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EUROPEANCHAPTER

UK AND CHANNEL ISLANDS
NETWORKING EVENTS
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CHAPTER TEAM:

Sophie Altaf, Fidelity (Chapter Leader)

Peter Ahern, Morgan Stanley at Work
Elliot Alexander, Computershare
Sally Blanchflower, Tapestry Compliance
Jon Cartmell, Interturst Fiduciary Services
Suzannah Crookes, Tapestry Compliance
Edward Daly, JTC
Martha Parkhurst, Eximia Communications
Sarah Fearnley, J P Morgan
Mark Higgins, WPP
Onyee Yip, Howells
Adva Lewitte, Shareforce
Fran Morgan-Smith, Fidelity
Nick Newman, Deloitte
Catherine Rylah, bp
Gabbi Stopp, Global Equity Organization
Vikki Scott, Diageo
Bryony Wilson, J P Morgan

GEO BOARD CHAPTER LIAISON:

Hannah Needle, FGE, Tapestry Compliance 

 

 

WELCOME TO THE UK AND CHANNELS 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. 

THANK YOU TO OUR CHAPTER SUPPORTERS

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REGIONAL RESOURCES

FILTER:
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ARTICLE
1 February 2024
A SUCCESSFUL TRANSITION TO EMPLOYEE SHARE OWNERSHIP FOR RICHER SOUNDS
External News

RSM UK

Case Study
All plan types
UK and Channel Islands

Richer Sounds successfully transitioned to an employee share ownership trust, transferring 60% of shares from founder Julian Richer to employees in May 2019, overseen by RSM's People Advisory Services team. This transition involved corporate restructuring, maintaining business culture, and legal and tax compliance, ultimately preserving the company’s employee-focused ethos. The project, completed in 18 months, was well-received by the media, and employees received celebratory bonuses from Julian Richer, enhancing recruitment, engagement, and retention.

LIVE WEBCAST
30 January 2024, 12 - 1pm EST
GLOBAL EQUITY INSIGHTS SURVEY: PAST, PRESENT, AND FUTURE
Webcast

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.

 

ARTICLE
29 January 2024
The complete guide to equity compensation for startups
External News

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.

LIVE WEBCAST
23 January 2024, 12 - 1pm EST
THE STRUGGLE IS REAL! STRATEGIES FOR MANAGING STRESS FOR EQUITY PROFESSIONALS
January

Sheila Frierson, CEP, Computershare
Donna Hammer, FGE, CEP, Lighthouse Equity Development
Lori Serrano, FGE, CEP, Outset Medical 

All plan types
Global

Start the new year with our expert panel exploring well-being. Join a lively session where personal stories, both positive and challenging, create a shared experience. The panel will highlight companies with successful wellness programs, offering practical examples for creating a thriving work environment.

KEY LEARNING POINTS:

  • Delve into the scientific intricacies of how cortisol and adrenaline flooding can adversely affect our bodies, providing a comprehensive understanding of the physiological consequences of stress
  • Gain valuable insights into balancing and incorporating different forms of rest into your routine for enhanced overall well-being
  • Acquire practical strategies for setting up backup systems to manage multiple responsibilities efficiently
IN-PERSON CHAPTER EVENT
6 December 2023, 4:30 - 9pm GMT
UK AND CHANNEL ISLANDS DECEMBER NETWORKING EVENT
chapter logo
UK and Channel Islands

As 2023 draws to a close - the GEO UK Chapter team invites you to join us for some year-end updates, networking and fun!

Linklaters will kindly host, as we share 2023 industry updates and highlights, and offer a chance for a bit of healthy competition - it’s your opportunity to take our quiz and find out if you are part of the share plan 1% club! It will also be your last chance to try and top the GEO UK Chapter leader board before the year is out.

WHEN?
Wednesday 6 December from 4:30 - 7:30pm

WHERE?
Linklaters, 1 Silk St, London EC2Y 8HQ

Followed by optional festive fun at a venue nearby.

We look forward to seeing you there – hopefully in your best festive outfit!

LIVE WEBCAST
5 December 2023, 12 - 1:15pm EST
COMPENSATION AND EQUITY PLAN DESIGN ALTERNATIVES FOR PRIVATE COMPANIES
Webcast

SPEAKERS: Kristen Kostner, BDO, Tom Ziemba, BDO, Issuer Guest

Global

Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent.  Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company. 

This session will cover the following topics:

  • Overview of LTI trends in private companies
  • Overview of most prevalent cash and equity-based vehicles for private companies
  • Summary of the key features and plan mechanics, pros and cons for employers and employees, and alignment with company life cycle stage
IN-PERSON REGIONAL EVENT
16 November 2023, 8am - 5pm GMT
GEO'S PAN EUROPEAN REGIONAL EVENT
PERE

LOCATION: Berlin, Germany

European Union
Global

We are thrilled to gather the GEO community in the vibrant city of Berlin for 2023 Pan European Regional Event, where we will delve into the dynamic and ever-evolving European landscape. Join us for insightful discussions, networking opportunities, and the latest updates in the world of global equity.

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.

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 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. 

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.

AVAILABLE TO GEO MEMBERS ONLY
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Contact us to support our chapter

Run and chaired by senior-level regional GEO members, GEO’s Chapters deliver education programs and networking events that make it easy to connect with your target contacts.