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
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
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
Engage with professionals from around the world, including fellow attendees, speakers, and exhibitors, to build valuable connections and expand your professional network.
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 11.50 PM PT on Monday, 27 October 2025.
View the Event Speaker Terms and Conditions.
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.
