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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.

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FILTER INSIGHTS

TYPE
LIVE WEBCAST
25 October 2024, 12 - 1am CST
MASTERING YOUR SUBMISSION: GEO AWARDS TIPS AND TRICKS
Webcast

Tom Paleka, FGE, Gallagher
Jules Shepherd, FGE, The Sage Group
Eaton Williamson, Seagate Technology

GEO award excellence
Global

Do you have an innovative share scheme that is destined to be globally recognised? Join GEO Award Judges to find out what they are looking for and discover the secret to writing winning submissions.

KEY LEARNING POINTS:

• Understand the submission process, uncovering tips and tricks to showcase your work
• Enhance your submission's impact and make it stand out from the crowd
• Increase your chances of winning a prestigious GEO Award

LIVE WEBCAST
9 October 2024, 12 - 1am CST
GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - US/Europe Timezone Compatible
Webcast

Global Share Plans Ranking Study Sponsors

Data and business intelligence
All plan types
Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

  • Identify the top countries that excel in nurturing employee share schemes
  • Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
  • Discover common barriers that prevent the adoption of employee share schemes

 

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.

LIVE WEBCAST
3 October 2024, 7 - 8am CST
GLOBAL SHARE PLAN RANKINGS STUDY: INSIGHTS, OPPORTUNITIES, AND THE FUTURE OF EMPLOYEE OWNERSHIP - Australia/Asia Timezone Compatible
Webcast

Global Share Plans Ranking Study Sponsors

Data and business intelligence
All plan types
Global

Join us for an in-depth session on the Global Share Plan Rankings Study, a comprehensive analysis of employee share schemes worldwide. This study examines how receptive various countries are to implementing and participating in employee share schemes.

Discover which nations are leading the way in fostering these programs, driving corporate growth, and enhancing employee prosperity. Additionally, learn about countries on the cusp of transformation, ready to benefit from reforms that make employee share schemes more attractive.

KEY LEARNING POINTS:

  • Identify the top countries that excel in nurturing employee share schemes
  • Gain insights into the factors that influence the successful adoption of employee share schemes in different countries, from regulatory environments to cultural attitude
  • Discover common barriers that prevent the adoption of employee share schemes

 

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.

LIVE WEBCAST
19 September 2024, 11pm - 20 September 2024, 12am CST
GLOBAL PERSPECTIVES: UNDERSTANDING EQUITY COMPENSATION PERCEPTIONS AND NEEDS ACROSS BORDERS
Webcast

Emily Cervino, FGE, Fidelity 
Sarah Francis, Fidelity

All plan types
Global

Enhance your global equity compensation strategy by delving into participant perceptions worldwide. In this webinar on September 19, explore the unique characteristics of participants in Canada, China, Germany, India, the UK, the US as well as some fascinating insights into how age and gender impact perceptions. Gain insights into the similarities and differences in satisfaction, understanding, confidence, and educational needs regarding company stock plans.

KEY LEARNING POINTS:

  • Uncover commonalities and distinctions in participant perceptions across diverse global locations
  • Understand the unique factors influencing satisfaction, confidence, and understanding of equity compensation programs
  • Identify actionable insights to tailor your strategy for a more effective and globally resonant approach

 

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.

 

 

For plan sponsor use only.
The Global Equity Organization and Fidelity Stock Plan Services are not affiliated.
Fidelity Stock Plan Services, LLC
© 2024 FMR LLC. All rights reserved.
135656.1.0

LIVE WEBCAST
13 September 2024, 12 - 1am CST
BALANCING ACT: THE INTERPLAY OF THE ECONOMY, EQUITY AWARDS AND COMPENSATION
Webcast

Vicky Phrydas, UBS
Mike Griffin, UBS
Ann Glackin, Jabil

All plan types
Global

In today's economic climate, escalating inflation poses new challenges for companies striving to maintain a balance between financial stability and employee satisfaction.

This session explores the intricate dynamics of adjusting employee compensation amidst inflationary pressures, offering invaluable insights for business leaders, HR practitioners, and stock plan administrators.

