SYDNEY

AUSTRALIAN CHAPTER

SYDNEY
NETWORKING EVENTS
Sydney

GEO CHAPTER TEAM:

Sandra Buth, Deloitte (Chapter Leader)

Beth Milburn, BHP
Seth Bohart, Computershare
Mark Saliba, Boardroom Unlimited
Erica Kidston, Baker McKenzie
Jordan Foster, Automic Group
Kama-Jade Ghosn, Noble Oak
Eileen Liu, Arnold Block Leibler
Joanna Mak, Brambles
David Sarac, Brambles

GEO BOARD CHAPTER LIAISON:

June Davenport, FGE, Morgan Stanely at Work

Mary Potter, Global Equity Organization

 

 

WELCOME TO THE SYDNEY CHAPTER

This local chapter community is dedicated to sharing knowledge, experiences, and resources to help members develop their skills, expand their networks, and make a positive impact in their communities. You will have access to a wide range of valuable resources and opportunities including educational sessions and networking events. 

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REGIONAL RESOURCES

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Country
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.

VIRTUAL COURSE
5 June 2024, 7 - 9am PDT
GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 3
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.

VIRTUAL COURSE
30 May 2024, 7 - 9am PDT
GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 2
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.

VIRTUAL COURSE
29 May 2024, 7 - 9am PDT
GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 1
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.

LIVE WEBCAST
7 May 2024, 9 - 10am PDT
EXCELLENCE IN GLOBAL SHARE PLANS: TECHNOLOGY INNOVATION FROM GEO AWARD WINNERS
WEBCAST

Amazon
Boston Scientifc
DHL
DOMO

GEO award excellence
Global

Join GEO for upcoming webcast, proudly sponsored by Insightsoftware featuring 2024 GEO Award finalists in the Best Use of Technology category, DOMO, Amazon, DHL, and Boston Scientific, as they unravel their remarkable journeys and share key insights.

KEY LEARNING POINTS: 

  • Discover cutting-edge and innovative strategies employed by GEO Award winners to leverage technology in optimizing their global share plans
  • Gain insights into the technological advancements embraced by the winning companies, understanding how these innovations contributed to the success of their share plan initiatives
  • Learn from the firsthand experiences of award-winning companies as they discuss the successful implementation of technology-driven solutions, providing practical takeaways for enhancing your own global share plans

 

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 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.

 

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
29 February 2024, 8 - 9:30am AEDT
AUSTRALIA CHAPTER MEETING - SYDNEY
australia

Sydney, Australia

Australia

EQUITY INSIGHT EXCHANGE - SYDNEY

Join us on 29 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

  • How have you adapted your communication strategies in the post-COVID landscape?
  • In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
  • How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
  • What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

  • Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
  • Analyze the strategic considerations behind deciding whether to issue or purchase shares.
  • Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

  • Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
  • Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

  • Stay informed about the latest trends and changes in equity schemes worldwide.
  • Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 29 February 2024 at 08:00AM-09:30AM AEDT

Where?
Deloitte, Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

AVAILABLE TO GEO MEMBER ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions. 

AVAILABLE TO GEO MEMBER ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content. 

AVAILABLE TO GEO MEMBER ONLY
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