2021 Sponsorship Pricing and Package Opportunities

2021 Sponsorship Pricing and Package Opportunities

I

Contents

Your Opportunity 3

Why Sponsor? 3

Past Event Attendees and Titles 4

Annual Advertising Opportunities 5

GEO Awards Virtual Event 5 Sponsorship Opportunities

Australia Virtual Event 2021 6

Sponsorship Opportunities

GEO 22nd Annual Conference 8

Virtual Sponsorship Opportunities

GEO Pan European Regional Event 10

Sponsorship Opportunities

Terms and Conditions for Sponsors and Exhibitors 12

Past Sponsors and Exhibitors 14

The GEO Team and Board of Directors 15

Founding Corporate Sponsors 15

About GEO 16

Contact Information Back cover

2 | GEO 2021Benefits and pricing described herein are as of April 2021 and subject to change based on health and safety guidelines.

Information in the Contents offered in this prospectus are subject to errors, omissions, changes or withdrawal without notice.

GEO offers a variety of sponsorship opportunities to meet every budget and marketing strategy.

We are excited to partner with you and will be happy to work with you to promote your brand and increase your exposure to our event attendees as well as the thousands of GEO members and contacts that receive our marketing information.

If you are interested in a sponsorship opportunity that you do not see listed here, please make sure to contact us—we welcome your suggestions and ideas on how to make all sponsorship opportunities more effective in meeting your goals.

Your Opportunity

Pricing and Package Opportunities | 3

Sponsorship provides your company with an excellent way to:

1 ATTRACT the attention of senior-level global professionals, decision makers and business partners

2 PROMOTE your organization and build your visibility

3 REACH the right audience online, by email and in person

4 GENERATE new leads and cultivate relationships

5 STAND OUT from the crowd and present yourself as an industry leader

6 LAUNCH new products and services to a large but targeted audience

7 CONNECT with new contacts from around the globe

8 EXPERIENCE a relaxed, friendly, and welcoming atmosphere

9 ACCESS valuable information to grow your business

10 DEMONSTRATE your organization’s commitment to employee ownership

Secure your sponsorship today and be seen and heard by the right people!

Small Firm and Customized Packages Available, Contact Us for Details!

Act Now contact us today to secure your sponsorship:

Danyle Anderson, CPA, CEP, CGMA, FGE

Executive Director

T: +1 (714) 630-2908 x 101

[email protected]

Pam Stetson, CMPManaging Director, EventsT: +1 (714) 630-2908 x [email protected]

Why Sponsor?

3MA10 NetworksABB Asea Brown Boveri LtdAbbott LaboratoriesAbbVieABN AMROAccentureActelion PharmaceuticalsAcucelaAdeccoAdidas GroupAditya Birla GroupAdobe SystemsAgilent TechnologiesAholdAkamai TechnologiesAlexion PharmaceuticalsAllianzAmadeusAmazonAmerican Express CompanyAmerican Tower CorporationANSYS, Inc.AppDynamicsApple, Inc.Applied MaterialsARIAD PharmaceuticalsARRIS GroupArthur J. GallagherAviva plcBAE SystemsBank of America Merrill LynchBarclaysBaxter International Inc.BMC Software, Inc.BombardierBPBrambles LimitedBritish LandBroadcom CorporationBT GroupCampbell Soup CompanyCapital OneCargillCarnival CorporationCaterpillarCBS CorporationCEMEX, Inc.CGI GroupCharles Schwab

ChevronCisco Systems, Inc.CitiCitrix SystemsCNH IndustrialCoca-Cola EnterprisesComverse, Inc.CovidienCredit SuisseCree, Inc.CSR plcDaimler AGDanaherDanske BankDellDelphi AutomotiveDemandwareDeutsche BankDeutsche Post DHLDevelopment Alternatives IncorporatedDiageoDiscovery CommunicationsDolby Laboratories, Inc.DS SmithEaton CorporationeBayEdwards GroupElectronic ArtsEli Lilly and CompanyEMC CorporationEquinixEricssonEvonik IndustriesExpediaFacebookFairchild SemiconductorFletcher Building LimitedForeScout TechnologiesFrank’s InternationalGap Inc.GenentechGeneral DynamicsGeneral MotorsGeneraliGenworthGeorg-August-Universität GöttingenGilead SciencesGivaudan International SA

GlaxoSmithKlineGlencore International AGGoingPublic Media AGGoldman SachsGoogleGuess?, Inc.HalliburtonHeineken InternationalHenderson Global InvestorsHEREHewlett-Packard EnterpriseHgCapitalHigher LogicHologicHorizon Pharma plcHortonworksHSBCIllumina, Inc.ImerysInfineon Technologies AGINGIngersoll RandIntelInternational Flavors & FragrancesInternational Game TechnologyInternational Personal Finance plcIntertrust Group B.V.InterxionIPG Photonics CorporationISP Advisors, LLCJazz PharmaceuticalsJDP ConsultancyJohnson & JohnsonJohnson Controls, Inc.JPMorganKimberly-ClarkKinross Gold CorporationKION GroupKlabinKofax, Inc.Konecranes PlcLendingClubL’OréalLuxfer Holdings PLCMarsh & McLennan CompaniesMasterCardMaxim IntegratedMcCormick & Co.

