Building Value: Designing Private Company Share Plans for Growth, Retention and Exit

VENUE: PwC, 7 More London Place, London, SE1 2RT

Join us for this exclusive event designed for senior-level HR and employee incentives professionals from private companies who want to make the most of employee share plans. 

Hosted and sponsored by PwC, this focused program will provide strategic insights into how private businesses can design and implement plans that attract, retain, and reward top talent, while also preparing for future milestones such as a potential exit.

The agenda features:

  • Expert insights from PwC on frameworks like PISCES to support effective planning and decision-making.
  • Real-world case studies that share lessons learned and best practices of successful equity compensation provision in the private company setting.
  • Networking opportunities over tea and coffee with peers facing similar challenges and opportunities.

Don’t miss this opportunity to connect with industry leaders, gain actionable strategies, and expand your professional network in an engaging and collaborative setting.

AGENDA AT A GLANCE

Thursday, 29 Jan 2026, 09:00 - 12:00

SUBJECT TO CHANGE

9.00 - 9.20

REGISTRATION OPENS
Coffee and pastries

9.20 - 9.30

WELCOME
Introduction to GEO 

9.30 - 10.15

SESSION I
Planning for the Future: Designing Private Company Plans with an Eye on Exit
How can private companies design incentive plans that not only attract, retain, and reward top talent today but also set the stage for tomorrow’s success? This session will explore practical approaches to building effective equity plans while planning ahead for potential exit events. We’ll also examine how frameworks such as PISCES can support strategy, structure, and long-term readiness. 
Presented by PwC

10.15 - 10.30

NETWORKING BREAK

10.30 - 11.00

SESSION II
Inside the Playbook: A GEO Member Plan Administrator and Client Case Study
APPLY TO SPEAK

11.00 - 11.30

SESSION III
Unlocking Value: Using an EBT for Private Company Shares – A GEO Member Provider and Client Case Study
APPLY TO SPEAK

11.30 -12.00

NETWORKING REFRESHMENTS

12.00

Event close

THANK YOU TO OUR SPONSOR
EDUCATION

KNOWLEDGE

Access a wide range of educational sessions led by industry experts, covering topics such as global equity trends, best practices, regulatory updates, and more.

NETWORK

NETWORK

Engage with professionals from around the world, including fellow attendees, speakers, and exhibitors, to build valuable connections and expand your professional network.

growth

GROWTH

Expand your knowledge, skills, and expertise in global equity, fostering your professional growth and positioning yourself as a leader in the field.

SUBMIT A SPEAKER PROPOSAL

Have a story to tell? We’re inviting GEO member issuers to share real-world experiences in our case study panels. 

Submit your interest by completing this short form before 24 October 2025.

View the Event Speaker Terms and Conditions.

SUBMITTER DETAILS
SPEAKER INFORMATION
Re-order First name Last name Company name Email Headshot photo Biography Weight Operations
One file only.
2 GB limit.
Allowed types: gif, jpg, jpeg, png.
ABOUT YOUR PRESENTATION
Please provide details. This won’t exclude your session, but if accepted, we may ask you to adjust it to ensure uniqueness for the audience.
If previously delivered, or if you plan to submit the same topic for other industry events, then mention
CAPTCHA
This question is designed to verify that you are a human.

OUR MEMBERS RECEIVE BETTER RATES

Join GEO to access our best rates. Membership is open to companies, organizations and individuals - join our global network that spans more than 60 countries.