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.

EMPLOYEE SHARE SCHEMES IN AUSTRALIA: A TECTONIC SHIFT

It has been a big year for employee incentives in Australia.

A new regulatory regime came into effect in October 2022, and this has brought about a tectonic shift in the regulatory plumbing that underpins the operation of employee incentive schemes.

The stated aim of the regulatory reforms was to demonstrate the commitment of Australia’s (former) Federal Government to “reducing red tape for business, supporting job creation and competitive remuneration, and incentivising employers and employees to work together to contribute to a strong and sustained post COVID-19 economic recovery.”

Following the passing of these reforms, all companies that operate plans in Australia, whether listed or unlisted, large or small, need to pause to consider how the new regulatory rules will impact on the operation of their ESS plans.

There have also been a few contentious rules that may encourage issuer companies to alter their plan design.

Attendees will learn:

  • The anticipated effects of the new regime on plan design.
  • Which key issues need to be front of mind when a company operates an employee incentive plan in Australia, including those that relate to directors' personal liability.
  • A broad overview of the regulatory framework that underpins employee incentive schemes in Australia.

 

Speaker/Author

SPEAKER: Eileen Liu, Arnold Bloch Leibler

Event date
Thursday, 15 Jun 2023, 16:00 - 16:50
Topic
Country
Breakout series

THE ART OF THE DEAL: ADJUST, CONVERT AND FLOURISH - 2.0

Corporate transactions can have knock-on effects for outstanding equity awards and plans.

This session explores best practice on the approach and communication of these changes to awards, including the administrative and timing challenges encountered when reflecting award adjustments on broker platforms.

The expert panel will discuss their experiences, including managing awards during the re-domiciliation from a UK to a US parent company, and the equity award challenges resulting from a $11.7 billion acquisition.

Attendees will learn:

  • The common pitfalls when adjusting awards post-transaction including which transactional adjustments can trigger tax and regulatory issues for issues that have granted in multiple countries
  • How to provide accurate, bespoke, meaningful and concise communication of the changes to participants
  • How to prepare equity award databases to reflect adjusted awards, dealing with rounding and black-out periods
Speaker/Author

SPEAKERS: Sinead Kelley, Baker McKenzie, Barbara Klementz, Baker McKenzie

Event date
Thursday, 15 Jun 2023, 16:00 - 16:50
Topic
Country
Breakout series

GEIS 2023: EXPLORING TRENDING THEMES IN DEPTH

This illuminating session will shine a spotlight and explore the role of equity in the GEIS 2023 survey’s key emerging topics: Equity in Talent, Investor Relations, and Global Mobility.

The expert panel will dive deep into these special focus areas, gaining valuable insights and practical strategies to explore how equity can be a powerful tool in shaping successful organizations in an increasingly competitive and globalized world.

Attendees will learn:

  • Talent and Markets: Explore talent war and market volatility's impact on equity compensation for attracting and retaining top talent
  • Investor Relations: Discover the role of equity compensation in transparent communication and enhancing company performance
  • Equity and Global Mobility: Navigate complexities in cross-border talent attraction through equity compensation
Speaker/Author

SPEAKERS: Andrew Thain, hkp/// group, David Voggeser, hkp/// group, Sandra Sussman, FGE, SAP, Sheila Frierson, Computershare, AmyLynn Flood, Vialto Partners, Mitan Patel, FGE, Fidelity

Event date
Tuesday, 13 Jun 2023, 13:00 - 13:50
Topic
Country
Breakout series

INCENTIVISING LEADERSHIP IN A GLOBAL TALENT MARKET

This session will focus on the challenges faced by listed companies when competing for and negotiating board talent in a global market. As businesses aim to attract and retain leaders who can drive success in a rapidly shifting external landscape, the session will provide insights into the specific challenges encountered in the global market.