McDonald’s Corp.Medivation, Inc.Medtronic, Inc.MerckMercuria Energy TradingMerlin Entertainments plcMETRO Cash & CarryMicrosoftMINDBODY, Inc.MylanNokiaNomuraNovartisNVIDIA CorporationNXP SemiconductorsOmnicellOracle CorporationOSRAMOutotec OyjParametric Technology CorporationParker Hannifin CorporationPayPalPearsonPerkinElmer, Inc.Philip Morris InternationalPhilips InternationalPhillips 66PNC Financial Services GroupPraxairProcter & GambleProgress SoftwareProSiebenSat1 Media AGPrudentialPublicis GroupeQUALCOMM IncorporatedRBSRecommind, Inc.Reed ElsevierRexam PLCRocheSABMiller plcSalesforce.comSAPSchindler Management LtdSchlumbergerScripps Networks InteractiveServiceSource Inc.SGL GroupShell International Limited

Shire PharmaceuticalsSiemensSignet Jewelers LimitedSkyscanner LtdSkyworksSmith & Nephew plcSplunkSPX CorporationStandard BankStarbucksState Street CorporationSTMicroelectronicsSunPowerSymantecSyngentaTelefónicaTeva PharmaceuticalsThe Linde GroupThe MENTOR NetworkThe Priceline GroupTNTTravelportTripAdvisorTwitter, Inc.Tyco International Ltd.Uber TechnologiesUBSUnileverUnited Technologies CorporationValidus HoldingsVeolia EnvironnementVertex PharmaceuticalsVisa, Inc.VodafoneWal-MartWaters CorporationWells FargoWesfarmers LimitedWestern UnionWillis Towers WatsonWix.comWolters KluwerWorldPayXchanging plcYahoo! Inc.YandexYelp Inc.Zurich Insurance Company Ltd

Compensation & Benefits DirectorCompensation AnalystDeputy Company SecretaryDirector, Global Stock Plan ServicesDirector, Global TreasuryDirector, Equity Compensation ResourcesDirector, Executive RewardsDirector, Global CompensationDirector, Employee Shareholder ServicesDirector, Equity CompensationDirector, Global Compensation, Equity and PayrollDirector, Global Employee OwnershipDirector, Executive CompensationEquity Compensation ManagerEquity Plan ConsultantEquity Taxation ManagerExecutive Compensation Leader

Executive Rewards DirectorFinance Director, EquityFinance Director, Stock Plan ServicesGlobal Compensation and Mobility LeadGlobal Executive Compensation ManagerGlobal Head Compensation & BenefitsGlobal Head of RewardGroup Reward DirectorHead of Group RewardHead of Share Program Strategy, Banking & CommunicationHead of Short Term IncentivesInternational Mobility DirectorLegal Counsel Legal Director - CorporateManager, Executive Compensation ProgramsManager, Global Equity Administration

Manager, Shareholder ServicesMobility Payroll Global Process ManagerRemuneration & Share Plan GovernanceSenior Manager-International EquitySenior Share Plan AdministratorSenior Stock Analyst, InternationalSenior Vice President, Total RewardsSr. Director Incentive Plans & SystemsSr. Manager, Executive CompensationStock AdministratorStock Plan ManagerSVP Total RewardsSVP, Global Equity CompensationVice President Executive Compensation & BenefitsVice President, Total Rewards

Past Event Attendees and Titles

Delegate Titles

4 | GEO 2021


GEOnews Position 1, Top Banner Ad – 1 month $4,000GEOnews Position 2, Mid-Page Banner Ad – 1 month $2,000GEOnews Position 3, Lower-Page Block Square Ad – 1 month $1,000GEO Website Home Page Position 1 – 1 month $2,000GEO Website Home Page Position 2 – 1 month $1,000GEO Website Home Page Position 3 – 1 month $500Sponsored Retargeting Ad, Entire GEO Website – 50,000 impressions $4,000

