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A FIRST-CLASS VIRTUAL KEYNOTE SPEAKER

Billy Billingham
BILLY BILLINGHAM MBE

Decorated Military Leader. Bodyguard. Best-Selling Author. TV Personality. Speaker.

There is not much Billy Billingham MBE QCB can't do!

With more than 20 years of military leadership, including executing strategic operations in places including Iraq, Afghanistan, South America, and Africa, Billy has experienced what it takes to be mentally tough.

As a result of his bravery, he was awarded the Queen's Commendation for Bravery and MBE by Queen Elizabeth II.

Join Billy as he brings his experiences to GEO's audience to educate and enthral those seeking how to combat challenges and hardships the SAS way!

INSIGHTFUL AND INSPIRING BREAKOUT SESSIONS

Access on-demand recordings.of the event's 20 live sessions that span six subject tracks and 30 'Best of Edinburgh' highest-rated sessions from GEO's 24th Annual Conference.

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Wednesday, 22 Apr 2026, 10:45 - 11:45
Design and strategy
Private and pre-IPO companies
3.4 Global Lessons Learned: Equity Plan Implementation After IPO

Sara Shoaf, Charles Schwab (US)
Randy Murphy, Instacart (US)
Rees Franklin III, Affirm  (US)
Brooke Anderson, Charles Schwab  (US)

Global
BREAKOUT III

Transitioning to a public company is a defining moment—particularly when equity programs must scale quickly across multiple countries. For newly public organizations, the real challenge begins after the bell rings: building equity plans that meet heightened governance expectations while supporting a growing, global workforce.
 

Drawing on lessons learned from recent IPOs, this session explores critical post-IPO considerations including Day 1 trading readiness for officers and executive leadership roles (ELRs), scalable equity operations, and the realities of managing cross-border tax, compliance, and award administration. Through real-world examples, speakers will share how companies have balanced control and flexibility—creating equity programs that are resilient, compliant, and built for international growth.
 

KEY LEARNING OBJECTIVES:

  • Understand post-IPO equity requirements, including trading readiness for officers and executives.
  • Learn how to build equity processes that adapt to regional expansion, operational growth, and evolving governance needs.
  • Gain practical strategies for handling tax withholding, award modifications, and local compliance across jurisdictions.
LOCATION:
JW Grand Salon 4
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 22 Apr 2026, 10:45 - 11:45
Design and strategy
Employee engagement
Trending now
3.5 The State of Global Equity in 2026: Trends, Risks, and What’s Next

Amit Majumder, Qapita (IN)
Cherry Mo, WiseTech Global (AU)
Dikla Reznik-Erez, ESOP (IS)
Soren Klausen, Iuno Law (DK)
Diane Atteberry, Morgan Stanley at Work (US)

Australia
Denmark
Israel
Singapore
USA
BREAKOUT III

As global equity programs continue to evolve amid regulatory change, workforce mobility, and rapid advances in technology, staying ahead of what’s coming next has never been more critical. This forward-looking session provides a global snapshot of where equity compensation stands in 2026—and what companies should be preparing for now.
 

These global industry experts from Australia, Hong Kong, Singapore, Israel, and the US, will explore key regulatory developments across major regions, shifting talent mobility and retention dynamics, and the growing influence of technology and AI on equity administration. Designed to help global equity leaders navigate uncertainty with confidence, this session will combine strategic insights with practical considerations to support informed decision-making in an increasingly complex environment.
 

KEY LEARNING POINTS:

  • Identify key regulatory trends and emerging risks across major global markets and how they may impact equity plan design and administration.
  • Explore how changing workforce patterns—including cross-border mobility and remote work—are reshaping global equity strategies.
  • Learn how technology and AI are transforming equity operations, from compliance and reporting to data management and decision support.
     
LOCATION:
JW Grand Salon 5
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 22 Apr 2026, 10:45 - 11:45
Case Study
Communications
Design and strategy
Employee engagement
Finance, tax and accounting
3.6 Scaling Equity Globally: Visa’s Journey Across 100+ Countries

Mark Miller, Deloitte (US)
Christine Crawford, Visa (US)
Liz Pierson, Deloitte (UK)
Lorne Greenburg, Visa (US)
William McCauley, Bank of America (US)
 

Global
BREAKOUT III

Visa operates in more than 250 countries and territories and supports employees in over 100 countries with equity compensation—truly a global footprint. This panel will take you behind the scenes of Visa’s expansive stock plan programs to explore what it takes to design, implement, and scale equity programs across diverse regions.
 

Join experts from Deloitte and Visa for an in-depth discussion on lessons learned from managing one of the world’s most progressive and far-reaching equity programs. The panel will cover the end-to-end journey of global ESPP expansion, including evaluating feasibility in different countries, designing policies for scale, navigating complex legal and tax considerations, balancing stakeholder priorities, and effectively communicating and engaging employees worldwide.
 

KEY LEARNING POINTS:

  • Understand how to evaluate program viability, create scalable policies, and align plans with local and global requirements.
  • Learn strategies for balancing priorities across legal, tax, HR, and executive stakeholders while navigating diverse regulatory environments.
  • Gain actionable approaches to communicating and engaging employees across regions to maximize participation and program effectiveness.
LOCATION:
401
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Thursday, 17 Sep 2026, 13:40 - 14:30
3.1 Making Global Equity Work Across Borders

Lilly Bacher, Fidelity
Jackie Curran, KPMG
Tram Le, Klaviyo 

Discount shares
Employee stock purchase plans (ESPP)
Executive plans
Performance cash
Performance shares
Restricted shares
USA
BREAKOUT III

Administering global equity plans requires organizations to balance consistent governance with complex local tax, regulatory, and operational requirements. Through practical case studies from experienced issuers, this session examines governance frameworks, mobility challenges, compliance strategies, and communication practices that help organizations manage global equity programs more effectively.

