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Melbourne: 11 October 2016

GEO 2016 Australia Regional Events | Melbourne 11 October 2016

 

Event Venue

Allens
Level 37
101 Collins Street
Melbourne VIC 3000

Agenda

This unique event brought forward-thinking equity and executive compensation discussions to an intimate gathering of innovators, issuers, suppliers and thought leaders.

Event Schedule

Tuesday, 11 October 2016
7:45am
8:15am
Registration and Networking Breakfast
8:15am
8:30am
Opening Remarks
8:30am
9:15am
Session I: Employee Share Schemes and Corporate Transactions (Tax)

Your CEO just called to inform you that your company is considering a rights issue to fund the expansion of a subsidiary's activities. In the alternative, the company is also considering a demerger of the subsidiary or a trade sale followed by a special dividend. You have been asked to prepare a paper to the Board on the impact of these corporate transactions on your company's performance rights plan, deferred STI awards and all-employee share match plan. This session will explore the key human resources, communications, tax and corporate regulatory outcomes that you should consider including in your paper to the Board. Drawing on their wealth of experience in corporate transactions, Sarah Bernhardt and Shaun Cartoon of Allens will lead the discussion, with specialist input from Leon Clarke and Beth Milburn, from BHP Billiton's employee share plans team.

Sarah Bernhardt, Allens
Shaun Cartoon, Allens
Leon Clarke, BHP Billiton
Beth Milburn, BHP Billiton

9:15am
10:00am
Session II: “Lend Me Your Ears.” Using Loan Plans to Reward Your Key Employees. (Program Management)

Most reward professionals are familiar with the more 'traditional' structures for awarding equity to employees – tax exempt plans, tax deferred plans, salary sacrifice plans. But many companies have been adding share loan plans into their incentive mix. These plans – where employees are given a company loan to fully pay for their award – can have real tax advantages for employees, but only if they are implemented correctly, administered efficiently and communicated effectively. If they're not, there can be real problems for both the employee and the company. This session will explore how fully funded loans plans work, the benefits they can bring if they’re done properly, and will navigate the sometimes tricky tax and legal issues that every company looking to implement this type of plan should know about. The panel will share practical experience from issuers on their plans with key areas to look out for from plan design, implementation and ongoing administration.

June Davenport, Solium
Hamish Wallace, Minter Ellison
Bruce Watkins, DuluxGroup

10:00am
10:30am
Networking Break
10:30am
11:15am
Session III: Australian Company Field Guide to Offering a Global Share Plan - From Plan Design to Employee Communications (Design Strategy & Trends)

This session will address the various considerations for Australian companies implementing a share plan on a global level, including:

  • useful plan features for Australian companies seeking to offer share plans abroad,
  • common tax, legal and administrative challenges associated with the typical awards offered by Australian companies,
  • best practices for grant documentation when granting globally, and
  • effective communication methods for reaching a global and diverse employee population.

Participants will gain an understanding of the key issues that arise when launching and maintaining a global share plan and will leave the session with tools to navigate these issues and have a successful global share program.

Denise Glagau, Baker & McKenzie
Erica Kidston, Baker & McKenzie

11:15am
12:00pm
Session IV: Reimagining Employee Equity Plans (Design Strategy & Trends)

Employees everywhere are participating in varying types of all share scheme programs at companies large and small. But, how relevant are these plans today? Do they address rapidly changing workforce demographics and /or a transient workforce? Do they still represent a good value? Keeping on top of trends for broad-based share plan program design is a non-negotiable if companies want to remain competitive. This insightful session will discuss these topics and more as panelists share examples and exchange ideas on how to provide the most thoughtful and appropriate share plan benefits to a rapidly changing workforce.

Nicholas Batskos, Computershare
Sarah Bernhardt, Allens
Ben Morris, Mirvac
Angela Perry, Employee Ownership Australia

12:00pm
12:15pm
Lunch Served for Lunch Session
12:15pm
1:00pm
Lunch and Session V: Ask the Experts (Other)
1:00pm
1:45pm
Session VI: What's New in Performance-based Share Plan Design in Australia (Design Strategy & Trends)

Performance-based share plans, renowned for their ability to align executive pay with stockholders’ experience, are continuing their growth in popularity in Australia. With so many different choices in the design of these plans and new and emerging trends happening around them all the time, it can be difficult to keep up. This panel discussion will help sort through the noise and focus on what you need to now about performance-based share plan design in Australia, including a debate on whether LTI design has changed as a result of recent developments in tax and corporate regulation. Focusing on share plan design trends, including reward instrument, performance measures and periods; new frameworks that motivate the right people to achieve outcomes that will drive company performance, market views and hotspots, this session is sure to bring you up to speed quickly.

Sandra Buth, Deloitte
Maddy Dickson, 3 degrees consulting
Michael Patron, Tabcorp
John Sedy, IAG

1:45pm
2:00pm
Closing Comments

Hotel Accommodations

Participants are responsible for organizing their own accommodation and travel to and from the conference and any other related charges.