2021 Annual Advertising Opportunities

GEO Awards Virtual EventExclusive Sponsorship$60,000

Partner Sponsorships$10,000 each, 6 opportunities

The GEO Awards are the equity compensation industry’s most sought-after accolades. This is your firm’s opportunity to join us as we honor individuals and companies of all sizes, industries, and geographical locations for their commitment and application of industry-leading equity and executive compensation as a component of their strategy to attract, retain and engage employees. This exclusive evening is our chance to come together as a community to network, learn and celebrate with each other, and to recognize and reward those who are leading the way. Each year, GEO continues to enhance our awards program to reflect the industry’s ever-evolving priorities and key areas of focus such as communications, technology, effectiveness, financial education and Corporate Social Responsibility (CSR).

Winners of the GEO Awards will be announced and recognized at a virtual ceremony to be held in the spring. While it is disappointing that we cannot come together in-person, we are excited to deliver the GEO Awards virtually to allow more members of our community to learn from and celebrate their award-winning peers.

With industry-leading sessions that cover topical issues and numerous networking opportunities, this event attracts the industry’s elite and offers sponsors the perfect opportunity to promote and endorse their brand to a diverse audience. On behalf of GEO, we encourage you to take this opportunity to support the local share plan community with your participation in this year’s Australia Virtual Event. We look forward to welcoming you as a proud supporter of this important industry event and working with you to deliver the best return on your investment.

Attending the EventFor event registration and current pricing, visit the GEO website at www.globalequity.org/geo/

Australia Virtual Event 202125-27 May 2021

6 | GEO 2021

$5,000 $3,000 $2,000

Opportunity Diamond Sapphire Emerald

GEOnews Mid-Page Banner Ad - 1 Month 3

GEO Distributed Sponsor Marketing Email 3

Branded Background in Your Company’s Sessions 3 3

Logo Recognition in Virtual Welcome Lobby 3 3

Social Media Recognition 3 3

Logo Recognition in Virtual Platform 3 3 3

Logo Recognition in Mobile App 3 3 3

Logo Recognition on Website 3 3 3

Attendee Passes 4 3 2

Pre-Registration List 3

Post-Attendee List 3 3

Virtual Booth pages with unlimited assets 3 3 3

Available Sponsorship Opportunities*

*Multiple sponsorships available at all levels.

A La Carte OpportunitiesAvailable individually or bundled into a customized package

Keynote Speaker GEO Keynotes bring highly qualified and entertaining speakers to encourage GEO members as leaders in our industry. They are a staple of GEO events and bring one of your representatives to attendees’ main screens by introducing the Keynote speaker. Sponsorship promotion and logo placement to occur pre-, during, and post-event.1 opportunity available, $8,000

Virtual Networking Experience Host a virtual experience, such as a cooking demonstration, yoga or exercise class, live performance, quiz, mixology happy hour, comedian, dance lessons or other activity. During our virtual event, we will mix in opportunities for attendees to network and relax in a casual format. Sponsor is responsible for the cost of the activity.$3,000 per experience

Supporter Logo in Virtual LobbySponsor logo on event lobby page with link-through to designated URL.$1,500


Sponsoring GEO’s 22nd Annual Conference offers high visibility branding to the executive compensation and share plan community.

Take advantage of GEO’s virtual event on select dates from 14 September through to 7 October 2021 to leverage your investment, enhance your visibility and secure a competitive advantage!

GEO 22nd ANNUAL CONFERENCEGEO’s Annual Conference in 2021 is being planned as a virtual event on select dates from 14 September through to 7 October.

8 | GEO 2021

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Virtual, 14 September - 07 October 2021

DIAMOND Level Sponsorship$95,000

#GEOVIRTUAL2021 Benefitsn Sponsor Partner Showcasen Sponsored Retargeting Ad, 50,000 impressionsn GEOnews Top Banner Ad - 1 Monthn GEO Website Home Page Position 1 - 1 Monthn Breakout Sponsor (3 sessions, some restrictions apply)n GEO Distributed Sponsor Marketing Emailn Branded Background in Your Company’s Sessionsn Logo Recognition in Virtual Welcome Lobbyn Social Media Recognitionn Dedicated Sponsor Page in Virtual Platformn Logo Recognition in Virtual Platformn Logo Recognition on Websiten 20 Attendee Passes - Issuer Clients*

n Pre-Registration List, inclusive of emails, opt-in onlyn Post-Attendee List, inclusive of emails, opt-in onlyn Virtual Booth Page with unlimited assets, tags, appointments,

and lead generation*new registrations only

SAPPHIRE Level Sponsorship$70,000

#GEOVIRTUAL2021 Benefitsn GEOnews Mid-Page Banner Ad - 1 Monthn GEO Website Home Page Position 2 - 1 Monthn Breakout Sponsor (3 sessions, some restrictions apply)n GEO Distributed Sponsor Marketing Emailn Branded Background in Your Company’s Sessionsn Logo Recognition in Virtual Welcome Lobbyn Social Media Recognitionn Dedicated Sponsor Page in Virtual Platformn Logo Recognition in Virtual Platformn Logo Recognition on Websiten 12 Attendee Passes - Issuer Clients*



