This session presents a first look of key findings from the Global Equity Insights Survey (GEIS) 2025, offering a comprehensive overview of current trends in global equity compensation. It focuses on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), Artificial Intelligence (AI) applications, restructuring impacts, and the growing importance of Human Capital Management (HCM) Reporting and Equal Pay initiatives.

KEY LEARNING POINTS:

• Understand how companies are adapting equity programs to remain competitive in a changing market landscape, with a trend towards more flexible designs and expanded employee participation.
• Explore how AI is transforming equity management, from improving planning accuracy to enhancing employee engagement and ensuring regulatory compliance. Is this a repeat of the other session? Perhaps they can focus on other findings?
• Learn how HCM Reporting and Equal Pay initiatives are influencing equity program design, reflecting a broader trend towards greater corporate accountability and fairness.

Join expert speakers from Tapestry, HSE (US counsel), Aviva (UK), and Samsara (US) as they discuss their diverse approaches to designing equity compensation plans for a global workforce.

From global matching plans to employee stock purchase plans (ESPP), this session will provide insights into creating effective equity plans that drive employee ownership and engagement across different cultures and regions.

KEY LEARNING POINTS:

• Learn how to design equity compensation plans that work across global workforces.
• Discover innovative approaches to employee ownership and enhancing plan understanding.
• Explore strategies for ensuring compliance and best practices when expanding or exiting from markets.

Operating a global equity plan in a way that meets the company's incentive and retention goals while complying with a myriad of laws can be challenging, especially when factoring in employment law considerations on a global basis.

This session explores how companies can effectively manage these challenges, both from a legal perspective and in practice, focusing on the latest developments and best practices globally related to termination of employment and retirement, leave of absence, restrictive covenants, clawback enforceability and more.

KEY LEARNING POINTS:

• Learn best practices for managing equity awards during voluntary and involuntary terminations, ensuring compliance and retention goals are met.
• Understand how different types of leave—such as maternity, medical, or military—affect equity compensation and how to adapt plans accordingly.
• Explore strategies for implementing enforceable clawback policies and effectively navigating non-compete and non-solicitation agreements in a global context.

Join senior experts from all the Big 4 accounting firms for an interactive roundtable on managing tax compliance for global equity plans. In this session, speakers, moderators, and participants will explore key considerations in tax mobility, the essential elements of a well-administered global plan, and the challenges faced when managing equity compensation for a mobile workforce.

Attendees will gain practical strategies to enhance their international tax processes and ensure compliance with equity administration responsibilities.

KEY LEARNING POINTS:

• Best practices for tax compliance in global equity plans.
• Lessons learned from managing tax compliance across borders.
• Emerging market trends and future expectations in equity compensation.

Stock-based compensation is a powerful tool for attracting and retaining top talent, but are we truly measuring its return on investment through the lens of key talent objectives?

In this first-of-its-kind survey, Deloitte surveyed nearly 1,750 early-career and diverse employees to uncover the personal narratives and demographic identities influencing their participation in these programs. The findings highlight the critical need for employers to align their stock-based compensation offerings with their talent goals and to approach program design with flexibility, acknowledging the diverse backgrounds of early-career and underrepresented employees.

KEY LEARNING POINTS:

• Learn how early-career and diverse employees view stock-based compensation and how these perspectives shape participation.
• Gain actionable insights on how Dell is aligning its compensation programs with specific talent objectives to maximize impact.
• Walk away with practical takeaways on how to adjust your stock-based compensation programs to better meet the needs of your workforce.

Explore how creativity and technology can transform employee communications in this inspirational session. Delve into the use of innovative digital tools—beyond traditional animation and interactive brochures—to enhance employee engagement. The panel will address practical questions such as the effectiveness of these tools, overcoming resource constraints, and actionable steps to immediately improve your digital experience. Feel inspired, energised and dazzled by the possibilities.

KEY LEARNINGS:

• Discover how advanced digital tools can significantly enhance employee engagement beyond traditional methods
• Learn practical strategies from experts for implementing innovative communication techniques, even with limited resources
• Get inspired with actionable steps to evolve your digital experience for better results

Explore the financial reporting impacts of share plan designs in this case-study presentation by Amadeus. The expert panel will cover the financial reporting impacts of share plan designs and the key requirements of IFRS 2, including how various plan designs influence valuations, amortisation, and expense recognition.

Learn about the complexities of performance plans, effective reporting and disclosure practices, and strategies for communicating impacts to stakeholders. This session is perfect for HR and equity compensation professionals looking to enhance their understanding and application of IFRS 2.

KEY LEARNINGS:

• Understand the requirements of IFRS 2 and its implications for share-based payments
• Learn how different plan designs affect valuation, amortisation, and performance plans
• Discover best practices for reporting, disclosure, and stakeholder communication under IFRS 2

Ready to take your employee stock plan global? Discover why a one-size-fits-all approach won’t work and learn how to tailor your plan for each jurisdiction. Our panel will cover essential considerations for rolling out your plan internationally, from adhering to local regulations to optimizing participation rates. We'll explore data privacy variations, local labor laws, and strategies to manage cultural and language barriers. Get a high-level overview of customizations needed, a deep dive into data privacy regulations across regions, and best practices for engaging employees and streamlining your global plan.

KEY LEARNINGS:

• Learn how to tailor your stock plan for different jurisdictions to meet local regulations and boost participation
• Understand data privacy requirements in the EU, EEA, UK, APAC, South America, and compare them to North American laws
• Discover strategies to overcome cultural and language barriers and streamline your global plan

Explore how recent global changes are reshaping equity plans in this insightful session. We’ll delve into the impact of the evolving economic climate, shifts in government and workplace dynamics, and the changing role of employee equity plans. Our panel of experts will provide perspectives from economists, equity issuers, advisors, and providers, highlighting trends in awards, metrics, and structures. 

Gain valuable insights and practical strategies for leveraging equity as a powerful tool for organisational success in a competitive, globalised world.

KEY LEARNINGS:

• Understand how recent economic and geopolitical changes affect stock plan design and usage.
• Learn how workplace disruptions and government shifts impact employee equity plans and performance awards.
• Discover practical strategies and real-life examples to navigate equity trends and shape successful companies.

Discover how generative AI can revolutionise your share plans in this hands-on session. Watch a live demo of tools enhancing plan design, communication, disclosure, and more for plan participants, compensation committees, and shareholders. See practical examples of how generative AI boosts clarity, generates ideas, and provides instant expertise. We’ll also address privacy and confidentiality issues related to AI tools. 

Plus, meet Clarita, Clariant’s internal chatbot, which has been a valuable resource for over 1,000 employees since its launch in 2023.

KEY LEARNINGS:

• See how generative AI tools can enhance plan design, communication, and disclosure with live demonstrations
• Learn how AI can generate ideas, improve clarity, and add instant expertise to your share plans
• Understand best practices for managing privacy and confidentiality with generative AI tools