VIRTUAL CHAPTER EVENT

Join industry experts to gain insights into current trends and best practices for communicating with share plan participants, we will also answer your burning questions on the latest news in our industry with our hot topics roundtable! Whether you are a seasoned share plan professional, or someone newer to the industry, we have you covered - come meet, learn and network with everyone.

LOCATION
This is a virtual meeting.  Details will be sent after registration.

Both GEO Member and non-members can attend at no cost, but registration is required.

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The GEO East Coast Chapters are pleased to present three sessions that are sure to inform, educate, and spark new ideas for your plan designs.  

These sessions will explore the intersection of AI and human expertise in equity compensation, how life-changing events can create challenges for global share plan administration, and challenge the conventional wisdom that equity compensation plans may lead to harmful dilution.

SESSION ONE: AI VS HUMAN EXPERTISE: EXPLORING CHATGPT'S ROLE IN EQUITY COMPENSATION
SPEAKERS: TERRY ADAMSON, INFINITE EQUITY

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field. Our panel of equity compensation experts will critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

• Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge.
• Explore practical AI applications in equity compensation, including stock options and performance shares.
• Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions.
  
   

SESSION TWO: LIFE INTERUPPTED - STRATEGIES FOR LIFE CHANGES IN GLOBAL EQUITY PLANS IN A COMPLEX LEGAL LANDSCAPE
SPEAKERS: LINDSAY MINNIS, BAKER MCKENZIE AND KIMBERLY FRANKO LOWER, BAKER MCKENIZE 

Navigating life-changing events within equity plans can be complex, especially when factoring in global legal and regulatory requirements. This session explores how companies can effectively manage these challenges, focusing on leaves of absence, terminations, and other major life events from both compliance and administrative perspectives. We'll cover strategies for handling long-term incentive awards like RSUs and options, as well as employee stock purchase programs, while avoiding legal pitfalls and balancing administrative challenges in a multijurisdictional context.

KEY LEARNING POINTS:

• Learn about the complexities of managing global equity compensation plans, in during significant life events like leaves of absence and terminations.
• Gain insights into the potential legal and practical pitfalls that can arise when handling life-changing events in global share plans.
• Explore practical solutions for balancing administrative challenges and managing compliance risks associated with long-term incentive awards.
  
   

SESSION THREE: CHALLENGING CONVENTIONAL WISDOM: DILUTION FROM EQUITY PLANS
SPEAKERS: AARON SHAPIRO, CARVER EDISON

In this session we'll challenge the conventional wisdom that equity compensation plans lead to harmful dilution. By examining common myths and presenting data-driven insights, we'll reveal true dilutive impact and benefits of these plans. Attendees will learn how thoughtfully designed equity plans can align interests, foster loyalty, and drive long-term success without significant dilution. Join us to rethink equity compensation and empower your company's growth.

KEY LEARNING POINTS

• Understand the real dilutive impact of equity compensation plans versus common misconceptions.
• Learn how well-designed equity plans can align interests and foster employee loyalty.
• Discover strategies to drive long-term growth with equity plans while minimizing dilution.
  
   

This is a virtual meeting.  Login details will be sent as closer to the meeting date.

We are excited to launch our brand new Greater Rockies Chapter wtih an engaging and of-the-moment topic, and industry experts that you can engage with, right from your own office.

PAY VS PERFORMANCE YEAR 2 - A LOOK AT CURRENT GUIDANCE, ACTUAL DISCLOUSRES, AND HOW TO BEST UTILIZE THE DATA

Join us for an in-depth discussion, in which industry experts will delve into the complexities of the SEC's Pay vs. Performance disclosure requirements in its second year. This session will explore the latest developments, key takeaways from Year 1, and strategies for aligning executive compensation with company performance.

KEY LEARNING POINTS:

• Understand the latest regulatory updates and how they impact Pay vs. Performance disclosures.
• Discover best practices for aligning executive compensation with company performance to meet stakeholder expectations.
• Learn strategies for navigating Year 2 of the SEC’s disclosure requirements with confidence and compliance.
  
   

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

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.