IN-PERSON CHAPTER EVENT
3 April 2025, 2 - 5:30pm EDT
BOSTON CHAPTER MEETING
boston

Boston, MA

Design and strategy
Legal and regulatory
All plan types
Employee stock purchase plans (ESPP)
USA

Unlock the Power of Employee Equity

Employee stock plans are a key component of a competitive compensation strategy, but designing, managing, and keeping them compliant—especially on a global scale—can be complex. Join us for two insightful sessions led by industry experts as we explore best practices for Employee Stock Purchase Plans (ESPPs) and navigate the latest global tax updates affecting equity compensation.

You’ll gain actionable strategies to optimize your stock plans and ensure compliance in an evolving regulatory landscape. 
 

Session 1: Development and Review of Your Employee Stock


Discover how Employee Stock Purchase Plans (ESPPs) can be the ideal complement to a robust Compensation and Benefits portfolio. In this session, we will share insights into how Fidelity supports plan sponsors—from the initial design phase through effective communication, seamless ongoing administration, and accurate financial accounting.

KEY LEARNING POINTS

  • Designing Effective ESPPs: Learn the fundamentals of creating a plan that aligns with both company objectives and employee expectations.
  • Strategic Communication: Understand best practices for engaging employees and ensuring they grasp the benefits of the plan.
  • Administration & Accounting Excellence: Gain insights into efficient ongoing administration and the financial accounting practices essential for maintaining a successful ESPP.
     
SESSION 2: GLOBAL UPDATES


Keeping up with the ever-changing taxation landscape for global stock plans can be challenging. This session focuses on the latest trends and emerging tax updates that could impact your global share plans, ensuring you stay ahead of compliance challenges.

KEY LEARNING POINTS

  • Navigating Current Global Tax Regulations: Get an overview of the current international tax environment affecting stock plans.
  • Forecasting Tax Trends: Learn to anticipate upcoming changes and understand their potential impact on global share plans.
  • Ensuring Compliance: Explore practical strategies to keep your global stock plans compliant in a dynamic regulatory landscape.

Join us for after the sessions for some networking in the Deloitte offices from 4:00 to 5:30pm.

These sessions will be eligible for CEP credit.

In-Person
Deloitte Office
115 Federal Street
Boston, MA
 

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.

ARTICLE
1 December 2024
SALARY SACRIFICE PLANS MAINTAIN MOMENTUM IN ANZ
External News

Computershare

Employee engagement
Employee stock purchase plans (ESPP)
Australia

Despite economic pressures from rising interest rates and inflation, participation in salary sacrifice employee share plans has remained strong, as revealed by a Computershare analysis across ANZ clients. Key factors driving this resilience include the simplicity of automatic salary deductions, tax benefits, and employer matching contributions, which together make these plans appealing long-term investments. For employers, the sustained popularity of these plans highlights their value as a tool for boosting engagement, fostering a sense of ownership, and enhancing employee compensation packages to attract and retain talent.

ARTICLE
11 January 2024
SUCCESS OF APAVE'S SECOND EMPLOYEE SHARE OWNERSHIP PLAN 72% OF EMPLOYEES TOOK UP THE OFFER
External News

Apave

General
Employee stock purchase plans (ESPP)
France

Apave has successfully completed its second employee shareholding offer, continuing its commitment to involving employees in the Group's long-term development and performance. With 72% of eligible employees in France participating—an increase from the first offer in 2021—this initiative provides employees with shareholder opportunities through an FCPE, featuring special subscription conditions like matching contributions and discounts. Employee shareholders now hold 2.6% of Apave's capital, reinforcing the Group's dedication to employee engagement and shared success.

ARTICLE
14 October 2024
STELLANTIS BROADENS EMPLOYEE SHARE PURCHASE PLAN TO NEARLY ENTIRE GLOBAL WORKFORCE
External News

Stellantis

General
Employee stock purchase plans (ESPP)
France
Italy

Stellantis has launched the second wave of its "Shares to Win" employee share purchase plan, extending participation to nearly all 230,000 employees worldwide across 18 countries. The program offers a 20% discount on shares and a 100% matching contribution on personal investments up to €1,000, aiming to increase employee ownership from the current 1.8% to 5% of the company’s capital. This initiative, part of Stellantis’ Dare Forward 2030 plan, fosters employee engagement and aligns their interests with the company’s performance and value creation goals.