Attendees will learn:

  • Best practices from a CEO's perspective in attracting and retaining leaders
  • Equity's role in negotiating during the hiring process, executive compensation, and senior leader retention
  • Investors' expectations of executive compensation and talent
Speaker/Author

SPEAKERS: Katie Kenny, Deloitte LLP, Ian Dawson, Deloitte LLP

Event date
Tuesday, 13 Jun 2023, 14:00 - 14:50
Topic
Country
Breakout series

IPO JOURNEY HINDSIGHT: INSIGHTS, TIPS, AND EMPLOYEE COMMUNICATION

Learn from the IPO experiences of three issuers in this insightful panel discussion who each consider what they would do differently if they had their time again.

Join them as they delve into their valuable insights, tips, and the challenges they encountered throughout their IPO journeys. Through real-life examples, they will explore the lessons learned and mistakes made, providing valuable knowledge to enhance the smooth execution of future IPOs.

Attendees will learn:

  • Real-Life IPO Insights: Gain valuable perspectives from prominent business leaders who have undergone the IPO process, sharing their experiences, challenges, and key takeaways.
  • Getting Stock Plans IPO-Ready: Discover best practices and strategies for preparing your stock plans for an IPO, ensuring compliance, transparency, and effectiveness during the transition.
  • Employee Communication Tips: Learn effective communication strategies to engage and inform employees during the IPO journey, fostering a sense of ownership and understanding.
Speaker/Author

SPEAKERS: Chris Dohrmann, Global Shares (US), Matthew Neuman, Aramco (SA)

Event date
Tuesday, 13 Jun 2023, 14:00 - 14:50
Topic
Country
Breakout series

ENHANCING THE PERCEIVED VALUE OF EQUITY AWARDS

In the face of ongoing stock market uncertainty and persistent high inflation, the perceived value of equity awards for equity plan participants has taken a hit, marking a significant departure from the long-standing upward trend.

This expert panel highlights how employers can play a crucial role in helping plan participants fully comprehend and appreciate the value of their equity compensation and unlock the potential of their equity awards.

Don't miss this enlightening session, where we provide actionable insights that will not only position employers as leaders during these uncertain times but also enable them to attract and retain top-tier talent.

Attendees will learn:

  • The importance of employee education in understanding equity compensation.
  • Effective communication strategies to convey the value of equity awards.
  • How providing access to personalized financial advice is crucial for optimizing equity compensation.
Speaker/Author

SPEAKERS: Tommy Swindle, FGE, UBS (US), Dean Baylor, Applied Materials (US)

Event date
Thursday, 8 Jun 2023, 16:00 - 16:50
Topic
Country
Breakout series
IN-PERSON CHAPTER EVENT
14 June 2023, 4 - 5:30pm EDT
TORONTO CHAPTER MEETING
Toronto
Trending now
Canada

COMPENSATION CLAWBACKS UNVEILED: NAVIGATING NEW RULES WITH URGENCY 
Compensation clawback rules are becoming increasingly stringent, impacting companies listed on U.S. stock exchanges. This session will provide vital insights into the new U.S. securities rules and stock exchange requirements that mandate the adoption of executive incentive compensation clawback policies. We will explore the implications, challenges, and urgent actions Canadian companies listed on U.S. stock exchanges must take to ensure compliance and avoid potential delisting. 

EQUITY - KEEPING IT REAL AND RELEVANT TODAY 
In a landscape characterized by high inflation, economic uncertainty, intensified climate and regulatory risks, and fluctuating employee turnover, the appeal of share ownership has diminished. Moreover, employees, influenced by market conditions and the availability of alternative compensation options, may undervalue the potential benefits of equity incentives compared to cash rewards. This session aims to explore effective approaches to ensure that equity programs deliver their intended retention and incentive benefits in today's dynamic environment. 

LOCATION:
Deloitte
8 Adelaide Street West
Toronto, M5H 0A9

COST:
There is no cost to attend this Chapter meeting. Both GEO members and non-members are welcomed to join!

Registration is required.

SURVEYS AND REPORTS
1 April 2023
GLOBAL EQUITY INSIGHTS 2023

Author: GEO and hkp///group

Design and strategy
Trending now
Workplace solutions

GEO’s Global Equity Insights is a unique study that delivers the best in market practice from a robust selection of global companies, in the areas of plan design, administration and communication of long-term incentives (LTI) and share purchase plans (SPP).