EUROPEANCHAPTER

UK AND CHANNEL ISLANDS

NETWORKING EVENTS

CHAPTER TEAM:

Sophie Altaf, Fidelity (Chapter Leader)

Peter Ahern, Ledgy
Elliot Alexander, Computershare
Sarah Fearnley, J P Morgan Workplace Solutions
Mark Higgins, WPP
Onyee Yip, Howells
Adva Lewitte, Shareforce
Frances Morgan-Smith, Fidelity
Jennifer Rudman, Equiniti
Nick Newman, Deloitte
Catherine Rylah, bp
Bryony Wilson, J P Morgan Workplace Solutions
Tom Gwinnell, RewardPro
Ben Brettell, RewardPro
Jake Dear, MUFG
Rianna Sergeant, GAM

GEO BOARD CHAPTER LIAISON:

Hannah Needle, FGE, Tapestry Compliance

CONTACT THE CHAPTER TEAM

WELCOME TO THE UK AND CHANNEL ISLANDS 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.

JOIN THE UK & CI CHAPTER

THANK YOU TO OUR CHAPTER SUPPORTERS

IN-PERSON CONFERENCE

28 April 2025, 8am - 30 April 2025, 3pm CEST

GEO'S 26TH ANNUAL CONFERENCE

PRAGUE

All plan types

Global

SAVE THE DATE FOR GEO'S 26TH ANNUAL CONFERENCE

PRAGUE - 28-30 APRIL 2025

STAY TUNED FOR DETAILS!

SAVE THE DATE

LIVE WEBCAST

10 April 2025, 1 - 2pm EDT

GLOBAL EQUITY UPDATES Q1 2025

SPEAKERS: Barbara Klementz, Baker McKenzie | Kela Shang, Baker McKenzie

Trending now

All plan types

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

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

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

1 April 2025, 1 - 2pm EDT

DOING MORE WITH LESS: CUTTING THE NUMBER OF QUESTIONS IN HALF

SPEAKERS: Amit Gupta, Salus Financial | Robyn Shutak, FGE, Infinite Equity

Communications

All plan types

Global

Join us as we explore strategies and evidence-based approaches to cut the number of questions your team has to answer in half. Answering equity compensation questions from employees requires reading up on an individual's situation, understanding regional nuances, and taking on personal reputation risk when answering. But, that’s just one of the many drains on your time we will dive into.

KEY LEARNING POINTS:

Understand the moments in time that create the most confusion for employees
Learn actionable strategies to free up your team's time while also leveling up your participants' expertise
Set yourself up to access further time-saving opportunities in your day-to-day work even with a limited budget

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

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

18 March 2025, 1 - 2pm EDT

AUTOMATION IN SHARE PLANS: A GLOBAL ISSUER ROUNDTABLE DISCUSSION

SPEAKERS: Dexter Tang (Moderator), Google | Jennie Anderson, Microsoft | Lamont Walker, Lyft | Annemarie Kalsbeek, S&P Global

Operational effectiveness

All plan types

Global

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

ASIA-PAC - 10am AEDT | 12pm IST
EUROPE - 10am GMT | 11am CET | | 5pm GMT
AMERICAS - 3/17 7pm ET | 4pm PT 10am PT | 1pm ET | 5pm GMT

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.

IN-PERSON CHAPTER EVENT

25 February 2025, 8 - 10am GMT

UK AND CHANNEL ISLANDS CHAPTER MEETING

HYBRID - LONDON

All plan types

UK and Channel Islands

Q1 CATCH UP FOR YOUR SHARE PLAN QUESTIONS AND QUERIES!

The first GEO UK and Channel Islands chapter event of 2025 is here! Come and join the GEO UK Chapter team for a coffee, croissant, and a catch up – this will be the perfect opportunity to connect with the share plan community and get all your queries answered.

Whether you prefer to join us virtually or in-person at the MUFG offices in London, this event is not to be missed!

TIMINGS

8am – Arrival time for in person attendees & pre-content networking over breakfast (in-person only)
9am – Content & discussion start (online attendees to join)
10am – Event to conclude

LOCATION
MUFG Offices
51 Lime Street
London
EC3M 7DQ

Join us virtually - details will be emailed to you after you register.

Please choose your preference when you register.

GEO members and non-members are welcome to join. Registration is required.

