To improve your customer experience, we are upgrading. On Thursday, 12 December, some areas of the GEO website, including members-only areas, may be intermittently unavailable. Thank you for your patience.

(E-MAIL ADDRESS)
   Visit: GEO Home   Password:   Forgot |  Help  
GEO's Update on Nashville 2020 and Response to COVID-19: Get the most up-to-date information here!

Breakout Sessions

Tuesday, 22 September 2020
Breakout Series I
1.1 With Travel Limited, Please Join Us for a Virtual Tour Around the World of Equity Compliance

Legal/Regulatory
Although most global travel is currently on hold, we invite you to join our esteemed panel on a virtual tour around the world, stopping at various countries to a learn... more

Tuesday, 22 September 2020
Breakout Series I
1.2 Corporate Social Responsibility—A Little Less Conversation, a Bit More Action

Executive Pay
Many large US and UK companies have this year embraced a broader view of why they exist, not just for a financial return to shareholders, but to focus on sustainable value... more

Tuesday, 22 September 2020
Breakout Series I
1.3 The "Equity View" Goes Virtual

Trending Now
Join this lively foursome as they share their advice on best and emerging practices in equity compensation as well as deliver thoughts and insights on issues that lie ahead... more

Tuesday, 22 September 2020
Breakout Series II
2.1 Trends in Financial Wellness

Communications
The latest research on employee financial health finds widespread evidence of financial fragility. 58% of employees surveyed cite finances as their greatest source of stress... more

Tuesday, 22 September 2020
Breakout Series II
2.2 The More You Know—Data and Its Role in Ownership Management

Trending Now
Information and data are critical in today’s highly competitive, fast-paced business environment. Understanding the available data regarding your executives and shareholders... more

Tuesday, 22 September 2020
Breakout Series II
2.3 Science and Mother Nature as a Guidepost for Compensation Setting

Executive Pay
A recent academic study calculated the exact amount of wind drag in every position of a traditional cycling peloton. Geese fly in a V formation, and fish swim in schools to help... more

Thursday, 24 September 2020
Breakout Series III
3.1 Learn from the Locals, Nashville Goes Global Virtually

Program Management
We are saddened not to be able to meet together in Nashville this year, but we wanted to bring a taste of our hometown to you virtually. So, switch out your cowboy boots... more

Thursday, 24 September 2020
Breakout Series III
3.2 Keep It Simple

Design and Strategy
Companies often search for simplicity in their plan design with one global plan for all their participants. Free shares and RSUs are straight-forward enough, however, in real life... more

Thursday, 24 September 2020
Breakout Series III
3.3 Equity and Retention: Is There a Correlation?

Design and Strategy
Many companies grant equity to help with the retention of talent. Attend this session to look at a risk retention model to evaluate certain data points for your equity program... more

Thursday, 24 September 2020
Breakout Series IV
4.1 Redesigning Your LTI Program: Teaching an Old Dog New Tricks

Design and Strategy
This session will walk through International Paper Company’s and Signify N.V.'s recent redesigns of their LTI programs. The focus will be on helping the attendees... more

Thursday, 24 September 2020
Breakout Series IV
4.2 Navigating the Global M&A Minefield

Legal/Regulatory
Join this information-packed presentation to hear about the most significant challenges this team has faced while dealing with global equity plans in the context of... more

Thursday, 24 September 2020
Breakout Series IV
4.3 Lost in Translation—a Journey Through Language

Communications
Equity programs are often lost in translation. Whether it’s through complexity or legalities, equity can become as complex as a foreign language and when this... more

Tuesday, 29 September 2020
Breakout Series V
5.1 Fit for the Future: Financial Wellbeing Programs and Practices Survey Findings

Program Management
Join this session to learn the key findings from the survey undertaken by WorldatWork and Computershare on actions that employers are taking to address the financial wellbeing... more

Tuesday, 29 September 2020
Breakout Series V
5.2 Swinging for the Fences: High-Leverage Performance Awards

Trending Now
A handful of companies are exploring high upside performance awards, often called Value Creation Awards. These awards set rigorous operational and/or stock price goals that... more

Tuesday, 29 September 2020
Breakout Series V
5.3 Reconcile This! Best Practices to Reconcile Equity with Payroll, Corporate Tax, and More

Finance, Tax & Accounting
Performing reconciliations to ensure that your equity data ties to your corporate systems is a critical, and often burdensome process. Valuable time is spent downloading... more

Tuesday, 29 September 2020
Breakout Series VI
6.1 The Blind Side: Understanding How Effective Your Equity Is at Paying Employees

Design and Strategy
One of the biggest problems with equity compensation is the lack of understanding and appreciation by participants. Companies spend millions of dollars and countless... more

Tuesday, 29 September 2020
Breakout Series VI
6.2 "Oops!... I Did It Again" AGAIN!

