IN-PERSON CHAPTER EVENT
8 May 2025, 11:30am - 1:30pm PDT
PACIFIC NORTHWEST CHAPTER MEETING
PacWest

Seattle, WA or Virtual 

Legal and regulatory
All plan types
USA

Navigating the Future of U.S. Business Immigration: Challenges and Changes

Join us for an insightful discussion on the current state of U.S. business immigration, focusing on H-1B and other work permits, the impact of federal government cuts, the status of travel bans, and predictions for what lies ahead in immigration policy and how it impacts world of global equity.

LOCATIONS

In-Person
KPMG Seattle
401 Union St
28th Floor
Seattle, WA 98101

Virtual - Join us from wherever you are - virtual details will be emailed after registration

Generously hosted KPMG

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IN-PERSON CHAPTER EVENT
3 April 2025, 2 - 5:30pm EDT
BOSTON CHAPTER MEETING
boston

Boston, MA

Design and strategy
Legal and regulatory
All plan types
Employee stock purchase plans (ESPP)
USA

Unlock the Power of Employee Equity

Employee stock plans are a key component of a competitive compensation strategy, but designing, managing, and keeping them compliant—especially on a global scale—can be complex. Join us for two insightful sessions led by industry experts as we explore best practices for Employee Stock Purchase Plans (ESPPs) and navigate the latest global tax updates affecting equity compensation.

You’ll gain actionable strategies to optimize your stock plans and ensure compliance in an evolving regulatory landscape. 
 

Session 1: Development and Review of Your Employee Stock


Discover how Employee Stock Purchase Plans (ESPPs) can be the ideal complement to a robust Compensation and Benefits portfolio. In this session, we will share insights into how Fidelity supports plan sponsors—from the initial design phase through effective communication, seamless ongoing administration, and accurate financial accounting.

KEY LEARNING POINTS

  • Designing Effective ESPPs: Learn the fundamentals of creating a plan that aligns with both company objectives and employee expectations.
  • Strategic Communication: Understand best practices for engaging employees and ensuring they grasp the benefits of the plan.
  • Administration & Accounting Excellence: Gain insights into efficient ongoing administration and the financial accounting practices essential for maintaining a successful ESPP.
     
SESSION 2: GLOBAL UPDATES


Keeping up with the ever-changing taxation landscape for global stock plans can be challenging. This session focuses on the latest trends and emerging tax updates that could impact your global share plans, ensuring you stay ahead of compliance challenges.

KEY LEARNING POINTS

  • Navigating Current Global Tax Regulations: Get an overview of the current international tax environment affecting stock plans.
  • Forecasting Tax Trends: Learn to anticipate upcoming changes and understand their potential impact on global share plans.
  • Ensuring Compliance: Explore practical strategies to keep your global stock plans compliant in a dynamic regulatory landscape.

Join us for after the sessions for some networking in the Deloitte offices from 4:00 to 5:30pm.

These sessions will be eligible for CEP credit.

In-Person
Deloitte Office
115 Federal Street
Boston, MA
 

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.

9.5 The Evolution of Data Privacy Regulations in The U.S. and Europe

2023 and 2024 saw pivotal shifts in data privacy with rapid regulatory advancements in the U.S. and abroad. U.S. state-level privacy laws have more than doubled, presenting both similarities and critical differences that complicate compliance.

This session will explore the current regulatory landscape, its impact on organizations, and potential future legislation. The panel will also examine Europe's growing AI and cybersecurity regulations and their potential influence on U.S. policies and companies.

KEY LEARNING POINTS:

  • Discuss key changes in U.S. data privacy laws and their real-world impact on companies.
  • Share experiences and strategies for navigating state-by-state regulatory differences and ensuring compliance.
  • Explore the global regulatory trends in AI and cybersecurity, and discuss their potential impact on U.S. companies in an interactive, solution-driven environment.
Speaker/Author

Cynthia Cole, Baker McKenzie (US)
Nicholas Greenacre, White & Case (UK)
Rebecca Kargl, Zillow (US)
Barry McKernan, J.P. Morgan Workplace Solutions (ES)
Zoltan Precsenyi, Elastic (UK)

Event date
Wednesday, 30 Apr 2025, 11:00 - 11:45
Country
Breakout series
Location
Karlin 4
Field of Study
Not eligible

8.2 Around the World in 60 Minutes: Key Compliance Updates for Equity Plans

From Czechia to Chile, this session will explore the complexities of global equity compensation, focusing on the challenges and opportunities companies face when designing and managing plans across multiple regions. Experts will provide insights into tax, legal, and regulatory considerations in key markets, including the US, UK, and Europe. 

Attendees will also learn how to align their equity strategies with cultural factors and evolving global compliance requirements.

KEY LEARNING POINTS:

  • Understand the tax, legal, and regulatory requirements for equity plans in key international markets.
  • Learn how to address cultural influences on plan adoption and participation.
  • Explore strategies for maintaining global compliance while adapting to regional requirements.
Speaker/Author

Lewis Dulley, Tapestry Compliance (UK)
Anna Fletcher, Rentokil Initial (UK)
Tom Parker, Tapestry Compliance (UK)
Julie Shepherd, FGE, Sage Group (UK)
 

Event date
Wednesday, 30 Apr 2025, 09:45 - 10:45
Country
Breakout series
Location
Palmovka 2
Field of Study
Specialized Knowledge
Level
O

3.4 Navigating Employment Law Challenges in Global Share Plans

Operating a global equity plan in a way that meets the company's incentive and retention goals while complying with a myriad of laws can be challenging, especially when factoring in employment law considerations on a global basis.