ARTICLE
4 November 2024
THALES: LAUNCH OF THE 2024 EMPLOYEE SHARE OWNERSHIP PLAN
External News

Thales

General
Employee stock purchase plans (ESPP)
France
Germany

Thales has launched its 2024 Employee Share Ownership Plan, allowing employees across 36 countries and retirees to purchase shares at a 20% discount with a 50% matching contribution on investments up to €500. The plan, which aims to strengthen employee alignment with the company’s goals, offers 600,000 shares at a discounted price of €119.69, with participants required to hold the shares for five years, except under early release conditions. This initiative, set to run from November 4–24, 2024, provides tax-efficient savings and investment opportunities for employees and retirees, supported by local legal and regulatory compliance.

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.

ARTICLE
23 September 2024
SHARE PURCHASE PLAN AND GENERAL SHARE OFFER
External News

Business Desk

Trending now
Employee stock purchase plans (ESPP)
New Zealand

Being AI (NZX: BAI) announced a Share Purchase Plan (SPP) on September 12, 2024, for existing New Zealand shareholders to raise funds for acquiring complementary businesses, developing new technology, and launching Charter school initiatives. The SPP closes on September 24, 2024, with a General Offer for non-shareholders to participate in any shortfall under the SPP, closing on September 26, 2024. Both offers provide detailed terms and participation guidelines through online documents, with flexibility for late applications.

ARTICLE
30 August 2024
ASX ANNOUNCEMENT: HELIOS SHARE PURCHASE PLAN
External News

IPH Limited

Trending now
Employee stock purchase plans (ESPP)
Australia

On August 22, 2024, IPH Limited announced a share purchase plan (SPP) allowing eligible shareholders in Australia and New Zealand to subscribe for up to $30,000 worth of shares without transaction costs. The SPP aims to raise up to $25 million and supplements a $100 million institutional placement completed on August 23, 2024. Proceeds from the SPP and placement will be used to fund IPH's acquisition of Bereskin & Parr and to reduce debt.

5.3 Empowering Equity Career Development

Hear from respected industry leaders as they share their experiences and insights into working in the equity compensation field. This session will cover their personal motivations, the highs and lows of their careers, and what the next generation can expect in this evolving industry. Gain a deeper understanding of the dynamic interactions between issuers and providers, and learn valuable lessons from their professional journeys.

KEY LEARNINGS:

  • Discover why leading professionals chose to work in the equity compensation field and their career highlights
  • Understand the challenges and rewards of the industry from experienced voices
  • Learn about the evolving expectations for the next generation and the issuer-provider dynamic
Speaker/Author

Helen Hopkins, MUFG
Nicola Moodie, MUFG
Gemma Owens, MUFG
Jean Piercey, Legal & General plc

Event date
Wednesday, 13 Nov 2024, 11:25 - 12:15
Country
Breakout series
Location
Partnership 1








Field of Study
Personal Development
Level
B

5.2 Energy Management -Self-Awareness to Prevent Career Burnout

In this mini-workshop, explore how to manage your energy effectively to enhance both your professional and personal life. With stock administrators facing increasing workloads and blurred work-life boundaries, learn strategies to identify energising versus depleting activities. 

Drawing on research from organisational behavior and positive psychology, and insights from Elena’s experience with McKinsey & Company’s Women in Leadership program, you’ll create an energy action plan tailored to boost your personal energy resources and improve overall well-being.

KEY LEARNINGS:

  • Discover how to identify and leverage energising activities both at work and home
  • Learn strategies for managing energy levels to handle professional and personal challenges effectively
  • Develop a personalised energy action plan to enhance your productivity and well-being
Speaker/Author

Elena Thomas, Empower Stock Plan Services

Event date
Wednesday, 13 Nov 2024, 11:25 - 12:15
Country
Breakout series
Location
Affiliation Hub 2







Field of Study
Personal Development
Level
O