Program Management
After an extremely successful session at last year’s annual conference, which has been much talked about since, these panelists are back with a not-to-be-missed Part 2 therapy... more

Tuesday, 29 September 2020
Breakout Series VI
6.3 Beware of the Compensation Plan—Assessment and Mitigation of Compensation Risks

Executive Pay
Improperly designed compensation programs, policies, and practices can have a significant adverse effect on your company. Join this session and hear how global organizations... more

Tuesday, 6 October 2020
Breakout Series VII
7.1 Using the Herd: How Peer Effects Can Be Applied to Increase Plan Participation

Communications
The realization of the desired outcomes of employee share ownership programs such as enhanced commitment, productivity and retention of employees, and prevention of... more

Tuesday, 6 October 2020
Breakout Series VII
7.2 News from the Numbers: Accounting and Tax Guidance Update

Finance, Tax & Accounting
This panel of industry equity experts will update you on accounting guidance changes, the latest on tax accounting, and news from the auditors, and will provide you with the... more

Tuesday, 6 October 2020
Breakout Series VIII
8.1 Work 2.0: Why Are Incentives Lagging Behind?

Trending Now
As organizations compete for talent by touting purpose, workforce experience, career growth and fulfillment, and a wide variety of development programs, one critical component... more

Tuesday, 6 October 2020
Breakout Series VIII
8.2 Crafting Your Mobile Strategy

Finance, Tax & Accounting
We live in an increasingly mobile world (or maybe only pre COVID-19!), where the boundaries of today’s workplace continue to test the demands of all types of companies–from... more

Tuesday, 6 October 2020
Breakout Series VIII
8.3 Win a 2020 CMA—Communication Maestro Award!

Communications
Join this session to put your equity and communications knowledge to the test! Attendees will be tested on their communication skills in a session to help improve equity... more

Thursday, 8 October 2020
Breakout Series IX
9.1 Ensure Your ESPP Plan Design Hits the Right Note

Design and Strategy
Composing a new plan, or jazzing up an existing one? Don’t stick to the same old playlist. Keeping competitive in today’s talent market is a growing concern, and often offering an... more

Thursday, 8 October 2020
Breakout Series IX
9.2 Take Me Home, Country Road…the World Tour!

Legal/Regulatory
Join us on a world tour where we discuss all things global, covering some of the key developments in the world of share plans, as well as looking at vital global plan design decisions... more

Thursday, 8 October 2020
Breakout Series IX
9.3 What's Everyone Else Doing? Highlights and Trends from EY's Recent Global Share Plan Survey

Trending Now
Join this session to hear highlights and key observations from EY’s 2020 Global Share Plan Survey, detailing practices from multinational corporations in various sectors and in all... more

Thursday, 8 October 2020
Breakout Series X
10.1 Foreign Currency Management for Stock Plans

Program Management
Offering a stock plan globally means exposure to a variety of foreign currency issues such as volatile exchange rates and difficult exchange control laws, which ultimately... more

Thursday, 8 October 2020
Breakout Series X
10.2 Section 16 & Rule 144: A Practical SEC Global Compliance Primer

Legal/Regulatory
Get up-to-date on Section 16 and Rule 144 requirements, including requirements that apply to non-U.S. plans and Section 16 officers outside the United States. This panel... more

Thursday, 8 October 2020
Breakout Series X
10.3 The Virtual Guide to Effectively Forecasting Share-Based Compensation

Finance, Tax & Accounting
Would more effective forecasting of equity awards benefit your company? Do you want to better budget and forecast, but are not sure where to begin? Then join this panel for... more

Tuesday, 13 October 2020
Breakout Series XI
11.1 Boost ESPP Purchasing Power with Cashless Participation™

Trending Now
The future of ESPPs is now! Join this panel to learn about a new innovative plan design that enables participants to purchase ESPP shares with limited payroll deductions... more

Tuesday, 13 October 2020
Breakout Series XI
11.2 All-Employee Plan? All Good…! Top Tips for Successfully Managing an All-Employee Equity Program

Program Management
Join this masterclass in all things “all-employee” from a panel of global professionals who are passionate about employee share ownership and have a vast amount of insight... more

