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

17 October 2023, 12 - 1:15pm EDT

PAY VS. PERFORMANCE: 2023 LESSONS LEARNED AND CONSIDERATIONS YEAR TWO

SPEAKERS: Nathan O'Connor, Equity Methods, Sinead Kelly, Baker McKenzie

Legal and regulatory

USA

The SEC's final Pay vs. Performance (PvP) rule, released in August 2022, triggered a frantic race among issuers to understand and comply with its complex requirements. As a result, the 2023 proxy season became unforgettable for proxy preparers at both issuers and service providers. Equity Methods invites you to join their webcast, where they delve into their PvP database, housing over 600 PvP disclosures.

The webcast will provide a recap and summary of actual PvP disclosures filed in this year's proxies, along with important lessons learned by practitioners. Additionally, the discussion will cover emerging best practices and highlight considerations for companies as they prepare for their second PvP disclosure in 2024.

Key Learning Points:

Understanding the impact of the SEC's final Pay vs. Performance rule on issuers and service providers during the 2023 proxy season.
Recap and analysis of actual PvP disclosures filed in proxies, offering insights into compliance and disclosure strategies.
Identifying best practices that have emerged from the PvP disclosures and outlining important considerations for future PvP disclosures.

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

LIVE WEBCAST

19 September 2023, 12 - 1:15pm EDT

FELLOWS LEADERS' LOUNGE

MODERATOR: Matt Connor, FGE - Lucid Motors
PANEL: Chris Dohrmann, FGE - Global Shares, a JP Morgan Company; Yael Elbaz Roiter, FGE - Senior Total Rewards Consultant; Julie Shepherd, FGE - Sage

Design and strategy

Employee engagement

Executive pay

Trending now

Global

LEVERAGING EQUITY PROGRAMS TO ATTRACT AND RETAIN TOP IT AND DIGITAL TALENT

With the accelerating emergence of artificial intelligence (AI) in a rapidly evolving digital landscape, businesses must prioritize identifying and retaining their most skilled employees, particularly within the internal IT and digital sectors. Failing to do so can lead to the loss of valuable resources and hinder a company's competitive edge.

Join us in an enlightening discussion as GEO Fellows delve into the powerful potential of equity programs, showcasing how these programs can serve as a unique instrument to incentivize and retain top talent, enabling businesses to thrive in the digital age.

KEY LEARNING OBJECTIVES:

Understand the importance of identifying uniquely skilled IT and digital employees for long-term company success.
Explore the challenges companies face in retaining top talent in the competitive digital market.
Discover how equity programs can be leveraged effectively to incentivize and retain the best IT and digital professionals, fostering sustained growth and a competitive advantage.

WATCH THE WEBCAST

LIVE WEBCAST

12 September 2023, 12 - 1:15pm EDT

GLOBAL EQUITY UPDATES - Q3 2023

SPEAKERS: Chris Barnes, KPMG London, Parmjit Sandhu, KPMG New York, Dinesh Sinniah, KPMG Chicago

Trending now

Global

GEO is committed to keeping you up to date on the latest developments happening around the world. This quarterly webcast series, "Global Equity Updates," is designed to easily keep abreast of the fast-paced changes happening in equity compensation. This webcast will cover new regulations, new reporting obligations, and other guidance recently issued or of interest in the industry during the recent quarter.

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

LIVE WEBCAST

22 August 2023, 12 - 1:15pm EDT

NAVIGATING TAX IMPLICATIONS: EFFECTIVE COMMUNICATION STRATEGIES FOR EQUITY COMPENSATION

SPEAKERS: Amelie Desrochers, Deloitte, Tara Hagen, FGE, Global Tax Network, Hannah Needle, FGE, Tapestry Compliance

Global

Join us for an insightful webcast featuring esteemed representatives from the GEO Board, hailing from Canada, US, and UK. Together, we will delve into the pressing topic of effectively communicating the tax implications of equity compensation to your employees.

