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Breakout Sessions

Tuesday, 14 September 2021
Breakout Series I
1.1 How to Engage a Remote and Global Workforce

Communications
2020's global pandemic brought a sea change to how we work, how we engage with work, and how we engage with each other. The stress and distraction of the past eighteen months has... more

Tuesday, 14 September 2021
Breakout Series I
1.2 Counting the Costs and Balancing the Benefits: Financial Engineering for ESPPs

Design and Strategy
Employee Stock Purchase Plans have long been favored for delivering equity compensation to a broad base of employees. The case for an ESPP has never been stronger as companies look... more

Tuesday, 14 September 2021
Breakout Series I
1.3 Cryptocurrency―a New Form of Equity Compensation

Trending Now
Are we moving from a discussion of options, RSUs, and PSUs to one of tokens, RTUs, and NFTs? This session explores the explosive growth of cryptocurrency in the global financial... more

Tuesday, 14 September 2021
Breakout Series II
2.1 ESG and Performance Conditions—Real Life Experiences

Data and Business Intelligence
Regulators, shareholders, politicians, stakeholders, and society in general now increasingly expect companies to take a more holistic and sustainable approach to value creation—including... more

Tuesday, 14 September 2021
Breakout Series II
2.2 Cash in a Flash: The Google Employee Trading Plan

Design and Strategy
Employee populations have diverse financial needs, especially in today's dynamic world. How do we help them control their cash flow, value shareholding, and alleviate personal administrative... more

Tuesday, 14 September 2021
Breakout Series II
2.3 Global Equity Insights Survey 2021

Design and Strategy
The Global Equity Insights Survey (GEIS) is the foremost assessment of current market practice and trends in equity compensation globally. This year's study will address the use of equity... more

Thursday, 16 September 2021
Breakout Series III
3.1 Mobility Trends in 2021: Tax, COVID, and Making the Most of the New Status Quo

Finance, Tax & Accounting
COVID-19 has transformed how and where we live and work. As a result, equity plan administrators face unprecedented tax implications and an increasingly complex global mobility... more

Thursday, 16 September 2021
Breakout Series III
3.2 Equity and Tax Policy―Why It Matters!

Design and Strategy
Join us for a timely discussion focused on why today, more than ever before, it is imperative to address your tax policy in your global share plan design and strategy. In a world where mobility... more

Thursday, 16 September 2021
Breakout Series III
3.3 Replacing Fixed Pay with Equity

Executive Pay
Given the continuing economic uncertainty due to the COVID-19 pandemic, companies are concerned with maintaining cash flow and cutting costs wherever possible. This panel of experts from... more

Thursday, 16 September 2021
Breakout Series IV
4.1 How to Make Your Equity Grants Compliant with French Regulations?

Legal and Regulatory
Adapting US plans to French requirements typically presents a challenge to share plan professionals. Join in on this session to participate in a lively discussion of the relevant French... more

Thursday, 16 September 2021
Breakout Series IV
4.2 Using Equity to Drive Equality

Trending Now
ESG, or Environmental, Social and Governance criteria have been talked about for years, but the circumstances of the past eighteen months have brought them to the forefront. Now that... more

Thursday, 16 September 2021
Breakout Series IV
4.3 Financial Wellness Through a Lens of Diversity and Inclusion

Trending Now
Attend this groundbreaking session to examine Bank of America’s research study delving into the perceptions of each study participant’s own financial wellness and the resource preferences... more

Tuesday, 21 September 2021
Breakout Series V
5.1 Equity and Executive Compensation in Light of Transformation

Design and Strategy
Join us as we examine the share plan challenges encountered during the spin-off of Siemens Energy from Siemens and the subsequent successful rollout of the broad share plan portfolio.... more

Tuesday, 21 September 2021
Breakout Series V
5.2 Equality in Equity―Why Ensuring Diversity, Equity and Inclusion Is Critical for Equity Compensation

Design and Strategy
Diversity, equity and inclusion are key topics today. Not only in regard to how employers address these issues overall, but specifically in the way they impact employee benefits. Join this panel... more

Tuesday, 21 September 2021
Breakout Series V
5.3 The "Greatest Hits" in Global Equity Compliance

Legal and Regulatory
Take a stroll down the virtual highway with this esteemed panel to hear all about the latest global "hits" from regulatory and tax share plan authorities. Professionals from top companies... more

Tuesday, 21 September 2021
Breakout Series VI
6.1 Revolutionizing Employee Experiences: Doing It, and Doing It Right

Design and Strategy
As the lines blur between work and life, how has your company considered the employee experience for your human capital? This panel of experts in the people operations, stock administration... more

Tuesday, 21 September 2021
Breakout Series VI
6.2 Remote Work, No Fixed Abode—People, Payroll and Stock Plans

Finance, Tax & Accounting
For much of the business world, life has been turned upside down with the nearly overnight requirement for most employees to work from home. More than 18 months in, there is little... more

