Melbourne

AUSTRALIAN CHAPTER

MELBOURNE
NETWORKING EVENTS
Melbourne

GEO CHAPTER TEAM:

Sandra Buth, Deloitte (Chapter Leader)

Seth Bohart, Computershare
Jordan Foster, Automic Group
Kama-Jade Ghosn, Noble Oak
Erica Kidston, Baker McKenzie
Eileen Liu, Arnold Bloch Leibler
Joanna Mak, Brambles
Beth Milburn, BHP
Mark Saliba, Boardroom Unlimited
David Sarac, Brambles

GEO BOARD CHAPTER LIAISON:

June Davenport, FGE, Morgan Stanely at Work

Mary Potter, Global Equity Organization

WELCOME TO THE MELBOURNE CHAPTER

This local chapter community is dedicated to sharing knowledge, experiences, and resources to help members develop their skills, expand their networks, and make a positive impact in their communities. You will have access to a wide range of valuable resources and opportunities including educational sessions and networking events. 

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people standing
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REGIONAL RESOURCES

FILTER:
Country
ARTICLE
13 March 2024
Positive results' | Airbnb extends pay transparency policy to total compensation including equity
External News

Airbnb

Employee engagement
All plan types
Global

Airbnb has expanded compensation transparency by providing all employees globally with access to their base pay ranges, bonus targets, and annual performance equity award targets. This move, along with previously sharing base pay hiring ranges on job postings in the U.S., aims to enhance consistency in compensation and build a culture of trust and accountability. Additionally, Airbnb has conducted annual pay equity analyses since 2015, finding no significant unexplained gaps in pay, as part of their commitment to fostering an inclusive and equitable workplace.

LIVE WEBCAST
12 March 2024, 12 - 1pm EDT
THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK
webcast

Denise Glagau, Baker McKenzie
Nathan O'Connor, Equity Methods

Design and strategy
Global

Embark on the journey of designing and implementing a new share plan, a significant challenge and a golden opportunity to craft a plan tailored for today's dynamic business landscape. As we navigate the complexities brought about by remote and mobile workforces, intense talent competition, market volatility, and increased scrutiny by institutional shareholders, this session offers a roadmap to efficiently and effectively operate an equity plan. 

KEY LEARNING POINTS:  

  • Learn the essential steps from consensus-building within the company to executing a new share plan across global locations
  • Address legal and accounting considerations crucial to designing and implementing a new share plan while integrating best practices for collaboration with internal and external advisors
  • Understand how to tailor a share plan that meets the current demands of regulatory compliance, talent retention, and shareholder expectations in a competitive market

 

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.

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

 

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

IN-PERSON CHAPTER EVENT
29 February 2024, 8 - 9:30am AEDT
AUSTRALIA CHAPTER MEETING - SYDNEY
australia

Sydney, Australia

Australia

EQUITY INSIGHT EXCHANGE - SYDNEY

Join us on 29 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

  • How have you adapted your communication strategies in the post-COVID landscape?
  • In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
  • How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
  • What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

  • Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
  • Analyze the strategic considerations behind deciding whether to issue or purchase shares.
  • Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

  • Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
  • Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

  • Stay informed about the latest trends and changes in equity schemes worldwide.
  • Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 29 February 2024 at 08:00AM-09:30AM AEDT

Where?
Deloitte, Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000

IN-PERSON CHAPTER EVENT
27 February 2024, 8 - 9:30am AEDT
AUSTRALIA CHAPTER MEETING - MELBOURNE
melborne

Melbourne, Australia

Australia

EQUITY INSIGHT EXCHANGE - MELBOURNE

Join us on 27 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

  • How have you adapted your communication strategies in the post-COVID landscape?
  • In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
  • How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
  • What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

  • Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
  • Analyze the strategic considerations behind deciding whether to issue or purchase shares.
  • Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

  • Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
  • Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

  • Stay informed about the latest trends and changes in equity schemes worldwide.
  • Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 27 February 2024 at 08:00-09:30AM AEDT

Where?
Deloitte, 477 Collins Street, Melbourne 3000

LIVE WEBCAST
15 February 2024, 11pm - 16 February 2024, 12am EST
COMMUNICATING SHARE PLANS TO A GLOBAL WORKFORCE - THE ANGLO AMERICAN STORY
webcast

Chrissie Davis, Eximia
Martha Parkhurst, Eximia
Matt Mitchell, Anglo American

GEO award excellence
Global

GEO AWARD WINNER - 2023 Best Plan Communications (over 75,000 employees)

Join us for an engaging session where we delve into the success story of Anglo American plc, a global mining giant with a diverse workforce spanning 19 countries. With a focus on their MyShare global share plan, we will explore how they achieved an outstanding 36% take-up rate in the first year, surpassing their 10% goal. The session will also shed light on the challenges they faced, their innovative communication strategy, and the valuable lessons learned.

