2.2 GEIS 2024: Leveraging AI and Emerging Trends in Global Equity Compensation

Join this session to uncover the latest trends in global share plans with highlights from the 12th annual Global Equity Insights Survey (GEIS) 2024. This unique survey reveals crucial insights into how companies worldwide use equity, focusing on Long Term Incentives (LTIs), Share Purchase Plans (SPPs), and talent.

The panel will also explore survey findings on how companies are harnessing the transformative impact of Artificial Intelligence (AI) for their equity compensation strategies, showcasing real-world applications and best practices.

KEY LEARNINGS:

  • Discover the latest trends in global share plans from the 2024 Global Equity Insights Survey, including LTIs and SPPs
  • Gain insights into how AI is revolutionising equity compensation strategies
  • Learn best practices and emerging trends in equity-based compensation to apply in your company
Speaker/Author

Mitan Patel, FGE, Fidelity
Danyle Anderson, FGE,  Bank of America
David Voggeser, hkp////group
Marcus McEvoy, Computershare

 

Event date
Wednesday, 13 Nov 2024, 13:10 - 14:00
Breakout series
Location
Partnership 2
Field of Study
Specialized Knowledge
Level
O

2.1 Preparing for the EU's Pay Transparency Directive: 'A Roadmap for Share Plan Professionals'

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.
Speaker/Author

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

Event date
Wednesday, 13 Nov 2024, 13:10 - 14:00
Breakout series
Location
Partnership 1
Field of Study
Specialized Knowledge
Level
A

2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

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.

Speaker/Author

GEIS sponsor panel

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 3

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

2.3 Is equity music to employees' ears or out of tune?

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.

Speaker/Author

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

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Plan type
Country
Breakout series
Location
Germantown 1

2.2 Navigating compensation stability: long-term incentives in turbulent markets

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.

Speaker/Author

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

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Midtown 1

2.1 Unlocking potential: empowering employees through ESPP education

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.

Speaker/Author

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

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 4

2.2 KEY HIGHLIGHTS OF THE GLOBAL EQUITY INSIGHTS SURVEY 2023

Equity compensation is in the midst of a profound transformation. This expert panel will uncover the key highlights from the Global Equity Insights Survey 2023 (GEIS 2023) with a laser focus on three pivotal elements: Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), and the integration of Environmental, Social, and Governance (ESG) targets. 

Attend to gain in-depth insights into the transformation of equity compensation and learn how to leverage these key learnings to enhance your organization's compensation strategies. Explore the latest trends, best practices, and real-world applications of these critical aspects of equity compensation.

KEY LEARNING POINTS:

  • LTIs unveiled: Discover insights on eligibility and performance, providing a comprehensive understanding of how LTIs are shaping equity compensation strategies.
  • SPP dynamics: Explore the employee participation measures designed to boost engagement and effectiveness, revealing the secrets to successful SPP programs.
  • ESG integration: Understand and explore the application and importance of ESG metrics in shaping equity-based compensation plans.
     

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

James Robertson, Computershare
David Voggeser, hkp/// group
Andrew Thain, hkp/// group
Sandra Sussman, FGE, SAP
Sebastian Wetzel, Siemens Energy

Event date
Thursday, 16 Nov 2023, 09:40 - 10:40
Country
Breakout series

2.3 EQUITY ADMINISTRATION HEALTH CHECK: A COMPREHENSIVE GUIDE

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.


 

Speaker/Author

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

Event date
Thursday, 16 Nov 2023, 09:40 - 10:40
Country
Breakout series

2.1 TEAMVIEWER'S SHARE PLAN SUCCESS STORY

Discover TeamViewer's groundbreaking journey as they introduced their inaugural employee share plan in December 2022. This momentous occasion underscored their unwavering commitment to their workforce, forging a sense of shared ownership and a united path towards success. It recognized the strategic significance of employees in propelling TeamViewer to unprecedented heights.

During this session, our expert panel will dissect the fundamental principles and objectives that drove their plan choices. They will shed light on how this program has transformed employees into genuine stakeholders in the company's flourishing trajectory. Notably, TeamViewer has extended Restricted Stock Unit (RSU) plans to all employees and introduced an exclusive Performance Stock Unit (PSU) plan tailored for their esteemed leadership team.

Don't miss this engaging session that delves into the decision-making process, the intricate navigation of complexities, and the triumphant implementation of this transformative initiative.

KEY LEARNING POINTS:

  • Gain insights into the core principles and objectives guiding TeamViewer's pioneering employee share plan.
  • Discover how RSU plans for all employees and PSU plans for the leadership team have empowered staff to become genuine stakeholders in the company's growth.
  • Uncover the strategies and successes behind TeamViewer's remarkable journey in launching this milestone initiative.

 

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

Anto Lucic, Computershare
Carolin Graue, TeamViewer

Event date
Thursday, 16 Nov 2023, 09:40 - 10:40
Country
Breakout series