Tuesday, 21 September 2021
Breakout Series VI
6.3 Successful M&A Communication Strategies

Communications
Mergers and acquisitions combine company cultures and bring people together. It's a lot of work! Join this session for a focused look at the people strategy necessary in an M&A environment. Learn... more

Thursday, 23 September 2021
Breakout Series VII
7.1 Managing Your Communication Approach―Ensuring an All-Inclusive Communication Strategy

Communications
The successful issuance and uptake of incentive schemes is largely reliant on communication between plan issuer and participants, a requirement that has been highlighted by and... more

Thursday, 23 September 2021
Breakout Series VII
7.2 Corporate Capital—the CFO Perspective on Stock Purchase Plans and Cashless Participation

Finance, Tax & Accounting
Take a stroll down the virtual highway with this esteemed panel to hear all about the latest global "hits" from regulatory and tax share plan authorities. Professionals from top companies... more

Thursday, 23 September 2021
Breakout Series VII
7.3 Volatile Stock Prices and Grant and Taxation Trends

Design and Strategy
Stock price volatility can either mean great news or bad news for a global equity plan and its administration. Many companies have created their equity awards and vesting schedules... more

Thursday, 23 September 2021
Breakout Series VIII
8.1 Race and Gender Wealth Equity and the Role of Employee Share Ownership

Trending Now
Even before the pandemic, in an allegedly strong economy, workers at the bottom end of the opportunity scale were struggling to support themselves and their families. Not only have the... more

Thursday, 23 September 2021
Breakout Series VIII
8.2 Using Data and Analytics to Manage Your Compliance Risk

Finance, Tax & Accounting
Operating a multi-national company offers unique challenges when managing a total rewards program for a global workforce. Those challenges are further compounded with the introduction... more

Thursday, 23 September 2021
Breakout Series VIII
8.3 The Continuing Impact of ESG's Evolution

Legal and Regulatory
ESG has continued to rise in importance, driven by regulators' continuing changes in disclosure, institutional investors' screens, and lawmaking and guidance at the federal, state, and local... more

Tuesday, 28 September 2021
Breakout Series IX
9.1 De-Risk Executive Pay Programs with Clawbacks and Pay Deferrals

Executive Pay
Recent controversies around well-known, brand name companies, and associated investor, media, and public interest in executive accountability has led to a renewed focus on... more

Tuesday, 28 September 2021
Breakout Series IX
9.2 Corporate Tips for Corporate Actions

Program Management
The term 'corporate action' strikes terror into the heart of most equity plan managers! But it doesn't always have to be a terrifying experience. There are a million and one things... more

Tuesday, 28 September 2021
Breakout Series IX
9.3 Country to Country

Legal and Regulatory
Join us for an insightful look at the global operation and compliance of incentive plans in the 'new normal.' This not-to-be-missed panel will discuss important topics including essential updates... more

Tuesday, 28 September 2021
Breakout Series X
10.1 Increasing Financial Resiliency in Diverse Segments of Your Workforce

Trending Now
As more employers take a holistic approach to talent care, offering meaningful and comprehensive benefits has become a requirement. However, the starting line isn’t the same for all... more

Tuesday, 28 September 2021
Breakout Series X
10.2 Case Study—Making Conditional Share Awards Work for You and Your Employees

Design and Strategy
A not-to-be-missed session for anyone exploring ways of using Conditional Share Awards (CSAs) to reward global employees. Using a variety of company case studies, including BT's in... more

Tuesday, 28 September 2021
Breakout Series X
10.3 Intense Scrutiny of CIC Arrangements: Importance of Attention to Detail

Executive Pay
With more consolidation looming on the horizon, join this session to explore the latest trends in change in control (CIC) benefits, including severance, equity awards, and excise... more

Thursday, 30 September 2021
Breakout Series XI
11.1 Creating an Equity Compensation Culture

Design and Strategy
Like the strength of a house is dependent on the foundation upon which it is built, the stability, strength, and ultimately success of a company is dependent upon its cultural foundation... more

Thursday, 30 September 2021
Breakout Series XI
11.2 Who Is the Employer and Why Does It Matter?

Data and Business Intelligence
In the past, most employees would live within a short distance of their work locations. However, due to technology, globalization, quick expansion requirements, and changes driven... more

Thursday, 30 September 2021
Breakout Series XI
11.3 Management Insights and Equity Programs

Data and Business Intelligence
A consistent challenge for equity teams is the sheer time and effort it takes to prepare meaningful information describing the effectiveness of their corporate equity programs. If you... more

Thursday, 30 September 2021
Breakout Series XII
12.1 Not Your Typical IPO: Developing Trends in Public Offerings

Trending Now
Today's crop of companies aspiring to a public listing aren't following the same old playbook for IPOs. With the upswing in direct listings and Special Purpose Acquisition Companies... more

Thursday, 30 September 2021
Breakout Series XII
12.2 Somewhere over the Rainbow! Equity in the Post Pandemic World―Is There a Pot of Gold?

