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.

VIRTUAL CHAPTER EVENT

25 April 2024, 12 - 1pm EDT

TORONTO VIRTUAL CHAPTER MEETING

Workplace solutions

Canada

SESSION ONE: HOW BLACKOUT PERIODS IMPACT EQUITY AWARDS
What are the different ways issuers address blackout periods in their equity incentive awards, including how blackout periods impact the timing for granting or settlement of awards and the calculation of award values? What have regulators said? What if a special blackout is in place when annual awards are scheduled to be made? The event will focus on gathering market perspectives and sharing practices from various organizations

SESSION TWO: LTIP TREATMENT FOR RETIRESS: EVOLUTION, CHALLENGES AND BEST PRACTICES
The purpose of this session is to address the complexities and considerations surrounding the treatment of retirees in the context of LTIPs within the share plan world. The session will explore how the treatment of retirees has evolved over the years, the challenges it presents, and best practices for dealing with retirees and good leavers.

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

ARTICLE

4 April 2024

ENI LAUNCHES AN EMPLOYEE STOCK OWNERSHIP PLAN

ENI

Case Study

All plan types

Eni's Board of Directors has proposed an Employee Stock Ownership Plan (2024-2026) to be approved at the Shareholders' Meeting on 15 May 2024. The Plan, starting in Italy and gradually expanding to foreign subsidiaries, aims to enhance employee engagement and align with shareholder interests through annual grants of free shares and a co-investment model. This initiative is part of Eni's broader strategy to support its employees and underscores the company's commitment to valuing human capital amid economic challenges.

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IN-PERSON CHAPTER EVENT

19 March 2024, 12 - 3pm EDT

GEO'S EAST COAST CHAPTER MEETING - MULTI CITY

TBC

USA

The GEO East Coast Chapters are pleased to present 2 sessions that are sure to inform, educate, and spark new ideas for your plan designs. Being held in-person in 4 different cities, you are sure to find the location best for you.

SESSION ONE:
Presented by AmyLynn Flood, Vialto and Aneta Stefaniak, BDO

PEOS AND EQUITY - THE TOP ITEMS FOR COMPANIES TO CONSIDER
This conversion will focus on the top issues surrounding PEOs and employees who receive equity compensation. It will focus on bringing forward key points for consideration when using a PEO and providing equity to avoid unexpected consequences, as well as some ideas on alternative solutions.

Key learning points:

The challenges of tax withholding and reporting
Potential securities law concerns
Obligations for annual reporting globally and data privacy issues

SESSION TWO:
Presented by Elizabeth Stoudt, Infinite Equity and Terry Adamson, Infinite Equity

THE EVOLUTION OF PERFORMANCE AWARDS IN A PVP WORLD
In today's fast-paced regulatory environment, staying on top of disclosure rules related to executive compensation and performance metrics is crucial for businesses.

Key learning points:

How regulations influence compensation practices, especially for performance award design
Lessons from the first year of PVP disclosure offer valuable insights for companies
Streamlining compliance with regulations

LOCATION OPTIONS:

NEW YORK
BDO
200 Park Ave 38th Floor
New York, NY 10166

PHILADELPHIA
Price Waterhouse Cooper
2001 Market St #1800
Philadelphia, PA 19103

ATLANTA
BDO
1180 Peachtree St NE, Suite 1950
Atlanta, GA 30309

MCCLEAN
Hilton Headquarters
7930 Jones Branch Dr,
McLean, VA 22102

BOSTON AND NEW JERSEY
Virtual - Register HERE

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IN-PERSON CHAPTER EVENT

19 March 2024, 6 - 9pm CET

FRANCE CHAPTER MEETING

Paris, France

France

RETROUVEZ-NOUS POUR LA PREMIÈRE RÉUNION DU FRENCH CHAPTER EN 2024 !

Réservez la date du 19 mars 2024, à partir de 18h.

Au cours de cette session, passerons en revue différents points d'actualité de l'environnement des plans d'actionnariat, avec des focus sur :

Les principaux enseignements pour les émetteurs de la loi 2023 sur le partage des valeurs en entreprises
Le point sur les modalités de remboursement des cotisations patronales sur les attributions de stock-options
Les éléments pratiques à avoir en tête pour la prochaine saison de déclaration d'impôts française sur les gains des plans LTI

L'événement sera suivi d'un cocktail offert par la Banque Transatlantique.

Lieu :
Hôtel le Marois - France Amériques
9-11, Avenue Franklin D. Roosevelt
75008 Paris

Aucun frais n’est requis pour cette réunion du Chapter France. Les membres et non-membres du GEO sont les bienvenus, l’inscription à l’événement est obligatoire.