During this webcast, you will:

Gain valuable insights into the best practices employed by global organizations to effectively communicate tax implications related to equity compensation
Understand the common concerns and questions that employees may have regarding tax implications. Learn how to address these concerns, ensuring employees are well-informed and confident about their equity compensation
Discover effective communication techniques and tools that can foster employee engagement and promote a more positive perception of equity compensation programs

CPE CREDIT HOURS: 1.5*
Field of study: Communication
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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.

Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

WATCH THE WEBCAST

ON-DEMAND WEBCAST

24 January 2023

GEIS - PAST, PRESENT AND FUTURE 2022

SPEAKERS: Sheila Frierson, Computershare, Sandra Sussman, FGE, SAP, Andrew Thain, hkp///group, Sebsatian Wetzel, Siemens Energy

Trending now

Global

Now in its 11th consecutive year, the Global Equity Insights Survey is the leading global assessment of current market practice and trends regarding equity-based compensation across the world. With new focus topics each year, insights into new market developments help practitioners design and implement equity programs in the largest companies from diverse industries. Join us for a discussion of the latest trends with survey sponsors and panel experts.

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ON-DEMAND WEBCAST

20 September 2022

PLACING THE EMPLOYEE AT THE HEART OF YOUR COMPENSATION STATEGY

SPEAKERS: Janet Cooper OBE, FGE, Moderator (UK), Margie Molesso, Walmart (US), Eileen Lacamera, Pfizer (US), Louis Pretorius, Anglo-American Kumbe Iron Ore (SA), Kathy Son, Uber (US)

GEO award excellence

Rather than solely focusing on the customer experience, companies are turning their attention to the people who make everything happen: their employees. In an employee-centric organization, individuals are supported, encouraged, and their ideas are requested and heard.

In the context of employee share plans, considering employees’ needs above revenue measuresabove commercial outputs can increase participation and align employee and shareholder interests.In this moderated webcast, you'll discover:

How employee needs were prioritized when communicating the plans
What lessons were learned
Whether the employee-centric share plans had any wider benefits for the company

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ON-DEMAND WEBCAST

14 June 2022

EMPLOYEE RETENTION: DOES OFFERING EQUITY MAKE A DIFFERENCE?

SPEAKERS: Janet Cooper OBE, FGE, Moderator (UK), Nick Lawry, Kindred Group (UK), Adrienne Pettit, Insulet (USA)

Employee engagement

Global

As companies continue to combat the Great Resignation, the search for effective retention initiatives to reduce churn is an ongoing challenge. Putting talent first is a must to save time and resources on recruitment, sustain team morale and support growth.

How can employee ownership improve employee retention rates?

In this moderated webcast, GEO Award-winning companies that have built successful employee retention strategies supported by their equity plans. You'll discover:

Whether retention was a key objective when designing the winning equity compensation programs, or a welcome by-product
The affect of global events such as the Covid-19 pandemic and the ‘great resignation’ on plan participation and employee retention
Whether the share plan had any other employee-centric impacts
What other steps the companies take to retain employees
What’s next - is retention a focus for their future share plans?

WATCH THE WEBCAST

ON-DEMAND WEBCAST

27 January 2022

WINNING ENGAGEMENT STRATEGIES TO MAXIMIZE PARTICIPATION

Janet Cooper OBE, FGE, Moderator (UK), Karin Adams, TMX Group (CA), Andrew Forsythe, Unilever (UK), Anika Link, Allianz SE (DE), Julie Sheperd FGE, The Sage Group (UK)

Employee engagement

Global

In this moderated webcast, we ask GEO Award winners Unilever, Allianz, TMX Group and Sage the secret of their successful communications.

Each has demonstrated an effective and innovative approach to their share plan communications with clear objectives and strategic intent, innovation, creativity, and quantifiable, measurable results - explore their use of audience insights, creative innovation and cultural and brand influences.

Discover which of their communication strategies, platforms, mediums and frequencies worked, which didn’t, and importantly, why.

You’ll come away with ideas on how to breathe new life into your communications and modernize your share plan experience.

WATCH THE WEBCAST