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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

IN-PERSON COURSE
25 October 2023, 8am - 5pm PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS (NETWORX)
Networx bootcamp

LOCATION: San Mateo, California

Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

IN-PERSON CHAPTER EVENT
18 October 2023, 12 - 3:30pm EDT
GEO NEW YORK/BOSTON CHAPTER MEETING
NY CHAPTER

SPEAKERS: LEANN BALBONAKPMG; ASHRA JACKSON, KPMG ; AMY REINADELOITTE; MIRIAM KRAWIECDELOITTE; EMILY CERVINO,  FIDELITY; GRANT PETERSON, AON; JEREMY BORAKSFIDELITY

USA

The GEO New York and Boston Chapters are pleased to present this half-day chapter meeting across Philadelphia, New Jersey, New York and Boston. We are excited to offer two sessions that are sure to inform, educate, and spark new ideas for your plan designs, and with speakers across all the locations, no matter which city calls to you, you’ll have a front row seat for the action.

SESSION ONE: 
Fresh ideas to keep your stock plans in style

Stagnation stinks!  With a constantly evolving workplace landscape, changing needs of employees and employers facing new challenges every day, stock plan stagnation can leave you unprepared.  Join these stock plan experts to explore new ideas for your stock compensation radar.

Key learning points:

  • Modernization strategies to enhance stock programs, reduce costs, promote equity, differentiation, and prepare for future challenges, including M&A
  • How to evaluate automatic exercise at expiration,  and how you can get a head start on T+1 readiness with prior day close.
  • Discover the role that LTI plays in gender pay gap,
  • ...and more.

SESSION TWO:
Industry updates from the front lines

This great discussion with representatives from Deloitte and KPMG will explore tax, regulatory, process and trends they are seeing from their desks.  These sage professionals will bring their experience and thought leadership to the table to consider for your incentive programs.

Key learning points:

  • Discuss equity industry trends we are seeing.
  • Review the regulatory and legislative views that are affecting the plan design landscape.
  • The rising trends that affect people, processes, and the current technology

Agenda:
12:00  to 12:30 – Registration, welcome and lunch
12:30 to 1:30 – Session one - Fresh ideas to keep your stock plans in style
1:30 to 2:30 –Session two - Industry updates from the front lines
2:30-3:30 - End of simulcast and table top discussions

*Please indicate any dietary requirements in your registration as lunch will be provided. 

We will be holding a simulcast for our chapter meeting, to give you more location options so you can attend. 

LIVE WEBCAST
17 October 2023, 12 - 1:15pm EDT
PAY VS. PERFORMANCE: 2023 LESSONS LEARNED AND CONSIDERATIONS YEAR TWO
Webcast

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.

IN-PERSON CHAPTER EVENT
16 October 2023, 11:30am - 2pm CDT
TEXAS CHAPTER MEETING
texas

LOCATIONS: DALLAS, HOUSTON, and AUSTIN

Global

Deploying and implementing an effective equity compensation program is no easy feat and challenges are rampant. If your program is struggling to make a real difference, there are things you can do to ensure the benefits you offer are valued. We’ve rounded up the top reasons equity compensation programs struggle and ways to make them work for the better

In this session, we will explore:

  • Why it’s important to maximize the impact on your equity compensation programs
  • Ways to make an impact in your communications and strategy
  • Success stories/case studies from other organizations that overcame the challenges presented to them

We will be holding a simulcast for our chapter meeting, to give you more location options so you can attend. 

Agenda:
11:30  a.m. – 12:00 p.m. -  Registration, welcome and lunch
12:30 – 1:30 p.m. – Presentation with Robyn Shutak and Elizabeth Stoudt of Infinite Equity -  “Texas Fall Roundup - Why Equity Compensation Programs Fall Short with Solutions”
1:30 – 2:00 p.m. – Roundtable discussions/networking

  • Lunch will be provided.  Please indicate any dietary requirements in your registration. 
  • Drawing for complimentary pass for corporate issuer in each location to GEO Annual Conference in Nashville, April 9 – 11, 2024 will occur.  Must be present to win!

 

NEWS
4 October 2023
HDBANK TO ISSUE 20 MILLION SHARES TO EMPLOYEES
article

SOURCE: Vietnam News

Design and strategy
Trending now
Stock options
Vietnam

The Ho Chi Minh City Development Joint Stock Commercial Bank (HDBank - sticker: HDB) has announced the board of directors’ resolution on issuing shares under the employee stock ownership plan that was approved at its annual general meeting.

READ THIS ARTICLE

IN-PERSON CHAPTER EVENT
3 October 2023, 6 - 7pm BST
FRANCE CHAPTER MEETING
france

LOCATION: Paris

France

Please join us 3 October for this event. It will be a great occasion to get together with the share plan community and start again meeting regularly.

In January 2022, Suez, became a French private company after being sold by Veolia to a Consortium including Meridiam (40%), Global Infrastructure Partner (40%), Caisse des Dépôts et Consignation (10%) and CNP (10%).

Suez was the 2023 Winner of the GEO AWARD for BEST USE OF EMPLOYEE SHARE PLANS IN A CORPORATE ACTION. Nadine Thouin, Suez Compensation and Benefits officer, and Jerome Laurre, managing partner at Beyond Solutions, will guide us through the journey from the commitment by the new shareholders to significantly raise employee ownership to the implementation of a French type ESPP offering various leverage formula and how the innovative structure was successful.

In this chapter meeting, you will have the opportunity to:

  • Learn how Suez has implemented the most important employee share ownership plan in its history, with the highest participation rate never achieved in the group.
  • Understand the essential role of this employee share plans as a leverage for involving employees in the development and performance of the company
  • Explore the challenges and complexities faced by Suez during the process of implementing their employee share plans.
VIRTUAL COURSE
3 October 2023, 8 - 11am PDT
BOOTCAMP - GLOBAL SHARE PLAN BASICS
BOOTCAMP
Global

Specifically designed for emerging share plan practitioners, this standalone four-part educational program brings together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present you with a globally-focused starter pack of core concepts and real-life case studies.

NEWS
30 September 2023
HOW TATA GROUP COMPANIES ARE UNLOCKING THE POWER OF EQUITY-BASED INCENTIVES TO ATTRACT & RETAIN TALENT
article

SOURCE: The Economic Times

Design and strategy
Trending now
Performance shares
Restricted shares
Stock options
India


Over the last two years, Tata Consumer Products, Tata Power, Tata Communications, Titan and Tata Elxsi began offering performance-based stock units, restricted stock units and employee stock options (ESOPs) – all forms of equity-based compensation – for the first time. The latest is Tata Power, which sought shareholder approval to issue ESOPs this month. A top Tata group executive said instruments like ESOPs help companies to ensure their compensation packages are close to industry trends.
 

READ THIS ARTICLE

NEWS
29 September 2023
SEC STAFF ISSUES ADDITIONAL PAY VERSUS PERFORMANCE COMPLIANCE & DISCLOSURE INTERPRETATIONS
article

Skadden, Arps, Slate, Meagher & Flom LLP 

Finance, tax and accounting
Legal and regulatory
USA

The SEC's Division of Corporation Finance issued 10 new Compliance & Disclosure Interpretations (C&DIs) on September 27, 2023, supplementing previous guidance on pay-versus-performance disclosure rules.

READ THIS ARTICLE

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

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