2.4 Halt your horses: strategies for surprising exchange control challenges

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.

Speaker/Author

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

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 2
NEWS
29 September 2023
SEC STAFF ISSUES ADDITIONAL PAY VERSUS PERFORMANCE COMPLIANCE & DISCLOSURE INTERPRETATIONS
article

Skadden, Arps, Slate, Meagher & Flom LLP 

Finance, tax and accounting
Legal and regulatory
USA

The SEC's Division of Corporation Finance issued 10 new Compliance & Disclosure Interpretations (C&DIs) on September 27, 2023, supplementing previous guidance on pay-versus-performance disclosure rules.

READ THIS ARTICLE

3.1 DIGITAL NOMADS: EQUITY AWARDS AND THE ALTERNATIVE WORKFORCE

Discover the evolving landscape of global talent acquisition in this insightful session, where the expert panel unravel the complexities of hiring talent from around the world.

Attendees will access a comprehensive overview of countries where granting equity awards to consultant employees remains particularly challenging. Attend this panel to equip yourself with the knowledge and strategies needed to navigate the global talent landscape effectively, regardless of where your talent is based.

KEY LEARNING POINTS:

  • Navigating work arrangements: Understand the shift towards flexible work arrangements, including remote work, consulting, and employment through Professional Employer Organizations/Employers of Record. Learn why even large companies are exploring these options.
  • Legal and tax implications: Gain valuable insights into the diverse tax and legal considerations associated with equity awards, depending on the employment arrangement. Explore how multinational companies have successfully managed these challenges.
  • Documentation and communication: Delve into the differences in communicating and documenting equity awards based on the specific work arrangement. Get practical guidance on ensuring compliance and clarity in various scenarios.

 

CPE CREDIT HOURS: 1.0*

Field of study: Personell/HR
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Ludmilla Maurer, Baker McKenzie
Lindsay Minnis, Baker McKenzie

 

Event date
Thursday, 16 Nov 2023, 11:00 - 12:00
Country
Breakout series

1.1 EUROPEAN SHARE PLAN INSIGHTS: EQUITY OFFERINGS ACROSS THE CONTINENT

Join our enlightening session as we unravel the intricate web of country-specific challenges in Europe and equip you with the knowledge to overcome them effectively.

Don't miss this opportunity to arm yourself with the knowledge and strategies needed to thrive in the diverse regulatory landscape of European markets.

KEY LEARNING POINTS:

  • Navigate legal hurdles: Delve into the key tax, legal, and administrative challenges that businesses encounter in various European jurisdictions, including Belgium, Germany, Russia, the UK, France, and more.
  • Stay informed on enforcement: Stay ahead of the curve by gaining insights into enforcement activities that could impact your company's operations.
  • Create a strategic action plan: Leave the session with a concrete action plan to address these challenges head-on. Discover how to leverage country-specific appendices and compliance matrices to tackle issues such as securities exemptions, data privacy, tax withholding obligations, entitlement matters, and more across Europe.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.


 

Speaker/Author

Will Clifton, Baker McKenzie
Don-Tobias Jol, Baker McKenzie
Ludmilla Maurer, Baker McKenzie

 

Event date
Thursday, 16 Nov 2023, 08:30 - 09:30
Breakout series

5.1 MINDING THE (GENDER PAY) GAP: HOW TO NAVIGATE THE EUROPEAN PAY TRANSPARENCY DIRECTIVE

The Pay Transparency Directive in the EU is a significant step towards achieving equal pay and reducing the gender pay gap. Companies operating within the EU must adapt their pay structures and policies to ensure compliance and promote a more equitable work environment.

Join this session as the expert panel explores the practical implications of this directive and unveil strategies for fostering transparency and equity. Master the intricacies of the Pay Transparency Directive and equip yourself with the knowledge to promote pay equality and transparency in your organization.

KEY LEARNING POINTS:

  • Directive insights: Gain a deep understanding of the European directive on pay transparency, covering vital aspects such as information rights, reporting obligations, enforcement mechanisms, compensation practices, and potential sanctions.
  • National law variations: Discover the key differences between the directive and current national laws in Germany, the UK, France, and Belgium, ensuring compliance in diverse legal landscapes.
  • Effective employee engagement: Receive valuable tips on skillfully managing employee requests related to pay transparency and equal pay, fostering a collaborative and equitable work environment.

 

CPE CREDIT HOURS: 1.0*

Field of study: Business Law
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Jennifer Granado Aranzana, Linklaters LLP
Yukiko Hitzelberger-Kijima, Linklaters LLP

Event date
Thursday, 16 Nov 2023, 14:10 - 15:10
Country
Breakout series

4.3 PROMOTION OF THE STARTUP ECOSYSTEM TO PUBLIC EQUITY TRANSITIONS

Join us for a dynamic session that sheds light on the thriving startup landscapes in both Germany and Spain. Berlin consistently ranks among the top three startup cities in Europe, while Madrid and Barcelona secure coveted spots in the top 10. In this enlightening presentation, we will explore how both countries have recently upgraded their regulatory frameworks to support the creation and growth of startups.

The expert panel will provide invaluable insights into implementing your equity strategy across the transition in both countries. Discover how the Spanish Act to Promote the Startup Ecosystem, enacted in 2023, has revolutionized the regulatory landscape to support startups, and compare it to the German startup ecosystem.

This session is a unique opportunity to gain a comprehensive understanding of startup-friendly policies in Germany and Spain and equip yourself with the knowledge to thrive in two of Europe's most dynamic startup ecosystems.