LIVE WEBCAST

13 February 2025, 1 - 2pm EST

THE POWER OF PARTNERSHIPS IN MODERN EQUITY ADMINSTRATION

Hannah McCullough, insightsoftware | Dan Mullen, insightsoftware

Employee engagement

All plan types

Global

In today’s dynamic equity compensation landscape, partnerships and collaborative networks are key to delivering scalable, efficient, and client-centric solutions. Sponsored by Insightsoftware, this engaging session explores how robust partner and relationship networks enhance equity plan management.

Discover how insightsoftware's approach to partnerships creates a seamless experience for administrators and participants alike, while addressing the challenges of growth and complexity. This session offers actionable insights to help you build stronger relationships and create value through innovative solutions.

KEY LEARNING POINTS:

Explore scalable solutions that adapt to growing organizational needs, enabling the delivery of premium equity management services through a network of flexible relationships.
Uncover strategies for enhancing administrative efficiency and navigating complexities through collaboration and the optimization of existing processes.
Learn how leveraging partnerships can drive sustainable growth, improve client retention, and elevate the overall participant experience.

We are providing three different opportunities to join this webinar.

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

12 February 2025

BARCLAYS TO HAND £500 SHARE AWARD TO 90,000 EMPLOYEES

Yahoo!

UK and Channel Islands

Barclays is granting shares to around 90,000 employees for the first time, offering stock awards valued at £500 each as it prepares to announce its 2024 annual results. The initiative, costing between £45m-£50m, aligns with CEO CS Venkatakrishnan's belief in promoting equity ownership to stimulate markets. The bank is also expected to report progress in its investment banking business, while Venkatakrishnan's own pay package will be adjusted, with bonuses potentially pushing his total compensation above £14m.

READ ARTICLE

ARTICLE

5 February 2025

BUY-BACK OF SHARES TO SHARE PROGRAMMES FOR EMPLOYEES

Equinor

UK and Channel Islands

Equinor ASA has initiated a share buy-back program from 14 February 2025 to 15 January 2026 to support its employee share-based incentive plans, with a total purchase amount of NOK 1,992,000,000 and a maximum of 19,080,000 shares to be acquired. The buy-back is divided into two periods, with up to 8,040,000 shares purchased before 15 May 2025 under an existing authorization, while the remaining 11,040,000 shares require new approval from the 2025 annual general meeting. The purchases, conducted on the Oslo Stock Exchange, comply with Norwegian and EU regulations, ensuring adherence to safe harbour conditions.

READ ARTICLE

LIVE WEBCAST

30 January 2025, 1 - 2pm EST

GLOBAL EQUITY INSIGHTS SURVEY 2024: REFLECTING ON THE PAST, PRESENT, AND FUTURE TRENDS

GEIS Sponsor Panel

Data and business intelligence

All plan types

Global

Join us for an engaging webcast as we explore the key takeaways from the Global Equity Insights Survey. In this session, we’ll reflect on the standout findings from the 2024 survey, uncovering global trends in equity compensation and analyzing their impact on organizations worldwide. Additionally, we’ll provide an exclusive glimpse into the compelling questions shaping the upcoming 2025 survey, offering a forward-looking perspective.

KEY LEARNING POINTS:

Discover key trends in global equity compensation from the 2024 survey, examining how the shifting landscape influences organizations around the globe.
Gain an insider’s look at the new 2025 survey questions, addressing emerging topics such as the role of HCM reporting and equal pay in equity compensation.
Participate in an interactive discussion with industry experts, sharing your perspectives on pivotal survey topics.

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST:

ASIA PAC - 10am AEDT | 1pm IST
EUROPE - 10am GMT | 11am CET | 6pm GMT
AMERICAS - 1/29 6pm ET | 3pm PT | 10am PT | 1pm ET

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.

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.

VIEW CHAPTER Discussion BOARD

AVAILABLE TO GEO MEMBERS 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.

COMING SOON!

AVAILABLE TO GEO MEMBERS 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.

View regional news & resources

AVAILABLE TO GEO MEMBERS ONLY

EUROPEANCHAPTER

CHAPTER TEAM:

GEO BOARD CHAPTER LIAISON:

WELCOME TO THE UK AND CHANNEL ISLANDS CHAPTER

THANK YOU TO OUR CHAPTER SUPPORTERS

REGIONAL RESOURCES

CHAPTER DISCUSSION BOARD

PAST EVENTS AND RESOURCES

REGIONAL NEWS AND INSIGHTS

Contact us to support our chapter