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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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SURVEYS AND REPORTS
1 June 2020
Conducting Share Plan Research in Compliance with the European Union GDPR
GDPR white Paper

GEO's Academic and Government Committee: Dr, Bill Castellano; Don-Tobias Jol; Woulter Seinen; Margaret Loughlin; Danyle Anderson FGE, 

Legal and regulatory
European Union

Published in June 2020, read this white paper to navigate share plan research in compliance with GDPR regulations.

GDPR is a complex and multi-faceted set of rules and many concepts and terms in the regulation remain relatively vague and ambiguous, especially in consideration of the accountabilities and limitations of research entities. Due to the voluntary nature of academic research, many researchers and organizations may be overwhelmed by GDPR and choose not to conduct research impacted by GDPR due to its complexity.

 

SURVEYS AND REPORTS
1 January 2021
CORPORATE GOVERNANCE & EXECUTIVE COMPENSATION SURVEY 2021

Author: Shearman & Sterling

Throughout this survey, Shearman & Sterling provide insights on specific topics of interest in the current environment, including practical advice for boards and management. Across all topics the goal is to provide an overview of the current corporate governance landscape and to identify best practices.

SURVEYS AND REPORTS
1 August 2021
PWC PULSE SURVEY: NEXT IN WORK

Author: PwC

Trending now
Workplace solutions

At a pivotal moment for the future of work, companies can help their businesses and employees thrive.

ON-DEMAND WEBCAST
27 January 2022
WINNING ENGAGEMENT STRATEGIES TO MAXIMIZE PARTICIPATION
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Janet Cooper OBE, FGE, Moderator (UK), Karin Adams, TMX Group (CA), Andrew Forsythe, Unilever (UK), Anika Link, Allianz SE (DE), Julie Sheperd FGE, The Sage Group (UK)

Employee engagement
Global

In this moderated webcast, we ask GEO Award winners Unilever, Allianz, TMX Group and Sage the secret of their successful communications.

Each has demonstrated an effective and innovative approach to their share plan communications with clear objectives and strategic intent, innovation, creativity, and quantifiable, measurable results - explore their use of audience insights, creative innovation and cultural and brand influences.

Discover which of their communication strategies, platforms, mediums and frequencies worked, which didn’t, and importantly, why.

You’ll come away with ideas on how to breathe new life into your communications and modernize your share plan experience.

ON-DEMAND WEBCAST
14 June 2022
EMPLOYEE RETENTION: DOES OFFERING EQUITY MAKE A DIFFERENCE?
woman smiling

SPEAKERS: Janet Cooper OBE, FGE, Moderator (UK), Nick Lawry, Kindred Group (UK), Adrienne Pettit, Insulet (USA) 

Employee engagement
Global

As companies continue to combat the Great Resignation, the search for effective retention initiatives to reduce churn is an ongoing challenge. Putting talent first is a must to save time and resources on recruitment, sustain team morale and support growth.

How can employee ownership improve employee retention rates? 

In this moderated webcast, GEO Award-winning companies that have built successful employee retention strategies supported by their equity plans. You'll discover:

  • Whether retention was a key objective when designing the winning equity compensation programs, or a welcome by-product
  • The affect of global events such as the Covid-19 pandemic and the ‘great resignation’ on plan participation and employee retention
  • Whether the share plan had any other employee-centric impacts
  • What other steps the companies take to retain employees
  • What’s next - is retention a focus for their future share plans?
SURVEYS AND REPORTS
1 September 2022
STATE OF THE WORKPLACE II FINANCIAL BENEFITS STUDY

Author: Morgan Stanley at Work

Trending now
Workplace solutions

Morgan Stanley at Work’s annual State of the Workplace Financial Benefits Study II revealed that the stakes have been raised for companies as employees focus on the role and value of financial workplace benefits, including equity compensation, financial wellness and retirement preparation. On the other hand, companies looking to support their talent need to understand the evolving expectations of employees and potentially adjust their offerings to stay ahead.

ON-DEMAND WEBCAST
20 September 2022
PLACING THE EMPLOYEE AT THE HEART OF YOUR COMPENSATION STATEGY
woman smiling

SPEAKERSJanet Cooper OBE, FGE, Moderator (UK), Margie Molesso, Walmart (US), Eileen Lacamera, Pfizer (US), Louis Pretorius, Anglo-American Kumbe Iron Ore (SA), Kathy Son, Uber (US)

GEO award excellence

Rather than solely focusing on the customer experience, companies are turning their attention to the people who make everything happen: their employees. In an employee-centric organization, individuals are supported, encouraged, and their ideas are requested and heard.

