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GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

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ARTICLE
11 April 2024
NO MEDALS FOR AUSTRALIA IN INAUGURAL SURVEY OF EMPLOYEE SHARE SCHEMES

Arnold Bloch Leibler

Data and business intelligence
All plan types
Global

Australia is trailing behind the US and advanced European economies in implementing employee share schemes, as revealed by the first global survey spearheaded by tax partner Shaun Cartoon and lawyer Eileen Liu. Conducted by a team of specialists from Arnold Bloch Leibler, Baker McKenzie, KPMG, and Tapestry Compliance, along with issuers and academics, the survey measured operating environments across 26 countries. Australia's complex tax rules and regulatory constraints on unlisted companies have hindered the scaling up of share plans, with tax incentives playing a significant role in decision-making for companies.

IN-PERSON CONFERENCE
9 April 2024, 8am - 11 April 2024, 5pm CDT
GEO'S 25TH ANNUAL CONFERENCE
Annual Conference

LOCATION: Nashville, Tennessee

Global

We look forward to welcoming you to GEO's 25th Annual Conference in Nashville, Tennessee.

Join more than 500+ global company directors, senior managers, stock plan, HR, reward and benefits professionals in Music City this April to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

This year's conference promises to be bigger and better than ever as we celebrate our 25th anniversary. 

IN-PERSON CONFERENCE
8 April 2024, All day CDT
EXECUTIVE COMPENSATION MATTERS - NASHVILLE
ECM
Executive plans
Global

This one-day event held the day before GEO's 25th Annual Conference brings together thought leaders and practitioners who will address the key issues and trends in global executive compensation, C-suite and Board priorities, and evolving business and broader societal issues.

 

VIRTUAL CHAPTER EVENT
25 April 2024, 12 - 1pm EDT
TORONTO VIRTUAL CHAPTER MEETING
TORONTO THUMB
Workplace solutions
Canada

SESSION ONE: HOW BLACKOUT PERIODS IMPACT EQUITY AWARDS
What are the different ways issuers address blackout periods in their equity incentive awards, including how blackout periods impact the timing for granting or settlement of awards and the calculation of award values?  What have regulators said? What if a special blackout is in place when annual awards are scheduled to be made?  The event will focus on gathering market perspectives and sharing practices from various organizations

SESSION TWO: LTIP TREATMENT FOR RETIRESS: EVOLUTION, CHALLENGES AND BEST PRACTICES
The purpose of this session is to address the complexities and considerations surrounding the treatment of retirees in the context of LTIPs within the share plan world. The session will explore how the treatment of retirees has evolved over the years, the challenges it presents, and best practices for dealing with retirees and good leavers.

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

 

IN-PERSON CHAPTER EVENT
19 March 2024, 12 - 3pm EDT
GEO'S EAST COAST CHAPTER MEETING - MULTI CITY
EAST COAST

TBC

USA

The GEO East Coast Chapters are pleased to present  2 sessions that are sure to inform, educate, and spark new ideas for your plan designs.  Being held in-person in 4 different cities, you are sure to find the location best for you.

SESSION ONE:
Presented by AmyLynn Flood, Vialto and Aneta Stefaniak, BDO

PEOS AND EQUITY - THE TOP ITEMS FOR COMPANIES TO CONSIDER
This conversion will focus on the top issues surrounding PEOs and employees who receive equity compensation.  It will focus on bringing forward key points for consideration when using a PEO and providing equity to avoid unexpected consequences, as well as some ideas on alternative solutions.

Key learning points:

  • The challenges of tax withholding and reporting
  • Potential securities law concerns
  • Obligations for annual reporting globally and data privacy issues

SESSION TWO:
Presented by Elizabeth Stoudt, Infinite Equity and Terry Adamson, Infinite Equity

THE EVOLUTION OF PERFORMANCE AWARDS IN A  PVP WORLD
In today's fast-paced regulatory environment, staying on top of disclosure rules related to executive compensation and performance metrics is crucial for businesses.

Key learning points:

  • How regulations influence compensation practices, especially for performance award design
  • Lessons from the first year of PVP disclosure offer valuable insights for companies
  • Streamlining compliance with regulations

 

LOCATION OPTIONS:

NEW YORK
BDO

200 Park Ave 38th Floor
New York, NY 10166

PHILADELPHIA
Price Waterhouse Cooper
2001 Market St #1800
Philadelphia, PA 19103

ATLANTA
BDO
1180 Peachtree St NE, Suite 1950
Atlanta, GA 30309

MCCLEAN
Hilton Headquarters

7930 Jones Branch Dr,
McLean, VA 22102

BOSTON AND NEW JERSEY
Virtual - Register HERE

IN-PERSON CHAPTER EVENT
19 March 2024, 6 - 9pm CET
FRANCE CHAPTER MEETING
france

Paris, France

France

RETROUVEZ-NOUS POUR LA PREMIÈRE RÉUNION DU FRENCH CHAPTER EN 2024 !

Réservez la date du 19 mars 2024, à partir de 18h.

Au cours de cette session, passerons en revue différents points d'actualité de l'environnement des plans d'actionnariat, avec des focus sur :  

  • Les principaux enseignements pour les émetteurs de la loi 2023 sur le partage des valeurs en entreprises
  • Le point sur les modalités de remboursement des cotisations patronales sur les attributions de stock-options
  • Les éléments pratiques à avoir en tête pour la prochaine saison de déclaration d'impôts française sur les gains des plans LTI

L'événement sera suivi d'un cocktail offert par la Banque Transatlantique.

Lieu :
Hôtel le Marois - France Amériques
9-11, Avenue Franklin D. Roosevelt
75008 Paris

Aucun frais n’est requis pour cette réunion du Chapter France. Les membres et non-membres du GEO sont les bienvenus, l’inscription à l’événement est obligatoire.
 

MERCI À NOTRE SPONSOR
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ARTICLE
14 March 2024
AIRBNB EXTENDS PAY TRANSPARENCY POLICY TO TOTAL COMPENSATION INCLUDING EQUITY
External News

HR Grapevine

Design and strategy
USA

 

Airbnb has expanded its pay transparency policy to include total compensation, giving employees visibility over equity awards, base pay, and bonuses. This expansion follows Airbnb's initial steps toward pay transparency in 2022, when it began sharing base pay hiring ranges, and in 2023, when it allowed U.S. employees to access base pay ranges. The company believes that greater transparency around compensation fosters a culture of trust and accountability, and it conducts annual pay equity analyses to ensure fairness in its compensation practices.

LIVE WEBCAST
12 March 2024, 12 - 1pm EDT
THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK
webcast

Denise Glagau, Baker McKenzie
Nathan O'Connor, Equity Methods

Design and strategy
Global

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

 

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: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*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
5 March 2024, 5 - 7:30pm PST
NORCAL CHAPTER MEETING
Norcal

San Francisco, CA

USA

The GEO NorCal Chapter wish you a happy and successful new year!

To start off 2024 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Tuesday, March 5, 2024.
The hors d'oeuvres and drinks will be offered in a private area of Schroeder’s in downtown San Francisco.We look forward to seeing you and to kicking off the year with a bang – and a T+1 activity! You are hereby cordially invited to join us at this very special event, but space is limited to the first 15 issuers and the first 15 providers who register.

Delightedly, with best wishes,
The GEO NorCal Chapter Team

 

Thank you to our sponsors:

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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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