SESSION ONE: HOW BLACKOUT PERIODS IMPACT EQUITY AWARDS
What are the different ways issuers address blackout periods in their equity incentive awards, including how blackout periods impact the timing for granting or settlement of awards and the calculation of award values?  What have regulators said? What if a special blackout is in place when annual awards are scheduled to be made?  The event will focus on gathering market perspectives and sharing practices from various organizations

SESSION TWO: LTIP TREATMENT FOR RETIRESS: EVOLUTION, CHALLENGES AND BEST PRACTICES
The purpose of this session is to address the complexities and considerations surrounding the treatment of retirees in the context of LTIPs within the share plan world. The session will explore how the treatment of retirees has evolved over the years, the challenges it presents, and best practices for dealing with retirees and good leavers.

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

EXPLORING BEST PRACTICES IN SHARE OWNERSHIP GUIDELINES

The expert panel will dive into the world of share ownership guidelines, shedding light on their importance in aligning management interests with shareholders.

Attend to discover insights from the 2022 review conducted by the Canadian Coalition for Good Governance, an essential report that analyzes proxy circular disclosures from 237 Canadian companies.

KEY LEARNING POINTS:

• Discover the essential components of effective share ownership guidelines.
• Gain insights into methods for accurately valuing equity securities.
• Understand the best practices for treating unvested awards and their impact on share ownership policies.

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.