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13-15 September 2017
Rancho Palos Verdes, CA

Breakout Sessions

Wednesday, 13 September 2017
3:00 PM - 4:00 PM

Breakout Series I
1.1 Don’t Get Caught in the News! 10 Factors Companies Need to Understand Before Designing an LTI Program

Design, Strategy & Trends
Join us for an in-depth review of the 10 factors companies should spend more time on before implementing a long term incentive plan. This presentation will provide a road map to... more

Wednesday, 13 September 2017
3:00 PM - 4:00 PM

Breakout Series I
1.2 Seven Steps to Equity Effectiveness

Communications
“If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart.” ~ Nelson Mandela ... more

Wednesday, 13 September 2017
3:00 PM - 4:00 PM

Breakout Series I
1.3 Project "By the Slice"—Alphabet's Fractional Share Project

Program Management
Would you rather order a slice of pizza or a whole pie? This interesting and innovative case study session will highlight Alphabet’s GEO Award-winning Fractional Share Project (... more

Wednesday, 13 September 2017
3:00 PM - 4:00 PM

Breakout Series I
1.4 US Tax Reform: What Does It Mean for Global Share Plans?

Finance & Tax
It is no secret that tax reform is a key priority for the Trump administration and is being labelled by some as the most significant modification to the Code since 1986. Many det... more

Wednesday, 13 September 2017
3:00 PM - 4:00 PM

Breakout Series I
1.5 Beyond ASU 2016 09—What's Next?

Finance & Tax
Since the FASB's issuance of ASU 2016-09 last year, many questions have arisen about its implementation and beyond. Join this panel of accounting experts for a discussion on the a... more

Wednesday, 13 September 2017
4:30 PM - 5:30 PM

Breakout Series II
2.1 Anatomy of a Successful Global ESPP Design

Design, Strategy & Trends
This session promises to deliver the top design and administration tips for successfully offering a global ESPP. Beginning with an evaluation of various high-profile countries, th... more

Wednesday, 13 September 2017
4:30 PM - 5:30 PM

Breakout Series II
2.2 Basics on Basis

Finance & Tax
No one wants to pay the same tax twice, but that's exactly what most people do when they don't correctly figure the cost basis of the stocks they sold. What is cost basis and why ... more

Wednesday, 13 September 2017
4:30 PM - 5:30 PM

Breakout Series II
2.3 Navigating the Executive Compensation Landscape: Where the Dots Align and the Lines Cross

Executive Pay
This informative session will highlight specific equity plan design pitfalls to avoid and will discuss how to balance external standards of good governance and investor expectatio... more

Wednesday, 13 September 2017
4:30 PM - 5:30 PM

Breakout Series II
2.4 Taxation and Income Sourcing for the Mobile Employee: Where Strategy Intersects with Compliance

Finance & Tax
Are mobile employee issues keeping your company up at night? As the pace of globalization accelerates, it comes as no surprise that the number and type of globally mobile employee... more

Wednesday, 13 September 2017
4:30 PM - 5:30 PM

Breakout Series II
2.5 Your Personal Brand & Social Media – Finding the “Sweet Spot” Specialty Session

Business Intelligence
Just like fingerprints are unique, so are our personal brands and the manner in which we express them on social media. Everyone has an example of someone in their network who ove... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.1 Cracking the Code on Global ESPP Data Management

Program Management
Global ESPP’s are both wonderful and woeful. This interactive session will address challenges and best practices for managing ESPP data with numerous payrolls around the globe. ... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.2 EU Requirements in Bite-Size Pieces—The Impact for Global Companies

Compliance & Regulatory
In less than 12 months, on 18 May 2018, the EU Prospectus Regulations will replace the EU Prospectus Directive. Among other things, these new regulations include strict requireme... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.3 Long Term Incentive Design and the Corporate Life Cycle

Design, Strategy & Trends
Each stage of the corporate life cycle presents unique strategic challenges. For companies in the growth stage, generating consumer demand and capturing market share is key. Meanw... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.4 Compensation and Rewards for Millennials

Executive Pay
Generational differences in the workforce have been profound over the last 10 years. PwC and Fidelity's research into the millennial worker reveals that millennials have different... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.5 New Regulatory and Legislative Developments in Global Executive Compensation

Executive Pay
This session focuses on current trends and best practices in executive compensation, including the issues companies are currently grappling with around CEO Pay Ratio and upcoming ... more

Thursday, 14 September 2017
1:45 PM - 2:45 PM

Breakout Series III
3.6 Power Networking: Six Tips for Working a Room Specialty Session

Business Intelligence
Today more than ever, business relationships are developed and strengthened during unstructured social settings. Even the most successful professionals, however, see mixing and mi... more

Thursday, 14 September 2017
3:00 PM - 4:00 PM

Breakout Series IV
4.1 Surprise! You’re Being Acquired! Lessons Learned from Unexpected Corporate Events

Program Management
Not all rules are written in a manual. This is particularly true in a corporate event where many of the issues faced are unwritten and processes are being created on the fly. This... more

Thursday, 14 September 2017
3:00 PM - 4:00 PM

Breakout Series IV
4.2 Expanding Pay-for-Performance Assessment Beyond TSR: Reasons, Implications, and Best Practices

Executive Pay
Change is in the air with pay for performance calculations. The question of which metric for measuring performance is most meaningful and why has always been of critical interest ... more

Thursday, 14 September 2017
3:00 PM - 4:00 PM

Breakout Series IV
4.3 ESG: What It Is, How It Impacts Your Business, and Considerations for Your Plan Design!

