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.

LIVE WEBCAST

19 September 2024, 11am - 12pm EDT

GLOBAL PERSPECTIVES: UNDERSTANDING EQUITY COMPENSATION PERCEPTIONS AND NEEDS ACROSS BORDERS

Emily Cervino, FGE, Fidelity
Sarah Francis, Fidelity

All plan types

Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

Uncover commonalities and distinctions in participant perceptions across diverse global locations
Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

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.

For plan sponsor use only.
The Global Equity Organization and Fidelity Stock Plan Services are not affiliated.
Fidelity Stock Plan Services, LLC
© 2024 FMR LLC. All rights reserved.
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IN-PERSON CHAPTER EVENT

18 September 2024, 11am - 6pm PDT

14TH ANNUAL NORCAL FORUM

San Mateo, CA

USA

Save the date to connect with your NorCal community this September in San Mateo, CA!

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.

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ARTICLE

16 September 2024

EMI SCHEMES: ENTERPRISE MANAGEMENT INCENTIVES

BDO

Design and strategy

Stock options

UK and Channel Islands

Enterprise Management Incentive (EMI) schemes provide significant tax benefits for trading companies with gross assets of £30 million or less, allowing them to recruit and retain employees through share options without incurring income tax or national insurance contributions upon grant or exercise. Companies can grant options valued up to £250,000 per individual, with a total limit of £3 million, while ensuring that qualifying employees work at least 25 hours per week or 75% of their time for the company. However, companies must navigate potential pitfalls, such as changes in control or trading activities, and adhere to strict reporting requirements to maintain the favorable tax treatment of EMI options.

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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

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ARTICLE

12 September 2024

EMPLOYEE SHARE SCHEME SHAKE-UP FOR STARTUPS

Inside Government

Private and pre-IPO companies

All plan types

New Zealand

New Zealand's tax exempt thresholds for employee share schemes are set to increase under the proposed Taxation Bill, aimed at adjusting for inflation and boosting support for startups, particularly in the tech sector. The changes would raise the maximum value of shares offered to employees from $5,000 to $7,500 annually, and the employer's maximum discount from $2,000 to $3,000. These adjustments are intended to help early-stage companies recruit and retain talent, aligning employee incentives with company growth and contributing to broader economic recovery.

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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.

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ARTICLE

11 September 2024

AXA LAUNCHES ITS 2024 EMPLOYEE SHARE OFFERING (SHAREPLAN 2024)

AXA

Trending now

All plan types

European Union

AXA has launched its 2024 annual employee share offering, known as Shareplan 2024, across 40 countries for over 110,000 employees. Employees will have the option to participate in either a Classic offer or a Guarantee Plus offer, with shares offered at a discount to the reference price. The share subscription period will take place from November 4 to November 8, 2024, and the capital increase is expected to occur on December 5, 2024, with the new shares being listed on Euronext Paris.

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