Global | Global Equity Organization

ARTICLE

6 May 2024

MICROSOFT IS TYING EXECUTIVE PAY TO SECURITY PERFORMANCE — SO IF IT GETS HACKED, NO BONUSES FOR ANYONE

Tech Radar

Executive pay

Executive plans

Global

Microsoft has taken a proactive step in addressing cybersecurity concerns by linking executive compensation to the company’s security performance, following recent high-profile attacks. The initiative, known as the Secure Future Initiative (SFI), aims to prioritize security and hold leaders accountable for meeting security plans and milestones. This strategic move reflects Microsoft's commitment to enhancing cybersecurity and fostering a culture of continuous improvement, as highlighted by Executive Vice President Charlie Bell and Chief Information Security Officer Igor Tsyganskiy.

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LIVE WEBCAST

6 August 2024, 11am - 12pm EDT

GLOBAL EQUITY UPDATES 2024

Hannah Needle, FGE, Tapestry Compliance
Tom Parker, Tapestry Compliance
Olivia Rodrigo, Tapestry Compliance

Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

Gain insights into the latest regulatory changes impacting equity compensation globally
Understand new reporting obligations and compliance requirements affecting your company's equity plans
Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation

COST
GEO members: No charge
GEO non-members*: $85
Become a GEO member to attend webcasts for free in the future!
*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits
*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

ARTICLE

5 May 2024

EMPLOYEE OWNERSHIP: A STEP TOWARD BRIDGING THE WEALTH GAP

Youtube - 60 Minutes

Trending now

Global

Joseph Blasi, Director of the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University, provides invaluable insights into the politics and potential of employee ownership within the contemporary economy.

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ARTICLE

4 May 2024

YOU COULD ‘MISS THE OPPORTUNITY’ WITH COMPANY STOCK, EXPERTS SAY. HERE ARE THE KEY THINGS TO KNOW

CNBC

Employee engagement

All plan types

Global

Equity compensation is increasingly popular among employers as a means to attract and retain talent, with 72% of companies offering some form of it, according to a Morgan Stanley survey. Stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) are three common types of equity compensation, each with its own tax implications and considerations for employees. While these perks can offer potential financial rewards, there are risks involved, such as stock price fluctuations and tax complexities, prompting experts to advise careful planning and consideration of individual financial goals.

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LIVE WEBCAST

6 June 2024, 12 - 1pm EDT

MODERN APPROACHES FOR EQUITY TO PAYROLL RECONCILIATIONS

Tim Oakes, Moss Adams
Jesus Renteria, Moss Adams

Global

The SEC's T+1 stock settlement compliance date is May 28th, requiring 24 hours to issue shares to employees after a vest or option exercise. Navigating data transfer between stock-based compensation equity programs and payroll was already challenging—with this tight turnaround, companies and brokers are at a heightened risk for errors, which could lead to tax-related fines and employee dissatisfaction. The solution? Implement strong reconciliation processes and controls between the HR, Payroll, and brokerage platforms.

As your company grows, so will the volume of vesting and exercising stock and options. Having an automated system that performs reconciliations with accuracy and timeliness is critical.

KEY LEARNING POINTS:

Challenges when there are gaps in reconciliation controls
Benefits of reconciliation processes and reporting
Pros and cons of common reconciliation tools and approaches, including spreadsheets, automation scripts, and custom applications

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

IN-PERSON CONFERENCE

28 April 2025, 8am - 30 April 2025, 3pm CEST

GEO'S 26TH ANNUAL CONFERENCE

PRAGUE

All plan types

Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS!

SAVE THE DATE

IN-PERSON REGIONAL EVENT

13 November 2024, All day GMT

GEO'S PAN EUROPEAN REGIONAL EVENT

LONDON

Global

Thank you for attending GEO'S Pan European Regional Event

LONDON - 13 NOVEMBER 2024

LIVE WEBCAST

12 September 2024, 12 - 1pm EDT

BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types

Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST

19 September 2024, 11am - 12pm EDT

GLOBAL PERSPECTIVES: UNDERSTANDING EQUITY COMPENSATION PERCEPTIONS AND NEEDS ACROSS BORDERS

Emily Cervino, FGE, Fidelity
Sarah Francis, Fidelity

All plan types

Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

Uncover commonalities and distinctions in participant perceptions across diverse global locations
Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

COST
GEO members: No charge
GEO non-members*: $85

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

ARTICLE

11 April 2024

NO MEDALS FOR AUSTRALIA IN INAUGURAL SURVEY OF EMPLOYEE SHARE SCHEMES

Arnold Bloch Leibler

Data and business intelligence

All plan types

Global

Australia is trailing behind the US and advanced European economies in implementing employee share schemes, as revealed by the first global survey spearheaded by tax partner Shaun Cartoon and lawyer Eileen Liu. Conducted by a team of specialists from Arnold Bloch Leibler, Baker McKenzie, KPMG, and Tapestry Compliance, along with issuers and academics, the survey measured operating environments across 26 countries. Australia's complex tax rules and regulatory constraints on unlisted companies have hindered the scaling up of share plans, with tax incentives playing a significant role in decision-making for companies.

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