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Agenda At-A-Glance

Conference Schedule (Subject to change)

Tuesday, 15 September 2020

08:30-11:30 PDT / 11:30-14:30 EDT / 16:30-19:30 BST / 17:30-20:30 CEST / 23:30-02:30 HKT +1 / 01:30-04:30 AEST +1

Bootcamp - Pre-conference Day One

Thursday, 17 September 2020

08:30-11:30 PDT / 11:30-14:30 EDT / 16:30-19:30 BST / 17:30-20:30 CEST / 23:30-02:30 HKT +1 / 01:30-04:30 AEST +1

Bootcamp - Pre-conference Day Two

Tuesday, 22 September 2020

08:00-09:00 PDT / 11:00-12:00 EDT / 16:00-17:00 BST / 17:00-18:00 CEST / 23:00-00:00 HKT +1 / 01:00-02:00 AEST +1

Opening Comments and Keynote Address

09:00-09:10 PDT / 12:00-12:10 EDT / 17:00-17:10 BST / 18:00-18:10 CEST / 00:00-00:10 HKT +1 / 02:00-02:10 AEST +1

Break

09:10-10:00 PDT / 12:10-13:00 EDT / 17:10-18:00 BST / 18:10-19:00 CEST / 00:10-01:00 HKT +1 / 02:10-03:00 AEST +1

Breakout Series I

1.1 With Travel Limited, Please Join Us for a Virtual Tour Around the World of Equity Compliance Legal/Regulatory
1.2 Corporate Social Responsibility—A Little Less Conversation, a Bit More Action Executive Pay
1.3 The "Equity View" Goes Virtual Trending Now

10:00-10:10 PDT / 13:00-13:10 EDT / 18:00-18:10 BST / 19:00-19:10 CEST / 01:00-01:10 HKT +1 / 03:00-03:10 AEST +1

Break

10:10-11:00 PDT / 13:10-14:00 EDT / 18:10-19:00 BST / 19:10-20:00 CEST / 01:10-02:00 HKT +1 / 03:10-04:00 AEST +1

Breakout Series II

2.1 Trends in Financial Wellness Communications
2.2 The More You Know—Data and Its Role in Ownership Management Trending Now
2.3 Science and Mother Nature as a Guidepost for Compensation Setting Executive Pay

17:00-18:00 PDT / 20:00-21:00 EDT / 01:00-02:00 BST +1 / 02:00-03:00 CEST +1 / 08:00-09:00 HKT +1 / 10:00-11:00 AEST +1

Opening Comments and Keynote Address Encore

18:00-18:10 PDT / 21:00-21:10 EDT / 02:00-02:10 BST +1 / 03:00-03:10 CEST +1 / 09:00-09:10 HKT +1 / 11:00-11:10 AEST +1

Break

18:10-19:00 PDT / 21:10-22:00 EDT / 02:10-03:00 BST +1 / 03:10-04:00 CEST +1 / 09:10-10:00 HKT +1 / 11:10-12:00 AEST +1

Day 1 Session Encore with Live Speaker Q&A

1.1 With Travel Limited, Please Join Us for a Virtual Tour Around the World of Equity Compliance Legal/Regulatory
2.1 Trends in Financial Wellness Communications
2.2 The More You Know—Data and Its Role in Ownership Management Trending Now

Thursday, 24 September 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 01:00-01:50 AEST +1

Breakout Series III

3.1 Learn from the Locals, Nashville Goes Global Virtually Program Management
3.2 Keep It Simple Design and Strategy
3.3 Equity and Retention: Is There a Correlation? Trending Now

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 01:50-02:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 02:00-02:50 AEST +1

Breakout Series IV

4.1 Redesigning Your LTI Program: Teaching an Old Dog New Tricks Design and Strategy
4.2 Navigating the Global M&A Minefield Legal/Regulatory
4.3 Lost in Translation—a Journey Through Language Communications

Tuesday, 29 September 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 01:00-01:50 AEST +1

Breakout Series V

5.1 Fit for the Future: Financial Wellbeing Programs and Practices Survey Findings Program Management
5.2 Swinging for the Fences: High-Leverage Performance Awards Trending Now
5.3 Reconcile This! Best Practices to Reconcile Equity with Payroll, Corporate Tax, and More Finance, Tax & Accounting

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 01:50-02:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 02:00-02:50 AEST +1

Breakout Series VI

6.1 The Blind Side: Understanding How Effective Your Equity Is at Paying Employees Design and Strategy
6.2 "Oops!... I Did It Again" AGAIN! Program Management
6.3 Beware of the Compensation Plan—Assessment and Mitigation of Compensation Risks Executive Pay

