It has always felt wonderful to support a client with their plan, from inception, to closing that enrolment window and see significantly above average take up! 

Being at ProShare and growing the membership and event attendance was a really exciting time for me. 

Having the opportunity to put my stamp on some of the things we achieved as an organisation and as a team was really rewarding. 

One of the most rewarding experiences was supporting a client through their journey from pre-IPO to post-listing in the US. 

I managed all aspects of their share plan activities during this transformative period, including crafting employee communications, navigating payrolls through complex tax requirements, and successfully implementing a new stock plan administrator. 

Working closely with internal and external stakeholders and building really good working relationships with them really helped all of us understand the ‘why’ but also work through the ‘how’ and who would do what. 

It is a challenging time for companies going through this process so working together is crucial. 

When I first started out in share plans I did find some things quite alien – I had previously spent time in the mortgage industry where I knew everything there was to know, and starting afresh in a new field was a little daunting but having a great team around me and some wonderful clients really helped – but I definitely wish I has expanded my network earlier in my share plan  career! 

I think I was in a stock plan administrator mindset and didn’t really see much of the wider industry or the industry bodies and events but I think if I had known or got involved earlier it would have developed my knowledge of the wider industry and given me a wider network

I think if I could give advice to people coming into the industry today, it would definitely be to expand your network and knowledge and attend events and training that give you the opportunity to do so. 

I did this when I joined ProShare, and it really did open doors for me – I only wish I had done this earlier in my career. 

Once I started getting out there you couldn’t stop me, I would go to the opening of an envelope if it meant I could meet new people and learn something in the process! 

Whilst mistakes can be painful (and potentially costly) – I think you always learn valuable lessons from them.

It is important to make sure you take action after a mistake to ensure you (and your team) cannot make that mistake again.   

Crazily, I had opportunities to join a share plan when I was younger and didn’t participate at the first opportunity so three years on from that, I was definitely regretting it! 

There are quite a few … share plans is filled with talented and inspirational people. I think you need a number of people to give you different viewpoints from different sides of our industry. 

Of course I can’t help but mention Gabbi Stopp FGE who about 9 years ago encouraged me to take a public speaking course (at the time I rarely said anything in front of an audience!). I took a course with the SUMO guy – which was one of the best things I ever did for my career!   

I am delighted to have landed at the Global Equity Organisation, as Senior Director for Member Engagement. 

Having served on the GEO Board in the past, attended and spoken at many GEO events and continue support the Nordics Chapter, I feel like GEO is my natural home and I am excited to meet more of our members and continue to grow GEO globally! 

I think being part of GEO makes me realise how much fantastic content is available for GEO members in the GEOlearn hub and through the surveys, so I definitely want to spend some time over the holiday period tuning into some GEO webcasts!