Tuesday, 13 October 2020
Breakout Series XI
11.3 Behavioral Economics: Implications for Participant Behavior

Design and Strategy
Designing incentive compensation plans without understanding how human beings make decisions and what motivates (and demotivates) employees and executives can... more

Tuesday, 13 October 2020
Breakout Series XII
12.1 The Struggle for Pay and Workplace Equity in a Post-COVID-19 World

Trending Now
At the start of 2020, gender pay equity was a “hot topic” globally, with significant gaps, but real momentum behind it. Then COVID-19 hit. The economic impact of this global... more

Tuesday, 13 October 2020
Breakout Series XII
12.2 The Five W's of an Equity Program

Program Management
Distilling an equity program down to its component parts can help you refocus your efforts and your motivation, and this panel of experts is here to help you do just that. The five... more

Tuesday, 13 October 2020
Breakout Series XII
12.3 Harmonizing Systems in Transition: Moving HRIS and Payroll Systems with Grace

Program Management
Join in as these equity, payroll, and mobility experts play their songs about migrating to a new HRIS or payroll system and how they managed to harmonize this change with... more

Thursday, 15 October 2020
Breakout Series XIII
13.1 When Equity Is on the Menu—It's All Good

Design and Strategy
This panel discussion will address the unique challenges and goals associated with offering broad-based equity and will look at how equity has enhanced the employment... more

Thursday, 15 October 2020
Breakout Series XIII
13.2 Retention Strategies During the COVID-19 Pandemic

Executive Pay
Equity grants are primarily used for retention and motivation of critical employees, but in the current economic environment, depressed stock prices and lower LTI payouts impact... more

Thursday, 15 October 2020
Breakout Series XIII
13.3 Working in Harmony: Equity and Payroll

Program Management
With the ever-increasing spotlight on employment taxes and governments trying to pull in all the cash they can, it has become more important than ever that equity teams and... more

Thursday, 15 October 2020
Breakout Series XIV
14.1 Make French Qualified Plans Great Again?

Legal/Regulatory
Come to this session to hear about breaking news: France is stable, France is easy to understand, and France is willing to provide great efficiency and a good understanding... more

Thursday, 15 October 2020
Breakout Series XIV
14.2 Microsoft’s Mobility Journey Around the World

Finance, Tax & Accounting
Join this panel as they discuss Microsoft’s approach to address cross border tax and payroll requirements. Topics covered during the session will include the compliance... more

Thursday, 15 October 2020
Breakout Series XIV
14.3 Meet Your Match! Why Non-Qualified ESPPs Could Take Over the World!

Trending Now
ESPPs are a favorite way to share ownership on a broad basis and provide a great benefit to employees. In the US, the almighty Section 423 tempts most issuers with the... more

Tuesday, 20 October 2020
Breakout Series XV
15.1 Employment Hot Topics for Global Equity Practitioners

Legal/Regulatory
Join this session for a laser-like focus on up-to-the-minute employment-related issues that arise in the context of global equity plans. Learn how these pesky details can have... more

Tuesday, 20 October 2020
Breakout Series XV
15.2 Global Audience, Global Communications Approach

Communications
Join this panel for a look at how to communicate with a global base, as well as the challenges associated with making it relevant to each participant. The panelists will... more

Tuesday, 20 October 2020
Breakout Series XV
15.3 ESPP Remix: The Case for a Non-Qualified Plan and Creative Design

Trending Now
Why have US companies long stuck to the same tune of IRC Section 423 Qualified Plans? Sure, it provides a framework for a potentially successful program, but are the tax... more

Tuesday, 20 October 2020
Breakout Series XVI
16.1 What Would You Do?

Design and Strategy
Following a successful debut at GEO’s 2019 GEO Americas Regional Conference, this session is back by popular demand! This team of nimble presenters will provide the... more

Tuesday, 20 October 2020
Breakout Series XVI
16.2 Achieving a Seamless Transition—Best Practices for Changing Providers

Program Management
Changing providers can be difficult, but it doesn’t have to be! Attend this session to learn more about how to have a seamless transition. The expert panelists will discuss... more

Tuesday, 20 October 2020
Breakout Series XVI
16.3 International Employee Communication—Is It the Key to Success??

Communications
How do companies get their employees to realize the value of their equity? Join these this panel of experts in a discussion on the most effective methods of global... more

Thursday, 22 October 2020
Breakout Series XVII
17.1 Don’t Get the Country (to Country) Blues: Create a Successful Mobility Taxation Policy

Finance, Tax & Accounting
Mobile employee populations come in all shapes and sizes, and each organization will require a flexible approach. In this session we will share Pinterest and DoorDash’s... more

Thursday, 22 October 2020
Breakout Series XVII
17.2 In Your Sole and Absolute Discretion?

