25TH ANNUAL CONFERENCE
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CPE INFORMATION
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special events

Monday, 8 Apr 2024
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PRE-CONFERENCE EVENTS

8.00 - 17.00

REGISTRATION OPENS
Event Foyer
For all GEO's 25th Annual Conference and Executive Compensation Matters attendees

 

8.00 - 17.30

EXECUTIVE COMPENSATION MATTERS
REGISTER for our one-day event, focused on senior-level pay
Additional charges apply.

LIMITED PLACES AVAILABLE - REGISTER TODAY

17.00 - 18:00

CHAPTER TEAM HAPPY HOUR
By invitation - global GEO Chapter co-ordinators only

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18.00 - 19:30

FELLOWS DRINKS RECEPTION
By invitation - GEO Fellows of Global Equity only

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Tuesday, 9 Apr 2024
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AGENDA AT-A-GLANCE (subject to change)

8.00

Registration opens

9.00 - 10.00

ISSUER COUNCIL MEETING
By invitation - GEO's Issuer Council members only

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9.30 - 10.30

ISSUER ATTENDEE ARRIVALS
Corporate issuer attendees only
Coffee and pastries

10.30 - 11.15

ISSUER-ONLY FOCUS SESSIONS (CHOOSE ONE OF THREE)
Corporate issuer attendees only

Maximizing efficiency: the case for outsourcing equity administration
Hosted by Insightsoftware

Everything you always wanted to know about equity comp trends (but were afraid to ask)
Hosted by J. P. Morgan          

Hitting the trifecta with participant, equity, HR and payroll
Hosted by KPMG

11.15 - 11.30

Transition

11.30 - 13.30

ISSUER-ONLY KEYNOTE LUNCH
Corporate issuer attendees only
A fun-packed networking lunch designed to foster deeper connections with global peers through engaging activities. Hosted by MARK BROWN, professional magician and keynote speaker.

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12.30 - 13.30

ALL ATTENDEE ARRIVALS
Service provider and other non-issuer attendees
Lunch and networking in Exhibit Hall

13.30 - 15.00

KEYNOTE I: BRIAN SOLIS, Digital anthropologist and futurist
Sponsored by Bank of America

ABOUT BRIAN

15.00 - 15.30

Afternoon break

15.30 - 16.30

BREAKOUT SESSION I

16.30 - 16.45

Transition

16.45 - 17.45

BREAKOUT SESSION II

17.45 - 18.30

Free time

18.30 - 20.00

OPENING RECEPTION - GEOwestern
Join us in the Exhibit Hall for a taste of Nashville!

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20.00 - 22.30

OPENING NIGHT PARTY
Sponsored by Morgan Stanley at Work
Pins Mechanical 
A 'not to be missed' event for all conference attendees
Guest tickets are available to purchase

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Wednesday, 10 Apr 2024
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AGENDA AT-A-GLANCE (subject to change)

7.30

Registration opens

8.00 - 8.45

FELLOWS AND FIRST-TIMERS' BREAKFAST
By invitation only - GEO Fellows and new annual conference attendees only

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8.00 - 8.45

BREAKFAST
Coffee and breakfast in the Exhibit Hall

8.45 - 9.00

Transition

9.00 - 10.30

KEYNOTE II - JIMMY YEARY, Grammy-winning songwriter and storyteller

ABOUT JIMMY

10.30 - 10.45

Transition

10.45 - 11.45

BREAKOUT SESSION III

11.45 - 12.45

LUNCH AND NETWORKING BREAK
Exhibit Hall

12.45 - 13.45

BREAKOUT SESSION IV

13.45 - 14.00

Transition

14.00 - 15.00

BREAKOUT SESSION V

15.00 - 15.25

Afternoon break 
Exhibit Hall 

15.25 - 16.15

BREAKOUT SESSION VI

16.15 - 16.25

Transition

16.25 - 17.15

BREAKOUT SESSION VII

17.15 - 19.00

Free time

17.45 - 19.30

PRIVATE MUSEUM TOUR - Tickets Limited
Coaches depart the Renaissance hotel: 17.45

Gain VIP access to the museum’s galleries with this private self-guided tour that includes transport from the Renaissance Hotel 

Not included in the conference ticket - limited places are available to purchase

PURCHASE A TICKET

18:45 - midnight

THE 2024 GEO AWARDS
DRESS CODE: DENIM AND DIAMONDS
Coaches depart the Renaissance hotel: 18.45

Drinks reception: 19.15 - 20.00
Celebration gala and dinner: 20.00 - 22.00
After party: 22.00 - 00.00

