Employee engagement | Global Equity Organization

LIVE WEBCAST

20 May 2025, 1 - 2pm EDT

MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy

Employee engagement

All plan types

Global

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

Educate internal stakeholders to align expectations and improve compliance.
Navigate payroll system limitations and enhance communication with payroll teams.
Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL 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.

WATCH THE WEBCAST

LIVE WEBCAST

13 February 2025, 1 - 2pm EST

THE POWER OF PARTNERSHIPS IN MODERN EQUITY ADMINSTRATION

Hannah McCullough, insightsoftware | Dan Mullen, insightsoftware

Employee engagement

All plan types

Global

In today’s dynamic equity compensation landscape, partnerships and collaborative networks are key to delivering scalable, efficient, and client-centric solutions. Sponsored by Insightsoftware, this engaging session explores how robust partner and relationship networks enhance equity plan management.

Discover how insightsoftware's approach to partnerships creates a seamless experience for administrators and participants alike, while addressing the challenges of growth and complexity. This session offers actionable insights to help you build stronger relationships and create value through innovative solutions.

KEY LEARNING POINTS:

Explore scalable solutions that adapt to growing organizational needs, enabling the delivery of premium equity management services through a network of flexible relationships.
Uncover strategies for enhancing administrative efficiency and navigating complexities through collaboration and the optimization of existing processes.
Learn how leveraging partnerships can drive sustainable growth, improve client retention, and elevate the overall participant experience.

We are providing three different opportunities to join this webinar.

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

1 December 2024

SALARY SACRIFICE PLANS MAINTAIN MOMENTUM IN ANZ

Computershare

Employee engagement

Employee stock purchase plans (ESPP)

Australia

Despite economic pressures from rising interest rates and inflation, participation in salary sacrifice employee share plans has remained strong, as revealed by a Computershare analysis across ANZ clients. Key factors driving this resilience include the simplicity of automatic salary deductions, tax benefits, and employer matching contributions, which together make these plans appealing long-term investments. For employers, the sustained popularity of these plans highlights their value as a tool for boosting engagement, fostering a sense of ownership, and enhancing employee compensation packages to attract and retain talent.

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ARTICLE

5 December 2024

ARCONTECH AWARDS STOCK OPTIONS TO KEY EMPLOYEE

Investing

Employee engagement

Executive plans

USA

Arcontech Group PLC has granted 30,000 stock options to Mark Maguire, Head of Customer Support, under its Employee Stock Option Plan, with an exercise price of 125.5 pence per share and a vesting date of June 30, 2027. This brings the total outstanding options to 610,500, representing 4.5% of the company’s issued share capital, with earnings calculations based on a consistent 19% UK corporation tax rate. The grant, which lacks performance criteria, reflects a strategic focus on long-term employee retention and alignment with shareholder interests while balancing potential dilution with the benefits of enhanced employee motivation.

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LIVE WEBCAST

31 October 2024, 8 - 9am EDT

EMPOWERING EMPLOYEES WITH EFFECTIVE EQUITY COMMUNICATION

BONNIE GRASSMAN, INSIGHTSOFTWARE
DINA THEISSEN, INSIGHTSOFTWARE
KATIE GRAFFIS, NELNET

Communications

Employee engagement

All plan types

USA

Are you looking to improve how your company communicates about its equity plans? Join experts from insightsoftware and Nelnet as they share proven strategies to engage employees and build trust in your equity programs.

KEY LEARNING POINTS:

Learn how to customize messaging to meet your employees’ unique needs and address common equity plan questions.
Discover how to use technology for real-time access to equity information, enhancing transparency and employee engagement.
Explore effective techniques to ensure your employees fully understand and appreciate the value of their equity benefits.

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: Communications and Marketing
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

23 May 2024

Leaked OpenAI documents reveal aggressive tactics toward former employees

Vox

Employee engagement

All plan types

USA

Vox reported that OpenAI pressured departing employees to sign restrictive exit documents by threatening to withhold vested equity, a practice uncommon in Silicon Valley. Despite claims of ignorance by OpenAI leadership, internal documents suggest key executives, including CEO Sam Altman, were aware of these provisions. Following backlash, OpenAI has apologized and committed to changing their policies, including removing nondisparagement clauses and ensuring former employees' equity rights are respected.

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ARTICLE

1 July 2024

Canva can reclaim share rights from employees who publicly criticise the company even after they have left the job

LinkedIn News Australia

Employee engagement

All plan types

Australia

Canva has provisions in employee contracts that allow the company to reclaim share rights from employees who publicly criticize the company, even after leaving, similar to a now-reversed policy at OpenAI. The contracts include non-disparagement clauses, non-compete agreements, and restrictions on using confidential information post-employment, aimed at protecting the company's interests. Critics, like entrepreneur Lucy Wark, argue these provisions can be used to silence former employees and prevent them from discussing major issues, though Canva claims the measures are intended to ensure employees share in the company's success.

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ARTICLE

18 June 2024

Elon Musk pushes Tesla workers to do ‘exceptional’ things with new stock option program

Teslarati

Employee engagement

Stock options

USA

Elon Musk is encouraging Tesla employees to excel by suggesting they could qualify for a new stock option grant program for high performers. An internal memo revealed that Tesla will conduct a comprehensive review to award stock options for exceptional performance, as well as offer ongoing spot option grants for outstanding contributions. Despite not awarding merit-based stock grants last year due to financial challenges, Tesla plans to reward employees with long-term financial incentives through this new program, aiming to boost productivity and recognize significant achievements.

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ARTICLE

18 June 2024

Trafigura proposes employee share clawbacks for confidentiality breaches, sources say

Reuters

Employee engagement

Share incentive plans (SIP)

Switzerland

Trafigura proposed share clawbacks for breaches of confidentiality and its code of conduct, as revealed in a letter from CEO Jeremy Weir, following a premature disclosure of losses from its Mongolian oil operations. The clawback policy applies to both current and former employees and could prevent ex-employees from receiving payment for their shares. The proposal is part of regular governance review and is not linked to specific personnel changes or jurisdictions, although recent high-level departures from the company have been noted.

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ARTICLE

2 August 2024

Rolls-Royce to gift every employee more than £700 worth of shares

Financial Times

Employee engagement

UK and Channel Islands

Rolls-Royce announced it will gift 150 shares, worth approximately £730, to each of its employees as a reward for their contribution to the company's success. This move comes as the company experiences a significant financial recovery, with operating profits rising and a resumption of dividend payments after a five-year hiatus. The company's CEO, Tufan Erginbilgiç, attributed this success to a rebound in international travel, a restructuring plan, and cost-efficiency measures.

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