KEY LEARNING POINTS:

  • Identify common tax, regulatory, and mobility risks affecting multinational equity programs.
  • Evaluate governance practices that support consistent administration across multiple jurisdictions.
  • Describe communication strategies that improve participant engagement while supporting global compliance objectives.
Thursday, 17 Sep 2026, 13:40 - 14:30
3.2 Equity in Motion During Organizational Change

Casey Lafer, J.P. Morgan Workplace Solutions
Silvana Nuzzo, Pay Governance

USA
BREAKOUT III

Organizational change can place significant pressure on equity programs, from restructurings and global expansion to acquisitions, carve-outs, and rapid growth. This session explores how organizations maintain data integrity, governance, and participant confidence while adapting equity administration processes during periods of structural change.

KEY LEARNING POINTS:

  • Identify operational and governance risks that arise during organizational restructuring and business transformation.
  • Evaluate administration practices that maintain accurate equity records and participant communications throughout periods of change.
  • Assess governance frameworks that support business continuity while managing evolving organizational structures.
Thursday, 17 Sep 2026, 13:40 - 14:30
3.3 Preparing for the Next Chapter of Executive Compensation Disclosure

Terry Adamson, FGE, Infinite Equity
Issuer TBC

Executive plans
USA
BREAKOUT III

Executive compensation disclosure continues to evolve as organizations respond to changing SEC requirements, increasing investor scrutiny, and growing expectations for governance and transparency. This session examines practical approaches to strengthening reporting processes, improving data readiness, and enhancing cross-functional collaboration to support accurate, timely, and defensible disclosures.

KEY LEARNING POINTS:

  • Identify emerging SEC disclosure requirements that may affect executive and equity compensation reporting.
  • Assess governance, data, and internal control processes that support accurate and timely disclosures.
  • Evaluate cross-functional practices that strengthen collaboration across Legal, Finance, HR, Equity Administration, and Investor Relations.
Tuesday, 22 Sep 2026, 15:45 - 16:45
Trending now
Spotlight Session: AI and the Future of Global Equity Administration

Jesus, Renteria, Baker Tilly
Alisha Hom, Applied Intuition
Sam George, Lyft
 

BREAKOUT III

Artificial intelligence is transforming the administration of global equity compensation programs by improving efficiency, supporting participant communications, and streamlining complex workflows. This session examines practical AI applications alongside the governance frameworks, controls, and oversight required to support responsible implementation in a global environment.

KEY LEARNING POINTS:

  • Identify practical applications of AI across global equity administration, participant communications, reporting, and compliance.
  • Evaluate governance practices that support secure, accurate, and responsible use of AI within equity programs.
  • Assess internal control measures that preserve data integrity, auditability, and appropriate human oversight.
Tuesday, 13 Jun 2023, 13:00 - 13:50
Design and strategy
A HOLISTIC APPROACH TO EQUITY: NURTURING THE EMPLOYEE JOURNEY

SPEAKERS: June Davenport, Morgan Stanley at Work, Ceri Newby, Diageo, Chrissie Davis, Eximia, Julia Clement, Skyscanner, Phoebe Stamford-Moroz, Tate and Lyle

Global
BREAKOUT IV

Equity is a critical component of the employee journey and experience. However, ensuring its relevance with your workforce and driving desired outcomes requires a thoughtful approach. The expert panel will delve into the evolving expectations of employees, understanding how equity fits seamlessly within the broader reward and compensation package. Explore the goals and impacts of various equity programs and gain insights into the crucial role of communication, engagement, and education throughout the employee journey. Join the session to uncover strategies that align equity practices effectively and optimize their impact on employee satisfaction and organizational success.

Attendees will learn:

  • How to integrate equity holistically within the overall reward and compensation package and in line with employee expectations in relation to equity
  • The Goals, impacts, and considerations for different types of equity programs
  • The importance of communication, engagement, and education in the employee journey.
Tuesday, 13 Jun 2023, 13:00 - 13:50
Trending now
GEIS 2023: EXPLORING TRENDING THEMES IN DEPTH

SPEAKERS: Andrew Thain, hkp/// group, David Voggeser, hkp/// group, Sandra Sussman, FGE, SAP, Sheila Frierson, Computershare, AmyLynn Flood, Vialto Partners, Mitan Patel, FGE, Fidelity

Global
BREAKOUT IV

This illuminating session will shine a spotlight and explore the role of equity in the GEIS 2023 survey’s key emerging topics: Equity in Talent, Investor Relations, and Global Mobility.

The expert panel will dive deep into these special focus areas, gaining valuable insights and practical strategies to explore how equity can be a powerful tool in shaping successful organizations in an increasingly competitive and globalized world.

Attendees will learn:

  • Talent and Markets: Explore talent war and market volatility's impact on equity compensation for attracting and retaining top talent
  • Investor Relations: Discover the role of equity compensation in transparent communication and enhancing company performance
  • Equity and Global Mobility: Navigate complexities in cross-border talent attraction through equity compensation