Available Sponsorship Packages


A LA CARTE OPPORTUNTIES #GEOVIRTUAL2021 Opportunities

Keynote Speaker*

3 opportunities available, $12,000 per opportunity; Issuer Luncheon Keynote, $10,000

Virtual Networking Experience Host a virtual experience, such as a cooking demonstration, yoga or exercise class, live performance, quiz, mixology happy hour, comedian, dance lessons or other activity. During our virtual conference, we will mix in opportunities forattendees to network and relax in a casual format. Sponsor is responsible for the cost of the activity.$10,000 per experience

Sponsor Partner ShowcaseA 40-minute live or pre-recorded showcase promoting your solution, technology expertise, or thought leadership to be included in the conference agenda and also available 24/7 for access by attendees for the duration of the conference.Limited availability, $7,500 per opportunity

Breakout SponsorKickoff breakout sessions with a 15 – 30 second promotional video. Pre-recorded videos or live sponsor promotion will be played prior to each session of a sponsored session. Sponsor is responsible for the production and cost of the video. Some restrictions apply.Limited availability, $2,500

Session Surveys and PrizesSponsor branded session surveys will be presented to each attendee at the conclusion of each session. Daily surveyparticipants will be entered into a drawing for a chance to win a sponsored prize. Sponsor is responsible for the cost anddelivery of prizes.$1,500 per week, $5,000 for duration of conference Supporter Logo in Virtual LobbySponsor logo on conference lobby page with link-through to virtual booth or designated URL.$1,500

*Available for sponsor packages Emerald Level and higher

EMERALD Level Sponsorship$50,000

#GEOVIRTUAL2021 Benefitsn Social Media Recognitionn Dedicated Sponsor Page in Virtual Platformn Logo Recognition in Virtual Platformn Logo Recognition on Websiten 8 Attendee Passes - Issuer Clients*



TOPAZ Level Sponsorship$20,000

#GEOVIRTUAL2021 Benefitsn Logo Recognition in Virtual Platformn Logo Recognition on Websiten 4 Attendee Passes - Issuer Clients*



EXHIBITOR Package$7,500

#GEOVIRTUAL2021 Benefitsn Virtual Booth Page with unlimited assets, tags, appointments,

and lead generation

RUBY Level Sponsorship$30,000

#GEOVIRTUAL2021 Benefitsn Dedicated Sponsor Page in Virtual Platformn Logo Recognition in Virtual Platformn Logo Recognition on Websiten 6 Attendee Passes - Issuer Clients*



10 | GEO 2021

A Future Forward VenueLocated in Savoy Place since 1909, London’s IET is a technologically advanced, state-of-the-art facility located between Embankment and Strand. Boasting balconies that overlook the Thames, the IET is home to forward-thinking engineers and the birthplace of 100 ideas that have changed the world. Attendees can explore the exhibits and galleries that celebrate past, present and future engineers and the inventions that have shaped life as we know it. This unique venue brings together networking opportunities, modern research, inspiring events and cutting-edge thought leadership.

IET London; Savoy Place2 Savoy Place, London WC2R 0BL, United Kingdom

Attending the EventFor event registration and current pricing, visit the GEO website at www.globalequity.org/geo/

GEO Pan European Regional EventLondon, United Kingdom, 19 November 2021

Available Sponsorship Packages

DIAMOND Level SponsorshipEarly Discount $22,000 | Regular Rate $25,000

n Choice of sponsor item: - Lanyards - Mobile App with Splash Screen - Post-Event Evening Reception - Lunch n Exhibition space inclusive of vendor table and chairsn Four complimentary event passesn Pre-event opt-in registration list with mailing details for

one-time use onlyn Post-event opt-in attendee list with mailing details for

one-time use onlyn Full page ad in the event Attendee Guiden Logo listed on event email invitations and marketing blastsn Logo on event webpagen Sponsor acknowledgement in event Attendee Guiden Logo on sign during eventn Mobile App branding: - Rotating banner ad on home page of Mobile App - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App