This session explores how companies can effectively manage these challenges, both from a legal perspective and in practice, focusing on the latest developments and best practices globally related to termination of employment and retirement, leave of absence, restrictive covenants, clawback enforceability and more.

KEY LEARNING POINTS:

  • Learn best practices for managing equity awards during voluntary and involuntary terminations, ensuring compliance and retention goals are met.
  • Understand how different types of leave—such as maternity, medical, or military—affect equity compensation and how to adapt plans accordingly.
  • Explore strategies for implementing enforceable clawback policies and effectively navigating non-compete and non-solicitation agreements in a global context.
Speaker/Author

Sophie Boucher, Palo Alto Networks (US)
Katja Haferer, Baker McKenzie (DE)
Sinead Kelly, Baker McKenzie (US) 
Eaton Williamson, Seagate Technologies (US)
 

Event date
Tuesday, 29 Apr 2025, 11:00 - 12:00
Country
Breakout series
Location
Palmovka 4
Field of Study
Business Law
Level
I

2.4 Global Pay Without Limits: A Focus on the UK, US, Germany, and France

In this session, the panel will explore the key restrictions impacting equity compensation today, from 'soft' restrictions such as shareholder approval ('say on pay') and progressive tax rates, to reputational risks, disclosure requirements, and litigation (including high-profile cases like the Elon Musk case).

This session will also address how these constraints influence equity plan structuring, and delve into the "hard" restrictions that companies face, especially in today’s evolving political environment.

KEY LEARNING POINTS:

  • Understand the impact of shareholder approval, 'say on pay', and progressive tax rates on equity compensation decisions.
  • Explore the risks around disclosure, reputational challenges, and litigation, including implications from high-profile cases.
  • Debate the effects of the current political climate on both 'hard' and 'soft' restrictions in equity plan structuring.
Speaker/Author

Nicholas Greenacre, White & Case (UK)
Veronique Japp, Pandora (BE)
Francesca MacSwiney, White & Case (UK)
 

Event date
Monday, 28 Apr 2025, 16:00 - 17:00
Country
Breakout series
Location
Palmovka 4
Field of Study
Business Law
Level
I
ARTICLE
28 November 2024
EMPLOYEE SHARE PLANS POST-BUDGET – ARE THEY STILL WORTHWHILE?
External News

RSM

Legal and regulatory
All plan types
UK and Channel Islands

The 2024 UK Autumn Budget introduced higher Capital Gains Tax (CGT) rates and employer National Insurance contributions (NICs), raising questions about the continued effectiveness of employee share plans. Despite these changes, share plans remain valuable due to their tax advantages, such as lower CGT rates compared to income tax and corporation tax relief for employers, as well as their ability to align employee and company interests. While the tax landscape has shifted, share plans continue to offer long-term benefits for both employees and employers, emphasizing the importance of strategic structuring and clear communication to maximize their impact.

ARTICLE
24 October 2024
EXEMPT EMPLOYEE SHARE SCHEME CHANGES IN NEW ZEALAND
External News

Computershare

Legal and regulatory
All plan types
New Zealand

The New Zealand Government has introduced a Bill increasing the thresholds for exempt employee share schemes, offering significant benefits to both employers and employees. Effective 1 April 2025, the maximum value of shares an employee can receive annually will rise from $5,000 to $7,000, while the maximum permissible discount on share market value provided by employers will increase from $2,000 to $3,000. These changes reduce tax liabilities for employees and allow companies to offer more attractive share schemes, but employers must update their plan rules to fully leverage the new thresholds.

ARTICLE
7 November 2024
BUDGET: KEY IMPLICATIONS FOR EMPLOYEE SHARE PLANS
External News

KPMG

Legal and regulatory
All plan types
UK and Channel Islands

The recent Budget introduces changes that will impact the cost and compliance of employee share plans, including an increase in employers' National Insurance Contributions (NIC) from 13.8% to 15% from April 2025, which could make tax-advantaged share plans more appealing. Additionally, increases in capital gains tax (CGT) rates and reductions in CGT exemptions may lead to higher tax obligations for employees, potentially affecting the attractiveness of these plans, while employers may need to enhance support and communication to help employees navigate these changes. For internationally mobile employees, the new tax regime replacing the remittance basis introduces limitations and complexities, requiring employers to reassess their compliance strategies and tax equalization policies.

ARTICLE
8 October 2024
UK - BIG NEWS: IA PRINCIPLES OF REMUNERATION 2025 PUBLISHED!
External News

Tapestry Compliance

Legal and regulatory
All plan types
UK and Channel Islands

The Investment Association (IA) has released its updated Principles of Remuneration, setting expectations for the 2025 AGM season and beyond, emphasizing long-term value creation, strategic alignment, and improved company-investor consultation. Notable changes include the removal of the 5% dilution limit for discretionary share plans, potential exceptions to the 10% dilution limit for high-growth companies, and the exclusion of all-employee plans from the requirement for shareholder re-approval every 10 years. The IA clarifies that these principles serve as guidelines rather than strict rules, offering companies more flexibility while maintaining alignment with shareholder expectations.