LIVE WEBCAST
7 November 2023, 12 - 1:15pm EST
GLOBAL COMPLIANCE UPDATE
Webcast

SPEAKERS: Ashlee Boe, Lucid Motors; Louise Walker, Deutsche Bank; Becky Moore, Tapestry Compliance; Rebecca Perry, Tapestry Compliance; Emilie Sylvester, Tapestry Compliance

Global

Stay ahead of the curve with our comprehensive incentive plans global compliance update! In this session, we will provide you with a detailed overview of the latest regulatory, legal and tax changes affecting share plans on a global scale. Whether you are an HR professional, a compensation specialist, or an executive involved in equity compensation or providing services to companies in this area, this update is a must-attend event to ensure your company remains compliant and competitive in the ever-evolving landscape of incentive plans.

In the session, you will:

  • Learn what’s changed and where!
  • Understand the complexities of complying with diverse regulatory frameworks across different countries
  • Gain valuable insights into how leading organisations are adapting to the changing compliance landscape and proactively addressing challenges to maximize plan effectiveness
  • Discover practical approaches to managing tax compliance efficiently while minimizing potential risks and tax burdens for your company and participants

 

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.

LIVE WEBCAST
22 August 2023, 12 - 1:15pm EDT
NAVIGATING TAX IMPLICATIONS: EFFECTIVE COMMUNICATION STRATEGIES FOR EQUITY COMPENSATION
Webcast

SPEAKERS: Amelie Desrochers, Deloitte, Tara Hagen, FGE, Global Tax Network, Hannah Needle, FGE, Tapestry Compliance

Global

Join us for an insightful webcast featuring esteemed representatives from the GEO Board, hailing from Canada, US, and UK. Together, we will delve into the pressing topic of effectively communicating the tax implications of equity compensation to your employees.

During this webcast, you will:

  1. Gain valuable insights into the best practices employed by global organizations to effectively communicate tax implications related to equity compensation
  2. Understand the common concerns and questions that employees may have regarding tax implications. Learn how to address these concerns, ensuring employees are well-informed and confident about their equity compensation
  3. Discover effective communication techniques and tools that can foster employee engagement and promote a more positive perception of equity compensation programs

 

CPE CREDIT HOURS: 1.5*
Field of study: Communication
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.

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.
ARTICLE
10 July 2023
THE COMPLEX ROLE OF THE BOARD IN SETTING EXECUTIVE COMPENSATION
external article

SOURCE: Deloitte

Global

 

This edition of On the board's agenda, in collaboration with Deloitte's Chief Executive Program, examines recent developments in executive compensation practices, addressing challenges related to market volatility and the impact of variations across countries on compensation strategies. With increasing complexity in compensation governance, it is crucial for boards to align pay with shareholder returns, performance goals, and stakeholder interests, while considering factors like DEI and ESG considerations. The discussion also emphasizes the need for boards to strike a balance between short-term and long-term concerns in crafting effective executive compensation strategies.

ARTICLE
18 July 2023
EQUITY COMPENSATION PLANS: STOCK OPTIONS, RSUS, AND ALLOCATION
external article

SOURCE: Siskinds Law Firm

Global

 

This article serves as an introductory guide to equity compensation plans, particularly addressing common inquiries from founders. It focuses on two essential aspects: types of equity compensation, such as stock options and restricted share units (RSUs), along with their distinctive features and potential tax implications. Additionally, the article emphasizes the significance of establishing a formal equity compensation plan, often referred to as a stock option pool or an equity compensation pool. The allocation of securities in this plan impacts the fully-diluted ownership percentages of existing shareholders and allows corporations to benefit from preferential tax treatment.

IN-PERSON REGIONAL EVENT
25 October 2023, All day PDT
EXECUTIVE COMPENSATION MATTERS (NETWORX)
ECM

LOCATION: San Mateo, California

Global

This one-day conference brings together thought leaders and practitioners who will address the key issues and trends in global executive compensation, C-suite and Board priorities, and evolving business and broader societal issues.

IN-PERSON COURSE
25 October 2023, 8am - 5pm PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS (NETWORX)
Networx bootcamp

LOCATION: San Mateo, California

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

ARTICLE
14 June 2023
GETTING GEN Z ENGAGED WITH EQUITY COMPENSATION
external article

SOURCE: Global Shares

Global

The article highlights the significance of offering equity compensation as a means to engage Generation-Z (Gen Z) employees in the workplace. It suggests leveraging online platforms like Instagram, TikTok, Discord, and Slack to effectively communicate the benefits of equity compensation, emphasizing the importance of transparency and disclosure. Global Shares is mentioned as a company that assists in designing share plans and provides tailored communication strategies to engage employees, including those from the Gen Z demographic.

ARTICLE
2 June 2023
NETFLIX SHAREHOLDERS WITHHOLD SUPPORT FOR EXECUTIVE PAY PACKAGE
external article

SOURCE: Reuters

Global

The article discusses the recent vote by Netflix shareholders to withhold support for the company's executive pay package in response to the ongoing strike led by the Writers Guild of America West. The union argued that approving the pay package during the strike would be inappropriate, and this vote follows last year's low shareholder support for Netflix's executive compensation.

ARTICLE
22 June 2023
UNLOCKING THE POTENTIAL OF ESOP
external article

SOURCE: Wamda

Global

 

The article explores the potential of Employee Stock Ownership Plans (ESOPs) and emphasizes the importance of providing liquidity to employees through stock awards. The authors advocate for controlled liquidity programs that align with equity vesting schedules to enhance employee engagement and empowerment as stakeholders, addressing the challenge of limited liquidity options for stock awards in startups.