GEO INSIGHTS

ACCESS THE LATEST GLOBAL EQUITY COMPENSATION INSIGHTS

Read industry news, explore technical updates, access ideas on global employee compensation innovation, and find ways to connect.

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

IN-PERSON CHAPTER EVENT

5 March 2024, 5 - 7:30pm PST

NORCAL CHAPTER MEETING

San Francisco, CA

USA

The GEO NorCal Chapter wish you a happy and successful new year!

To start off 2024 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Tuesday, March 5, 2024.
The hors d'oeuvres and drinks will be offered in a private area of Schroeder’s in downtown San Francisco.We look forward to seeing you and to kicking off the year with a bang – and a T+1 activity! You are hereby cordially invited to join us at this very special event, but space is limited to the first 15 issuers and the first 15 providers who register.

Delightedly, with best wishes,
The GEO NorCal Chapter Team

Thank you to our sponsors:

REGISTER

IN-PERSON CHAPTER EVENT

29 February 2024, 8 - 9:30am AEDT

AUSTRALIA CHAPTER MEETING - SYDNEY

Sydney, Australia

Australia

EQUITY INSIGHT EXCHANGE - SYDNEY

Join us on 29 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

How have you adapted your communication strategies in the post-COVID landscape?
In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
Analyze the strategic considerations behind deciding whether to issue or purchase shares.
Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

Stay informed about the latest trends and changes in equity schemes worldwide.
Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 29 February 2024 at 08:00AM-09:30AM AEDT

Where?
Deloitte, Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000

REGISTER

IN-PERSON CHAPTER EVENT

27 February 2024, 8 - 9:30am AEDT

AUSTRALIA CHAPTER MEETING - MELBOURNE

Melbourne, Australia

Australia

EQUITY INSIGHT EXCHANGE - MELBOURNE

Join us on 27 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

How have you adapted your communication strategies in the post-COVID landscape?
In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
Analyze the strategic considerations behind deciding whether to issue or purchase shares.
Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

Stay informed about the latest trends and changes in equity schemes worldwide.
Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 27 February 2024 at 08:00-09:30AM AEDT

Where?
Deloitte, 477 Collins Street, Melbourne 3000

REGISTER

IN-PERSON CHAPTER EVENT

20 February 2024, 8 - 10am GMT

UK CHAPTER MEETING

HYBRID CHAPTER EVENT

UK and Channel Islands

BREAKFAST BRIEF: Q1 ISSUER CATCH UP
Need a reason to get out of bed on a cold winter morning? Well, look no further.The first GEO UK chapter event of 2024 is your chance to share your share plan queries with the share plan community.

Choose to join virtually or in-person at the Computershare offices in London.

WHEN
Tuesday, 20 February 2024, 08:00 GMT

WHERE
Computershare Investor Services Plc, Moor House, 120 London Wall, London EC2Y 5ET

REGISTER

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

ARTICLE

1 February 2024

A SUCCESSFUL TRANSITION TO EMPLOYEE SHARE OWNERSHIP FOR RICHER SOUNDS

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.

READ ARTICLE

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

LIVE WEBCAST

23 January 2024, 12 - 1pm EST

THE STRUGGLE IS REAL! STRATEGIES FOR MANAGING STRESS FOR EQUITY PROFESSIONALS

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

WATCH THE WEBCAST