwind at our GEO Texas social hour extravaganza!
 

Whether you're gearing up for the upcoming CEP exam, looking to toast the end of tax season, or simply eager to mingle with fellow equity industry pros, this is the event for you.
 

Don't miss out on the chance to ask burning questions, swap stories, and forge new connections. See you there!
 

LOCATIONS
Austin:
 Eldorado Cafe 3300 W Anderson Lane, Austin, TX 78757 
Houston: Pappasito's 10409 I-10 Frontage Rd., Houston, TX 77024 

 

LIVE WEBCAST
6 June 2024, 9 - 10am PDT
MODERN APPROACHED FOR EQUITY TO PAYROLL RECONCILIATIONS
Webcast

Tim Oakes, Moss Adams
Jesus Renteria, Moss Adams

Global

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

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

VIRTUAL COURSE
6 June 2024, 7 - 9am PDT
GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 4
bootcamp
Global

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.

GO FURTHER WITH GEO

VIRTUAL 2023 ON DEMAND

GEO VIRTUAL 2023 - ON DEMAND

Access 20+ live, 30 'Best of Edinburgh sessions and an inspiring keynote on-demand.

Available until 15 September

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GEO INSIGHTS

Explore our new content hub for all the latest global share plan information

Access relevant events, articles, webcasts, chapter events and more at the click of a mouse.
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FIND YOUR CHAPTER

Join a local GEO community near you for local updates and networking

Bookmark your chapter page to keep in touch with news and events in your area.