GEO TORONTO CHAPTER SUMMER/FALL 2024 MEETING

Meet and hear from local equity compensation professionals at the next GEO Toronto Chapter meeting.

 

SESSION ONE: THE BEST OF NASHVILLE
From Nashville to Toronto: the GEO Toronto Chapter is excited to share the latest updates from the GEO Annual Conference. Amelie Desrochers (Deloitte) will focus on sharing the knowledge and key themes from the event, on share plan design, strategy and engagement, in addition to the latest technical updates.

 

SESSION TWO: WHO, WHAT, WHERE, AND WHY - DELIVERING TAX COMMUNICATIONS IN A MEANINGFUL WAY
Knowledge is power especially when it comes all things related to tax. So why not empower your participants with the tools and resources they need to help them understand the potential tax consequences of what they own. During this thought-provoking session we will cover the five Ws - who, what, when, where and why - of tax communications. It's not just about giving the information, but more importantly delivering it in a meaningful way. You'll hear from our experienced guest speaker that has done just that and as a result has a powerful story to share.

KEY LEARNING POINTS

• Learn how to empower yourself with the necessary tools and resources for informed decision-making.
• Delivering tax information in a meaningful and impactful way.
• Hear from an experienced guest speaker who has successfully navigated tax communication challenges
  
   

SESSION THREE: BURSTING THE MYTH OF MOVING TO AN OMNIBUS PLAN
This session will be conducted by industry experts who have experience in implementing and managing omnibus plans. During the session, participants will gain a comprehensive understanding of the advantages and challenges associated with moving to an omnibus plan. The experts will present real-life examples, share best practices, and provide practical tips to help organizations make informed decisions about adopting an omnibus plan.

KEY LEARNING POINTS

• Common misconceptions surrounding the transition to an omnibus plan in an organization.
• Advantages and challenges of adopting an omnibus plan, with insights from industry experts.
• Best practices to help your organization make informed decisions when considering an omnibus plan.
  
   

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

JOIN US ONLINE

The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs.  

These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution.

SESSION ONE: AI VS HUMAN EXPERTISE: EXPLORING CHATGPT'S ROLE IN EQUITY COMPENSATION
SPEAKERS: TERRY ADAMSON, INFINITE EQUITY

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field. Our panel of equity compensation experts will critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

• Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
• Explore practical AI applications in equity compensation, including stock options and performance shares.
• Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.
  
   

SESSION TWO: LIFE INTERUPPTED - STRATEGIES FOR LIFE CHANGES IN GLOBAL EQUITY PLANS IN A COMPLEX LEGAL LANDSCAPE
SPEAKERS: LINDSAY MINNIS, BAKER MCKENZIE AND KIMBERLY FRANKO LOWER, BAKER MCKENIZE 

Navigating life-changing events within equity plans can be complex, especially when factoring in global legal and regulatory requirements. This session explores how companies can effectively manage these challenges, focusing on leaves of absence, terminations, and other major life events from both compliance and administrative perspectives. We'll cover strategies for handling long-term incentive awards like RSUs and options, as well as employee stock purchase programs, while avoiding legal pitfalls and balancing administrative challenges in a multijurisdictional context.

KEY LEARNING POINTS:

• Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
• Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
• Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.
  
   

SESSION THREE: CHALLENGING CONVENTIONAL WISDOM: DILUTION FROM EQUITY PLANS
SPEAKERS: AARON SHAPIRO, CARVER EDISON

In this session we'll challenge the conventional wisdom that equity compensation plans lead to harmful dilution. By examining common myths and presenting data-driven insights, we'll reveal true dilutive impact and benefits of these plans. Attendees will learn how thoughtfully designed equity plans can align interests, foster loyalty, and drive long-term success without significant dilution. Join us to rethink equity compensation and empower your company's growth.

KEY LEARNING POINTS

• Understand the real dilutive impact of equity compensation plans versus common misconceptions.
• Learn how well-designed equity plans can align interests and foster employee loyalty.
• Discover strategies to drive long-term growth with equity plans while minimizing dilution.
  
