ARTICLE
14 June 2023
RESEARCH ON THE PRESENT SITUATION OF EQUITY INCENTIVE AND PERFORMANCE EVALUATION
external article

SOURCE: EUDL.EU

Global

 

This paper examines the current state of equity incentive research, focusing on scheme design and performance evaluation, as a solution to the principal-agent problem. It explores the selection of equity incentive schemes, incentive intensity, exercise conditions, and evaluation methods based on various theories, aiming to provide guidance for future research in equity incentives.

IN-PERSON CONFERENCE
9 April 2024, 8am - 11 April 2024, 5pm CDT
GEO'S 25TH ANNUAL CONFERENCE
Annual Conference

LOCATION: Nashville, Tennessee

Global

We look forward to welcoming you to GEO's 25th Annual Conference in Nashville, Tennessee.

Join more than 500+ global company directors, senior managers, stock plan, HR, reward and benefits professionals in Music City this April to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

This year's conference promises to be bigger and better than ever as we celebrate our 25th anniversary. 

IN-PERSON REGIONAL EVENT
16 November 2023, 8am - 5pm GMT
GEO'S PAN EUROPEAN REGIONAL EVENT
PERE

LOCATION: Berlin, Germany

European Union
Global

We are thrilled to gather the GEO community in the vibrant city of Berlin for 2023 Pan European Regional Event, where we will delve into the dynamic and ever-evolving European landscape. Join us for insightful discussions, networking opportunities, and the latest updates in the world of global equity.

VIRTUAL COURSE
3 October 2023, 8 - 11am PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS
BOOTCAMP
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.

IN-PERSON CHAPTER EVENT
26 October 2023, 8am - 5pm PDT
GEO'S 13TH ANNUAL NORCAL FORUM
NORCAL

LOCATION: San Mateo, California

Global

The 13th Annual NorCal Forum gives you the chance to experience and participate in the most forward-thinking equity and executive compensation discussions and attracts industry experts, policy makers, academics, thought leaders, influencers and decision makers.

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.

DESIGNING YOUR PERFORMANCE AWARDS?

Performance awards are a strategic tool used by organizations to retain and motivate valuable employees, incorporating performance criteria (market-based or pure performance-based). They incentivize employees to excel and align stakeholders' interests, fostering collaboration. However, challenges arise if not designed and administered properly, including increased complexity and costs. Overly complicated structures may hinder employee understanding and compromise the primary objective of incentivization.

Join our expert panel to explore performance conditions and achieve the right balance in award design and effectiveness.

Attendees will learn:

  • The role of performance awards in retaining and motivating valuable employees.
  • The significance of performance criteria in incentivizing employees and aligning stakeholder interests.
  • The challenges associated with designing and administering performance awards, including complexity and cost implications.

 

Speaker/Author

SPEAKERS: Raenelle James, Equity Methods, Adva Lewitte, ShareForce, Garry Devine, Horizon Therapeutics

Event date
Thursday, 15 Jun 2023, 14:00 - 14:50
Country
Breakout series

COMMUNICATION STRATEGIES AND TECHNIQUES THAT CONNECT WITH ALL EMPLOYEES

Communicating effectively with employees from different generations, geographies, job roles, salary levels, and work environments can be challenging. However, through case studies and global insights, this session provides practical tools and techniques to overcome this challenge.

 

The expert panel offers relatable guidance to connect with all employees and succeed in fostering engagement.

Attendees will learn:

  • Practical tools and techniques to effectively communicate with a diverse workforce
  • Real-life case studies the highlight successful communication strategies employed by organizations worldwide
  • Insights on leveraging technology, active listening, empathy, and inclusivity to enhance communication and foster employee engagement
Speaker/Author

SPEAKER: David Parry, Computershare

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

THE GREAT… REFRESH?

Over the past two years, we've experienced the Great Resignation and the Great Reset due to COVID-19. Now, companies are focused on the challenges and opportunities of AI, hybrid working, and skills shortages.

This session considers whether UK-based and global companies are looking for alternative sources of labor as they plan for the future.

Attendees will learn:

  • The impact of inflation and cost of living crisis on global equity plans
  • What the best employers are doing to attract, retain, incentivize and reward talent
  • What the future of work looks like including the impact of AI on the labour market and employer proposition to employees
Speaker/Author

SPEAKERS: Janet Cooper, OBE, FGEYvonne Smyth, Hays, Rosemary Lemon, Hays

Event date
Tuesday, 13 Jun 2023, 15:00 - 15:50
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