Design, Strategy & Trends
ESG is an initiative to create impact with consideration for Environmental, Social, Governance and Ethical issues. It is demonstrated in the inclusive and supportive workplace we ... more

Thursday, 14 September 2017
3:00 PM - 4:00 PM

Breakout Series IV
4.4 Global Grant Strategies and Practices

Design, Strategy & Trends
In today's ultra competitive talent market, companies are constantly struggling with how to get the most bang for their buck from an equity perspective and best design their equit... more

Thursday, 14 September 2017
3:00 PM - 4:00 PM

Breakout Series IV
4.5 Incorporating Charitable Opportunities in Your Equity Programs

Design, Strategy & Trends
More and more employees at all levels are looking to make charitable giving a part of their annual financial plan. Understanding how equity plans can empower employees to develop ... more

Thursday, 14 September 2017
4:30 PM - 5:30 PM

Breakout Series V
5.1 Equity and the IPO Simplified: Strategy and Process are the Key to Controlling the Chaos!

Program Management
Getting your equity strategy right from the beginning is the key to a successful program post-IPO. This session provides a road map to successfully (and smoothly) preparing your p... more

Thursday, 14 September 2017
4:30 PM - 5:30 PM

Breakout Series V
5.2 Global ESPPs: Innovative Trends and Strategic Considerations

Program Management
Continuous innovation in ESPP design and administration is providing companies with a seemingly endless stream of ways to offer a program, but knowing where to focus and for what ... more

Thursday, 14 September 2017
4:30 PM - 5:30 PM

Breakout Series V
5.3 To Cap or Not? That is the Plan Design Question

Design, Strategy & Trends
There are many reasons that companies add some sort of payout cap to equity awards, including lower expense and good governance. From capped stock options to negative TSR caps to ... more

Thursday, 14 September 2017
4:30 PM - 5:30 PM

Breakout Series V
5.4 Command Performance: Strategies for Your Performance Plans in Good Times and Not!

Executive Pay
In today’s pay for performance world, many companies have taken the obvious route and shifted their LTI programs toward a majority in performance shares. The reality of performa... more

Thursday, 14 September 2017
4:30 PM - 5:30 PM

Breakout Series V
5.5 Improve Your Personal LinkedIn Presence Specialty Session

Business Intelligence
Love it or hate it (or somewhere in between) social media is here to stay. Its importance continues to grow. It is increasingly the place where people get their news and seek out... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.1 Opening Pandora’s Box: Edutainment, Financial Wellness and More

Communications
Knowledge is power. This is particularly true with respect to equity awards. Research shows that employees who understand their equity plans have better results across the board; ... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.2 Global Mobility, Equity and Efficiency for Small, Medium and Large Programs - Lessons Learned

Program Management
This session takes a closer look at mobility program management and how to ensure a successful program regardless of your company size. Learn from a panel of experts who have been... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.3 Secrets to Avoiding Equity-related Payroll Pitfalls

Program Management
The Department of Justice recently issued a press release indicating aggressive pursuit of employers (and individuals) who violate employment tax laws. With key statistics showing... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.4 Gen Y and Z: Engaging the Global Workforce of the Future

Design, Strategy & Trends
After the millennials comes Generation Y and Z. The emergence of this next generation of employees will transform the landscape of tomorrow’s workforce and require changes few c... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.5 Tax Qualified Plans and Other Tax Exemptions—Blessing or Curse?

Finance & Tax
Saving taxes sounds like a no brainer, right? But administering a tax qualified plan can be more of a headache than companies anticipate and, in many cases, the burden and cost of... more

Friday, 15 September 2017
9:45 AM - 10:45 AM

Breakout Series VI
6.6 Eight Strategies for Enhancing Your Global Savvy Specialty Session

Business Intelligence
Whether you are fluent in many languages, the key to successfully conducting business internationally is gaining a mastery of the “universal” language. Join us to see how glob... more

Friday, 15 September 2017
11:15 AM - 12:15 PM

Breakout Series VII
7.1 Reimagining Global 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... more

Friday, 15 September 2017
11:15 AM - 12:15 PM

Breakout Series VII
7.2 A Different Kind of Tech Boom: Why Your Global Communications Strategy Must Embrace Technology

Communications
Plan communication and education have long been challenges, especially as companies become more global and technology overtakes the old ways of communicating. Times are changing ... more

Friday, 15 September 2017
11:15 AM - 12:15 PM

Breakout Series VII
7.3 Statutory Audits IQ

Compliance & Regulatory
Statutory audits—your external auditors probing into your company’s financial affairs—a necessary evil, but often a dreaded experience. Attend this session and hear case stu... more

Friday, 15 September 2017
11:15 AM - 12:15 PM

Breakout Series VII
7.4 What You Need to Know Now: Global Tax and Regulatory Changes in Equity Compensation

Finance & Tax
The global landscape of international equity taxation and compliance is ever changing, forcing companies to constantly evaluate their plan design, reward strategies, and complianc... more