GEO INSIGHTS

Save the date to connect with your NorCal community this September in San Mateo, CA! 

Lors de cette conférence, nous étudierons les défis auxquels sont confrontés les sociétés non cotées pour convaincre l’ensemble des parties prenantes des avantages d’une offre d’actionnariat salarié

Nos experts vous feront part de leurs retours d’expérience pour vous donner des « outils » vous permettant de mettre en place des programmes d’actionnariat salarié dans les ETI et aborderont, notamment, les questions suivantes :
 

• Comment convaincre les parties prenantes de la pertinence d’outils d’actionnariat salarié pour accroître la valeur de l’entreprise et fidéliser les équipes?
• Comment utiliser une offre d’actionnariat salarié pour préparer et accompagner l’entrée au capital de fonds d’investissement ou la transmission de son entreprise?
• Quels arguments mettre en avant pour promouvoir l’actionnariat salarié au sein des ETI?

Pour nous aider à mieux appréhender cette vaste thématique, nous bénéficierons de l'expérience d’intervenants aux profils différents et complémentaires :

• Lorna Lucet, Directrice de l’ESG chez Amundi Private Equity Midcap
• Etienne Pujol, Associé Fondateur et responsable de la pratique droit social chez BerryLaw
• Jérôme Laurre, Associé Fondateur de BeyondSolutions
• Maxence Lavollé, Directeur stratégie et ESG chez Cerea Partners
• Jean-Pierre Bouyer, Directeur des Ressources Humaines de Novarc
• Nam Tran Metzger, Associée chez Turenne

Les échanges se poursuivront autour d’un cocktail dans les jardins de Baker McKenzie (si le temps le permet).
 

Lieu :
Baker Mckenzie
1 rue Paul Baudry
75008 Paris

Aucun frais n’est requis pour cette réunion du Chapter France. Les membres et non-membres du GEO sont les bienvenus, l’inscription à l’événement est obligatoire.

Nous remercions notre Sponsor pour cet évènement

AP EMPLOYEE MOBILITY: ADVANCE MOBILE EMPLOYEE ISSUES AND SOLUTIONS

Join us for an interactive deep dive into the complex world of mobility and its impact on equity plans. This session will explore common mobility-related challenges faced by Stock Plan Administrators—from tax implications and compliance concerns to tracking employee movement across jurisdictions. Come ready to share your experiences, ask questions, and learn from your peers’ best practices. Light refreshments will be served

KEY LEARNING POINTS:

• Identify common mobility challenges that affect stock plan compliance, taxation, and reporting.
• Explore practical solutions and strategies to manage mobile employees across different regions.
• Share and learn best practices through peer discussion and interactive problem-solving.
   

LOCATION
95 S State St
Suite 900
Salt Lake City, UT 84111
 

There is no charge to attend this meeting.  Both members and non-members are welcome to join.  

In today’s dynamic global landscape, equity compensation is evolving at the intersection of technology, policy, and practice. These two forward-looking sessions examine the forces reshaping our field—from the disruptive potential of artificial intelligence to groundbreaking global research on employee share ownership. Whether you're exploring how AI tools like ChatGPT can complement human expertise, or uncovering international trends from GEO’s Global Share Plans Ranking Project, these sessions will equip you with fresh insights to navigate the future of equity compensation with confidence and clarity.

SESSION ONE: 
AI vs. Human Expertise:  Exploring ChatGPT’s Role in Equity Compensation

In a rapidly changing technological landscape, artificial intelligence (AI) is making its mark across countless industries—including equity compensation. This session explores the evolving role of tools like ChatGPT and examines whether AI can truly replicate or complement human expertise in this nuanced field. Join us for an engaging discussion on the promises, pitfalls, and practical applications of AI in equity compensation strategy, compliance, and communication.

KEY LEARNING POINTS:

• Understand the current capabilities and limitations of AI tools like ChatGPT in the context of equity compensation.
• Identify areas within equity compensation where AI may enhance efficiency, accuracy, and decision-making—and where human judgment remains essential.
• Evaluate ethical, legal, and practical considerations when integrating AI into equity compensation processes.
  
   

SESSION TWO:
Global Share Plans Ranking Study:  Insights, Opportunities, and the Future of Employee Ownership

GEO’s Global Share Plans Ranking Project breaks new ground as the first initiative to provide a country-by-country snapshot of employee share ownership across the globe. This session highlights key findings from the expanded report, offering insights into which countries are embracing employee equity—and which markets may present emerging opportunities. Discover where support for employee ownership is thriving and explore the global trends shaping the future of equity compensation.

KEY LEARNING POINTS: 

• Understand the methodology and scope of GEO’s Global Share Plans Ranking Project and its significance to the equity compensation community.
• Identify top-performing countries in terms of employee share ownership support and participation.
• Recognize emerging markets with growth potential and explore strategies for expanding employee equity initiatives globally.
  
   

LOCATION
UBS
1285 Avenue of the Americas
New York, NY, 10019

*Please indicate any dietary requirements in your registration as lunch will be provided. 

Members and non-members are welcome to join this chapter meeting.  Registration is required.

Navigating Employee Share Plans: Australian Issuer Insights

Join us for panel discussions in Sydney on June 3rd or Melbourne on June 5th (or both!) where we’ll explore the ins and outs of operating employee share plans in Australia. Whether you're new to share plans or looking for some insights on market practice, our panel of issuers will share their knowledge on topics like tax considerations, employee engagement, and the practical tips to managing share plans effectively (including ESS Reporting). You'll also have the chance to ask questions and hear real-world examples from those who’ve successfully navigated the process.

Don't miss this opportunity to hear what’s going on in the Australian market and network with those working with share plans.

Where:

June 3rd - Sydney
Baker & McKenzie Tower One
International Towers Sydney Level 46
100 Barangaroo Avenue
Sydney NSW 2000
 

June 5th - Melbourne
Arnold Bloch Leibler
Level 21
333 Collins Street
Melbourne Victoria 3000