17:00-17:50 PDT / 20:00-20:50 EDT / 01:00-01:50 BST +1 / 02:00-02:50 CEST +1 / 08:00-08:50 HKT +1 / 10:00-10:50 AEST +1

Day 3 Session Encore with Live Speaker Q&A

1.3 The "Equity View" Goes Virtual Trending Now

3.1 Learn from the Locals, Nashville Goes Global Virtually Program Management
5.1 Fit for the Future: Financial Wellbeing Programs and Practices Survey Findings Program Management

Tuesday, 06 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series VII

7.1 Using the Herd: How Peer Effects Can Be Applied to Increase Plan Participation Communications
7.2 News from the Numbers: Accounting and Tax Guidance Update Finance, Tax & Accounting

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series VIII

8.1 Work 2.0: Why Are Incentives Lagging Behind? Trending Now
8.2 Crafting Your Mobile Strategy Finance, Tax & Accounting
8.3 Win a 2020 CMA—Communication Maestro Award! Communications

17:00-17:50 PDT / 20:00-20:50 EDT / 01:00-01:50 BST +1 / 02:00-02:50 CEST +1 / 08:00-08:50 HKT +1 / 11:00-11:50 AEST +1

Day 4 Session Encore with Live Speaker Q&A

5.2 Swinging for the Fences: High-Leverage Performance Awards Trending Now
5.3 Reconcile This! Best Practices to Reconcile Equity with Payroll, Corporate Tax, and More Finance, Tax & Accounting
7.2 News from the Numbers: Accounting and Tax Guidance Update Finance, Tax & Accounting

Thursday, 08 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series IX

9.1 Ensure Your ESPP Plan Design Hits the Right Note Design and Strategy
9.2 Take Me Home, Country Road…the World Tour! Legal/Regulatory
9.3 What's Everyone Else Doing? Highlights and Trends from EY's Recent Global Share Plan Survey Trending Now

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series X

10.1 Foreign Currency Management for Stock Plans Program Management
10.2 Section 16 & Rule 144: A Practical SEC Global Compliance Primer Legal/Regulatory
10.3 The Virtual Guide to Effectively Forecasting Share-Based Compensation Finance, Tax & Accounting

Tuesday, 13 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XI

11.1 Boost ESPP Purchasing Power with Cashless Participation^TM Trending Now
11.2 All-Employee Plan? All Good…! Top Tips for Successfully Managing an All-Employee Equity Program Program Management
11.3 Behavioral Economics: Implications for Participant Behavior Design and Strategy

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XII

12.1 The Struggle for Pay and Workplace Equity in a Post-COVID-19 World Trending Now
12.2 The Five W's of an Equity Program Program Management
12.3 Harmonizing Systems in Transition: Moving HRIS and Payroll Systems with Grace Program Management

17:00-17:50 PDT / 20:00-20:50 EDT / 01:00-01:50 BST +1 / 02:00-02:50 CEST +1 / 08:00-08:50 HKT +1 / 11:00-11:50 AEST +1

Day 6 Session Encore with Live Speaker Q&A

8.2 Crafting Your Mobile Strategy Finance, Tax & Accounting
9.1 Ensure Your ESPP Plan Design Hits the Right Note Design and Strategy
11.3 Behavioral Economics: Implications for Participant Behavior Design and Strategy

Thursday, 15 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XIII

13.1 When Equity Is on the Menu—It's All Good Design and Strategy
13.2 Retention Strategies During the COVID-19 Pandemic Executive Pay
13.3 Working in Harmony: Equity and Payroll Program Management

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XIV

14.1 Make French Qualified Plans Great Again? Legal/Regulatory
14.2 Microsoft’s Mobility Journey Around the World Finance, Tax & Accounting
14.3 Meet Your Match! Why Non-Qualified ESPPs Could Take Over the World! Program Management

Tuesday, 20 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XV

15.1 Employment Hot Topics for Global Equity Practitioners Legal/Regulatory
15.2 Global Audience, Global Communications Approach Communications
15.3 ESPP Remix: The Case for a Non-Qualified Plan and Creative Design Trending Now

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XVI

16.1 What Would You Do? Design and Strategy
16.2 Achieving a Seamless Transition—Best Practices for Changing Providers Program Management
16.3 International Employee Communication—Is It the Key to Success?? Communications