KEY LEARNING POINTS:

  • Startup ecosystem comparison: Gain a deep understanding of the startup ecosystems in Germany and Spain, and learn why Berlin is a top contender. Explore the factors that contribute to the success of these cities.
  • Navigating equity vehicles: Understand the intricate landscape of equity vehicles, spanning both private and public markets, and gain insights into their significance for startups in both countries.
  • Evolution of equity guidelines: Explore the evolving equity guideline framework, tracing its journey from the private sector to the public domain in both Germany and Spain, and grasp its implications for your startup's growth trajectory.
  • Global equity roll-out: Dive into market data and practical perspectives on executing a global equity strategy, ensuring you're well-prepared for international expansion, with a specific focus on Germany and Spain.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Christian Hyldig, Aon plc
Jaime Pavía, Cuatrecasas
Katalin Kiss, Delivery Hero

Event date
Thursday, 16 Nov 2023, 12:10 - 13:10
Country
Breakout series

MASTERING THE EQUITY PLAN SHAREHOLDER APPROVAL PROCESS: FROM SOUP TO NUTS

This insightful session offers a step-by-step guide to securing shareholder approval for new or amended equity plans. Gain essential insights on the recommended timeline, project plan, and key stakeholder roles. 

Key learning points:

- Navigating key developments: Stay informed about the latest developments affecting equity plans and the shareholder approval process, including proxy advisor and institutional shareholder voting policies.

- Best practices and compliance: Discover best practices and essential updates for equity plans in light of recent legal, tax, and governance changes, ensuring alignment with regulatory requirements.

- Effective communication and execution: Learn strategies for effectively communicating material plan changes to executives and gaining board buy-in. Explore proxy disclosure considerations, including addressing potential stockholder risks. Additionally, delve into unique considerations related to ESPP approval and post-shareholder approval action items that demand attention.

Speaker/Author

Sinead Kelly, Baker McKenzie
Victor Flores, Baker McKenzie

Event date
Wednesday, 25 Oct 2023, 11:40 - 12:30
Country

LOOKING FORWARD, LOOKING BACK: A YEAR WITH PAY VERSUS PERFORMANCE AND THE ROAD TO MANDATORY CLAWBACK POLICIES

As we approach the close of 2023, join our panel discussion for insights into the first year of Pay Versus Performance disclosure regulations and the imminent Mandatory Clawback policies. These policies, though distinct, share a common goal: enhancing the equitable distribution of equity compensation. 

Join our expert panel for a comprehensive overview of the evolving landscape of equity compensation policies and their impact on corporate compliance.

Key learning points:

- Reflecting on Pay Versus Performance: Gain insights into the challenges and progress made in implementing the SEC's Pay Versus Performance Disclosures. Real-life examples will illustrate successes and challenges in compliance, offering valuable lessons.

- Preparing for mandatory clawback: Discover how listed companies are gearing up for the forthcoming mandatory clawback policy, set to take effect on December 1, 2023. Learn about the financial reporting implications and the reporting requirements for compensation recovery procedures in annual reports.

- Applying lessons learned: Explore the practical lessons from the Pay Versus Performance experience and how they can inform the design and execution of the Mandatory clawback policy. Gain a comprehensive understanding of best practices to ensure compliance with these regulations and future developments.

Speaker/Author

Chris Dohrmann, FGE, Global Shares - a J.P. Morgan company
Michael Gorski, Semler Brossy
Sinead Kelly, Baker McKenzie

Event date
Wednesday, 25 Oct 2023, 09:30 - 10:30
Plan type
Country
SURVEYS AND REPORTS
1 June 2020
Conducting Share Plan Research in Compliance with the European Union GDPR
GDPR white Paper

GEO's Academic and Government Committee: Dr, Bill Castellano; Don-Tobias Jol; Woulter Seinen; Margaret Loughlin; Danyle Anderson FGE, 

Legal and regulatory
European Union

Published in June 2020, read this white paper to navigate share plan research in compliance with GDPR regulations.

GDPR is a complex and multi-faceted set of rules and many concepts and terms in the regulation remain relatively vague and ambiguous, especially in consideration of the accountabilities and limitations of research entities. Due to the voluntary nature of academic research, many researchers and organizations may be overwhelmed by GDPR and choose not to conduct research impacted by GDPR due to its complexity.

 

LIVE WEBCAST
17 October 2023, 12 - 1:15pm EDT
PAY VS. PERFORMANCE: 2023 LESSONS LEARNED AND CONSIDERATIONS YEAR TWO
Webcast

SPEAKERS: Nathan O'Connor, Equity Methods, Sinead Kelly, Baker McKenzie

Legal and regulatory
USA

The SEC's final Pay vs. Performance (PvP) rule, released in August 2022, triggered a frantic race among issuers to understand and comply with its complex requirements. As a result, the 2023 proxy season became unforgettable for proxy preparers at both issuers and service providers. Equity Methods invites you to join their webcast, where they delve into their PvP database, housing over 600 PvP disclosures.

The webcast will provide a recap and summary of actual PvP disclosures filed in this year's proxies, along with important lessons learned by practitioners. Additionally, the discussion will cover emerging best practices and highlight considerations for companies as they prepare for their second PvP disclosure in 2024.

Key Learning Points:

  • Understanding the impact of the SEC's final Pay vs. Performance rule on issuers and service providers during the 2023 proxy season.
  • Recap and analysis of actual PvP disclosures filed in proxies, offering insights into compliance and disclosure strategies.
  • Identifying best practices that have emerged from the PvP disclosures and outlining important considerations for future PvP disclosures.

 

CPE CREDIT HOURS: 1.5*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits


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

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.


Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.