SAPPHIRE Level SponsorshipEarly Discount $11,000 | Regular Rate $13,000

n Choice of sponsor item: - Face Masks - Hand Sanitizer Stations - Social Distancing Floor Clingsn Exhibition space inclusive of vendor table and chairsn Three complimentary event passesn Pre-event opt-in registration list with mailing details for


one-time use onlyn Full page ad in the event Attendee Guiden Logo listed on event email invitations and marketing blastsn Logo on event webpagen Sponsor acknowledgement in event Attendee Guiden Logo on sign during eventn Mobile App branding: - Rotating banner ad on home page of Mobile App - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App

n Logo on event webpagen Sponsor acknowledgement in event Attendee Guiden Logo on sign during eventn Mobile App branding: - Rotating banner ad on home page of Mobile App - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App

EMERALD Level SponsorshipEarly Discount $6,000 | Regular Rate $7,000

n Exhibition space inclusive of vendor table and chairsn Two complimentary event passesn Pre-event opt-in registration list with mailing details for


one-time use onlyn Full page ad in the event Attendee Guiden Logo listed on event email invitations and marketing blasts


RUBY Level SponsorshipEarly Discount $4,500 | Regular Rate $5,000

n One complimentary event passn Post-event opt-in attendee list with mailing details for

one-time use onlyn Logo listed on event email invitations and marketing blastsn Logo on event webpagen Sponsor acknowledgement in event Attendee Guiden Logo on sign during eventn Mobile App branding: - Logo in Mobile App - Company description listed in Mobile App - Link to company website from Mobile App

HYBRID OR VIRTUAL EVENT SPONSORSHIPGEO’s Pan European Regional Event in 2021 is being planned as a face-to-face event in November. Given the fluid COVID-19 situation, this may change, and we may need to shift to a hybrid or virtually-only event format. In the case this happens, we will make the decision and notify all participants at least 2 months in advance and present revised virtual event opportunities and benefits to our sponsors who may elect to accept new and or expanded sponsorship opportunities.

12 | GEO 2021

The Global Equity Organization has the right to make rules and regulations or changes in arrangements as necessary, and to amend as needed. The Global Equity Organization shall have the final determination and enforcement of all rules, regulations and conditions. Floor plans and Parlor assignments may be modified as necessary with all changes approved by the Resort and Fire Marshall. Additional regulations as related to The Global Equity Organization, its vendors, and its venues will be added to the GEO website and or the Exhibitor Service Guide.

ComplianceAll Sponsors/Exhibitors must comply with the laws and regulations of the facility in which the Conference is held. The person whose signature appears on the Event Agreement agrees to inform all on-site personnel and Exhibitor Appointed Contractors of the event guidelines.

InsuranceSponsors/Exhibitors agree to maintain insurance that will fully protect The Global Equity Organization, its vendors, and its venues from any and all claims of any nature whatsoever, including claims under the Workers’ Compensation Act and for personal injury, including death, which may arise in connection with the installation, operation or dismantling of the Sponsor’s/Exhibitor’s display. Sponsors/Exhibitors agree to indemnify and hold harmless The Global Equity Organization, its vendors, and its venues from any such claims.

Event CancellationThe Global Equity Organization will not be liable for failure to hold the Conference as scheduled due to occurrences beyond its reasonable control such as, but not limited to, Acts of God, war or threat of war, government retaliation against foreign or domestic enemies, acts of terrorism having impact on international travel, government regulation, recognized public health threats as determined by the World Health Organization, the Center of Disease Control or local health agency, disaster, fire, strikes, civil disorder, curtailment of transportation facilities (including airline strikes), or other similar cause making it inadvisable (from an “economic”, political, or personal safety standpoint), impracticable, illegal or impossible to substantially hold the Conference. Payments for sponsorships and or exhibits will be refunded in that event. Any actual expenses incurred in connection with the event will be deducted if the event is canceled ninety (90) days or less prior to the opening date.

IndemnitySponsors and or exhibitors assume all responsibility for any and all loss, theft or damage to Exhibitor’s displays, equipment and other property while on the event venue premises, and hereby waives any claim or demand it may have against the venue or its affiliates arising from such loss, theft or damage. In addition, the Exhibitor agrees to defend (if requested), indemnify and hold harmless The Global Equity Organization and its respective parent, subsidiary and other related or affiliated companies from and against any liabilities, obligations, claims, damages, suits, costs and expenses including, without limitation, attorneys’ fees and costs arising from or in connection with the sponsors and or exhibitors occupancy and use of the event premises or any part thereof or any negligent act, error or omission of the sponsor and or exhibitor or its employees, subcontractors or agents.

