9.3 Smarter Share Plans with Generative AI Live Demos and Best Practices

This session will demonstrate how generative AI can make share plans smarter and more efficient. You’ll see a live demo of the tools already in use to improve the experience for plan participants, compensation committees, shareholders, and administrators alike.

Practical examples will cover how AI can assist in plan design, communication, disclosure, and more. Discover how generative AI tools can generate ideas, improve clarity, and offer instant expertise. We’ll also discuss how to address privacy and confidentiality concerns when using AI tools.

The session will feature Clarita, the internal chatbot of specialty chemicals manufacturer Clariant. Launched in 2023, Clarita has become an invaluable resource, used daily by over 1,000 employees.

KEY LEARNING POINTS:

  • Explore how generative AI can streamline share plan design and communication to improve efficiency.
  • Discuss real-world applications of AI tools to enhance clarity, reduce complexity, and drive engagement in share plans.
  • Share best practices for managing privacy and confidentiality when integrating AI tools into equity compensation processes.
Speaker/Author

Vickram Paliwal, KPMG (CH)
Markus Seppala, Clariant International (CH)

Event date
Wednesday, 30 Apr 2025, 11:00 - 11:45
Country
Breakout series
Location
Palmovka 3
Field of Study
Not eligible

6.2 AI vs. Human Expertise: Exploring ChatGPT's Role in Equity Compensation

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field.

Join this roundtable session as equity compensation experts critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

  • Evaluate ChatGPT’s capabilities in equity compensation, identifying its strengths and limitations through live demonstrations.
  • Exchange insights on practical applications of AI in managing stock options, restricted stock units, and performance shares, drawing from shared experiences.
  • Discuss the future of AI in finance and compensation roles, exploring how it might reshape the equity compensation landscape and influence professional practices.
Speaker/Author

Cory Anderson, KPMG (US)
Jon Burg, FGE, Infinite Equity (US)
Elizabeth Dodge, Equity Plan Solutions (US)
Kelley Garrett, FGE, DoorDash (US)
Mark Miller, Deloitte (US)

 

Event date
Tuesday, 29 Apr 2025, 15:40 - 16:25
Country
Breakout series
Location
Palmovka 2
Field of Study
Not eligible

6.1 Transforming Stock Plan Administration: AI and Automation for the Future

As global stock plan administration grows more complex, advanced technologies like artificial intelligence (AI) and automation are becoming essential tools for enhancing efficiency, reducing errors, and maintaining compliance. This session will delve into practical applications of AI-driven tools and automation, focusing on real-world experiences from leading issuers.

Attendees will gain actionable insights into streamlining stock plan administration, improving both corporate and employee experiences, and preparing their operations for the future.

KEY LEARNING POINTS:

  • Collaborate with peers to uncover practical strategies for leveraging AI and automation to simplify stock plan administration.
  • Exchange ideas on how to effectively integrate automation tools into existing frameworks and address potential challenges.
  • Discuss emerging trends in AI and automation and brainstorm innovative ways to prepare for the future of stock plan management.
Speaker/Author

Jay Christiansen, Block, (US)
Marianne Friebel, Dolby Labratories (US)
Kelly Geerts, Morgan Stanley at Work (US)
Sam George, Lyft (US)
Oksana Lapii, EY (US)
Deidre Salisbury, Infinite Equity (US)
Rachel Ulep, eBay (US)
 

Event date
Tuesday, 29 Apr 2025, 15:40 - 16:25
Country
Breakout series
Location
Palmovka 1
Field of Study
Not eligible

2.2 Bohemian Trends In Global Equity Compensation

Since its establishment in 1993, the Czech Republic has seen significant changes in equity compensation. Our panelists, who began their careers around that time, will discuss the evolution of accounting, tax, and regulatory legislation, and their impact on common equity plan practices. We will also explore how employee expectations and corporate practices have evolved. The session will conclude with a look at current and future trends, including the effects of the global talent war, technological advancements, and corporate ownership on equity compensation.