A seat is included in the conference ticket - a limited number of guest, individual tickets and tables of ten are available to purchase

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Thursday, 11 Apr 2024
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AGENDA AT-A-GLANCE (subject to change)

9.30

Registration opens

9.30 - 10.00

BREAKFAST
Coffee and pasties in the Exhibit Hall

10.00 - 10.50

BREAKOUT SESSION VIII

10.50 - 11.00

Transition

11.00 - 11.50

BREAKOUT SESSION IX

11.50 - 12.45

LUNCH AND NETWORKING BREAK
Exhibit Hall

12.45 - 13.35

BREAKOUT SESSION X

13.35 - 14.45

Transition

13.45 - 15.00

KEYNOTE III - TOM VARANO - inspirational speed painter

ABOUT TOM

Followed by prize giving and closing remarks

15.00 - 17.30

BACKSTAGE GRAND OLE OPRY AND DOWNTOWN NASHVILLE TOUR
Coaches depart the Renaissance hotel: 15:00

Tour downtown Nashville on a classic honky tonk bus and go behind the curtain at Nashville’s premier country music stage on this guided backstage tour.

Not included in the conference ticket - limited places are available to purchase

PURCHASE A TICKET

18.00 - 22.30

EXPERIENCE THE OPRY COUNTRY CLASSICS SHOW
Coaches depart the Renaissance hotel: 18:00

GEO has secured top seats at the show that celebrates the classic songs that made Nashville ‘Music City’.

Not included in the conference ticket - limited places are available to purchase

TICKETS ONLY AVAILABLE UNTIL 23 FEBRUARY!

PURCHASE A TICKET

BREAKOUT SESSIONS

Filter by:

Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.2 Navigating compensation stability: long-term incentives in turbulent markets

Vance Yudell, Alvarez and Marsal
Brennan Rittenhouse, Alvarez and Marsal
Lindsay Lentz, Airbus

Performance shares
Restricted shares
USA
BREAKOUT II

Navigating through uncertain economic conditions requires a strategic approach to compensation. Join our expert panel as they delve into the intricacies of addressing compensation volatility and its impact on employee retention. In this insightful session, the panel will explore best practices and real-world case studies centered on the implementation of long-term incentive plans. Discover how these plans can effectively mitigate the challenges posed by economic uncertainties, fostering stability for both organizations and their workforce.

KEY LEARNING POINTS:

  • Understanding the impact of economic volatility on compensation outcomes
  • Exploring best practices for implementing long-term incentive plans
  • Analyzing case studies to illustrate successful strategies in uncertain times

 

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.

LOCATION:
Midtown 1
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Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.3 Is equity music to employees' ears or out of tune?

Hannah Needle, FGE, Tapestry Compliance
David Edwards, Natwest
Anna Fletcher, Rentokil

All plan types
Global
BREAKOUT II

Step into a broader perspective with our expert panel to explore the intricate interplay of equity plans within a company's broader employee value proposition and individual employee needs. Engage in a comprehensive discussion on the effective utilization of financial and non-financial incentives in a competitive recruitment landscape and amidst periods of change.

Delve into key questions: Where does equity fit within the wider employee value proposition? How do equity awards compare to other non-financial incentives for companies? Uncover what truly matters to employees in the present and future.

KEY LEARNING POINTS:

  • Explore integrating equity plans into the employee value proposition
  • Discover crafting effective incentives in competitive recruitment
  • Learn to align employee needs with financial and non-financial incentives

 

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.

LOCATION:
Germantown 1
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Tuesday, 9 Apr 2024, 16:30 - 17:30
Legal and regulatory
2.4 Halt your horses: strategies for surprising exchange control challenges

Lindsay Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In the fast-paced world of global share plans, maintaining control is a constant challenge, especially when unexpected exchange control issues arise due to new regulations. Join our expert panel as they share firsthand experiences of swiftly gaining expertise, troubleshooting with cross-functional teams, and devising solutions to ensure timely compliance with evolving requirements.

KEY LEARNING POINTS: 

  • Learn effective troubleshooting methods to swiftly address issues that may impact your organization's share plans
  • Delve into the latest developments affecting share plan offerings in China, Korea, and India, three countries with unique recent requirements including specific challenges and compliance nuances in these key market
  • Discover actionable strategies to proactively tackle complicated exchange control issues and effectively manage compliance in an ever-evolving regulatory landscape

 

CPE CREDIT: 1.0
Field of study: Business Law
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.

LOCATION:
Germantown 2
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Tuesday, 9 Apr 2024, 16:30 - 17:30
Data and business intelligence
2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

GEIS sponsor panel

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

  • Insights into how LTIs and SPPs navigate the changing corporate landscape
  • The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
  • How Artificial Intelligence is transforming equity compensation planning

 

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.