KEY LEARNING POINTS:

  • Discover effective strategies for communicating a global share plan to employees working in diverse and remote locations
  • Gain insights into the role of local Reward Champions, People Managers, and online/offline communication methods in fostering plan participation
  • Learn from Anglo American's experience on how to build and evolve a successful global share plan in a challenging economic environment

 

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.

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

 

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

LIVE WEBCAST
30 January 2024, 12 - 1pm EST
GLOBAL EQUITY INSIGHTS SURVEY: PAST, PRESENT, AND FUTURE
Webcast

GEIS sponsor panel

All plan types
Global

Join us for an enlightening webcast as we delve into the insights uncovered by the Global Equity Insights Survey.

During this session, we will retrospectively examine the key findings from the 2023 survey, shedding light on global trends in equity compensation and gaining a comprehensive understanding of the evolving landscape and its implications for companies worldwide.

Furthermore, we are excited to offer an exclusive preview of the thought-provoking questions slated for the ongoing 2024 survey.

KEY LEARNING POINTS:

  • Uncover global equity compensation trends from the 2023 survey, exploring the evolving landscape's impact on organizations worldwide
  • Get an exclusive preview of new 2024 survey questions, capturing emerging trends like artificial intelligence in equity compensation
  • Engage in a dynamic discussion with experts, sharing your opinions on key survey topics

 

CPE Credit Hours: 1.0*
Field of Study: Specialized Knowledge
Levels: O
Delivery Method: Group Internet-Based
Advanced Preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

 

ARTICLE
29 January 2024
The complete guide to equity compensation for startups
External News

Ravio

Private and pre-IPO companies
All plan types
Global

Startups often use equity compensation to attract and retain talent by offering employees a stake in the company, but the structure of this compensation can vary widely. Key decisions include how much equity to reserve for employees, which roles should be eligible, and whether to use stock options or RSUs, with considerations for vesting periods and exercise windows. While equity compensation can motivate and align employees with company success, it also risks dilution of founder control and can be complex to manage, especially across different jurisdictions and stages of company growth.

LIVE WEBCAST
23 January 2024, 12 - 1pm EST
THE STRUGGLE IS REAL! STRATEGIES FOR MANAGING STRESS FOR EQUITY PROFESSIONALS
January

Sheila Frierson, CEP, Computershare
Donna Hammer, FGE, CEP, Lighthouse Equity Development
Lori Serrano, FGE, CEP, Outset Medical 

All plan types
Global

Start the new year with our expert panel exploring well-being. Join a lively session where personal stories, both positive and challenging, create a shared experience. The panel will highlight companies with successful wellness programs, offering practical examples for creating a thriving work environment.

KEY LEARNING POINTS:

  • Delve into the scientific intricacies of how cortisol and adrenaline flooding can adversely affect our bodies, providing a comprehensive understanding of the physiological consequences of stress
  • Gain valuable insights into balancing and incorporating different forms of rest into your routine for enhanced overall well-being
  • Acquire practical strategies for setting up backup systems to manage multiple responsibilities efficiently
LIVE WEBCAST
5 December 2023, 12 - 1:15pm EST
COMPENSATION AND EQUITY PLAN DESIGN ALTERNATIVES FOR PRIVATE COMPANIES
Webcast

SPEAKERS: Kristen Kostner, BDO, Tom Ziemba, BDO, Issuer Guest

Global

Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent.  Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company. 

This session will cover the following topics:

  • Overview of LTI trends in private companies
  • Overview of most prevalent cash and equity-based vehicles for private companies
  • Summary of the key features and plan mechanics, pros and cons for employers and employees, and alignment with company life cycle stage

CHAPTER DISCUSSION BOARD

GEO members in your area can come together to engage in meaningful discussions, share ideas, ask questions, and connect with fellow members who share similar interests via GEOconnect. Whether you're a long-time member or a newcomer, we encourage you to participate and contribute to the vibrant discussions happening here.

AVAILABLE TO GEO MEMBER ONLY

PAST EVENTS AND RESOURCES

Access details of past local events and their materials. Whether you missed an event or want to revisit the content, our community discussion board provides a platform to access event information, including presentations, videos, and discussions. 

AVAILABLE TO GEO MEMBER ONLY

REGIONAL NEWS AND INSIGHTS

Explore the GEO Insights area, where you can filter by region to access the latest events, articles, survey findings, and reports. Stay updated with the latest information and insights specific to your region, and gain valuable knowledge from our curated content. 

AVAILABLE TO GEO MEMBER ONLY
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