All plan types | Global Equity Organization

LIVE WEBCAST

10 April 2025, 1 - 2pm EDT

GLOBAL EQUITY UPDATES Q1 2025

SPEAKERS: Barbara Klementz, Baker McKenzie | Kela Shang, Baker McKenzie

Trending now

All plan types

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

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

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

LIVE WEBCAST

18 March 2025, 1 - 2pm EDT

AUTOMATION IN SHARE PLANS: A GLOBAL ISSUER ROUNDTABLE DISCUSSION

SPEAKERS: Dexter Tang (Moderator), Google | Jennie Anderson, Microsoft | Lamont Walker, Lyft | Annemarie Kalsbeek, S&P Global

Operational effectiveness

All plan types

Global

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | | 5pm GMT
AMERICAS - 3/17 7pm ET | 4pm PT 10am PT | 1pm ET | 5pm GMT

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

LIVE WEBCAST

30 January 2025, 1 - 2pm EST

GLOBAL EQUITY INSIGHTS SURVEY 2024: REFLECTING ON THE PAST, PRESENT, AND FUTURE TRENDS

GEIS Sponsor Panel

Data and business intelligence

All plan types

Global

Join us for an engaging webcast as we explore the key takeaways from the Global Equity Insights Survey. In this session, we’ll reflect on the standout findings from the 2024 survey, uncovering global trends in equity compensation and analyzing their impact on organizations worldwide. Additionally, we’ll provide an exclusive glimpse into the compelling questions shaping the upcoming 2025 survey, offering a forward-looking perspective.

KEY LEARNING POINTS:

Discover key trends in global equity compensation from the 2024 survey, examining how the shifting landscape influences organizations around the globe.
Gain an insider’s look at the new 2025 survey questions, addressing emerging topics such as the role of HCM reporting and equal pay in equity compensation.
Participate in an interactive discussion with industry experts, sharing your perspectives on pivotal survey topics.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

ASIA PAC - 10am AEDT | 1pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
AMERICAS - 1/29 6pm ET | 3pm PT | 10am PT | 1pm ET

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.

ARTICLE

4 December 2024

ISSUE OF SHARES PURSUANT TO EMPLOYEE SHARE INCENTIVE SCHEME

ASMPT

Design and strategy

All plan types

Hong Kong

ASMPT Limited has announced the issuance and allotment of 1,953,200 Awarded Shares under its employee share incentive scheme, representing approximately 0.47% of its existing and enlarged issued share capital. These shares, issued at a nominal value of HK$0.10 each, aim to incentivize and retain valuable employees and will rank equally with existing shares in terms of rights and privileges. The total funds raised, HK$195,320, will be used as general working capital, with an application made to the Hong Kong Stock Exchange for listing and trading of the newly issued shares.

READ ARTICLE

ARTICLE

4 December 2024

US GROWTH STOCKS WITH HIGH INSIDER OWNERSHIP IN DECEMBER 2024

Yahoo Finance

Trending now

All plan types

USA

The U.S. stock market's rally has spotlighted growth companies with high insider ownership, seen as a sign of confidence in future performance. Companies like EHang Holdings (32.8% insider ownership, 81.5% earnings growth) and Alkami Technology (10.9% insider ownership, 98.6% earnings growth) lead in this category, while firms like Atour Lifestyle and KULR Technology Group boast strong growth forecasts, with projected annual revenue increases of 21.1% and 57.9%, respectively. Pinterest also demonstrates robust growth potential with insider ownership of 11.5%, annual revenue growth of 13.1%, and a $2 billion share buyback program, signaling confidence in its future trajectory.

READ ARTICLE

ARTICLE

27 November 2024

SUCCESS OF CAPGEMINI’S 11TH EMPLOYEE SHARE OWNERSHIP PLAN

Capgemini

Trending now

All plan types

France

Capgemini's eleventh employee shareholding plan attracted over 55,000 participants from 32 countries, reflecting strong employee trust in the company's strategy. The plan involved a €415 million capital increase through the subscription of 2.7 million shares at a discounted price, maintaining employee ownership at around 8% of the Group’s capital. To prevent shareholder dilution, Capgemini repurchased and canceled an equivalent number of shares for €474 million, ensuring alignment with its long-term strategic goals.

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ARTICLE

15 November 2024

TAX AND LEGAL NEWS - CZECH REBPUBLIC

Finance, tax and accounting

All plan types

The Czech Republic will end the unlimited tax exemption for securities sales after 30 years, capping annual exempt income at CZK 40 million starting January 1, 2025. To address concerns about retroactivity, taxpayers can use the market price of securities as of December 31, 2024, for future sales, requiring accurate valuation, particularly for non-traded securities. While this marks a significant shift in the Czech tax regime, the burden of proof lies with taxpayers, and the changes bring new complexities, including potential disputes over compliance and interpretations.

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ARTICLE

14 November 2024

CZECH REPUBLIC – TAXATION OF EMPLOYEE SHARE AND STOCK OPTION PLANS BACK TO PRE-2024 SITUATION

KPMH

Finance, tax and accounting

All plan types

A parliamentary proposal in the Czech Republic aims to amend the Income Tax Act, allowing employers to revert to pre-2024 taxation methods for employee share and stock option plans. This would simplify administration and resolve complexities caused by 2024 changes, such as postponed taxation timing, double taxation risks, and social security contribution delays. If adopted, the amendment, effective January 2025, would permit employers to choose tax deferral by notifying tax authorities, easing compliance for global share schemes and benefiting employers and employees alike.

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ARTICLE

28 November 2024

EMPLOYEE SHARE PLANS POST-BUDGET – ARE THEY STILL WORTHWHILE?

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.

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IN-PERSON CHAPTER EVENT

15 January 2025, 11:30am - 1:30pm GMT

GEO TEXAS CHAPTER MEETING

Houston, Dallas and Austin

Design and strategy

All plan types

USA

Employee stock purchase plans can be a great benefit for participants, but many organizations struggle with low participation rates and lack of awareness among employees. Whether you are considering implementing an ESPP or looking to increase participation among your employees, join us for a panel discussion covering tips and strategies for driving ESPP engagement. Hear from others on their experiences around operating an ESPP and boosting awareness of programs through employee education.

There is no cost to attend and members and non-member are free to join, but registration is required.

LOCATIONS:

IN PERSON LOCATION
Morgan Stanley
Houston
717 Texas Ave, Suite 3050
Houston, TX 77002

WATCH PARTY LOCATIONS
Morgan Stanley
Austin
301 Congress Ave, Suite 1400
Austin, TX 78701

Morgan Stanley
Dallas
5001 Spring Valley Rd, Suite 900W
Dallas, TX 75244

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