IN-PERSON CHAPTER EVENT

GLOBAL SHARE PLANS UPDATES AND TRENDS

Join us for an informative and engaging session where we will unlock the latest updates and insights you need to navigate the complexities of global share plans. We will circle the world and provide you with important updates on recent legal, tax, and regulatory changes in key markets, including Belgium, Canada, China, Czech Republic, Germany, India, Ireland, South Korea, United Kingdom and Vietnam. We will also discuss a number of hot topics and how to tackle them in the context of a global plan, such as fractional share issuance/withholding, leave of absence policies, priorday closing price utilization to calculate tax amounts, and more. Come prepared to learn, ask questions and share your experiences!

LOCATIONS

In-Person
Deloitte
1015 2nd Ave
Suite 500
Seattle, WA 98104

Watch Party
Computershare
510 Burrard Street – 3rd Floor
Vancouver, B.C.
V6C 3B9

Virtual - Join us from wherever you are - virtual details will be emailed after registration

Save the date for 3 December - this is a day you won't want to miss!

Join us for an engaging event hosted by Microsoft for Startups, where a distinguished panel of experts will delve into the intricacies of equity share plans and their profound impact on the Israeli landscape, especially during these trying times.

We look forward to seeing you there! 

Microsoft for Startups
Derech Menachem Begin 144
Tel Aviv (Floor 50)

Join the GEO Greater Rockies Chapter for an engaging afternoon of interactive roundtable discussions, followed by a networking event complete with snacks! This is a fantastic opportunity to connect with local share plan professionals, exchange insights, and explore real-world challenges in equity compensation. Whether you’re looking to expand your knowledge or broaden your professional network, this session provides a dynamic platform to learn, collaborate, and strengthen industry connections in a relaxed setting.

LOCATION
HealthEquity
15 W Scenic Pointe Dr
#100
Draper, UT 84020

There is no charge to attend this meeting.  Both members and non-members are welcome to join. 

GEO TORONTO CHAPTER SUMMER/FALL 2024 MEETING

Meet and hear from local equity compensation professionals at the next GEO Toronto Chapter meeting.

 

SESSION ONE: THE BEST OF NASHVILLE
From Nashville to Toronto: the GEO Toronto Chapter is excited to share the latest updates from the GEO Annual Conference. Amelie Desrochers (Deloitte) will focus on sharing the knowledge and key themes from the event, on share plan design, strategy and engagement, in addition to the latest technical updates.

 

SESSION TWO: WHO, WHAT, WHERE, AND WHY - DELIVERING TAX COMMUNICATIONS IN A MEANINGFUL WAY
Knowledge is power especially when it comes all things related to tax. So why not empower your participants with the tools and resources they need to help them understand the potential tax consequences of what they own. During this thought-provoking session we will cover the five Ws - who, what, when, where and why - of tax communications. It's not just about giving the information, but more importantly delivering it in a meaningful way. You'll hear from our experienced guest speaker that has done just that and as a result has a powerful story to share.

KEY LEARNING POINTS

• Learn how to empower yourself with the necessary tools and resources for informed decision-making.
• Delivering tax information in a meaningful and impactful way.
• Hear from an experienced guest speaker who has successfully navigated tax communication challenges
  
   

SESSION THREE: BURSTING THE MYTH OF MOVING TO AN OMNIBUS PLAN
This session will be conducted by industry experts who have experience in implementing and managing omnibus plans. During the session, participants will gain a comprehensive understanding of the advantages and challenges associated with moving to an omnibus plan. The experts will present real-life examples, share best practices, and provide practical tips to help organizations make informed decisions about adopting an omnibus plan.

KEY LEARNING POINTS

• Common misconceptions surrounding the transition to an omnibus plan in an organization.
• Advantages and challenges of adopting an omnibus plan, with insights from industry experts.
• Best practices to help your organization make informed decisions when considering an omnibus plan.
  
   

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