KEY LEARNING POINTS:

  • Understanding the global evolution of equity compensation and its regulatory impacts.
  • Exploring how employee expectations and corporate practices have shaped equity plans.
  • Considering the future of equity compensation in light of global talent trends and technological changes.
Speaker/Author

Leann Balbona, FGE, KPMG (US)
Shane Hughes, Walmart (US)
Andrea Kagan, NVIDIA (US)
Sandra Sussman, FGE, Axon Enterprisses  (US)
Marlene Zobayan, Rutlen Associates (US)

Event date
Monday, 28 Apr 2025, 16:00 - 17:00
Topic
Country
Breakout series
Location
Palmovka 2
Field of Study
Specialized Knowledge
Level
O
LIVE WEBCAST
10 April 2025, 1 - 2pm EDT
GLOBAL EQUITY UPDATES Q1 2025
Webcast

SPEAKERS: Barbara Klementz, Baker McKenzie | Kela Shang, Baker McKenzie

Trending now
All plan types
Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

  • Gain insights into the latest regulatory changes impacting equity compensation globally
  • Understand new reporting obligations and compliance requirements affecting your company's equity plans
  • Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation


WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:   

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
THE AMERICAS - 4/9 8pm ET | 5pm PT | 10am PT | 1pm ET | 6pm GMT

 

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.

ARTICLE
4 December 2024
US GROWTH STOCKS WITH HIGH INSIDER OWNERSHIP IN DECEMBER 2024
External News

Yahoo Finance 

Trending now
All plan types
USA

The U.S. stock market's rally has spotlighted growth companies with high insider ownership, seen as a sign of confidence in future performance. Companies like EHang Holdings (32.8% insider ownership, 81.5% earnings growth) and Alkami Technology (10.9% insider ownership, 98.6% earnings growth) lead in this category, while firms like Atour Lifestyle and KULR Technology Group boast strong growth forecasts, with projected annual revenue increases of 21.1% and 57.9%, respectively. Pinterest also demonstrates robust growth potential with insider ownership of 11.5%, annual revenue growth of 13.1%, and a $2 billion share buyback program, signaling confidence in its future trajectory.

ARTICLE
27 November 2024
SUCCESS OF CAPGEMINI’S 11TH EMPLOYEE SHARE OWNERSHIP PLAN
External News

Capgemini

Trending now
All plan types
France

Capgemini's eleventh employee shareholding plan attracted over 55,000 participants from 32 countries, reflecting strong employee trust in the company's strategy. The plan involved a €415 million capital increase through the subscription of 2.7 million shares at a discounted price, maintaining employee ownership at around 8% of the Group’s capital. To prevent shareholder dilution, Capgemini repurchased and canceled an equivalent number of shares for €474 million, ensuring alignment with its long-term strategic goals.

ARTICLE
18 November 2024
ANALYTIXINSIGHT GRANTS EQUITY COMPENSATION AWARDS TO NEW ADVISORS
External News

Business Wire

Trending now
Stock options
Canada

AnalytixInsight announced the grant of 1.6 million restricted share units (RSUs) and 1.05 million stock options to strengthen its advisory team, including strategic appointments such as John Ballow, Valisha Graves, and Richard Greco. The company aims to enhance its CapitalCube product, expand enterprise sales, and explore new opportunities for its MarketWall fintech solutions, leveraging the advisors' expertise and networks. Additionally, AnalytixInsight plans to settle C$117,500 in accrued fees to directors and officers through the issuance of 11.75 million shares, subject to regulatory approval, as part of its broader strategic initiatives.

ARTICLE
11 October 2024
UK BANK MONZO VALUED AT $5.9 BLN IN EMPLOYEE SHARE SALE
External News

Reuters

Trending now
All plan types
UK and Channel Islands

British digital bank Monzo recently saw employees sell shares to investors, including Singapore's sovereign wealth fund, in a transaction valuing the company at £4.5 billion ($5.9 billion). This follows a March funding round that valued Monzo at £4 billion, marking continued investor confidence as the digital bank reports its first full-year profit and plans expansion in Europe and the U.S. This secondary sale aligns with a broader recovery in European fintech valuations, as seen with Revolut's $45 billion valuation in August.

ARTICLE
16 October 2024
ANSON RESOURCES RAISES A$2.3 MILLION IN OVERSUBSCRIBED SHARE PURCHASE PLAN
External News

Proactive Investors

Trending now
Employee stock purchase plans (ESPP)
USA

Anson Resources raised A$2.3 million through an oversubscribed share purchase plan (SPP), complementing an earlier A$5 million share placement to fund its lithium brine projects in the U.S. This funding will support the development of its flagship Paradox Lithium Project, which has a projected lithium carbonate equivalent (LCE) output of 13,074 tonnes per year, as well as the nearby Green River Lithium Project. Anson’s executive chair, Bruce Richardson, noted strong shareholder endorsement for the company’s growth strategy, with plans to use patented direct lithium extraction technology to maximize production efficiency.