Branding graphic

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.

group looking at a brochure
man presenting
men reading book
two men talking
woman at podium

FILTER INSIGHTS

ARTICLE
31 March 2025
CHANGES TO THE TAXATION OF EMPLOYEE SHARE AND OPTION PLANS OR THE NEW-OLD WAY
External News

Crowe

Finance, tax and accounting
All plan types
Czech Republic

As of April 1, 2025, employers can choose to tax employee share and option benefits either at the time of acquisition (as was the case before 2024) or defer taxation to a later statutory moment (as per the 2024 regime). If opting for deferred taxation, employers must notify tax authorities within strict deadlines, or the benefits will be taxed immediately upon acquisition. Importantly, this new rule applies retroactively to shares and options acquired from January 1, 2024, and employers must declare their intent to defer taxation by May 30, 2025, or the income will be taxed in May 2025.

ARTICLE
26 March 2025
NAVIGATING ESS REPORTING OBLIGATIONS IN AUSTRALIA IN 2025
External News

AUTOMICGROUP

Legal and regulatory
All plan types
Australia

Employee Share Scheme (ESS) reporting in Australia requires employers to meet strict deadlines, accurately prepare statements, and manage complex tax rules, especially for globally mobile employees. Key obligations include issuing ESS statements to employees by 14 July and lodging reports with the ATO by 14 August, while understanding taxing points and legislative changes is crucial for compliance. Services like Automic can help simplify the process by managing data, ensuring accuracy, and handling submissions to the ATO, reducing the risk of penalties and easing the administrative burden on employers.

IN-PERSON CHAPTER EVENT
26 March 2025, 4:30 - 6:30pm MDT
COLORADO CHAPTER MEETING
coloardo

Centennial, CO

Trending now
All plan types
USA

LAUNCH PARTY AT THE VIEWHOUSE

We are excited to announce our brand new Colorado Chapter!

Come and celebrate this new launch with us at the ViewHouse in Denver.  Unwind with industry peers and make new connections. Discuss latest trends and challenges in equity planning – or just unwind with a drink.

We look forward to seeing you there!

LOCATION
Ballpark ViewHouse
7101 S Clinton St
Centennial, CO 80112

LIVE WEBCAST
18 March 2025, 1 - 2pm EDT
AUTOMATION IN SHARE PLANS: A GLOBAL ISSUER ROUNDTABLE DISCUSSION
webcast

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.

ARTICLE
5 March 2025
KEY CHANGES FOR UNLISTED COMPANIES ESTABLISHING AN EMPLOYEE INCENTIVE PLAN UNDER PROPOSED ASIC INSTRUMENT
External News

Jackson McDonald

Private and pre-IPO companies
Share incentive plans (SIP)
Australia

ASIC’s 2025 Draft Instrument introduces key updates to the regulatory framework for employee incentive schemes by unlisted companies, replacing the expiring Class Order [CO 14/1001] with more flexible and less burdensome requirements. The new instrument removes obligations such as ASIC notification, financial disclosures, and the $5,000 annual cap per employee, while simplifying trustee administration and expanding small-scale offer exemptions. These changes significantly reduce compliance burdens and enhance flexibility for unlisted companies, though businesses must still consider fair share valuation, employee communication, and tax implications.

IN-PERSON CHAPTER EVENT
5 March 2025, 5:30 - 7:30pm PST
NORCAL CHAPTER MEETING
NorCal

Redwood City, CA

USA

NORCAL ANNUAL WINTER SOCIAL

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

To start off 2025 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Wednesday, March 5, 2025.
We will be at Gourmet Haus Staudt in Redwood City. We look forward to seeing you and to kicking off the year with a bang. 

Looking forward to see you there! 

Sponsored by: 

Image removed.

