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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

TYPE
LIVE WEBCAST
12 March 2024, 12 - 1pm EDT
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.

LIVE WEBCAST
15 February 2024, 11pm - 16 February 2024, 12am EST
COMMUNICATING SHARE PLANS TO A GLOBAL WORKFORCE - THE ANGLO AMERICAN STORY
webcast

Chrissie Davis, Eximia
Martha Parkhurst, Eximia
Matt Mitchell, Anglo American

GEO award excellence
Global

GEO AWARD WINNER - 2023 Best Plan Communications (over 75,000 employees)

Join us for an engaging session where we delve into the success story of Anglo American plc, a global mining giant with a diverse workforce spanning 19 countries. With a focus on their MyShare global share plan, we will explore how they achieved an outstanding 36% take-up rate in the first year, surpassing their 10% goal. The session will also shed light on the challenges they faced, their innovative communication strategy, and the valuable lessons learned.

KEY LEARNING POINTS:

  • Discover effective strategies for communicating a global share plan to employees working in diverse and remote locations
  • Gain insights into the role of local Reward Champions, People Managers, and online/offline communication methods in fostering plan participation
  • Learn from Anglo American's experience on how to build and evolve a successful global share plan in a challenging economic environment

 

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.

LIVE WEBCAST
30 January 2024, 12 - 1pm EST
GLOBAL EQUITY INSIGHTS SURVEY: PAST, PRESENT, AND FUTURE
Webcast

GEIS sponsor panel

All plan types
Global

Join us for an enlightening webcast as we delve into the insights uncovered by the Global Equity Insights Survey.

During this session, we will retrospectively examine the key findings from the 2023 survey, shedding light on global trends in equity compensation and gaining a comprehensive understanding of the evolving landscape and its implications for companies worldwide.

Furthermore, we are excited to offer an exclusive preview of the thought-provoking questions slated for the ongoing 2024 survey.

KEY LEARNING POINTS:

  • Uncover global equity compensation trends from the 2023 survey, exploring the evolving landscape's impact on organizations worldwide
  • Get an exclusive preview of new 2024 survey questions, capturing emerging trends like artificial intelligence in equity compensation
  • Engage in a dynamic discussion with experts, sharing your opinions on key survey topics

 

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.

 

LIVE WEBCAST
23 January 2024, 12 - 1pm EST
THE STRUGGLE IS REAL! STRATEGIES FOR MANAGING STRESS FOR EQUITY PROFESSIONALS
January

Sheila Frierson, CEP, Computershare
Donna Hammer, FGE, CEP, Lighthouse Equity Development
Lori Serrano, FGE, CEP, Outset Medical 

All plan types
Global

Start the new year with our expert panel exploring well-being. Join a lively session where personal stories, both positive and challenging, create a shared experience. The panel will highlight companies with successful wellness programs, offering practical examples for creating a thriving work environment.

KEY LEARNING POINTS:

  • Delve into the scientific intricacies of how cortisol and adrenaline flooding can adversely affect our bodies, providing a comprehensive understanding of the physiological consequences of stress
  • Gain valuable insights into balancing and incorporating different forms of rest into your routine for enhanced overall well-being
  • Acquire practical strategies for setting up backup systems to manage multiple responsibilities efficiently
LIVE WEBCAST
5 December 2023, 12 - 1:15pm EST
COMPENSATION AND EQUITY PLAN DESIGN ALTERNATIVES FOR PRIVATE COMPANIES
Webcast

SPEAKERS: Kristen Kostner, BDO, Tom Ziemba, BDO, Issuer Guest

Global

Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent.  Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company. 

This session will cover the following topics:

  • Overview of LTI trends in private companies
  • Overview of most prevalent cash and equity-based vehicles for private companies
  • Summary of the key features and plan mechanics, pros and cons for employers and employees, and alignment with company life cycle stage
LIVE WEBCAST
7 November 2023, 12 - 1:15pm EST
GLOBAL COMPLIANCE UPDATE
Webcast

SPEAKERS: Ashlee Boe, Lucid Motors; Louise Walker, Deutsche Bank; Becky Moore, Tapestry Compliance; Rebecca Perry, Tapestry Compliance; Emilie Sylvester, Tapestry Compliance

Global

Stay ahead of the curve with our comprehensive incentive plans global compliance update! In this session, we will provide you with a detailed overview of the latest regulatory, legal and tax changes affecting share plans on a global scale. Whether you are an HR professional, a compensation specialist, or an executive involved in equity compensation or providing services to companies in this area, this update is a must-attend event to ensure your company remains compliant and competitive in the ever-evolving landscape of incentive plans.