In the context of employee share plans, considering employees’ needs above revenue measuresabove commercial outputs can increase participation and align employee and shareholder interests.In this moderated webcast, you'll discover:

  • How employee needs were prioritized when communicating the plans
  • What lessons were learned
  • Whether the employee-centric share plans had any wider benefits for the company
ARTICLE
7 November 2022
EFFECTIVE USE OF DATA FOR SHARE PLAN EXCELLENCE
share plan data
Denmark
Finland
Norway
Sweden

The concept of intuition — simply knowing when something is right or wrong, is often romanticized but, while it can provide a hunch or spark that starts you down a particular path, it's through data that we verify, understand, and quantify.

Data-driven decision-making (or DDDM) bases decisions on the insights and analysis of verified data. Here, we look at how GEO Award winners have used data to shape the design, direction, and implementation of their share plans.

1. Improving participant engagement

Stock plan teams can use the information gleaned from data analytics to improve employee engagement strategies. A great example of this in action is easyJet, an award winner that used plan data to identify groups of disengaged employees and designed a bespoke and targeted communications campaign to successfully drive engagement in these groups. Similarly, Google created a mobility tool to identify and target participants with specific plan messaging.

Award-winning companies that helped participants make key decisions using data include Alcon, which created 2,300 personalized statements with before and after spin values to provide transparency to participants and Unilever, which designed personalized videos for its vesting employees that featured their personal share plan data.

2. Measuring plan success

Data analysis can be an ally when it comes to tracking the success of an employee share plan.

Implementing a very clear scoring system to track their executive plan’s performance criteria enabled IHS Markit to measure and prove its effectiveness. Comparably, Google used numerous data points to measure the success of its plan including training scores, ticket metrics, broker and vendor data, and employee feedback.

3. Informing plan design

Stock plan designs can be enriched by data captured through user experience research methods such as surveys, feedback forums or analysis of previous design iterations.

When designing a new all-employee plan that delivered the full value of shares rather than just the growth in share price via EBITDA-linked performance criteria, Kindred Group used feedback and learnings from survey data and its previous plans, that improved the plan’s engagement rate by 26% year-on-year.

Uber also effectively used evaluation metrics and survey data to refine its education materials and delivery methods to meet the financial education needs of its highly diverse, global employees.

4. Develop a multi-channel communications system

Creating a one-stop, single data source makes sure that business decisions are being made based on common data.

GEO award-winner Walmart collated its historical data in its new reward system to provide a full and holistic view of its equity program history of 410m shares over 40 years., Anglo American Kumba Iron Ore’s cloud-based portal was designed around a single data source and offers an end-to-end solution for its administration, accounting, and reporting teams.

5. Improving executive reporting

Driven by the need for leadership teams to validate the financial investment in its equity plans, stock plan teams track a wide array of information including vesting schedules, plan parameters, grant prices, participant details, and award expiration dates—but it takes time, resource, and expertise to produce high-level reports that determine whether the programs are working as intended.

To this end, Amazon created an end-to-end technology stack to communicate its data findings and recommendations to the executive team via automated monthly business reports, saving hundreds of hours and freeing up stock team’s resources in the process.

Using data to improve your company’s equity plans doesn’t have to be a painful task. Our award winners have shown that data is indeed king if you use it to capture, interpret, extract and present important information. It can bring strategic perspective and wide-ranging tangible, measurable benefits to your plan, participants, internal teams and leadership.

ON-DEMAND WEBCAST
24 January 2023
GEIS - PAST, PRESENT AND FUTURE 2022
webcast on-demand

SPEAKERS: Sheila Frierson, Computershare, Sandra Sussman, FGE, SAP,  Andrew Thain, hkp///group, Sebsatian Wetzel, Siemens Energy

Trending now
Global

Now in its 11th consecutive year, the Global Equity Insights Survey is the leading global assessment of current market practice and trends regarding equity-based compensation across the world. With new focus topics each year, insights into new market developments help practitioners design and implement equity programs in the largest companies from diverse industries. Join us for a discussion of the latest trends with survey sponsors and panel experts.

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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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