ARTICLE
5 March 2025
IMPLEMENTATION OF NEW LONG-TERM SHARE-BASED INCENTIVE PLAN
External News

Svitzer

General
Executive plans
Denmark

Svitzer Group has introduced a new Employee Share Purchase Plan (ESPP) for 2025, inviting its Global Leadership Team to purchase company shares and receive an equal number of matching shares, which will vest over three years, promoting ownership and retention. In addition, the company will issue annual grants of Restricted Share Units (RSUs) under its existing Long-Term Incentive Plan, with the CEO and CFO receiving RSUs equivalent to 85% and 60% of their base salaries, respectively, also subject to a three-year vesting period. The total value of Matching Shares and RSUs granted for 2025 may reach up to DKK 3 million and DKK 12.2 million, respectively.

ARTICLE
4 March 2025
LTI TRENDS 1995 VS. 2025: WHAT HAS CHANGED IN THE LAST THREE DECADES?
External News

Compport

Executive pay
Executive plans
Czech Republic

Long-term incentive (LTI) plans have evolved dramatically since 1995, shifting from simple stock options focused on financial metrics like EPS to sophisticated, strategy-driven programs incorporating ESG goals, human capital metrics, and customized award structures. This transformation has been driven by regulatory changes, new technology, evolving workforce expectations, and a broader push for stakeholder alignment, with tools now enabling real-time tracking, personalization, and advanced analytics. Despite these innovations, fundamental human factors—like the desire for recognition, fairness, and ownership—remain central to LTI effectiveness and will continue shaping future designs into 2035 and beyond.

LIVE WEBCAST
27 February 2025, 1 - 2pm EST
DECISÃO DO STJ: IMPLICAÇÕES TRIBUTARIÁS E ESTRATÉGICAS PARA EMPRESAS NO BRASIL - Entregue em português
Webcast

ALEX DE SOUZA, REMOTE | GIULIANA REGGI, DISTU | CARLOS HENRIQUE DE OLIVERIA, MANNRICH E VASCONCELOS ADVOGADOS | LUIZ FERNANDO GOEDERT LEITE, MATTOS FILHO | NADIA LEME, DELOITTE

All plan types

A recente decisão do Superior Tribunal de Justiça (STJ) introduziu avanços significativos no cenário jurídico e tributário que afetam os planos de ações na região. Este webcast oferecerá uma análise detalhada da decisão, abordando perspectivas jurídicas, implicações fiscais e tendências de design de planos de ações.

Principais Pontos de Aprendizado:

  • Compreenda o alcance e as implicações da decisão do STJ, bem como seu impacto potencial nos requisitos de conformidade para organizações no Brasil.
  • Obtenha insights sobre como essa decisão influencia os custos tributários e aprenda estratégias práticas para lidar com esses desafios de forma eficaz.
  • Explore tendências inovadoras e ajustes práticos no design e na implementação de planos de ações à luz do impacto da decisão.
     

Estamos oferecendo três oportunidades diferentes para participar deste webinar.

ÁSIA-PAC - 10h AEDT | 26/02 18h horário do leste | 15h PT
EUROPA - 10h GMT | 11h CET | 12h IST
AMÉRICAS - 10h PT | 12h CT | 13h horário do leste dos EUA | 18h GMT

 

FOS: Conhecimento Especializado 
Nível: O
Crédito: 1,0 

CUSTO
Membros GEO: Sem custo
Não-membros GEO*: US$ 85 

Torne-se um membro GEO para assistir a webcasts gratuitamente no futuro!

*As taxas não são reembolsáveis. As gravações estão disponíveis para acesso sob demanda após o webcast.

INSCREVA-SE DOIS DEZOITO
O registro é obrigatório. As instruções de conexão e login são enviadas aos participantes registrados antes deste webcast.

GO FURTHER WITH GEO

VIRTUAL 2023 ON DEMAND

GEO VIRTUAL 2023 - ON DEMAND

Access 20+ live, 30 'Best of Edinburgh sessions and an inspiring keynote on-demand.

Available until 15 September

Insights news logo

GEO INSIGHTS

Explore our new content hub for all the latest global share plan information

Access relevant events, articles, webcasts, chapter events and more at the click of a mouse.
Local chapter logo

FIND YOUR CHAPTER

Join a local GEO community near you for local updates and networking

Bookmark your chapter page to keep in touch with news and events in your area.