Toronto | Global Equity Organization

ARTICLE

11 April 2024

NO MEDALS FOR AUSTRALIA IN INAUGURAL SURVEY OF EMPLOYEE SHARE SCHEMES

Arnold Bloch Leibler

Data and business intelligence

All plan types

Global

Australia is trailing behind the US and advanced European economies in implementing employee share schemes, as revealed by the first global survey spearheaded by tax partner Shaun Cartoon and lawyer Eileen Liu. Conducted by a team of specialists from Arnold Bloch Leibler, Baker McKenzie, KPMG, and Tapestry Compliance, along with issuers and academics, the survey measured operating environments across 26 countries. Australia's complex tax rules and regulatory constraints on unlisted companies have hindered the scaling up of share plans, with tax incentives playing a significant role in decision-making for companies.

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IN-PERSON CONFERENCE

9 April 2024, 8am - 11 April 2024, 5pm CDT

GEO'S 25TH ANNUAL CONFERENCE

LOCATION: Nashville, Tennessee

Global

We look forward to welcoming you to GEO's 25th Annual Conference in Nashville, Tennessee.

Join more than 500+ global company directors, senior managers, stock plan, HR, reward and benefits professionals in Music City this April to explore best practice in equity compensation and work together to drive a vision for future employee share ownership.

This year's conference promises to be bigger and better than ever as we celebrate our 25th anniversary.

REGISTER HERE

IN-PERSON CONFERENCE

8 April 2024, All day CDT

EXECUTIVE COMPENSATION MATTERS - NASHVILLE

Executive plans

Global

This one-day event held the day before GEO's 25th Annual 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.

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VIRTUAL CHAPTER EVENT

25 April 2024, 12 - 1pm EDT

TORONTO VIRTUAL CHAPTER MEETING

Workplace solutions

Canada

SESSION ONE: HOW BLACKOUT PERIODS IMPACT EQUITY AWARDS
What are the different ways issuers address blackout periods in their equity incentive awards, including how blackout periods impact the timing for granting or settlement of awards and the calculation of award values? What have regulators said? What if a special blackout is in place when annual awards are scheduled to be made? The event will focus on gathering market perspectives and sharing practices from various organizations

SESSION TWO: LTIP TREATMENT FOR RETIRESS: EVOLUTION, CHALLENGES AND BEST PRACTICES
The purpose of this session is to address the complexities and considerations surrounding the treatment of retirees in the context of LTIPs within the share plan world. The session will explore how the treatment of retirees has evolved over the years, the challenges it presents, and best practices for dealing with retirees and good leavers.

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

ARTICLE

13 March 2024

Positive results' | Airbnb extends pay transparency policy to total compensation including equity

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.

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LIVE WEBCAST

12 March 2024, 12 - 1pm EDT

THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK

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.

WATCH THE WEBCAST

LIVE WEBCAST

15 February 2024, 11pm - 16 February 2024, 12am EST

COMMUNICATING SHARE PLANS TO A GLOBAL WORKFORCE - THE ANGLO AMERICAN STORY

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.

WATCH THE WEBCAST

LIVE WEBCAST

30 January 2024, 12 - 1pm EST

GLOBAL EQUITY INSIGHTS SURVEY: PAST, PRESENT, AND FUTURE

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.

WATCH THE WEBCAST

ARTICLE

29 January 2024

The complete guide to equity compensation for startups

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.

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