Booth EligibilityBooth space will be offered on a priority basis to sponsors and exhibitors, and then assigned in the order that applications are received. The Global Equity Organization shall have the sole right to determine the eligibility of sponsors and exhibitors including, but not limited to: Companies, products, systems, services, booth graphics, printed matter distributed at events, souvenirs, giveaways, costumes and booth personnel attire, and all other Exhibition features and activities.

Sponsor/Exhibitor PaymentFull payment is due within 30 days of invoice or must be must be accompanied with payment via credit card.

Sponsor/Exhibitor CancellationCancellation of space must be submitted in writing and in accordance with our on-line cancellation policy. The Global Equity Organization reserves the right to resell any booth space cancelled by Sponsors/Exhibitors.

Early Move OutSponsor/Exhibitor agrees not to dismantle the exhibit or do any packaging before the close of the event. Violations will result in exclusion from future The Global Equity Organization Exhibitions.

Official Service ContractorThe Global Equity Organization, its vendors, and its venues have designated contractors to provide services to the Sponsors/Exhibitors and will be indicated in the Exhibitor Service Guide. Exceptions to using the official contractors will be granted only if they do not interfere with the orderly installation, interim services or dismantling of the exhibit. For services such as electrical, telephone, security, cleaning, drayage and rigging, no exception will be made and The Global Equity Organization, its vendors, and its venue contractors must be used.

Sponsor/Exhibitor-Hosted EventsAny type of hospitality parlor event or private function scheduled by a Sponsor/Exhibitor held either on site at the event venue or any other venue may not begin until the event and Exhibit Hall has closed officially for that day and does not conflict with any other scheduled event activity. Any meeting or entertainment within a hospitality parlor must conform to all event policies and procedures. Any violations will result in exclusion from future Global Equity Organization Sponsorships or Exhibitions and speaking opportunities of the company’s employees.

Admission of Attendees/ChildrenThe Global Equity Organization requires an event badge for everyone who enters an Exhibit Hall or event. Security will enforce this requirement during move-in, show hours and move-out. Children under the age of 21 will not be permitted at Global Equity Organization events or in the Exhibit Hall.

Installation and Dismantling of ExhibitsGlobal Equity Organization appointed vendors will receive and deliver materials to the exhibit booth. Please refer to your communication materials for complete information. Global Equity Organization will have full access to dock and loading facilities and will provide all labor and equipment. Global Equity Organization vendors and venues are the exclusive providers for all rigging. Sponsor/Exhibitor agrees to have set-up completed one hour prior to show opening. The Global Equity Organization has the right to stop any acts that may lead to work stoppages, strikes or labor problems.

Demos and EntertainmentSponsors/Exhibitors using costumed persons or models as part of an event agree that such personnel’s appearance and dress do not offend even the most critical. The decision on acceptability rests solely with The Global Equity Organization show management. Any type of displays and entertainment must be confined to the Sponsor’s/Exhibitor’s assigned area and will not be allowed in the aisles.

Noise LevelAmplified music or vocal presentations are permitted if not audible in neighboring booths including those on either side, back to back or across the aisle. Blinking or flashing lights that are distracting to neighboring Exhibitors on either side, behind the booth or across the aisle are not permitted. No exceptions will be allowed. Show management shall exercise total control of this regulation and will ask that Sponsor/Exhibitor discontinue the distraction if objectionable to neighboring booths.

Sponsor & Exhibitor, Terms & Conditions


Literature DistributionCanvassing in any part of the event venue outside of your assigned exhibit space is strictly prohibited. Any person doing so will be requested to discontinue canvassing immediately. Circulars, catalogs, magazines, invitations, brochures, folders and signs may be displayed or distributed only in the Sponsor’s/Exhibitor’s booth and must be related strictly to the approved products and/or services on display.

Promotional MaterialsSponsors/Exhibitors may not create promotional materials that are in direct conflict with official event sponsorships and will be subject to removal from show. When in doubt, please check with Global Equity Organization staff for prior approvals.

In-Booth SalesSelling of any products from the booth is not permitted.

Safety RegulationsEach Sponsor/Exhibitor must have a “fair” sight line from the aisle — regardless of the size of the exhibit. No fixture or equipment will be placed where it will block the sight of another Sponsor/Exhibitor unless mutually agreed upon by the exhibiting companies and on-site contacts. Equipment (i.e., monitors, etc.) that is over 4 feet high and within 10 feet of another booth shall be placed in the back 5 feet of the booth. All electrical equipment must be in good operable condition and able to pass the inspection of an on-site Fire Marshall. Booths, tables, curtains, displays or storage may not protrude into an aisle, exit or block any location during the show. All packing containers or materials must be removed when emptied. These items cannot be used as exhibit support. Booth space is to be left in the same condition as it was at the time of occupancy. Any material left in the booth that requires additional cleaning or large amounts of materials removed will be billed to the Sponsor/Exhibitor. Each Sponsor/Exhibitor agrees to be responsible regarding regulations pertaining to health and public safety while participating in the event.

