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GEO's 21st Annual Conference

 

GEO’s Global Share Plan Basics Bootcamp

15 & 17 September 2020

A Practical Introduction to Global Share Plans

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.

 

How this Program is Designed

The bootcamp is designed to be a standalone two-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.

 

Event Agenda (subject to change)

Tuesday, 15 September 2020: Bootcamp - Pre-conference Day One


08:30-08:45 PDT / 11:30-11:45 EDT / 16:30-16:45 BST / 17:30-17:45 CEST / 23:30-23:45 HKT / 01:30-01:45 AEST +1

 
Kickoff

Debbie Tsoi-A-Sue, Global Equity Organization (US); Jessica Vinsand, FGE, SAP (US)


08:45-09:45 PDT / 11:45-12:45 EDT / 16:45-17:45 BST / 17:45-18:45 CEST / 23:45-00:45 HKT +1 / 01:45-02:45 AEST +1

 
Securities Laws & Compliance

Sally Blanchflower, Tapestry Compliance (UK); Carla Walsham, Tapestry Compliance (UK)


09:45-10:30 PDT / 12:45-13:30 EDT / 17:45-18:30 BST / 18:45-19:30 CEST / 00:45-01:30 HKT +1 / 02:45-03:30 AEST +1

 
Basic Accounting & Reporting

Michael Turner, Aon (UK); Jessica Vinsand, FGE, SAP (US)


10:30-10:45 PDT / 13:30-13:45 EDT / 18:30-18:45 BST / 19:30-19:45 CEST / 01:30-01:45 HKT +1 / 03:30-03:45 AEST +1

 

Break


10:45-11:30 PDT / 13:45-14:30 EDT / 18:45-19:30 BST / 19:45-20:30 CEST / 01:45-02:30 HKT +1 / 03:45-04:30 AEST +1

 
Data Privacy

Barbara Klementz, Baker McKenzie LLP (US)


11:30-12:30 PDT / 14:30-15:30 EDT / 19:30-20:30 BST / 20:30-21:30 CEST / 02:30-03:30 HKT +1 / 04:30-05:30 AEST +1

 
Overview of Share Plan Taxation

Jennifer Kirk, Baker McKenzie LLP (US); Robert Williams, KPMG (US)

Event Agenda (subject to change)

Thursday, 17 September 2020: Bootcamp - Pre-conference Day Two


08:30-09:30 PDT / 11:30-12:30 EDT / 16:30-17:30 BST / 17:30-18:30 CEST / 23:30-00:30 HKT +1 / 01:30-02:30 AEST +1

 
Introduction to Mobility

Matthew Connor, trivago (DE); Ben Slonek, BDO (US)


09:30-10:30 PDT / 12:30-13:30 EDT / 17:30-18:30 BST / 18:30-19:30 CEST / 00:30-01:30 HKT +1 / 02:30-03:30 AEST +1

 
Introduction to Executive Compensation

Edward Hauder, Exequity LLP (US); Sandra Sussman, FGE, SAP (US)


10:30-10:45 PDT / 13:30-13:45 EDT / 18:30-18:45 BST / 19:30-19:45 CEST / 01:30-01:45 HKT +1 / 03:30-03:45 AEST +1

 

Break


10:45-12:30 PDT / 13:45-15:30 EDT / 18:45-20:30 BST / 19:45-21:30 CEST / 01:45-03:30 HKT +1 / 03:45-05:30 AEST +1

 
Excel Essentials for Global Share Plan Practitioners

Melissa Salcedo, LendingClub (US); Jessica Vinsand, FGE, SAP (US)

Registration

$895.00 Regular Rate 14 July through 10 August
$995.00 Late Rate after 10 August