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GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

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FILTER INSIGHTS

IN-PERSON CONFERENCE
9 April 2024, 8am - 11 April 2024, 5pm CDT
GEO'S 25TH ANNUAL CONFERENCE
Annual Conference

LOCATION: Nashville, Tennessee

Global

We look forward to welcoming you to GEO's 25th Annual Conference in Nashville, Tennessee.

Join more than 500+ global company directors, senior managers, stock plan, HR, reward and benefits professionals in Music City this April to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

This year's conference promises to be bigger and better than ever as we celebrate our 25th anniversary. 

IN-PERSON CONFERENCE
8 April 2024, All day CDT
EXECUTIVE COMPENSATION MATTERS - NASHVILLE
ECM
Executive plans
Global

This one-day event held the day before GEO's 25th Annual Conference brings together thought leaders and practitioners who will address the key issues and trends in global executive compensation, C-suite and Board priorities, and evolving business and broader societal issues.

 

IN-PERSON CHAPTER EVENT
19 March 2024, 12 - 3pm EDT
GEO'S EAST COAST CHAPTER MEETING - MULTI CITY
EAST COAST

TBC

USA

The GEO East Coast Chapters are pleased to present  2 sessions that are sure to inform, educate, and spark new ideas for your plan designs.  Being held in-person in 4 different cities, you are sure to find the location best for you.

SESSION ONE:
Presented by AmyLynn Flood, Vialto and Aneta Stefaniak, BDO

PEOS AND EQUITY - THE TOP ITEMS FOR COMPANIES TO CONSIDER
This conversion will focus on the top issues surrounding PEOs and employees who receive equity compensation.  It will focus on bringing forward key points for consideration when using a PEO and providing equity to avoid unexpected consequences, as well as some ideas on alternative solutions.

Key learning points:

  • The challenges of tax withholding and reporting
  • Potential securities law concerns
  • Obligations for annual reporting globally and data privacy issues

SESSION TWO:
Presented by Elizabeth Stoudt, Infinite Equity and Terry Adamson, Infinite Equity

THE EVOLUTION OF PERFORMANCE AWARDS IN A  PVP WORLD
In today's fast-paced regulatory environment, staying on top of disclosure rules related to executive compensation and performance metrics is crucial for businesses.

Key learning points:

  • How regulations influence compensation practices, especially for performance award design
  • Lessons from the first year of PVP disclosure offer valuable insights for companies
  • Streamlining compliance with regulations

 

LOCATION OPTIONS:

NEW YORK
BDO

200 Park Ave 38th Floor
New York, NY 10166

PHILADELPHIA
Price Waterhouse Cooper
2001 Market St #1800
Philadelphia, PA 19103

ATLANTA
BDO
1180 Peachtree St NE, Suite 1950
Atlanta, GA 30309

MCCLEAN
Hilton Headquarters

7930 Jones Branch Dr,
McLean, VA 22102

BOSTON AND NEW JERSEY
Virtual - Register HERE

IN-PERSON CHAPTER EVENT
19 March 2024, 6 - 9pm CET
FRANCE CHAPTER MEETING
france

Paris, France

France

RETROUVEZ-NOUS POUR LA PREMIÈRE RÉUNION DU FRENCH CHAPTER EN 2024 !

Réservez la date du 19 mars 2024, à partir de 18h.

Au cours de cette session, passerons en revue différents points d'actualité de l'environnement des plans d'actionnariat, avec des focus sur :  

  • Les principaux enseignements pour les émetteurs de la loi 2023 sur le partage des valeurs en entreprises
  • Le point sur les modalités de remboursement des cotisations patronales sur les attributions de stock-options
  • Les éléments pratiques à avoir en tête pour la prochaine saison de déclaration d'impôts française sur les gains des plans LTI

L'événement sera suivi d'un cocktail offert par la Banque Transatlantique.

Lieu :
Hôtel le Marois - France Amériques
9-11, Avenue Franklin D. Roosevelt
75008 Paris

Aucun frais n’est requis pour cette réunion du Chapter France. Les membres et non-membres du GEO sont les bienvenus, l’inscription à l’événement est obligatoire.
 

