GEO’s Global Share Plan Basics Bootcamp provides a practical introduction to global share plans. Specifically designed for emerging practitioners, this 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. Areas covered in this lineup 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 wraps up with a hands-on Microsoft Excel session covering some of the most frequently utilized functions by share plan professionals.
Our bootcamp is designed to be a standalone four-part program. Ideal candidates are in their first few years of developing a career in the equity compensation world or those in related fields who are interested a “big picture” basic overview of our industry. Each topic covered by our presenters focuses on both the global perspective and the practical application of the concepts covered. Each session is 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.
Before the Event
The history of share plans; various share plan schemes around the globe; the equity lifecycle (private to public, grant to sale); high level cover of LTI awards and purchase plans. A link to a 60-minute video will be sent to registered attendees. This is recommended to be viewed prior to the start of the first bootcamp session as it sets the stage for concepts that will be covered throughout the program.
Tuesday, 12 October 2021
05:00-05:15 PDT / 08:00-08:15 EDT / 13:00-13:15 BST / 15:00-15:15 IDT / 20:00-20:15 HKT / 23:00-23:15 AEDT
05:15-06:30 PDT / 08:15-09:30 EDT / 13:15-14:30 BST / 15:15-16:30 IDT / 20:15-21:30 HKT / 23:15-00:30 AEDT
What are the compliance and regulatory requirements that apply to global share plans? This session will provide a framework for the key regulatory and compliance considerations you need to consider, including an introduction to potential exemptions in key jurisdictions, how to structure your plans to minimize filings and an overview of how data privacy laws affect the operation of your global shares plans. Finally, the session will wrap up with some practical tips for staying in compliance globally.
CPE Credit: 1.0
Field of Study: Business Law
Level: O
06:30-07:15 PDT / 09:30-10:15 EDT / 14:30-15:15 BST / 16:30-17:15 IDT / 21:30-22:15 HKT / 00:30-01:15 AEDT +1
Why so much focus?
Say on Pay vote - what is it; what does it mean? Pay Ratio - what is it? How it came to exist? Leverage past summary – focus on global non-US exec pay initiatives too.
William Hopkins, KPMG (US)
CPE Credit: 1.0
Field of Study: Personnel/HR
Level: O
Wednesday, 13 October 2021
05:15-06:15 PDT / 08:15-09:15 EDT / 13:15-14:15 BST / 15:15-16:15 IDT / 20:15-21:15 HKT / 23:15-00:15 AEDT
Overview of corporate and individual tax implications of share plans; global implications for withholding & reporting
Sandy Shurin, Deloitte Tax (US)
CPE Credit: 1.0
Field of Study: Taxes
Level: O
06:15-07:15 PDT / 09:15-10:15 EDT / 14:15-15:15 BST / 16:15-17:15 IDT / 21:15-22:15 HKT / 00:15-01:15 AEDT +1
Trailing liabilities (repeat basics, add more detail for in depth dive)
Overview of key issues (Data tracking; system reporting); introduction to types of mobility situations (Expat vs. assignee vs. transfers, Commuters, telecommuting)
CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: O
Tuesday, 19 October 2021
05:00-06:00 PDT / 08:00-09:00 EDT / 13:00-14:00 BST / 15:00-16:00 IDT / 20:00-21:00 HKT / 23:00-00:00 AEDT
Cycle Overview - In this session we will discuss the entire accounting life cycle from valuation to amortization to true up; then we will discuss expensing vs. forecasting and trend analysis and cover a high level overview of management reporting to potential effects on earnings calls.
CPE Credit: 1.0
Field of Study: Accounting
Level: O
06:15-07:15 PDT / 09:15-10:15 EDT / 14:15-15:15 BST / 16:15-17:15 IDT / 21:15-22:15 HKT / 00:15-01:15 AEDT +1
Operating global plans in multiple jurisdictions is not easy, and the rules that apply are ever-changing. This session will build on basic global compliance knowledge and discuss some recent legal and tax compliance updates from around the globe (focusing on non-US countries), as well as providing you with information about the different ways that you can continue to stay on top of the changing rules, even after the conference is over!
Lewis Dulley, Tapestry Compliance (UK)
Bob Grayson, Tapestry Compliance (UK)
CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: O
Wednesday, 20 October 2021
05:00-05:30 PDT / 08:00-08:30 EDT / 13:00-13:30 BST / 15:00-15:30 IDT / 20:00-20:30 HKT / 23:00-23:30 AEDT
A high level interactive review of key concepts covered throughout the bootcamp sessions, pulling everything together.
05:30-07:15 PDT / 08:30-10:15 EDT / 15:30-07:15 BST / 17:30-07:15 IDT / 22:30-07:15 HKT / 23:30-01:15 AEDT
Bring your PC for hands-on walk through of the top 10 excel functions critical for Share Plan administration.
Requires PC/Mac with MS Excel installed for hands-on lab experience with real life share plan admin examples!
CPE Credit: 1.0
Field of Study: Computer Software & Apps
Level: O
If you must cancel your registration, we offer a 90% refund of the registration fee until 27 August 2021. Between 28 August 2021 and 10 September 2021, we will refund 50% of the original registration fee for canceled registrations. After 10 September 2021, there will be no refunds.
If you are not able to attend and you must cancel your registration after 10 September 2021, you will have the option of substituting another person from your organization to attend in your place. This person must be, or needs to become a GEO member to attend in your place. In order for someone to attend in your place, you must contact contact us directly with your request.
Sharing of conference passes is not permitted.
Credit card refunds will be processed within 5 days of the request.
