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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

TYPE
LIVE WEBCAST
22 août 2024, 10 - 11am EDT
GEIS 2024: NAVIGATING THE FUTURE OF EQUITY COMPENSATION
WEBCAST

Danyle Anderson, FGE, Bank of America
Sheila Frierson, FGE, Computershare
Mitan Patel, FGE, Fidelity
Andrew Thain, hkp///group
David Voggeser, hkp///group
Sebastian Wetzel, Siemens Energy
AmyLynn Flood, FGE, Vialto 

Data and business intelligence
All plan types
Global

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

• Insights into how LTIs and SPPs navigate the changing corporate landscape
• The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
• How Artificial Intelligence is transforming equity compensation planning

 

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 août 2024, 11am - 12pm EDT
GLOBAL EQUITY UPDATES 2024
Webcast

Hannah Needle, FGE, Tapestry Compliance 
Tom Parker, Tapestry Compliance
Olivia Rodrigo, 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.

LIVE WEBCAST
27 juin 2024, 12 - 1pm EDT
NAVIGATING EQUITY COMPENSATION IN THE ERA OF T+1/0 SETTLEMENT
Webcast

TARA HAGEN, FGE, GLOBAL TAX NETWORK
CHRIS DOHRMANN, FGE, J.P. MORGAN

USA

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.

KEY LEARNING POINTS:

  • Understand the challenges and strategies involved in managing tax adjustments before vesting and navigating option exercises within the T+1/0 framework
  • Explore the impact of mobility on equity compensation, considering implications at both country and state levels
  • Learn effective strategies for educating employees, award recipients, and stakeholder colleagues about the implications and processes of T+1/0 settlement, ensuring clarity and alignment across the organization


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 juin 2024, 12 - 1pm EDT
MODERN APPROACHES 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.

LIVE WEBCAST
7 mai 2024, 12 - 1pm EDT
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.

LIVE WEBCAST
12 mars 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.

LIVE WEBCAST
15 février 2024, 11pm - 16 février 2024, 12am EST
COMMUNICATING SHARE PLANS TO A GLOBAL WORKFORCE - THE ANGLO AMERICAN STORY
webcast

Chrissie Davis, Eximia
Martha Parkhurst, Eximia
Matt Mitchell, Anglo American

GEO award excellence
Global

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.

KEY LEARNING POINTS:

  • Discover effective strategies for communicating a global share plan to employees working in diverse and remote locations
  • Gain insights into the role of local Reward Champions, People Managers, and online/offline communication methods in fostering plan participation
  • Learn from Anglo American's experience on how to build and evolve a successful global share plan in a challenging economic environment

 

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.

LIVE WEBCAST
30 janvier 2024, 12 - 1pm EST
GLOBAL EQUITY INSIGHTS SURVEY: PAST, PRESENT, AND FUTURE
Webcast

GEIS sponsor panel

All plan types
Global

Join us for an enlightening webcast as we delve into the insights uncovered by the Global Equity Insights Survey.

During this session, we will retrospectively examine the key findings from the 2023 survey, shedding light on global trends in equity compensation and gaining a comprehensive understanding of the evolving landscape and its implications for companies worldwide.

Furthermore, we are excited to offer an exclusive preview of the thought-provoking questions slated for the ongoing 2024 survey.

KEY LEARNING POINTS:

  • Uncover global equity compensation trends from the 2023 survey, exploring the evolving landscape's impact on organizations worldwide
  • Get an exclusive preview of new 2024 survey questions, capturing emerging trends like artificial intelligence in equity compensation
  • Engage in a dynamic discussion with experts, sharing your opinions on key survey topics

 

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.

 

LIVE WEBCAST
23 janvier 2024, 12 - 1pm EST
THE STRUGGLE IS REAL! STRATEGIES FOR MANAGING STRESS FOR EQUITY PROFESSIONALS
January

Sheila Frierson, CEP, Computershare
Donna Hammer, FGE, CEP, Lighthouse Equity Development
Lori Serrano, FGE, CEP, Outset Medical 

All plan types
Global

Start the new year with our expert panel exploring well-being. Join a lively session where personal stories, both positive and challenging, create a shared experience. The panel will highlight companies with successful wellness programs, offering practical examples for creating a thriving work environment.

KEY LEARNING POINTS:

  • Delve into the scientific intricacies of how cortisol and adrenaline flooding can adversely affect our bodies, providing a comprehensive understanding of the physiological consequences of stress
  • Gain valuable insights into balancing and incorporating different forms of rest into your routine for enhanced overall well-being
  • Acquire practical strategies for setting up backup systems to manage multiple responsibilities efficiently

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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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