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A FIRST-CLASS VIRTUAL KEYNOTE SPEAKER

Billy Billingham
BILLY BILLINGHAM MBE

Decorated Military Leader. Bodyguard. Best-Selling Author. TV Personality. Speaker.

There is not much Billy Billingham MBE QCB can't do!

With more than 20 years of military leadership, including executing strategic operations in places including Iraq, Afghanistan, South America, and Africa, Billy has experienced what it takes to be mentally tough.

As a result of his bravery, he was awarded the Queen's Commendation for Bravery and MBE by Queen Elizabeth II.

Join Billy as he brings his experiences to GEO's audience to educate and enthral those seeking how to combat challenges and hardships the SAS way!

INSIGHTFUL AND INSPIRING BREAKOUT SESSIONS

Access on-demand recordings.of the event's 20 live sessions that span six subject tracks and 30 'Best of Edinburgh' highest-rated sessions from GEO's 24th Annual Conference.

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Thursday, 16 Nov 2023, 09:40 - 10:40
Operational effectiveness
2.3 EQUITY ADMINISTRATION HEALTH CHECK: A COMPREHENSIVE GUIDE

Elizabeth Stoudt, Infinite Equity
Michelle Tomasetti, Infinite Equity
Matt Connor, FGE, Lucid Motors

Global
BREAKOUT II

Efficiently managing your organization's equity plan is essential for driving employee engagement, ensuring regulatory compliance, optimizing resource allocation, and safeguarding data security.

In this session, our experts will tackle five vital questions that administrators should routinely consider to maintain top-notch programs. Additionally, we'll explore strategies to boost the effectiveness of stock plan administration and streamline related processes.

Join us for this insightful session to bolster your stock plan administration skills and drive greater efficiency in your organization's equity programs.

KEY LEARNING POINTS:

  • Critical self-assessment: Learn the five key questions that administrators should regularly ask themselves to assess the health of their equity programs.
  • Enhancing effectiveness: Discover strategies to elevate the overall effectiveness of stock plan administration, ensuring alignment with organizational goals.
  • Efficiency optimization: Explore methods to streamline processes related to equity plan management, ultimately saving time and resources.


 

Tuesday, 9 Apr 2024, 16:30 - 17:30
Employee engagement
2.1 Unlocking potential: empowering employees through ESPP education

Alec Glassman, Carver Edison
Robyn Shutak, FGE, Infinite Equity
Lori Serrano, Outset Medical
Margaret Rozowski, RB Global

Employee stock purchase plans (ESPP)
Global
BREAKOUT II

The expert panel will unravel the intricacies of Employee Stock Purchase Plans (ESPP), addressing the most confusing and commonly asked questions. Gain actionable insights on employing effective education and resources to minimize employee confusion, empower your workforce, and reclaim valuable time for administrators.

KEY LEARNING POINTS:

  •  Identifying and addressing the most perplexing ESPP topics
  •  Implementing strategies for poignant education to reduce employee confusion
  •  Empowering employees and optimizing administrator efficiency

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 4
Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.2 Navigating compensation stability: long-term incentives in turbulent markets

Vance Yudell, Alvarez and Marsal
Brennan Rittenhouse, Alvarez and Marsal
Lindsay Lentz, Airbus

Performance shares
Restricted shares
USA
BREAKOUT II

Navigating through uncertain economic conditions requires a strategic approach to compensation. Join our expert panel as they delve into the intricacies of addressing compensation volatility and its impact on employee retention. In this insightful session, the panel will explore best practices and real-world case studies centered on the implementation of long-term incentive plans. Discover how these plans can effectively mitigate the challenges posed by economic uncertainties, fostering stability for both organizations and their workforce.

KEY LEARNING POINTS:

  • Understanding the impact of economic volatility on compensation outcomes
  • Exploring best practices for implementing long-term incentive plans
  • Analyzing case studies to illustrate successful strategies in uncertain times

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Midtown 1
Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.3 Is equity music to employees' ears or out of tune?

Hannah Needle, FGE, Tapestry Compliance
David Edwards, Natwest
Anna Fletcher, Rentokil

All plan types
Global
BREAKOUT II

Step into a broader perspective with our expert panel to explore the intricate interplay of equity plans within a company's broader employee value proposition and individual employee needs. Engage in a comprehensive discussion on the effective utilization of financial and non-financial incentives in a competitive recruitment landscape and amidst periods of change.