Legal/Regulatory
Companies often state that a participant’s rights or entitlements under a share plan are at the company’s discretion. However, the law places various controls on the... more

Thursday, 22 October 2020
Breakout Series XVII
17.3 Transformers: More Than Meets the Eye

Trending Now
Autobots and Decepticons? Maybe not, but bots, automation and choosing the right technology is part of the HR transformation journey that many companies have undertaken... more

Thursday, 22 October 2020
Breakout Series XVIII
18.1 Going Beyond the Campaign: Educate, Engage, Empower!

Communications
This session will discuss how developing a specialized and focused employee financial education offering can reap rewards in terms of engagement. Join us to explore... more

Thursday, 22 October 2020
Breakout Series XVIII
18.2 Global Transaction Gotchas

Legal/Regulatory
Corporate transactions, especially ones with cross-border implications, can be extremely stressful and harrowing for everyone involved. This panel will teach you how to keep calm... more

Thursday, 22 October 2020
Breakout Series XVIII
18.3 Global Equity Insights Survey 2020

Design and Strategy
The Global Equity Insights Survey (GEIS) is the foremost assessment of current market practice and trends in equity compensation globally. This year’s study will address the... more

Tuesday, 27 October 2020
Breakout Series XIX
19.1 What's New in Global Employee Equity Plan Management?

Program Management
Join this panel discussion on how companies are managing their global employee equity plans differently in light of current trends and the workforce of the future... more

Tuesday, 27 October 2020
Breakout Series XIX
19.2 Our Journey Towards an Agile Compensation Approach

Trending Now
What type of compensation experience are you creating? Does anyone come out of an annual compensation cycle happy? Does once a year work for everyone? Does an annual... more

Tuesday, 27 October 2020
Breakout Series XIX
19.3 Biased by Design

Design and Strategy
Governments and the public are calling for transparency; this has made it apparent that there is unintentional, purposeful, and institutionalized bias everywhere. As an industry... more

Tuesday, 27 October 2020
Breakout Series XX
20.1 Pain Killers: Five Areas of Focus to Bring Your Global Stock Plan to Full Strength!

Program Management
No need to medicate! Instead, just join our panel to discuss what to focus on to alleviate pain points and optimize your global stock administration. We will focus on the areas that... more

Tuesday, 27 October 2020
Breakout Series XX
20.2 It’s All About the Timing—Best Practices for Handling Retirement Eligibility

Program Management
Processing retirement eligibility events can be challenging for everyone involved: it’s an administrative burden on stock plan teams, and incredibly confusing to participants... more

Tuesday, 27 October 2020
Breakout Series XX
20.3 Winning the War for Talent

Trending Now
Today’s economic climate provides employees with many career options which makes attracting, recruiting and retaining top talent increasingly challenging. Businesses are... more

Thursday, 29 October 2020
Breakout Series XXI
21.1 Keeping the Beat with Total Shareholder Return—What’s New with Market-Based Awards?

Design and Strategy
It’s been nearly a decade since Total Shareholder Return (TSR) rose to prominence as a favorite metric of companies and shareholders alike. A lot has changed over the years... more

Thursday, 29 October 2020
Breakout Series XXI
21.2 "Understand Your Employees”—Employee Engagement and the Future of Employee Incentives

Legal/Regulatory
This session will look at the current media, political, and corporate governance focus on employee engagement. In particular, this panel of experienced practitioners... more

Thursday, 29 October 2020
Breakout Series XXI
21.3 Equity Choice Plans in Times of Uncertainty

Trending Now
Who doesn't love a choice? As COVID-19 has wreaked havoc on the world in 2020, now it’s more important than ever for companies to provide their employees with flexibility... more

Thursday, 29 October 2020
Breakout Series XXII
22.1 Frustration-Free Employee Ownership: How Amazon Implemented an Affordable and Simple Direct Stock Purchase Plan

Design and Strategy
In October 2018, Amazon senior management tasked Amazon’s stock department with designing and implementing an affordable, but simple stock purchase plan for eligible... more

Thursday, 29 October 2020
Breakout Series XXII
22.2 Do Employees Still Value Their Equity Awards?

Trending Now
UBS Workplace Wealth Services is committed to understanding how employees engage with their equity awards. Through our UBS Participant Voice research, conducted... more