   

This is a virtual meeting.  Login details will be sent as closer to the meeting date.

JOIN US IN NEW YORK OR PHILADELPHIA

The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs. Hosted in two cities, with live speakers in New York, join us at the most convenient location for you!

These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution

SESSION ONE: AI VS HUMAN EXPERTISE: EXPLORING CHATGPT'S ROLE IN EQUITY COMPENSATION
SPEAKERS: TERRY ADAMSON, INFINITE EQUITY

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field. Our panel of equity compensation experts will critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

• Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
• Explore practical AI applications in equity compensation, including stock options and performance shares.
• Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.
  
   

SESSION TWO: LIFE INTERUPPTED - STRATEGIES FOR LIFE CHANGES IN GLOBAL EQUITY PLANS IN A COMPLEX LEGAL LANDSCAPE
SPEAKERS: LINDSAY MINNIS, BAKER MCKENZIE AND KIMBERLY FRANKO LOWER, BAKER MCKENIZE 

Navigating life-changing events within equity plans can be complex, especially when factoring in global legal and regulatory requirements. This session explores how companies can effectively manage these challenges, focusing on leaves of absence, terminations, and other major life events from both compliance and administrative perspectives. We'll cover strategies for handling long-term incentive awards like RSUs and options, as well as employee stock purchase programs, while avoiding legal pitfalls and balancing administrative challenges in a multijurisdictional context.

KEY LEARNING POINTS:

• Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
• Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
• Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.
  
   

SESSION THREE: CHALLENGING CONVENTIONAL WISDOM: DILUTION FROM EQUITY PLANS
SPEAKERS: AARON SHAPIRO, CARVER EDISON

In this session we'll challenge the conventional wisdom that equity compensation plans lead to harmful dilution. By examining common myths and presenting data-driven insights, we'll reveal true dilutive impact and benefits of these plans. Attendees will learn how thoughtfully designed equity plans can align interests, foster loyalty, and drive long-term success without significant dilution. Join us to rethink equity compensation and empower your company's growth.

KEY LEARNING POINTS

• Understand the real dilutive impact of equity compensation plans versus common misconceptions.
• Learn how well-designed equity plans can align interests and foster employee loyalty.
• Discover strategies to drive long-term growth with equity plans while minimizing dilution.

Lunch for New York generously provided by Bank of America                     Lunch for Philadelphia generously provided by KPMG

LOCATION

NEW YORK
Paramount 
1515 Broadway
31st Floor
New York, NY 10166

PHILADELPHIA
KPMG
1735 Market St
4th Floor
Philadelphia, PA 19103

We are excited to launch our brand new Greater Rockies Chapter wtih an engaging and of-the-moment topic, and industry experts that you can engage with, right from your own office.

PAY VS PERFORMANCE YEAR 2 - A LOOK AT CURRENT GUIDANCE, ACTUAL DISCLOUSRES, AND HOW TO BEST UTILIZE THE DATA

Join us for an in-depth discussion, in which industry experts will delve into the complexities of the SEC's Pay vs. Performance disclosure requirements in its second year. This session will explore the latest developments, key takeaways from Year 1, and strategies for aligning executive compensation with company performance.

KEY LEARNING POINTS:

• Understand the latest regulatory updates and how they impact Pay vs. Performance disclosures.
• Discover best practices for aligning executive compensation with company performance to meet stakeholder expectations.
• Learn strategies for navigating Year 2 of the SEC’s disclosure requirements with confidence and compliance.
  
   

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

This exciting event in the wonderful city of Oslo, will offer fantastic networking opportunities over breakfast and short educational sessions covering the following topics to give you an overview of what's new in the Nordics Equity world.

• Pitfalls and key issues in the reward space affecting share plans
• Nordic tax and legislative updates (including Phantom legislative changes in Norway)
• Enhancing the Reward Programs - data analytics and simplification by using the latest tools and process improvements
• Communicating and marketing your plan for success
• Managing transitions between jurisdictions

Plus a panel discussion featuring views from Nordic based issuers - experts in their field, focusing on recent trends and developments in the reward space from their perspective.