Midwest | Global Equity Organization

IN-PERSON CHAPTER EVENT

20 June 2024, 2:30 - 4:30pm CEST

JUNE GEO NETHERLANDS CHAPTER MEETING

Netherlands

USA

Join us for an engaging event hosted by Deloitte in Amsterdam, where we will reflect on key updates and observations from this reporting and AGM season.

Deloitte will share their perspective on the most important developments in remuneration policy and reports, followed by a plenary discussion on relevant and current remuneration themes.

A distinguished panel of experts will then delve into the intricacies of equity share plans and their profound impact on the Netherlands landscape. We will conclude the session in a more social setting at Grand Café Mahler, inviting you to eat, drink, and connect.

LOCATION
Deloitte Amsterdam
Gustav Mahlerlaan 2970
1081 LA Amsterdam, Netherlands

We look forward to seeing you there!

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IN-PERSON CHAPTER EVENT

13 June 2024, 4 - 7pm CDT

TEXAS CHAPTER MEETING

AUSTIN AND HOUSTON

USA

Get ready to kick back and unwind at our GEO Texas social hour extravaganza!

Whether you're gearing up for the upcoming CEP exam, looking to toast the end of tax season, or simply eager to mingle with fellow equity industry pros, this is the event for you.

Don't miss out on the chance to ask burning questions, swap stories, and forge new connections. See you there!

LOCATIONS
Austin: Eldorado Cafe 3300 W Anderson Lane, Austin, TX 78757
Houston: Pappasito's 10409 I-10 Frontage Rd., Houston, TX 77024

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LIVE WEBCAST

6 June 2024, 11am - 12pm CDT

MODERN APPROACHES FOR EQUITY TO PAYROLL RECONCILIATIONS

Tim Oakes, Moss Adams
Jesus Renteria, Moss Adams

Global

The SEC's T+1 stock settlement compliance date is May 28th, requiring 24 hours to issue shares to employees after a vest or option exercise. Navigating data transfer between stock-based compensation equity programs and payroll was already challenging—with this tight turnaround, companies and brokers are at a heightened risk for errors, which could lead to tax-related fines and employee dissatisfaction. The solution? Implement strong reconciliation processes and controls between the HR, Payroll, and brokerage platforms.

As your company grows, so will the volume of vesting and exercising stock and options. Having an automated system that performs reconciliations with accuracy and timeliness is critical.

KEY LEARNING POINTS:

Challenges when there are gaps in reconciliation controls
Benefits of reconciliation processes and reporting
Pros and cons of common reconciliation tools and approaches, including spreadsheets, automation scripts, and custom applications

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.

WATCH THE WEBCAST

VIRTUAL COURSE

6 June 2024, 7 - 9am PDT

GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 4

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

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VIRTUAL COURSE

5 June 2024, 7 - 9am PDT

GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 3

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

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ARTICLE

3 June 2024

SHEIN TO KICK OFF PLANS FOR £50BN UK FLOAT

BBC

Private and pre-IPO companies

All plan types

Global

Fast fashion giant Shein is considering an IPO on the London Stock Exchange, potentially valuing the company at $66 billion (£51.7 billion). Known for its cheap clothes and social media campaigns, Shein has faced criticism over environmental practices and labor conditions. The company, which may file the necessary paperwork this week, is seeking a UK listing after encountering regulatory hurdles in the US, aiming to boost its green credentials and expand its resale platform to the UK and Germany.

READ ARTICLE

ARTICLE

2 June 2024

L'OREAL ANNOUNCES LAUNCH OF FOURTH EMPLOYEE SHARE OWNERSHIP PLAN

L'Oreal Finance

Design and strategy

All plan types

Global

L’Oréal has launched its fourth Employee Share Ownership Plan, allowing employees in 63 countries to purchase shares and participate in the company's growth. The plan, introduced in 2018, has seen over 37,000 employees participate, reflecting their commitment and confidence in L’Oréal's future. Employees can buy shares at a discounted price with an employer contribution, and the shares will be blocked for five years, with the subscription period running from 5 June to 19 June 2024.

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VIRTUAL COURSE

30 May 2024, 7 - 9am PDT

GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 2

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

REGISTER

VIRTUAL COURSE

29 May 2024, 7 - 9am PDT

GEO's GLOBAL SHARE PLANS BASICS BOOTCAMP - DAY 1

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

REGISTER

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The future of global share ownership