MERCI À NOTRE SPONSOR

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ARTICLE

14 March 2024

AIRBNB EXTENDS PAY TRANSPARENCY POLICY TO TOTAL COMPENSATION INCLUDING EQUITY

HR Grapevine

Design and strategy

USA

Airbnb has expanded its pay transparency policy to include total compensation, giving employees visibility over equity awards, base pay, and bonuses. This expansion follows Airbnb's initial steps toward pay transparency in 2022, when it began sharing base pay hiring ranges, and in 2023, when it allowed U.S. employees to access base pay ranges. The company believes that greater transparency around compensation fosters a culture of trust and accountability, and it conducts annual pay equity analyses to ensure fairness in its compensation practices.

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ARTICLE

13 March 2024

Positive results' | Airbnb extends pay transparency policy to total compensation including equity

Airbnb

Employee engagement

All plan types

Global

Airbnb has expanded compensation transparency by providing all employees globally with access to their base pay ranges, bonus targets, and annual performance equity award targets. This move, along with previously sharing base pay hiring ranges on job postings in the U.S., aims to enhance consistency in compensation and build a culture of trust and accountability. Additionally, Airbnb has conducted annual pay equity analyses since 2015, finding no significant unexplained gaps in pay, as part of their commitment to fostering an inclusive and equitable workplace.

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LIVE WEBCAST

12 March 2024, 12 - 1pm EDT

THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK

Denise Glagau, Baker McKenzie
Nathan O'Connor, Equity Methods

Design and strategy

Global

Embark on the journey of designing and implementing a new share plan, a significant challenge and a golden opportunity to craft a plan tailored for today's dynamic business landscape. As we navigate the complexities brought about by remote and mobile workforces, intense talent competition, market volatility, and increased scrutiny by institutional shareholders, this session offers a roadmap to efficiently and effectively operate an equity plan.

KEY LEARNING POINTS:

Learn the essential steps from consensus-building within the company to executing a new share plan across global locations
Address legal and accounting considerations crucial to designing and implementing a new share plan while integrating best practices for collaboration with internal and external advisors
Understand how to tailor a share plan that meets the current demands of regulatory compliance, talent retention, and shareholder expectations in a competitive market

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: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*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.

WATCH THE WEBCAST

IN-PERSON CHAPTER EVENT

5 March 2024, 5 - 7:30pm PST

NORCAL CHAPTER MEETING

San Francisco, CA

USA

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

To start off 2024 in the spirit of togetherness, we are once again organizing our annual winter social to be held in-person on Tuesday, March 5, 2024.
The hors d'oeuvres and drinks will be offered in a private area of Schroeder’s in downtown San Francisco.We look forward to seeing you and to kicking off the year with a bang – and a T+1 activity! You are hereby cordially invited to join us at this very special event, but space is limited to the first 15 issuers and the first 15 providers who register.

Delightedly, with best wishes,
The GEO NorCal Chapter Team

Thank you to our sponsors:

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IN-PERSON CHAPTER EVENT

29 February 2024, 8 - 9:30am AEDT

AUSTRALIA CHAPTER MEETING - SYDNEY

Sydney, Australia

Australia

EQUITY INSIGHT EXCHANGE - SYDNEY

Join us on 29 February for a focused exploration of communication strategies and employee share scheme complexities in just two impactful sessions. Don't miss this opportunity to enhance your knowledge and stay ahead in the realm of equity compensation.

SESSION ONE: IMPACTFUL COMMUNICATIONS STRATEGIES
Mastering equity plans through creative communication

Gain valuable insights and refine your communication tactics as industry leaders share their strategies on impactful communication for improving stakeholder buy-in and maximising return on investment. Delve into key questions such as:

How have you adapted your communication strategies in the post-COVID landscape?
In what ways can creativity be infused into communications, while maintaining a balance with legal requirements?
How do you tailor your messaging to resonate with diverse audiences, including your team, board of directors/remuneration committee, and other stakeholders? Any essential tips for achieving this?
What tangible return on investment has been observed through these communication approaches?

SESSION TWO: GLOBAL EQUITY DYNAMICS SIMPLIEFIED
Navigating technical employee share scheme complexities in Australia and across the globe

An expert panel will summarize changes in tax and regulatory rules. How can your company benefit from the changes and address any risks?

AUSTRALIAN SECURITY LAWS

Explore the effectiveness of current practices and potential solutions for obtaining exemption from prospectus requirements for employee share schemes.
Analyze the strategic considerations behind deciding whether to issue or purchase shares.
Unravel the intricacies of ASX listing rules, addressing interesting compliance issues.

RECHARGE ARRANGEMENTS: ADDRESSING PRIVATE BINDING RULING 1052071465515

Understand the ATO's stance on denying Australian corporate tax deductions for payments to overseas parent companies.
Implement proactive risk mitigation strategies for Australian companies to safeguard corporate tax deductions in recharge arrangements.

GLOBAL EQUITY LANDSCAPE: TAX AND REGULATORY UPDATES

Stay informed about the latest trends and changes in equity schemes worldwide.
Gain insights into global tax and regulatory developments that are shaping the future of employee share schemes.

When?
Tuesday, 29 February 2024 at 08:00AM-09:30AM AEDT

Where?
Deloitte, Quay Quarter Tower, 50 Bridge St, Sydney NSW 2000

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