LOCATION:
Germantown 3
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Wednesday, 10 Apr 2024, 10:45 - 11:45
Private and pre-IPO companies
3.1 IPO readiness: Find that ‘IPO state of mind' before it's too late!

David Lanka, Bank of America
John Iannici, Bank of America
Donna Hammer, FGE, Lighthouse Equity Development

All plan types
Global
BREAKOUT III

Participate in an insightful session led by an expert panel, unraveling the critical role share plans play in guiding companies through the transition from private to public. Explore the nuances of preparing your company, processes, and employees for the pivotal IPO moment. Gain valuable knowledge on developing a public-company-focused compensation philosophy, strategically using equity along the IPO journey, and selecting plan offerings to engage a transitioning workforce effectively. Learn to navigate common pitfalls, including valuation challenges, share reserve estimation, post-IPO restrictions for executives, and effective program communication. Understand the significance of a lockup agreement and its impact on your equity plan. Equip yourself with essential insights for a seamless IPO transition.

KEY LEARNING POINTS:

  • Developing a public company-focused compensation philosophy
  • Strategically using equity along the IPO journey
  • Navigating common pitfalls and effective communication strategies

 

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.

LOCATION:
Germantown 4
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Wednesday, 10 Apr 2024, 10:45 - 11:45
Design and strategy
3.2 Simply refreshing! Accelerating global ownership through strategy, design, and communication

Geri Wall, Coca-cola Company
Hannah Needle, FGE, Tapestry Compliance
Carl Saunders, Coca-cola Company
Robyn Gay, Buck, A Gallagher Company

Employee stock purchase plans (ESPP)
Global
BREAKOUT III

Join our expert panel in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

  • Discover how to overcome challenges in global ESPP design
  • Learn to make strategic decisions for implementation
  • Analyze establishing an ownership mindset in a global workforce

 

CPE CREDIT: 1.0
Field of study: Communication 
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.

LOCATION:
Midtown 1
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Wednesday, 10 Apr 2024, 10:45 - 11:45
Data and business intelligence
3.3 Closing the gap: quantitative approaches to addressing gender pay disparities

David Voggeser, hkp///group
Marc Myntermann, Siemens Energy
Julia Bartsch, Siemens Energy
Michael Wolff, University of Goettingen

Employee stock purchase plans (ESPP)
Executive plans
Performance shares
Restricted shares
Global
BREAKOUT III

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

  • Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
  • Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
  • Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

 

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.

LOCATION:
Germantown 1
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Wednesday, 10 Apr 2024, 10:45 - 11:45
Finance, tax and accounting
3.4 Mastering equity financial reporting dynamics

Chris Dohrmann, FGE,  J.P. Morgan 
Mayura Arankalle, J.P. Morgan 
Susan Keiser, J.P. Morgan Corporate Finance

Executive plans
Global
BREAKOUT III

Join our expert panel of financial reporting specialists as they dissect the nuanced landscape of equity compensation plan accounting. While the basics are rules-driven, complexities arise when managing global plans with dual reporting, diverse awards with cash and equity settlement options, varied performance conditions, participant movements impacting cost centers, and navigating tight reporting deadlines amidst multiple stakeholders. In this workshop, delve into the functional and practical processes employed by financial reporting specialists throughout the year. Uncover the top challenges in stock plan accounting and gain actionable insights into navigating these complexities effectively.

KEY LEARNING POINTS:

  • Explore strategies for dual reporting in global equity plans
  • Understand practical approaches for handling multiple awards with cash and equity settlement options, each with unique performance conditions
  • Learn practical ways to streamline reporting processes, ensuring accuracy and meeting tight deadlines in the midst of multi-stakeholder dynamics

 

CPE CREDIT: 1.0
Field of study: Accounting 
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.

LOCATION:
Germantown 2
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Wednesday, 10 Apr 2024, 10:45 - 11:45
Employee engagement
3.5 Leaders' Lounge: Mastering employee financial literacy and wellness

Matt Connor,  FGE, Lucid Motors
Nadine Franczyk, FGE, Amyris
Jessica Vinsand, FGE, Chainaylsis
Sandra Sussman, FGE, SAP

Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Global
BREAKOUT III

Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

  • Strategies to engage employees at various levels of financial wellness
  • Understand the issuer's role in fostering financial literacy
  • Navigate the fine line between providing information and giving advice

 

CPE CREDIT: 1.0
Field of study: Communication 
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.

LOCATION:
Germantown 3
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