JOIN THE NEXT BOOTCAMP - 5, 7, 12, 14 NOVEMBER 2024
A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS
Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.
Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.
Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.
Register to master global share plan basics!
WHAT TO EXPECT
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.
Sessions are conducted live, allowing you to ask questions in real-time, and they're also recorded for your convenience. Whether you need to catch up on missed sessions or revisit key points, the recordings are there for you.
Additionally, our expert tutors are available to address any enquiries outside of course hours.
A FIVE-DAY VIRTUAL COURSE
- Pre-work: introduction to global share plans (video) and Bootcamp prep questionnaire
- Overview of global share plans compliance Introduction to executive compensation
- Taxation basics Introduction to mobility
- Core concepts in accounting and reporting for stock-based compensation
- Perceived value through communications and education
- Introduction to plan design and Global Equity Insights Study (GEIS) survey trends
- Bootcamp recap
- Excel essentials for share plan professionals
VIRTUAL AGENDA
At your leisure
PRE-WORK: INTRODUCTION TO GLOBAL SHARE PLANS
On-demand video
Tuesday, 5 Nov 2024, 10:00 - 12:00
10.00 - 10.15
BOOTCAMP KICK-OFF
Debbie Tsoi-A-Sue
10.15 - 11.15
OVERVIEW OF GLOBAL SHARE PLANS COMPLIANCE
Suzannah Crookes, Tapestry Compliance; Olivia Rodrigo, Tapestry Compliance
11.15 - 12.00
INTRODUCTION TO EXECUTIVE COMPENSATION
Matt Connor, FGE, Lucid Motors; Amanda Benincasa, Aon
Wednesday, 6 Nov 2024, 11:00 - 13:00
11.00 - 13.00
EXCEL ESSENTIALS FOR SHARE PLAN PROFESSIONALS
Melissa Salcedo, LendingClub; Mary Potter, GEO
Thursday, 7 Nov 2024, 10:00 - 12:00
10.00 - 11.00
OVERVIEW OF SHARE PLAN TAXATION
Marlene Zaboyan, FGE, Rutlen & Associates; Antonio Miranda, Deloitte
11.15 - 12.00
INTRODUCTION TO MOBILITY
Marlene Zaboyan, FGE, Rutlen & Associates; Stacy Fox, Confluent
Tuesday, 12 Nov 2024, 10:00 - 12:00
10.00 - 11.00
CORE CONCEPTS IN ACCOUNTING AND REPORTING FOR STOCK-BASED COMPENSATION
Jessica Vinsand, FGE, Chainaylsis; Terry Adamson, FGE, Infinite Equity
11.15 - 12.00
PERCEIVED VALUE THROUGH COMMUNICATIONS AND EDUCATION
Robyn Shutak, FGE, Infinite Equity; Nicole Contreras, Infinite Equity
Thursday, 14 Nov 2024, 10:00 - 11:00
10.00 - 11.00
INTRODUCTION TO PLAN DESIGN AND GLOBAL EQUITY INSIGHTS STUDY (GEIS) SURVEY RESULTS
AmyLynn Flood, FGE, Vialto Partners
11.15 - 12.00
BOOTCAMP RECAP
Debbie Tsoi-A-Sue
GEO BOOTCAMP GRADUATES
Many congratulations to our global Bootcamp course alumni!
CLASS OF 2024
- Lisa Brown, United States
- Jen Curran, United States
- Vander Dos Santos, United States
- Crystal Johnson, United States
- Nick Kosloff, United Kingdom
- Carolin Lachner, Germany
- Debra Moses, CPA, CMA, EA, Canada
- Irina Ramona Nutescu, Romania
- Robert Vaughan, United States
CLASS OF 2023
- Puru Anand, India
- Shanai Anderson, United States
- Lyubomira Arnaudska, Bulgaria
- Tom Balakas, Canada
- Claudette Barnett, United States
- Steph Callan, United Kingdom
- Henry Cha, United States
- Xavier Court, United States
- Lindsey Dayter, United States
- Catherine de Lanauze, Canada
- Smitha Dhanya, United States
- Tammy Faulkenberry, Bermuda
- Sebastien Fuchs, Malaysia
- Felix Ifagbuyi, United States
- Mami Iwata
- Kersti Jakobson, United States
- Anastasia Kalchenko, Germany / Prague
- Lynne Kotlarchuk, Canada
- Jantineke Kuijer, Netherlands
- Chad Lee, Canada
- Donncha O'Keeffe, United States
- Victoria Phrydas, United States
- Shiva Prasad, India
- Peter Shears
- Karen Slayton, United States
- Namratha Srinivasa, India
- Nitika Srivastava, United States
- David Strathearn, United Kingdom
CLASS OF 2022
- Ashlee Boe, United States
- Oscar Contreras, United States
- Jennifer Dalton, United States
- Vitor Dea, Brazil
- Cynthia El-Baba, Canada
- Caroline Flewellen, United States
- George Galat, United States
- Tristann Graves, United States
- Darrell Hardison, United States
- Sonal Hegde, United States
- Danielle Holden, United States
- Sabine Jansen, Netherlands
- David Johnson, United States
- Kelli Kemp, United States
- Grace Knowles, Canada
- Cole Kretzman, United States
- Robin Lancaster, United States
- Ryan MacLeod, United States
- Jenna Mayhew, United States
- Wilson Mitchell, Canada
- Anna Moore, United States
- Lauren Mysinger, United States
- Merita Reso Rodriquez, Switzerland
- Gwendolyn Rüttinger, Germany
- Julie Schoenholz, United States
- Zynquwandria Stokes, United States
- Yuliya Tkachyshyn, United States
- Fiona Tran, Canada
- Hally Wilson, United States
CLASS OF 2021
- Julia Carroll, United States
- Ramon Dominguez, United States
- Lan Duong, Netherlands
- Jennifer Esschendal-Onyenze, Netherlands
- Ite Haest, Netherlands
- Sandra Mages, Germany
- Johannes Mayer, Germany
- Suchitra Patri, United States
- Shir Sela Pinhas, Israel
- Ben Squires, Australia
CLASS OF 2020
- Neil Conoley, United Kingdom
- Georgia Derbyshire, United Kingdom
- Maggie Dodd, United States
- Jordan Dorich, United States
- Daniel Eloi-Santos, Brazil
- Del Pino Jessica, United States
- Dusica Kostic, Switzerland
- Martina Kunova, Slovakia
- Jaime Pavia, Spain
- Kandi Pritchett, United States
- Kim Woodard, United States
CLASS OF 2019
- James Alfred, United States
- Wendy Brant, United States
- Chris Chu, United States
- Mark Duffy, United States
- Lydia Gray, United States
- Sandy Hetrick, United States
- Jessica Hurtado, United States
- Minjiao Jiang, United States
- Leslie Mariani, United States
- Jennifer Marlow, United States
- Beth Murphree, United States
- Mark Putrus, United States
- Monica Ramacciotte-Watson, United States
- Eriberto Sainz, United States
- Ashley Starms, United States