Designing executive share plans with DEI and ESG performance targets requires a robust global standard to ensure fairness, accountability, and transparency. The EU is more advanced in integrating these metrics, but a strong global standard should include clear and measurable targets, alignment with international frameworks like the UN SDGs, and a balanced scorecard approach. Regular monitoring, stakeholder involvement, meaningful incentives, regional adaptation, and continuous improvement are also crucial. 

Join this session to explore practical strategies that drive impactful DEI and ESG outcomes in executive compensation.

KEY LEARNINGS:

• Understand the importance of clear and measurable DEI and ESG target
• Learn how to align with international frameworks for consistency
• Explore effective incentive structures to drive DEI and ESG achievements
   

GEO's new Global Share Plans Ranking Project is the first of its kind. Designed to provide a snapshot in time, senior equity compensation industry issuers and service providers have provided rankings across a wide range of criteria for their country of expertise. The resulting report provides the bigger picture: a detailed country-level view of the appetite, support and provision of employee share ownership.

This session provides report highlights and key takeaways, as well as providing an understanding of how the report can be used for ideas on how to improve regional plans, assess the risk of expanding into new countries, or to start a conversation with regional stakeholders to increase access to share ownership around the globe.  

KEY LEARNINGS: 

• Discover the countries leading the way, and those that have room to develop their employee equity offer
• Explore key report findings, including trends and barriers to adopting share plans
• Find out how you can use the report to decide which countries to extend plans into, or take learnings to improve the take-up of equity compensation in your region

Explore the intricate landscape of equity grants to non-employee service providers in our expert panel session. Uncover the unique challenges that global issuers encounter when extending equity grants to independent contractors, PEO/EOR-engaged individuals, and more. Dive into the multifaceted considerations encompassing corporate governance, local securities, foreign exchange, and tax laws worldwide. 
Hear firsthand about Marriott International, Inc.'s triumphs in managing its global equity compensation program, addressing the challenges encountered.
 

KEY LEARNING POINTS:

• Identify securities law, foreign exchange, and tax risks in non-employee equity grants
• Exploring best practices for compliance with local laws
• Understanding Marriott International, Inc.'s strategies for managing non-employee equity compensation on a global scale

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.

GEO’s new Global Share Plans Ranking Project is the first of its kind. Designed to provide a snapshot in time, senior equity compensation industry issuers and service providers have provided rankings across a wide range of criteria for their country of expertise.

The resulting report provides the bigger picture: a detailed country-level view of the appetite, support and provision of employee share ownership.

This session provides report highlights and key takeaways, as well as providing an understanding of how the report can be used for ideas on how to improve regional plans, assess the risk of expanding into new countries, or to start a conversation with regional stakeholders to increase access to share ownership around the globe.

KEY LEARNING POINTS:

• Discover the countries leading the way, and those that have room to develop their employee equity offer
• Explore key report findings, including trends and barriers to adopting share plans
• Find out how you can use the report to decide which countries to extend plans into, or take learnings to improve the take-up of equity compensation in your region

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.

Join our expert panel of industry leaders for a comprehensive discussion on the most formidable issuer challenges we've encountered in the equity realm. Dive into the "biggest and baddest" issues encompassing our firsthand experiences, participant perspectives, and optimal vendor response strategies when offering feedback. With diverse backgrounds spanning various business segments and extensive dealings with administration platforms, Transfer Agents, brokers, education resources, legal, payroll, valuation, and more, our panel provides a broad perspective. Gain insights into pain points encountered with domestic, international, and mobile populations.
 

KEY LEARNING POINTS:

• Explore challenges and best practices across various vendors, including administration platforms, Transfer Agents, brokers, and more
•  Benefit from a wide-ranging perspective with experiences from different business segments and   interactions with domestic, international, and mobile populations
• Learn how to provide constructive feedback to vendors, optimizing their response and enhancing overall issuer/vendor relationships

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.

Join our expert panel to delve into the intricate decisions of local vs. global, discount vs. matching, fixed vs. flexible in an employee share plan. Uncover the melody as the panel discusses how factors like home country, industry, participant needs, and company objectives shape plan design.

Learn firsthand from success stories like Lucid Motors' global discounted share purchase plan, Sage's reimagined global Save and Share plan, and why two companies on opposite sides of the pond opted for a US tax-qualified ESPP. Don't miss this session on orchestrating your ideal plan design.

KEY LEARNING POINTS:

• Discover navigating influential factors in plan design
• Explore success stories in global share purchase plans
• Uncover strategic considerations for effective employee share plans

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.

Dive into a comprehensive session led by an expert panel, unraveling the intricacies of stock market operations crucial for optimizing employee stock plans. Gain insights into the evolution and functioning of the stock market, demystifying the roles of brokers and floor traders, and understanding order flow and share settlement. Explore the nuances of trade processing, the actual cost of trading shares, and the significance of trade execution. Learn to ask pertinent questions of your stock plan provider and safeguard participants' interests. Understand the impact of recent regulatory updates on trading, including amendments to SEC Rule 10b5-1, changes to Rule 144, and SEC Form 4 filings. Benefit from real-world experiences, including handling large block trading scenarios.

KEY LEARNING POINTS:

• Basics and evolution of the stock market, and its contemporary operation
• Understanding the actual cost of trading and its implications for participants
• Navigating recent regulatory updates and their impact on employee stock plans

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.

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.

Join this enlightening session that sees our expert panel provide a beginner's guide to the dynamic realm of crypto assets and their emerging role as rewards and salaries, both within the crypto sector and across industries. Discover the compelling reasons behind companies' adoption of these innovative incentive structures.

This user-friendly and thought-provoking session will equip you with valuable knowledge about crypto assets as incentives and provide insights into the future landscape of employee compensation.

KEY LEARNING POINTS:

• Crypto asset basics: Understand crypto assets with a user-friendly overview, covering terms like security tokens, utility tokens, exchange tokens, bitcoin, and NFTs, to grasp the essentials.
• Taxation and compliance: Delve into taxation complexities, valuation methods, legal aspects, and regulatory considerations linked to crypto assets. Focus on Germany and the UK's regulatory landscapes and approaches for companies.
• Future of crypto Incentives: Join a forward-looking discussion on crypto currencies as employee incentives, exploring implications and possibilities in innovative compensation methods.

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.

Join us for a captivating panel discussion featuring issuer companies as we dissect the concept of global share plans. Is a one-size-fits-all approach akin to the utilitarian Trabant car the way to go, or should it be as unique as a designer car tailored to specific needs?

Don't miss this engaging session that promises to provide clarity on the balance between standardization and customization in global share plans, leaving you well-informed and ready to make informed decisions for your organization.

KEY LEARNING POINTS:

• Understanding plan varieties: Explore the various types of global share plans and gain a comprehensive understanding of their distinct characteristics.
• Efficiency vs. customization: Delve into the discussion of whether global share plans should prioritize efficiency and standardization, like a production line, or embrace customization to cater to unique requirements.
• Rolling out plans: Learn about the ease or complexity involved in rolling out different types of global share plans, and discover strategies for successful implementation.

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.