SYDNEY

AUSTRALIAN CHAPTER

SYDNEY
NETWORKING EVENTS
Sydney

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 SYDNEY 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
7 November 2023, 12 - 1:15pm EST
GLOBAL COMPLIANCE UPDATE
Webcast

SPEAKERS: Ashlee Boe, Lucid Motors; Louise Walker, Deutsche Bank; Becky Moore, Tapestry Compliance; Rebecca Perry, Tapestry Compliance; Emilie Sylvester, Tapestry Compliance

Global

Stay ahead of the curve with our comprehensive incentive plans global compliance update! In this session, we will provide you with a detailed overview of the latest regulatory, legal and tax changes affecting share plans on a global scale. Whether you are an HR professional, a compensation specialist, or an executive involved in equity compensation or providing services to companies in this area, this update is a must-attend event to ensure your company remains compliant and competitive in the ever-evolving landscape of incentive plans.

In the session, you will:

  • Learn what’s changed and where!
  • Understand the complexities of complying with diverse regulatory frameworks across different countries
  • Gain valuable insights into how leading organisations are adapting to the changing compliance landscape and proactively addressing challenges to maximize plan effectiveness
  • Discover practical approaches to managing tax compliance efficiently while minimizing potential risks and tax burdens for your company and participants

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

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.


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

IN-PERSON CHAPTER EVENT
26 October 2023, 8am - 5pm PDT
GEO'S 13TH ANNUAL NORCAL FORUM
NORCAL

LOCATION: San Mateo, California

Global

The 13th Annual NorCal Forum gives you the chance to experience and participate in the most forward-thinking equity and executive compensation discussions and attracts industry experts, policy makers, academics, thought leaders, influencers and decision makers.

IN-PERSON REGIONAL EVENT
25 October 2023, All day PDT
EXECUTIVE COMPENSATION MATTERS (NETWORX)
ECM

LOCATION: San Mateo, California

Global

This one-day conference brings together thought leaders and practitioners who will address the key issues and trends in global executive compensation, C-suite and Board priorities, and evolving business and broader societal issues.

IN-PERSON COURSE
25 October 2023, 8am - 5pm PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS (NETWORX)
Networx bootcamp

LOCATION: San Mateo, California

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.

IN-PERSON CHAPTER EVENT
16 October 2023, 11:30am - 2pm CDT
TEXAS CHAPTER MEETING
texas

LOCATIONS: DALLAS, HOUSTON, and AUSTIN

Global

Deploying and implementing an effective equity compensation program is no easy feat and challenges are rampant. If your program is struggling to make a real difference, there are things you can do to ensure the benefits you offer are valued. We’ve rounded up the top reasons equity compensation programs struggle and ways to make them work for the better

In this session, we will explore:

  • Why it’s important to maximize the impact on your equity compensation programs
  • Ways to make an impact in your communications and strategy
  • Success stories/case studies from other organizations that overcame the challenges presented to them

We will be holding a simulcast for our chapter meeting, to give you more location options so you can attend. 

Agenda:
11:30  a.m. – 12:00 p.m. -  Registration, welcome and lunch
12:30 – 1:30 p.m. – Presentation with Robyn Shutak and Elizabeth Stoudt of Infinite Equity -  “Texas Fall Roundup - Why Equity Compensation Programs Fall Short with Solutions”
1:30 – 2:00 p.m. – Roundtable discussions/networking

  • Lunch will be provided.  Please indicate any dietary requirements in your registration. 
  • Drawing for complimentary pass for corporate issuer in each location to GEO Annual Conference in Nashville, April 9 – 11, 2024 will occur.  Must be present to win!

 

VIRTUAL COURSE
3 October 2023, 8 - 11am PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS
BOOTCAMP
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.

LIVE WEBCAST
19 September 2023, 12 - 1:15pm EDT
FELLOWS LEADERS' LOUNGE
Leaders' Lounge

MODERATOR: Matt Connor, FGE - Lucid Motors
PANEL: Chris Dohrmann, FGE - Global Shares, a JP Morgan Company; Yael Elbaz Roiter, FGE - Senior Total Rewards Consultant; Julie Shepherd, FGE - Sage

Design and strategy
Employee engagement
Executive pay
Trending now
Global

LEVERAGING EQUITY PROGRAMS TO ATTRACT AND RETAIN TOP IT AND DIGITAL TALENT

With the accelerating emergence of artificial intelligence (AI) in a rapidly evolving digital landscape, businesses must prioritize identifying and retaining their most skilled employees, particularly within the internal IT and digital sectors. Failing to do so can lead to the loss of valuable resources and hinder a company's competitive edge.

Join us in an enlightening discussion as GEO Fellows delve into the powerful potential of equity programs, showcasing how these programs can serve as a unique instrument to incentivize and retain top talent, enabling businesses to thrive in the digital age.

KEY LEARNING OBJECTIVES:

  1. Understand the importance of identifying uniquely skilled IT and digital employees for long-term company success.
  2. Explore the challenges companies face in retaining top talent in the competitive digital market.
  3. Discover how equity programs can be leveraged effectively to incentivize and retain the best IT and digital professionals, fostering sustained growth and a competitive advantage.
LIVE WEBCAST
12 September 2023, 12 - 1:15pm EDT
GLOBAL EQUITY UPDATES - Q3 2023
Webcast

SPEAKERS: Chris Barnes, KPMG London, Parmjit Sandhu, KPMG New York, Dinesh Sinniah, KPMG Chicago

Trending now
Global

GEO is committed to keeping you up to date on the latest developments happening around the world. This quarterly webcast series, "Global Equity Updates," is designed to easily keep abreast of the fast-paced changes happening in equity compensation. This webcast will cover new regulations, new reporting obligations, and other guidance recently issued or of interest in the industry during the recent quarter.

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

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.


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

ARTICLE
28 August 2023
STARTUP SHARES - THESE COUNTRIES WILL TAX YOU THE LEAST
External News

Sifted

Finance, tax and accounting
All plan types
Global

Offering equity to employees is a key strategy for startups to attract talent over larger firms, seen in Europe where successful companies like Klarna and Deliveroo have spurred new ventures. However, European taxation on employee stock options varies significantly by country, with Estonia, Lithuania, and the UK cited as the most favorable due to lower tax burdens and simpler regulations compared to countries like France and Germany, which have more stringent tax policies and regulations. These differences impact how much employees can potentially gain from their stock options, influencing company decisions on offering ESOPs versus other equity schemes like VSOPs in heavily regulated markets.

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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