MERCI À NOTRE SPONSOR
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LIVE WEBCAST
13 March 2024, 12 - 1am CST
THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK
webcast

Denise Glagau, Baker McKenzie
Nathan O'Connor, Equity Methods

Design and strategy
Global

Embark on the journey of designing and implementing a new share plan, a significant challenge and a golden opportunity to craft a plan tailored for today's dynamic business landscape. As we navigate the complexities brought about by remote and mobile workforces, intense talent competition, market volatility, and increased scrutiny by institutional shareholders, this session offers a roadmap to efficiently and effectively operate an equity plan. 

KEY LEARNING POINTS:  

  • Learn the essential steps from consensus-building within the company to executing a new share plan across global locations
  • Address legal and accounting considerations crucial to designing and implementing a new share plan while integrating best practices for collaboration with internal and external advisors
  • Understand how to tailor a share plan that meets the current demands of regulatory compliance, talent retention, and shareholder expectations in a competitive market

 

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: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*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.

IN-PERSON CHAPTER EVENT
5 March 2024, 5 - 7:30pm PST
NORCAL CHAPTER MEETING
Norcal

San Francisco, CA

USA

The GEO NorCal Chapter wish you a happy and successful new year!

To start off 2024 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Tuesday, March 5, 2024.
The hors d'oeuvres and drinks will be offered in a private area of Schroeder’s in downtown San Francisco.We look forward to seeing you and to kicking off the year with a bang – and a T+1 activity! You are hereby cordially invited to join us at this very special event, but space is limited to the first 15 issuers and the first 15 providers who register.

Delightedly, with best wishes,
The GEO NorCal Chapter Team

 

Thank you to our sponsors:

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IN-PERSON CHAPTER EVENT
29 February 2024, 8 - 9:30am AEDT
AUSTRALIA CHAPTER MEETING - SYDNEY
australia

Sydney, Australia

Australia

EQUITY INSIGHT EXCHANGE - SYDNEY

Join us on 29 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

  • How have you adapted your communication strategies in the post-COVID landscape?
  • In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
  • How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
  • What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

  • Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
  • Analyze the strategic considerations behind deciding whether to issue or purchase shares.
  • Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

  • Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
  • Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

  • Stay informed about the latest trends and changes in equity schemes worldwide.
  • Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 29 February 2024 at 08:00AM-09:30AM AEDT

Where?
Deloitte, Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000

IN-PERSON CHAPTER EVENT
27 February 2024, 8 - 9:30am AEDT
AUSTRALIA CHAPTER MEETING - MELBOURNE
melborne

Melbourne, Australia

Australia

EQUITY INSIGHT EXCHANGE - MELBOURNE

Join us on 27 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

  • How have you adapted your communication strategies in the post-COVID landscape?
  • In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
  • How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
  • What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

  • Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
  • Analyze the strategic considerations behind deciding whether to issue or purchase shares.
  • Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

  • Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
  • Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

  • Stay informed about the latest trends and changes in equity schemes worldwide.
  • Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 27 February 2024 at 08:00-09:30AM AEDT

Where?
Deloitte, 477 Collins Street, Melbourne 3000

IN-PERSON CHAPTER EVENT
20 February 2024, 8 - 10am GMT
UK CHAPTER MEETING
UK

HYBRID CHAPTER EVENT

UK and Channel Islands

BREAKFAST BRIEF: Q1 ISSUER CATCH UP
Need a reason to get out of bed on a cold winter morning? Well, look no further.The first GEO UK chapter event of 2024 is your chance to share your share plan queries with the share plan community.

Choose to join virtually or in-person at the Computershare offices in London.

WHEN
Tuesday, 20 February 2024, 08:00 GMT

WHERE
Computershare Investor Services Plc, Moor House, 120 London Wall, London EC2Y 5ET

GO FURTHER WITH GEO

VIRTUAL 2023 ON DEMAND

GEO VIRTUAL 2023 - ON DEMAND

Access 20+ live, 30 'Best of Edinburgh sessions and an inspiring keynote on-demand.

Available until 15 September

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