banner image

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.

Filter by:

Wednesday, 12 Nov 2025, 14:35 - 15:05
4.1 UK Tax Changes and ISA Adoption: What They Mean for Employee Shareholding

Sarah Beamish, Equiniti
Sarah Smith, Equiniti
Nigel Youds, Drax Group
Anna Jex, RELX

Employee stock purchase plans (ESPP)
Stock options
Global
BREAKOUT IV

UK SIP and SAYE plans offer a unique tax advantage: participants can transfer shares directly into ISAs, creating powerful opportunities for tax efficiency. With reductions in the Capital Gains Tax (CGT) annual exemption and increases in CGT rates, issuers face new challenges in ensuring employees understand and maximize these benefits. This panel will explore what happens once employees secure these tax advantages—examining ISA usage, personal financial wellbeing, diversification, and long-term savings goals. 

Drawing on statistical data, emerging trends, and real-world issuer case studies, the discussion will also consider how ISAs support financial resilience and investment in the UK. With insights from experts across employee share plans, regulated products, and issuers, this promises to be a practical and thought-provoking conversation.

KEY LEARNINGS:

  • How ISAs can enhance employee financial wellbeing, long-term savings, and resilience beyond immediate tax benefits. 
  • What issuers can do to increase awareness and drive effective use of ISAs alongside share plans. 
  • Insights from recent trends, data analysis, and issuer experiences on employee behavior post-SIP and SAYE participation.
LOCATION:
Fenchurch
Wednesday, 12 Nov 2025, 14:35 - 15:05
4.2 Balancing the Books: Mastering Professional Budgeting for Employee Stock Plans

Adva Lewitte, Shareforce
Maria Gasca, Aon
Wendy Zhang, Polar Capital

Global
BREAKOUT IV

In this session, industry experts will unpack the critical art of budgeting and forecasting for employee stock plans. As equity-based compensation remains a cornerstone of talent retention and motivation, companies must balance employee incentives with financial sustainability.

From stock options and RSUs to performance shares and other awards, the discussion will center on how organizations can effectively forecast, budget, and track the costs of their plans. Special focus will be given to incorporating performance conditions such as total shareholder return (TSR), aligning forecasts with internal metrics, and improving long-term financial planning. Attendees will walk away with practical strategies, examples, and tools to strengthen both budgeting accuracy and strategic decision-making.

KEY LEARNING POINTS:

  • Learn practical strategies to forecast, budget, and manage the true costs of stock plans.
  • Understand the financial impact of performance conditions like TSR on equity compensation.
  • Discover how to integrate equity plans into corporate financial planning using technology and data for greater accuracy and transparency.

 

LOCATION:
Lombard
Wednesday, 12 Nov 2025, 14:35 - 15:05
4.3 Turning Shrugs into Shares: How to Engage Employees on the Mundane but Meaningful

Phil Norton, FGE, Aon
Sarah Long, Wealth at Work
Ryan Ludden, Sprintax

Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance shares
Restricted shares
Stock options
BREAKOUT IV

Tax implications of awards and share plan compliance may not seem like the most exciting topics—but they have a direct impact on employees’ financial futures. This session will explore how global equity leaders can turn complex, technical issues into engaging conversations that drive understanding and action. Through a case study on dividend withholding tax, we’ll highlight behavioural insights, communication tactics, and education strategies that bring clarity and relevance to employees across borders. Attendees will leave with practical tools to close the “engagement gap” and connect financial compliance with overall wellbeing.

KEY LEARNINGS:

  • How to simplify and humanize complex topics like tax and compliance through storytelling, personalization, and creative communication. 
  • Practical tactics—such as gamification, micro-learning, and timely nudges—that effectively engage employees in their financial education. 
  • A framework for linking tax education and share plan compliance to broader financial wellbeing strategies.
LOCATION:
Mintster Forum
Wednesday, 10 Dec 2025, 14:20 - 15:10
4.1 The ESPP Playbook: Top Questions and Best Practices

Emily Cervino, FGE, Fidelity
Lindsay Minnis, Baker McKenzie
Anne Baldrige, MKS Instruments
 

Employee stock purchase plans (ESPP)
Global
BREAKOUT IV

ESPPs are the most common way to share ownership, yet these plans can be surprisingly complex—and equally fascinating. Join this session to explore the top questions every equity professional should have on their radar: Are qualifying dispositions worth the wait? Can non-qualified plans be compelling and efficient? How generous should your ESPP be? How do ESPPs impact other voluntary programs? Do ESPPs really move the needle on company performance? Can an ESPP be offered globally? Attendees will leave with fresh insights and new perspectives that could reshape how they think about ESPPs.

KEY LEARNINGS:

  • Understand the impact of qualifying dispositions and timing strategies.
  • Evaluate the efficiency and appeal of non-qualified ESPPs.
  • Explore considerations for offering ESPPs to a global workforce.
LOCATION:
Park A/B
Wednesday, 10 Dec 2025, 14:20 - 15:10
4.2 Engaging the Ecosystem: Boston Scientific’s Holistic Approach to Employee Experience

JC Nichols, Morgan Stanley
Dan Bird, Boston Scientific
James Fucigna, Morgan Stanley

Global
BREAKOUT IV

How do you attract, engage, and retain employees in today’s competitive environment? Boston Scientific may have the answer. By creating a fully integrated participant ecosystem—covering equity, retirement, charitable giving, and more—BSC is building deeper engagement and stronger connections with its workforce. This session will explore how Boston Scientific leverages partnerships with vendors to deliver user-centric experiences, iterate quickly through a test-and-learn approach, and transform traditional stock participant strategies into a cohesive ecosystem that drives positive results. Attendees will gain practical insights into designing engagement programs that go beyond individual plans to create meaningful, holistic participant experiences.