Trending Now
As various parts of the world emerge from the COVID-19 pandemic lockdowns, vaccines roll out, and we all adjust to a "new normal"―what does our new world look like? There has been... more

Thursday, 30 September 2021
Breakout Series XII
12.3 Building a Stable and Sustainable Operating Model for Equity Program Management

Program Management
Offering a global employee share purchase program seems to be one of these giant projects that HR organizations look at or even fear. But in the end, a well-designed, professionally... more

Thursday, 30 September 2021
Breakout Series XIII
13.1 Overcoming the Barrier: Building Cross-Department Connections

Communications
When having conversations with your financial reporting partners, does it sometimes feel like there is a communication barrier? Do your conversations seem... more

Thursday, 30 September 2021
Breakout Series XIII
13.2 Payroll Challenges for Globally Mobile Employees

Finance, Tax & Accounting
There is settling the equity award and then there is getting the reporting and withholding correct across the US and around the world. Join this panel of experts as they discuss the... more

Thursday, 30 September 2021
Breakout Series XIII
13.3 Making Waves with a Global ESPP―Top 5 Challenges of a Global Employee Stock Purchase Plan

Design and Strategy
A global employee stock purchase plan (ESPP), operating across multiple countries and even continents, can be a key pillar in fostering an aligned company culture and having productive... more

Tuesday, 5 October 2021
Breakout Series XIV
14.1 New Horizons: Social Justice, D & I and ESG Agenda…Charting the Course to a Better Future

Trending Now
With huge shifts in the broader social justice agenda and no handy playbook to fall back on, what should companies be considering to ensure they stay ahead of the curve in the important... more

Tuesday, 5 October 2021
Breakout Series XIV
14.2 You've Got a Hold on Me!

Design and Strategy
Companies are becoming well acquainted with the benefits associated with having holding periods as a design feature of their LTI plans. While there are many benefits to granting equity... more

Tuesday, 5 October 2021
Breakout Series XIV
14.3 Unpacking APAC―Tackling Troublesome Tax and Legal Issues

Finance, Tax & Accounting
Whether you're a small private company or large multinational public company, equity offerings in the APAC countries can be tricky. Attend this session as the panelists tackle the most... more

Tuesday, 5 October 2021
Breakout Series XV
15.1 "Say Hello, Wave Goodbye"―Tackling Global Issues Relating to Joiners and Leavers

Legal and Regulatory
Joiners and leavers raise a number of practical and regulatory issues for companies when operating their equity plans globally. This experienced panel will discuss some of the... more

Tuesday, 5 October 2021
Breakout Series XV
15.2 A Million Different Pieces―Don't Let the Complexities of an M&A Transaction Impede the Outcome

Program Management
A multitude of factors determine the success of a complex M&A transaction. The project manager's role is to ensure the project is delivered on time, within budget and as expected by the... more

Tuesday, 5 October 2021
Breakout Series XV
15.3 A Change Is Gonna Come―How to Embrace Change and Make It Work for Your Business

Trending Now
It's fair to say that over the past year we have all experienced a period of significant change in just about every aspect of our lives. In the corporate world those changes can mean very... more

Thursday, 7 October 2021
Breakout Series XVI
16.1 Understanding the Participation Decision

Design and Strategy
We all know the key to the success of an employee stock participation plan is high participation. And the key to getting high participation is understanding what drives the participation... more

Thursday, 7 October 2021
Breakout Series XVI
16.2 Current Issues in Equity Compensation

Trending Now
2020 and 2021 brought major changes to the daily work of equity compensation professionals. Market volatility created by the pandemic and other macroeconomic and social factors led... more

Thursday, 7 October 2021
Breakout Series XVI
16.3 Chopped: Cutting Back Your Equity Charges

Finance, Tax & Accounting
Everyone loves a good discount code, so we're here to share some discount codes for your equity awards! Equity awards are great, but the accounting charge is often higher than... more

Thursday, 7 October 2021
Breakout Series XVII
17.1 Equity and Mobility Just Got BIGGER! From the Frontlines to the Home Office of Work Anywhere

Finance, Tax & Accounting
Dealing with a mix of employee locations during a pandemic was nothing short of challenging as companies around the world moved to institute, at lightning speed, compensation policies... more

Thursday, 7 October 2021
Breakout Series XVII
17.2 Global Plans―Common Mistakes and How to Avoid Them

Legal and Regulatory
Many companies operate stock plans of all shapes and sizes, all-employee or executive level, and global plans in particular pose significantly more challenges. Join this experienced... more

Thursday, 7 October 2021
Breakout Series XVII
17.3 Your Options for Donating Options...and Other Employee Shares: The How-to Guide

Data and Business Intelligence
Join this panel of experts to learn the "ins and outs" of charitable donations of employee shares. Regardless of whether your company wants to focus on releasing value from forgotten... more