KEY LEARNING POINTS:

  • Gain insights into how inflationary pressures affect employee compensation structures and strategies, and learn how to identify potential risks and opportunities
  • Explore effective strategies for maintaining a delicate equilibrium between financial stability and meeting the evolving needs and expectations of employees in a dynamic economic environment
  • Discover practical approaches and best practices for adapting compensation plans and policies to respond effectively to changing economic conditions, ensuring resilience and agility in compensation management strategies

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.

LIVE WEBCAST
22 August 2024, 10 - 11pm CST
NAVIGATING THE FUTURE OF EQUITY-BASED COMPENSATION: KEY HIGHLIGHTS OF THE GLOBAL EQUITY INSIGHTS SURVEY 2024
WEBCAST

Danyle Anderson, FGE, Bank of America
Sheila Frierson, FGE, Computershare
Mitan Patel, FGE, Fidelity
Andrew Thain, hkp///group
David Voggeser, hkp///group
Sebastian Wetzel, Siemens Energy
AmyLynn Flood, FGE, Vialto 

Data and business intelligence
All plan types
Global

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

• Insights into how LTIs and SPPs navigate the changing corporate landscape
• The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
• How Artificial Intelligence is transforming equity compensation planning

 

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.

LIVE WEBCAST
6 August 2024, 11pm - 7 August 2024, 12am CST
GLOBAL EQUITY UPDATES 2024
Webcast

Hannah Needle, FGE, Tapestry Compliance 
Tom Parker, Tapestry Compliance
Olivia Rodrigo, Tapestry Compliance

Global

GEO is dedicated to keeping you informed about the latest developments in equity compensation worldwide. Stay up-to-date with the fast-paced changes in the industry. In this session, we'll delve into new regulations, reporting obligations, and recent guidance issued in the industry during the past quarter.

KEY LEARNING POINTS:

  • Gain insights into the latest regulatory changes impacting equity compensation globally
  • Understand new reporting obligations and compliance requirements affecting your company's equity plans
  • Learn valuable industry guidance to navigate emerging challenges and opportunities in equity compensation

 

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.

LIVE WEBCAST
28 June 2024, 12 - 1am CST
NAVIGATING EQUITY COMPENSATION IN THE ERA OF T+1/0 SETTLEMENT
Webcast

TARA HAGEN, FGE, GLOBAL TAX NETWORK
CHRIS DOHRMANN, FGE, J.P. MORGAN

USA

Join us for an insightful session delving into the implications of T+1 and the forthcoming T+0 settlement processes on equity compensation practices. As data corrections become impossible prior to settlement and payment of proceeds or taxes. Uncover valuable insights and best practices to navigate the evolving landscape.

KEY LEARNING POINTS:

  • Understand the challenges and strategies involved in managing tax adjustments before vesting and navigating option exercises within the T+1/0 framework
  • Explore the impact of mobility on equity compensation, considering implications at both country and state levels
  • Learn effective strategies for educating employees, award recipients, and stakeholder colleagues about the implications and processes of T+1/0 settlement, ensuring clarity and alignment across the organization


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.

LIVE WEBCAST
7 June 2024, 12 - 1am CST
MODERN APPROACHES FOR EQUITY TO PAYROLL RECONCILIATIONS
Webcast

Tim Oakes, Moss Adams
Jesus Renteria, Moss Adams

Global

The SEC's T+1 stock settlement compliance date is May 28th, requiring 24 hours to issue shares to employees after a vest or option exercise. Navigating data transfer between stock-based compensation equity programs and payroll was already challenging—with this tight turnaround, companies and brokers are at a heightened risk for errors, which could lead to tax-related fines and employee dissatisfaction. The solution? Implement strong reconciliation processes and controls between the HR, Payroll, and brokerage platforms.

As your company grows, so will the volume of vesting and exercising stock and options. Having an automated system that performs reconciliations with accuracy and timeliness is critical.

KEY LEARNING POINTS: 

  • Challenges when there are gaps in reconciliation controls
  • Benefits of reconciliation processes and reporting
  • Pros and cons of common reconciliation tools and approaches, including spreadsheets, automation scripts, and custom applications

 

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.

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GEO VIRTUAL 2023 - ON DEMAND

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

Available until 15 September

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