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.

IN-PERSON CHAPTER EVENT

18 September 2024, 4 - 5pm EDT

TORONTO CHAPTER MEETING

Toronto

All plan types

Canada

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.

REGISTER

IN-PERSON CHAPTER EVENT

12 September 2024, 4 - 7pm PDT

PACIFIC NORTHWEST CHAPTER MEETING

Seattle

USA

LAUNCH PARTY AT STARBUCKS RESERVE

We are excited to announce our brand new Pacific Northwest Chapter!

Come and celebrate this new launch with us at the beautiful Starbucks Reserve in SoDo. Unwind with industry peers and make new connections. Discuss latest trends and challenges in equity planning – or just unwind with a drink.

We look forward to seeing you there!

LOCATION
Starbucks Reserve Store
2401 Utah Ave. S.
Seattle, WA 98134

Generously Hosted by BDO and Starbucks

REGISTER

LIVE WEBCAST

12 September 2024, 9 - 10am PDT

BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types

Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

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.

REGISTER

IN-PERSON CHAPTER EVENT

12 September 2024, 5 - 7pm BST

UK CHAPTER MEETING

LOCATION: Edinburgh

All plan types

UK and Channel Islands

Join us in Edinburgh for an afternoon of learning, networking and fun with the UK and Channel Islands Chapter.

Join industry experts to explore engaging topics. Gain insights into global market trends from a Natwest economist, discover strategies to enhance employee engagement and satisfaction, and learn key takeaways from the Nashville conference and equip yourself with tools for career advancement. We are also excited to bring the Next Gen program that was launched in May to Scotland. If you are seasoned in the share plan industry, bring along a newbie and for those who are more junior - come meet, learn and network with everyone.

After the educational sessions, enjoy a networking happy hour to connect with fellow chapter members and local professionals. Don't miss this opportunity to learn, grow, and network with the best in the industry.

We look forward to seeing you there!

LOCATION
Doubletree Hilton
34 Bread St
Edinburgh EH3 9AF
United Kingdom

This meeting is free to attend, but registration is required.

REGISTER

VIRTUAL CHAPTER EVENT

10 September 2024, 3 - 4pm EDT

GREATER ROCKIES, UTAH CHAPTER MEETING

Virtual

Trending now

All plan types

USA

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.

REGISTER

ARTICLE

26 August 2024

SEBI NOTICE TO PAYTM ON 2.1 CRORE EMPLOYEE STOCK OPTIONS TO CEO, FIRM SAYS...

NDTV

Finance, tax and accounting

Executive plans

India

SEBI has issued a notice to One97 Communications, the parent company of Paytm, regarding employee stock options (ESOPs) granted to its MD and CEO, Vijay Shekhar Sharma, during the financial year 2022. Paytm clarified that this is not a new development and that they have been in regular communication with SEBI, making the necessary representations. The company also stated that it believes it is compliant with relevant regulations, and this issue has no impact on its financial results for the year ended March 31, 2024.

READ ARTICLE

ARTICLE

26 August 2024

STRIPE PLANS NEW TENDER OFFER TO BUY BACK EMPLOYEE SHARES

Silicon Republic

Trending now

All plan types

Ireland

USA

Stripe is planning to buy back shares from its employees in a new tender offer, financing it independently as speculation grows about a potential IPO. This follows a recent valuation of around $70 billion, spurred by Sequoia Capital's offer to buy shares from investors, signaling confidence in Stripe's improving financial health, including a reported $615 million in free cash flow last quarter. Despite the rising valuation and industry speculation, the Collison brothers have not indicated any immediate plans for an IPO.

READ ARTICLE

ARTICLE

24 August 2024

X WORKERS REPORTEDLY MUST PROVE THEY DESERVE THEIR STOCK—ELON MUSK’S VARIOUS EMPLOYEE POLICIES, EXPLAINED

Forbes

Design and strategy

All plan types

USA

Elon Musk now requires employees at X (formerly Twitter) to submit one-page reports detailing their contributions to access stock grants, tying stock awards to the anticipated impact of their work. This is part of Musk's broader approach of enforcing strict and unorthodox employee policies across his companies, including delayed promotions, mandatory in-office work, and intense work expectations. Musk's leadership style, characterized by high demands and frequent layoffs, reflects his personal work ethic and has led to significant turnover and contentious relationships with labor unions.

READ ARTICLE

ARTICLE

22 August 2024

SNOWFLAKE’S BUSINESS IS SELLING ITS OWN STOCK TO EMPLOYEES

Sherwood News

Finance, tax and accounting

All plan types

USA

Publicly-traded companies often exclude stock-based compensation from EBITDA and cash flow to present a more favorable financial picture, even though this practice dilutes shareholder value. Snowflake, a data warehouse provider, exemplifies this by reporting high levels of stock-based compensation—43% of its revenue in the recent quarter—while simultaneously announcing a $2.5 billion share buyback plan that fails to offset the dilution caused by new equity issuances. Despite these tactics, Snowflake remains unprofitable, with slowing revenue growth, leading to investor dissatisfaction and a significant drop in its stock price.

READ ARTICLE