17:00-17:50 PDT / 20:00-20:50 EDT / 01:00-01:50 BST +1 / 02:00-02:50 CEST +1 / 08:00-08:50 HKT +1 / 11:00-11:50 AEST +1

Day 8 Session Encore with Live Speaker Q&A

10.1 Foreign Currency Management for Stock Plans Program Management
10.3 The Virtual Guide to Effectively Forecasting Share-Based Compensation Finance, Tax & Accounting
12.1 The Struggle for Pay and Workplace Equity in a Post-COVID-19 World Trending Now

Thursday, 22 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XVII

17.1 Don’t Get the Country (to Country) Blues: Create a Successful Mobility Taxation Policy Finance, Tax & Accounting
17.2 In Your Sole and Absolute Discretion? Legal/Regulatory
17.3 Transformers: More Than Meets the Eye Trending Now

08:50-09:00 PDT / 11:50-12:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 17:00-17:50 BST / 18:00-18:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XVIII

18.1 Man, I Feel Like a Share Plan—the Value in Communicating with Your Employees as Consumers Communications
18.2 Global Transaction Gotchas Legal/Regulatory
18.3 Global Equity Insights Survey 2020 Design and Strategy

Tuesday, 27 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 15:00-15:50 BST / 16:00-16:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XIX

19.1 What's New in Global Employee Equity Plan Management? Program Management
19.2 Our Journey Towards an Agile Compensation Approach Trending Now
19.3 Biased by Design Design and Strategy

08:50-09:00 PDT / 11:50-12:00 EDT / 15:50-16:00 BST / 16:50-17:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XX

20.1 Pain Killers: Five Areas of Focus to Bring Your Global Stock Plan to Full Strength! Program Management
20.2 It’s All About the Timing—Best Practices for Handling Retirement Eligibility Program Management

17:00-17:50 PDT / 20:00-20:50 EDT / 00:00-00:50 BST +1 / 01:00-01:50 CEST +1 / 08:00-08:50 HKT +1 / 11:00-11:50 AEST +1

Day 10 Session Encore with Live Speaker Q&A

12.2 The Five W's of an Equity Program Program Management
12.3 Harmonizing Systems in Transition: Moving HRIS and Payroll Systems with Grace Program Management
16.1 What Would You Do? Design and Strategy

Thursday, 29 October 2020

08:00-08:50 PDT / 11:00-11:50 EDT / 15:00-15:50 BST / 16:00-16:50 CEST / 23:00-23:50 HKT / 02:00-02:50 AEST +1

Breakout Series XXI

21.1 Keeping the Beat with Total Shareholder Return—What’s New with Market-Based Awards? Design and Strategy
21.2 "Understand Your Employees”—Employee Engagement and the Future of Employee Incentives Legal/Regulatory
21.3 Equity Choice Plans in Times of Uncertainty Trending Now

08:50-09:00 PDT / 11:50-12:00 EDT / 15:50-16:00 BST / 16:50-17:00 CEST / 23:50-00:00 HKT +1 / 02:50-03:00 AEST +1

Break

09:00-09:50 PDT / 12:00-12:50 EDT / 16:00-16:50 BST / 17:00-17:50 CEST / 00:00-00:50 HKT +1 / 03:00-03:50 AEST +1

Breakout Series XXII

22.1 Frustration-Free Employee Ownership: How Amazon Implemented an Affordable and Simple Direct Stock Purchase Plan Design and Strategy

09:50-10:00 PDT / 12:50-13:00 EDT / 16:50-17:00 BST / 17:50-18:00 CEST / 00:50-01:00 HKT +1 / 03:50-04:00 AEST +1

Break

10:00-11:00 PDT / 13:00-14:00 EDT / 17:00-18:00 BST / 18:00-19:00 CEST / 01:00-02:00 HKT +1/ 04:00-05:00 AEST +1

Keynote Address and Closing Comments

17:00-17:50 PDT / 20:00-20:50 EDT / 00:00-00:50 BST +1 / 01:00-01:50 CEST +1 / 08:00-08:50 HKT +1 / 11:00-11:50 AEST +1

Day 11 Session Encore with Live Speaker Q&A

18.3 Global Equity Insights Survey 2020 Design and Strategy
19.3 Biased by Design Design and Strategy
21.3 Equity Choice Plans in Times of Uncertainty Trending Now

17:50-18:00 PDT / 20:50-21:00 EDT / 00:50-01:00 BST +1 / 01:50-02:00 CEST +1 / 08:50-09:00 HKT +1 / 11:50-12:00 AEST +1

Break

18:00-19:00 PDT / 21:00-22:00 EDT / 01:00-02:00 BST +1 / 02:00-03:00 CEST +1 / 09:00-10:00 HKT +1 / 12:00-13:00 AEST +1

Keynote Address and Closing Comments Encore

2020 Virtual