In the session, you will:

  • Learn what’s changed and where!
  • Understand the complexities of complying with diverse regulatory frameworks across different countries
  • Gain valuable insights into how leading organisations are adapting to the changing compliance landscape and proactively addressing challenges to maximize plan effectiveness
  • Discover practical approaches to managing tax compliance efficiently while minimizing potential risks and tax burdens for your company and participants

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

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.


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

LIVE WEBCAST
17 October 2023, 12 - 1:15pm EDT
PAY VS. PERFORMANCE: 2023 LESSONS LEARNED AND CONSIDERATIONS YEAR TWO
Webcast

SPEAKERS: Nathan O'Connor, Equity Methods, Sinead Kelly, Baker McKenzie

Legal and regulatory
USA

The SEC's final Pay vs. Performance (PvP) rule, released in August 2022, triggered a frantic race among issuers to understand and comply with its complex requirements. As a result, the 2023 proxy season became unforgettable for proxy preparers at both issuers and service providers. Equity Methods invites you to join their webcast, where they delve into their PvP database, housing over 600 PvP disclosures.

The webcast will provide a recap and summary of actual PvP disclosures filed in this year's proxies, along with important lessons learned by practitioners. Additionally, the discussion will cover emerging best practices and highlight considerations for companies as they prepare for their second PvP disclosure in 2024.

Key Learning Points:

  • Understanding the impact of the SEC's final Pay vs. Performance rule on issuers and service providers during the 2023 proxy season.
  • Recap and analysis of actual PvP disclosures filed in proxies, offering insights into compliance and disclosure strategies.
  • Identifying best practices that have emerged from the PvP disclosures and outlining important considerations for future PvP disclosures.

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

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.


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

LIVE WEBCAST
19 September 2023, 12 - 1:15pm EDT
FELLOWS LEADERS' LOUNGE
Leaders' Lounge

MODERATOR: Matt Connor, FGE - Lucid Motors
PANEL: Chris Dohrmann, FGE - Global Shares, a JP Morgan Company; Yael Elbaz Roiter, FGE - Senior Total Rewards Consultant; Julie Shepherd, FGE - Sage

Design and strategy
Employee engagement
Executive pay
Trending now
Global

LEVERAGING EQUITY PROGRAMS TO ATTRACT AND RETAIN TOP IT AND DIGITAL TALENT

With the accelerating emergence of artificial intelligence (AI) in a rapidly evolving digital landscape, businesses must prioritize identifying and retaining their most skilled employees, particularly within the internal IT and digital sectors. Failing to do so can lead to the loss of valuable resources and hinder a company's competitive edge.

Join us in an enlightening discussion as GEO Fellows delve into the powerful potential of equity programs, showcasing how these programs can serve as a unique instrument to incentivize and retain top talent, enabling businesses to thrive in the digital age.

KEY LEARNING OBJECTIVES:

  1. Understand the importance of identifying uniquely skilled IT and digital employees for long-term company success.
  2. Explore the challenges companies face in retaining top talent in the competitive digital market.
  3. Discover how equity programs can be leveraged effectively to incentivize and retain the best IT and digital professionals, fostering sustained growth and a competitive advantage.
LIVE WEBCAST
12 September 2023, 12 - 1:15pm EDT
GLOBAL EQUITY UPDATES - Q3 2023
Webcast

SPEAKERS: Chris Barnes, KPMG London, Parmjit Sandhu, KPMG New York, Dinesh Sinniah, KPMG Chicago

Trending now
Global

GEO is committed to keeping you up to date on the latest developments happening around the world. This quarterly webcast series, "Global Equity Updates," is designed to easily keep abreast of the fast-paced changes happening in equity compensation. This webcast will cover new regulations, new reporting obligations, and other guidance recently issued or of interest in the industry during the recent quarter.

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

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.


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

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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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