KEY LEARNINGS:

  • User-centric design and agile approaches
  • Evolving partnerships with vendors through testing, learning, and iteration
  • Expanding from a stock participant strategy to a cohesive ecosystem
LOCATION:
Park C
Wednesday, 22 Apr 2026, 12:00 - 12:50
Communications
Design and strategy
Employee engagement
4.1 Equity Compensation Across Cultures: Insights from a Global Issuer Panel

Elliot Alexander, Computershare (UK)
Tim Leier, Ecolab (US)
Jessica Macskimming, RS Group (UK)
 

USA
BREAKOUT IV

Equity compensation programs don’t operate in a vacuum—cultural context plays a critical role in how employees perceive, value, and engage with equity awards. In this interactive panel, issuers from North America, EMEA, and Asia will share firsthand experiences designing and administering equity plans across diverse cultural landscapes. Panelists will explore how regional norms influence plan design choices, communication approaches, participation rates, and employee understanding. Attendees will leave with practical insights on how to tailor equity programs to resonate locally while maintaining a cohesive global strategy.
 

KEY LEARNING POINTS:

  • Understand how cultural norms across regions influence employee perception, participation, and overall engagement with equity compensation.
  • Learn practical, region-specific approaches to communicating equity awards that improve clarity, adoption, and employee trust.
  • Gain actionable best practices for designing equity plans that align with global objectives while accommodating local cultural expectations.
LOCATION:
JW Grand Salon 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 22 Apr 2026, 12:00 - 12:50
Communications
Design and strategy
Employee engagement
4.2 Participant ROI: Unlocking the Personal Return on Equity Awards

Christian Bell, Stock & Option Solutions (US)
Marc Tipton, Stock & Option Solutions (US)
David Hanes, Axon (US)
 

Global
BREAKOUT IV

As companies continue to evolve their total rewards strategies, one critical lens is often underexamined: the ROI. This session introduces a fresh, practical framework for evaluating equity compensation through both a business and employee experience perspective.
 

We’ll explore how intentionally linking equity plan design to corporate objectives can drive shareholder value while simultaneously increasing employee engagement, retention, and long-term wealth creation. By combining quantitative metrics with qualitative insights, this session will demonstrate how organizations can better measure, communicate, and enhance the value participants realize from their equity awards.
 

KEY LEARNING POINTS:

  • Learn how to connect equity plan design to business objectives while ensuring meaningful value for employees.
  • Understand how to assess equity compensation beyond cost and dilution by balancing financial outcomes with participant perception, engagement, and retention.
  • Discover practical ways to improve participant understanding, confidence, and realized value through targeted education, communication, and plan enhancements.
LOCATION:
JW Grand Salon 2
CPA CREDIT:
Field of Study:
Finance
Level:
I
Wednesday, 22 Apr 2026, 12:00 - 12:50
Design and strategy
Employee engagement
4.3 Beyond Grants and Vesting: Why Stock Ownership Patterns Matter for Your Equity Plans

Paul Kolano, Bank of America (US)
Sean O'Brien, Bank of America (US)
 

Global
BREAKOUT IV

Stock plans are more than just grants, vesting schedules, and compliance—they are a strategic lever for attracting, motivating, and retaining talent. But who actually owns your company’s stock, and how does this impact your equity programs? This session takes stock plan professionals beyond mechanics to explore how ownership patterns, trading practices, and market dynamics influence company valuation, employee confidence, and investor perception.
Through practical examples and real-world insights, panelists will help attendees understand how institutional vs. individual holdings, off-exchange trading, and market complexity affect equity programs. 


KEY LEARNING POINTS:

  • How institutional vs. individual holdings affect stock volatility, company valuation, and equity program perception.
  • Insights into off-exchange trading, liquidity, spreads, and the real cost of equity transactions.
  • How trading dynamics, including widening spreads and higher transaction costs, impact executives’ and employees’ day-to-day experience with equity compensation.
LOCATION:
JW Grand Salon 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
I
Wednesday, 22 Apr 2026, 12:00 - 12:50
Communications
Employee engagement
4.4 Can AI do it? Participant Education on a Budget

Jay Christiansen, Block (US)
Andrew Barrus, Procore (US)
Mike McComas, Morgan Stanley at Work (US)
Steve Campbell, PayPal (US)

Global
BREAKOUT IV

Even in a world of constant communication, participants often struggle to find trusted and accessible information about their equity. This session explores how leading companies like Block, PayPal, and Procore are rethinking participant education to meet evolving employee needs. Using AI, smart design, and scalable strategies, these organizations are creating engaging, intuitive, and impactful equity education programs.

Attendees will walk away with practical ideas for designing or revamping their own programs, regardless of budget or team size, and actionable insights to improve participant understanding, engagement, and confidence.

KEY LEARNING POINTS:

  • Learn how leading companies are using AI, design thinking, and technology to enhance equity communication.
  • Discover methods to deliver effective equity education regardless of budget, team size, or geographic reach.
  • Gain actionable ideas for creating programs that increase participant comprehension, confidence, and satisfaction.
LOCATION:
JW Grand Salon 4
CPA CREDIT:
Field of Study:
Information Technology
Level:
O