Delve into key questions: Where does equity fit within the wider employee value proposition? How do equity awards compare to other non-financial incentives for companies? Uncover what truly matters to employees in the present and future.

KEY LEARNING POINTS:

  • Explore integrating equity plans into the employee value proposition
  • Discover crafting effective incentives in competitive recruitment
  • Learn to align employee needs with financial and non-financial incentives

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 1
Tuesday, 9 Apr 2024, 16:30 - 17:30
Legal and regulatory
2.4 Halt your horses: strategies for surprising exchange control challenges

Lindsay Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In the fast-paced world of global share plans, maintaining control is a constant challenge, especially when unexpected exchange control issues arise due to new regulations. Join our expert panel as they share firsthand experiences of swiftly gaining expertise, troubleshooting with cross-functional teams, and devising solutions to ensure timely compliance with evolving requirements.

KEY LEARNING POINTS: 

  • Learn effective troubleshooting methods to swiftly address issues that may impact your organization's share plans
  • Delve into the latest developments affecting share plan offerings in China, Korea, and India, three countries with unique recent requirements including specific challenges and compliance nuances in these key market
  • Discover actionable strategies to proactively tackle complicated exchange control issues and effectively manage compliance in an ever-evolving regulatory landscape

 

CPE CREDIT: 1.0
Field of study: Business Law
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 2
Tuesday, 9 Apr 2024, 16:30 - 17:30
Data and business intelligence
2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

GEIS sponsor panel

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

  • Insights into how LTIs and SPPs navigate the changing corporate landscape
  • The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
  • How Artificial Intelligence is transforming equity compensation planning

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 3
Wednesday, 18 Sep 2024, 14:30 - 15:20
2.1 - New Year, New You: Setting Your Equity Compensation Reporting up for Success in 2025

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Georgina Lai, Atlation, Inc. 

USA
BREAKOUT II

Join this session for a comprehensive session on preparing your equity team for a successful start to the New Year.

Learn how to adhere to T+1, ensure data integrity, and foster collaboration among HR, Payroll, and IT to meet deadlines.

The panel will also cover how to review your share plan, set parameters, and conduct essential software testing for a smooth transition into 2025.

KEY LEARNING POINTS:

  • Master best practices for preparing your equity team for a strong Q1 start
  • Navigate challenges and strategies for tax filings, T+1 adherence, and data integrity
  • Understand the importance of interdepartmental communication and centralized software, and learn essential software testing procedures for Q1 audits
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 18 Sep 2024, 14:30 - 15:20
2.2 - Trivia Extravaganza and Hot Topics Round-Up

David Lanka, Bank of America
Rob Miceli, Bank of America
Tara Hagen, FGE, Global Tax Network
Carrie Kovac, Elastic

USA
BREAKOUT II

Get ready for an engaging update from the world of global stock plan administration! This session combines learning with friendly competition, offering a chance to explore the latest trends in global equity through an interactive trivia game.

Compete with fellow equity administrators in a fun, thought-provoking challenge.

Test your knowledge on key topics, stay ahead of industry changes, and refine your strategies—all while enjoying the contest and competing for prizes and bragging rights!

KEY LEARNING POINTS:

  • Global tax, mobility management and compliance essentials
  • Touch on valuable GEO resources including the Global Share Plans Ranking Study and the 2024 Global Equity Insights Study
  • Delve into tax withholding practices, new country-specific regulation, 83(b) elections,accounting nuances, valuation and financial reporting strategies
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Legal and regulatory
2.1 Preparing for the EU's Pay Transparency Directive: 'A Roadmap for Share Plan Professionals'

Liz Pierson, Deloitte
Kathryn Dooks, Deloitte
Rosemary Lemon, Hays

Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Austria
Belgium
Denmark
Finland
France
Germany
Netherlands
Norway
Spain
Sweden
Switzerland
UK and Channel Islands
BREAKOUT II

Are you ready for the future of pay transparency? Prepare for the future of pay transparency with our session on the EU's upcoming 'Pay Transparency Directive.' Set to roll out by June 2026, this legislation will affect all member states. Discover what this means for share plan professionals and gain insights on navigating the challenges ahead.

KEY LEARNINGS:

  • Understand the implications of the EU's 'Pay Transparency Directive' for share plan professionals
  • Identify key challenges and considerations for complying with the new legislation
  • Receive a roadmap to help plan and ensure compliance with the directive.
LOCATION:
Partnership 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
A