GEO INSIGHTS

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. 

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!

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.