Melbourne

AUSTRALIAN CHAPTER

MELBOURNE
NETWORKING EVENTS
Melbourne

GEO CHAPTER TEAM:

Paula Lancaster, Deloitte (Chapter Leader)

Jordan Foster, Automic Group
Erica Kidston, Baker McKenzie
Eileen Liu, Arnold Bloch Leibler
David Sarac, Brambles

GEO BOARD CHAPTER LIAISON:

Dheeraj Lalwani, MUFG Corporate Markets

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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REGIONAL RESOURCES

FILTER:
Country
LIVE WEBCAST
8 October 2024, 12 - 1pm EDT
GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - US/Europe Timezone Compatible
Webcast

Global Share Plans Ranking Study Sponsors

Data and business intelligence
All plan types
Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

  • Identify the top countries that excel in nurturing employee share schemes
  • Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
  • Discover common barriers that prevent the adoption of employee share schemes

 

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 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.

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

LIVE WEBCAST
2 October 2024, 7 - 8pm EDT
GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - Australia/Asia Timezone Compatible
Webcast

Global Share Plans Ranking Study Sponsors

Data and business intelligence
All plan types
Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

  • Identify the top countries that excel in nurturing employee share schemes
  • Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
  • Discover common barriers that prevent the adoption of employee share schemes

 

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 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.

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

LIVE WEBCAST
19 September 2024, 11am - 12pm EDT
GLOBAL PERSPECTIVES: UNDERSTANDING EQUITY COMPENSATION PERCEPTIONS AND NEEDS ACROSS BORDERS
Webcast

Emily Cervino, FGE, Fidelity 
Sarah Francis, Fidelity

All plan types
Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

  • Uncover commonalities and distinctions in participant perceptions across diverse global locations
  • Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
  • Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

 

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 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.

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

 

 

For plan sponsor use only.
The Global Equity Organization and Fidelity Stock Plan Services are not affiliated.
Fidelity Stock Plan Services, LLC
© 2024 FMR LLC. All rights reserved.
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LIVE WEBCAST
12 September 2024, 12 - 1pm EDT
BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION
Webcast

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types
Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

  • Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
  • Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
  • Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

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 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.

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

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.

LIVE WEBCAST
22 August 2024, 10 - 11am EDT
GEIS 2024: NAVIGATING THE FUTURE OF EQUITY COMPENSATION
WEBCAST

Danyle Anderson, FGE, Bank of America
Sheila Frierson, FGE, Computershare
Mitan Patel, FGE, Fidelity
Andrew Thain, hkp///group
David Voggeser, hkp///group
Sebastian Wetzel, Siemens Energy
AmyLynn Flood, FGE, Vialto 

Data and business intelligence
All plan types
Global

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

• Insights into how LTIs and SPPs navigate the changing corporate landscape
• The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
• How Artificial Intelligence is transforming equity compensation planning

 

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 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.

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

ARTICLE
7 August 2024
SECTION 409A: KEY CONSIDERATIONS FOR US AND NON-US COMPANIES
External News

G2

Finance, tax and accounting
All plan types
Global

Section 409A of the Internal Revenue Code governs the taxation of stock options and other deferred compensation, requiring companies to follow strict compliance standards to avoid severe tax consequences. This regulation was introduced in response to corporate scandals like Enron, aiming to enhance transparency and fairness in deferred compensation practices. For startups, compliance with Section 409A involves obtaining a 409A valuation to determine the fair market value of their stock, ensuring that employee stock options are priced appropriately and avoiding potential tax penalties and legal issues.

LIVE WEBCAST
6 August 2024, 11am - 12pm EDT
GLOBAL EQUITY UPDATES 2024
Webcast

Hannah Needle, FGE, Tapestry Compliance 
Tom Parker, Tapestry Compliance
Olivia Rodrigo, Tapestry Compliance

Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

  • Gain insights into the latest regulatory changes impacting equity compensation globally
  • Understand new reporting obligations and compliance requirements affecting your company's equity plans
  • Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation

 

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 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.

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

ARTICLE
29 July 2024
Abacus Group Issues New Employee Incentive Securities
External News

TipRanks

Trending now
Share incentive plans (SIP)
Australia

On July 23, 2024, Abacus Property Group issued new unquoted equity securities, including security acquisition rights, long-term incentive (LTI) rights, and short-term incentive (STI) deferral rights. These securities, totaling 9,307 security acquisition rights, 215,839 LTI rights, and 19,157 STI deferral rights, are part of an employee incentive scheme. The securities are not intended to be listed on the ASX.

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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