Event BadgesEvery attendee must wear a Global Equity Organization issued event badge and lanyard for access to sessions, the exhibit hall and all conference events. Badges and lanyards must not be altered. Temporary badges will be issued to individuals assisting during move-in, move-out or before or after show hours and must be cleared with the Global Equity Organization prior to event dates. The only exception is entrance to the GEO Award Presentation and Dinner where guests will be checked in via an attendee list.

Event RegulationsNothing may be attached to or suspended from any venue structure without the express consent of the venue. Nothing may be placed or leaned against any wall in the exhibit area. No writing, taping, tacking or nailing on the wall is permitted. The booth must be maintained by at least one company representative at all times during Exhibit Hall hours. All demonstrations and exhibits must be confined to the contracted space, relevant to the product or service of the exhibiting firm, and be of interest or educational value to the attendees. Adhesive-backed decals/stickers (except for name tags) may not be used or distributed on premises.

Booth EquipmentThe venue does not provide miscellaneous items to Exhibitors such as chairs, tables, etc. These must be obtained from the contracted logistics vendors.

Electrical ServicesAll connections to the electrical circuits in the venue must be made through the venue directly. The Global Equity Organization will provide a listing of fees for electrical services within the Exhibitor Service Guide.

SecuritySponsors/Exhibitors are responsible for the security of their personal property from move-in through move-out. Keep an eye on your valuables at all times. The Global Equity Organization, its venues and vendors are not liable for any loss or damage of materials. Should any loss occur, report the incident to resort security immediately.

Smoking RestrictionsOur venues are smoke-free. Smoke in designated outside areas only.

Food/Beverage DispensingAll food and beverage served at Sponsor’s/Exhibitor’s booth must be provided and prepared by the event venue. Exceptions may be granted to the Sponsors/Exhibitors who are manufactures or suppliers of food or food products. Requests for exceptions must be submitted by the Sponsors/Exhibitors and will be reviewed by the event venue on a case-by-case basis. The Fire Marshall in addition to the venue Management must approve cooking in any area of their facility. Exhibitors wishing to provide food and beverage at their booth for attendees of an event must contact the designated venue Catering Manager for rules, regulations and pricing.

14 | GEO 2021

American Stock Transfer & Trust Company LLC Aon Equity Services Aztec Group Baker McKenzie Bank of America Merrill Lynch Banque Transatlantique Barclays BeqomBNP Paribas Securities ServicesBuck Consultants CACEIS Capita Certent, Inc. Certifed Equity Professional Institute CGLytics Charles Schwab & Co., Inc. Computershare DeloitteDeutsche Bank E*TRADE Financial Corporate Services, Inc. Equatex AG Equilar, Inc. Equiniti Equity Methods EWM GlobalEY Fidelity Stock Plan Services First Asset HR

Global SharesGuideSpark, Inc. hkp/// group ING ISP Advisors KPMG LLPLinklaters LLP Monidee Morgan Stanley at Work NASDAQ Private Market™ NCEO New Bridge Street Nua Group OFX Pinsent Masons LLP PwC RBC cees Société Générale Securities Services Solium StockCross Tapestry Compliance LLCTaxback.com TD Ameritrade UBS Financial Services, Inc. White & Case WorldatWork Yorkshire Building Society

Past Sponsors & Exhibitors

Maximize Your Exposure, Sponsor a GEO Chapter Today!GEO’s more than 20 chapters around the world are a great way to provide your firm additional exposure to nearly 5,000 GEO members around the world. Consider one of our annual sponsorship programs brought to you by GEO’s Northern California and UK and Channel Islands Chapters or individually select sponsorship options for specific chapters and meeting dates throughout 2021. Contact GEO for further details!


