JOIN US IN NEW YORK OR PHILADELPHIA
The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs. Hosted in two cities, with live speakers in New York, join us at the most convenient location for you!
These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution
SESSION ONE: AI VS HUMAN EXPERTISE: EXPLORING CHATGPT'S ROLE IN EQUITY COMPENSATION
SPEAKERS: TERRY ADAMSON, INFINITE EQUITY
Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field. Our panel of equity compensation experts will critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.
KEY LEARNING POINTS:
- Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
- Explore practical AI applications in equity compensation, including stock options and performance shares.
- Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.
SESSION TWO: LIFE INTERUPPTED - STRATEGIES FOR LIFE CHANGES IN GLOBAL EQUITY PLANS IN A COMPLEX LEGAL LANDSCAPE
SPEAKERS: LINDSAY MINNIS, BAKER MCKENZIE AND KIMBERLY FRANKO LOWER, BAKER MCKENIZE
Navigating life-changing events within equity plans can be complex, especially when factoring in global legal and regulatory requirements. This session explores how companies can effectively manage these challenges, focusing on leaves of absence, terminations, and other major life events from both compliance and administrative perspectives. We'll cover strategies for handling long-term incentive awards like RSUs and options, as well as employee stock purchase programs, while avoiding legal pitfalls and balancing administrative challenges in a multijurisdictional context.
KEY LEARNING POINTS:
- Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
- Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
- Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.
SESSION THREE: CHALLENGING CONVENTIONAL WISDOM: DILUTION FROM EQUITY PLANS
SPEAKERS: AARON SHAPIRO, CARVER EDISON
In this session we'll challenge the conventional wisdom that equity compensation plans lead to harmful dilution. By examining common myths and presenting data-driven insights, we'll reveal true dilutive impact and benefits of these plans. Attendees will learn how thoughtfully designed equity plans can align interests, foster loyalty, and drive long-term success without significant dilution. Join us to rethink equity compensation and empower your company's growth.
KEY LEARNING POINTS
- Understand the real dilutive impact of equity compensation plans versus common misconceptions.
- Learn how well-designed equity plans can align interests and foster employee loyalty.
- Discover strategies to drive long-term growth with equity plans while minimizing dilution.
Lunch for New York generously provided by Bank of America Lunch for Philadelphia generously provided by KPMG
LOCATION
NEW YORK
Paramount
1515 Broadway
31st Floor
New York, NY 10166
PHILADELPHIA
KPMG
1735 Market St
4th Floor
Philadelphia, PA 19103
