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GEO 2018 Australia Regional Events | Melbourne 16 October 2018

GEO's 2018 Australia Regional Events

Melbourne 16 October 2018

 

Event Venue

Allens Linklaters
Level 37
101 Collins Street
Melbourne VIC 3000

 

Agenda

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

Event Schedule (Subject to change)

16 October 2018
8:00am
8:30am Registration and Networking Breakfast
8:30am
8:40am Opening Remarks
8:40am
9:20am Session I - Progress in Canberra: Update on Regulatory and Public Policy Progress from the EOA Experts Panel (Legal/Regulatory)

Employee Ownership Australia (EOA pleased to collaborate with GEO to deliver an update on EOA’s initiatives related to working with local government, politicians, and regulators to advocate for removal of barriers to improve the regulatory and economic environment for employee ownership in Australian companies. In this session, two of our leading experts (Andrew Clements, Partner King & Wood Mallesons and Chair, EOA Experts Panel and Deputy Chair of EOA) and Mathew Ronald (Director, E&Y and Board Member, EOA) will provide an update to GEO conference attendees on the latest progress including an opportunity for GEO members and attendees to provide feedback and input into the advocacy direction.

Andrew Clements, King & Wood Mallesons

9:20am
10:00am Session II - Case Study on Employee Share Plan Design and Rollout (Design)

Keller Group Plc (listed on the LSE) are the world’s largest geotechnical solutions specialist. With 9,000 employees Keller tackle the toughest engineering challenges in over 40 countries by connecting global resources and local knowledge. Join Keller Group’s Company Secretary, Kerry Porritt, and MinterEllison’s Head of Remuneration Governance, Jon Finlay, in a discussion around global plan design from the Board’s perspective – facilitated by Sally Mulligan, Business Development Director, Solium.

Jon Finlay, MinterEllison
Sally Mulligan, Solium
Kerry Porritt, Keller Group

10:00am
10:35am Networking Break
10:35am
11:15am Session III - The Rise of Non-Executive Director Share Rights Plans (Tax)

Your company has recently introduced a minimum shareholding guideline for NEDs, who are now required to achieve a shareholding equivalent to their annual NED base fee within five years of appointment. You are considering implementing a NED share rights plan to assist the NEDs to increase their shareholdings in the company. This session will explore Non-Executive Director Share Rights Plans, including a discussion on the Human Resources, Tax and Corporate Regulatory issues that need to be considered. In this session, Shaun Cartoon (Allens) and Micaela Costello (CSL), will share their unique perspectives on this topic.

Shaun Cartoon, Allens
Micaela Costello, CSL Limited

11:15am
11:55am Session IV - Equity Awards in Transactions: Lessons from the Trenches (Legal/Regulatory)

This session will look at tax and legal issues that may arise for Australian companies in a transaction. We will explore:

  • Current trends in how equity awards are treated in transactions
  • How plan/award documentation may interfere with applying the preferred treatment in a transaction
  • Country-specific challenges related to implementing such treatment, including achieving tax neutrality for equity awards in a transaction, dealing with regulatory filings and other compliance action items and addressing labour law and data privacy considerations

Join us to gain perspective on getting or keeping plans and equity awards in good shape in case of a company transaction (whether you are on buyer or seller side) and obtain useful guidance on navigating the challenges that may arise for equity awards in a transaction!

Micaela Costello, CSL Limited
Denise Glagau, Baker McKenzie
Erica Kidston, Baker McKenzie

11:55am
12:45pm Networking Break and Lunch
12:45pm
1:25pm Session V - Integrated Equity-based Incentives (Executive Compensation)

Join in for a brief history of integrated and “alternative” equity-based incentive plans. This session will cover various equity types, trends and drives, and their suitability for various applications. We will cover the pros and cons (including tax effects) and share with you a practical “to do” list for when you get back to your office.

Sandra Buth, Deloitte
Michael Robinson, Guerdon Associates

1:25pm
2:05pm Session VI - Trust, Care, Togetherness and Excellence (Communication)

The session envelops South32's core values. South32 offers their All Share Plan to over 14,000 employees globally. They have worked hard to overcome limited financial understanding, remote mine site locations, varying levels of education, distribution challenges and language barriers. South32 was pleased to take home a GEO Award in April for Best Plan Communication for their global efforts to approach their vesting event this year, which included for the first time, 7,000 South African workers. Given the added challenges of South African-based workers, South32’s approach to communication and the process for all employees in seven countries will leave you with a unique perspective!

Michelle Kassis, PwC
Matthew Reed, Computershare
Rebecca Stewart, South32
Leigh Thomson, Computershare

2:05pm
2:45pm Networking Break
2:45pm
3:25pm Session VII - Where the Bloody Hell Are You? (An Interactive Journey through the World of Global Compliance) (Legal/Regulatory)

Join this fun, interactive session to test your knowledge of tax and legal requirements around the world. Team up with fellow GEO attendees to guess where our mysterious characters, aliases “Smith”, are hiding based on the provided tax and regulatory clues. You may be surprised at what you know (or don't know) and might even win prizes for your global knowledge! Watch the Video

Joanna Mak, Brambles Limited
Darren Smith, Solium

3:25pm
3:30pm Closing Comments

Hotel Accommodations

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