GEO Team & Board of DirectorsGEO Team

Danyle Anderson, CPA, CEP, CGMA, FGE, Executive Director

Michele Holly, Operations Director

Britta Puschendorf, FGE, Sr. Director, Programs and Member Services

Pam Stetson, CMP, Managing Director, Events

Debbie Tsoi-A-Sue, CEP, Senior Director, Global Strategic Initiatives

Board of Directors

CHAIR: Dennis Paalman, Solvay

VICE-CHAIR: June Davenport, Shareworks by Morgan Stanley

Danyle Anderson, FGE, Global Equity Organization

John Bagdonas, Global Shares

Leann Balbona, FGE, KPMG

Dr. Bill Castellano, Rutgers University

Matthew Conner, FGE, Lucid Motors

Janet Cooper OBE, FGE

Carolina Ellerker, Google

Sheila Frierson, Computershare

Kelley Garrett, Amazon

Jennifer George, PwC

Sian Halcrow-Wilson, FIT Remuneration Consultants LLP

Don-Tobias Jol, Baker McKenzie

Jennifer Kirk, Baker McKenzie

Dr. Adie Leung, FGE, Citi

Marc Muntermann, Siemens

Tom Paleka, FGE, Gallagher

Mitan Patel, Fidelity

Elena Petrou, Aviva

Maria Robins, Morgan Stanley

Nicole Sloane, Kimberly-Clark Corporation

Michael Sterchi, Sterchi Share Incentives & Pensions (SSIP) AG

Louise Sutton, Unilever

Julie Vanderveen, UBS Financial Services, Inc.

Jessica Vinsand, FGE, SAP

CHAIR EMERITUS: Carine Schneider, FGE, AST Private Company Solutions, Inc.

Arthur Andersen Bacon & WoodrowCompensation and Performance Management Inc. Charles SchwabDeutsche Banc Alex.Brown E*TRADE Business Solutions EquiServeGlobal Reward Plan Group Linklaters & Alliance

Merrill LynchMourant & Co. Pinsent Curtis BiddlePricewaterhouseCoopers Prudential Financial Salomon Smith Barney Transcentive UBS/PaineWebber Watson Wyatt Worldwide

Founding Corporate Sponsors

16 | GEO 2021

JOIN – NETWORK – LEARN – SHARE The Global Equity Organization (GEO) is a member driven, global organization focused on building a strong community and promoting innovation and learning within the equity compensation industry. As a non-profit, GEO’s key priority is to create value for its members through the delivery of high-quality information, programs and events, connecting members from around the world.

We offer a global perspective and insight into industry development, from the fundamentals to the latest market intelligence, to provide our members with the tools they require to deal with the challenges of creating, managing and administering employee share plans large and small, national and global.

A hub of activity and information, GEO fosters engagement for all members, both issuers and service providers, to ensure that members have access to important viewpoints and solutions, along with support as they grow their careers.

GEO’s Mission is Simple…We bring together industry leaders in equity and executive compensation to exchange ideas, share best practices, examine the latest trends and establish lasting relationships that help a community of nearly 5,000 individuals across 60+ countries to reach their goals.

For more than 20 years, GEO has been dedicated to advancing the knowledge and understanding of equity compensation worldwide, providing quality education and networking events to our global community.

With GEO, members can access:

An Exceptional Events Program: GEO events offer certified continuing education, access to leading experts and effective networking. We are continually evaluating and improving our delegates’experience and introducing new ways for our members to meet face-to-face. GEO’s event highlights includethe flagship Annual International Conference, the America Regional Conference, Pan European andAustralian Regional Events, as well as the many local Chapter events held around the globe.

A Flourishing Membership Base: GEO provides members with a sophisticated and collaborative network of peers, educators and experts. Our global community is encouraged to share learnings, best practices and solutions with a view to enhancing professional and personal development for all.

Dedicated World Class Resources: GEO has designed useful resources that make it easy for you to access the right information as and when you need it, and to connect with people that will benefit your business and your career. Member services include Mentor Match, Volunteer Hub, articles, newsletters, white papers, surveys, and GEO’s private online community, GEOconnect, which is regularly voted the #1 resource by members.

We recommend that you join GEO’s global network of equity compensation professionals – VISIT THE GEO WEBSITE AND SIGN UP FOR MEMBERSHIP TODAY!

About GEO

For all sponsorship and exhibition enquiries detailed in this brochure, GEO membership information, and future regional and global event details, including webcasts, please do not hesitate to contact us:

Email: [email protected]

Main Telephone: +1 714 630 2908

Main Mailing Address:Global Equity Organization1442 E. Lincoln Ave. #487Orange, CA 92865 US

www.globalequity.org

Small Firm and Customized Packages Available, Contact Us for Details!

Act Now contact us today to secure your sponsorship:

Danyle Anderson, CPA, CEP, CGMA, FGEExecutive Director T: +1 (714) 630-2908 x [email protected]

Pam Stetson, CMPManaging Director, EventsT: +1 (714) 630-2908 x [email protected]

Documents

2021 Sponsorship Pricing and Package Opportunities