Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

• Strategies to engage employees at various levels of financial wellness
• Understand the issuer's role in fostering financial literacy
• Navigate the fine line between providing information and giving advice

CPE CREDIT: 1.0
Field of study: Communication 
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 financial reporting specialists as they dissect the nuanced landscape of equity compensation plan accounting. While the basics are rules-driven, complexities arise when managing global plans with dual reporting, diverse awards with cash and equity settlement options, varied performance conditions, participant movements impacting cost centers, and navigating tight reporting deadlines amidst multiple stakeholders. In this workshop, delve into the functional and practical processes employed by financial reporting specialists throughout the year. Uncover the top challenges in stock plan accounting and gain actionable insights into navigating these complexities effectively.

KEY LEARNING POINTS:

• Explore strategies for dual reporting in global equity plans
• Understand practical approaches for handling multiple awards with cash and equity settlement options, each with unique performance conditions
• Learn practical ways to streamline reporting processes, ensuring accuracy and meeting tight deadlines in the midst of multi-stakeholder dynamics

CPE CREDIT: 1.0
Field of study: Accounting 
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.

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

• Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
• Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
• Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

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 in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

• Discover how to overcome challenges in global ESPP design
• Learn to make strategic decisions for implementation
• Analyze establishing an ownership mindset in a global workforce

CPE CREDIT: 1.0
Field of study: Communication 
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.

Participate in an insightful session led by an expert panel, unraveling the critical role share plans play in guiding companies through the transition from private to public. Explore the nuances of preparing your company, processes, and employees for the pivotal IPO moment. Gain valuable knowledge on developing a public-company-focused compensation philosophy, strategically using equity along the IPO journey, and selecting plan offerings to engage a transitioning workforce effectively. Learn to navigate common pitfalls, including valuation challenges, share reserve estimation, post-IPO restrictions for executives, and effective program communication. Understand the significance of a lockup agreement and its impact on your equity plan. Equip yourself with essential insights for a seamless IPO transition.

KEY LEARNING POINTS:

• Developing a public company-focused compensation philosophy
• Strategically using equity along the IPO journey
• Navigating common pitfalls and effective communication strategies

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.

Discover the critical role of talent and market dynamics in shaping equity compensation strategies. Join us for a deep dive into the latest insights from the Global Equity Insights Survey 2023 (GEIS 2023), focusing on recruitment, retention, inflation, and market volatility. 

Gain a comprehensive understanding of how these factors impact equity compensation and learn how organizations can adapt for success in a constantly changing environment. 

KEY LEARNING POINTS:

• Talent and equity compensation: Understand how equity compensation is a powerful tool for attracting top talent and gaining a competitive advantage in recruitment.
• Equity-based retention: Explore strategies to use equity compensation plans effectively for retaining key employees and reducing turnover.
• Inflation and resilient plans: Grasp the impact of inflation on equity awards and learn how to design compensation plans that are resilient to economic fluctuations.

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.

Today’s rapidly evolving global workforce expects more than just financial rewards to join, stay and succeed at organisations. Recent data shows that employees are 3.5 times more likely to reach their full potential in workplaces where they feel they belong.

In this illuminating discussion between Saint-Gobain and Fidelity, you will discover how leading organizations can connect equity into a comprehensive, human-centric total rewards experience to strengthen the wider employee experience.

You’ll hear about the power of empathic, user experience (UX)-led approaches to shape a full rewards offering – including equity plans, workplace benefits, and retirement strategies - that inspire diverse global workforces.

Join to gain insights into how you can shape your organization's rewards approach in this way – to support a culture of belonging, connection, and performance excellence.

KEY LEARNING POINTS:

• Enhanced engagement and financial wellness: Explore how organizations have strengthened understanding, engagement, and financial well-being among their diverse workforces through holistic rewards strategies.
• Talent attraction, retention, and performance: Learn how companies have leveraged human-centric rewards to attract, retain, and drive high performance among their top talent.
• Fostering stronger connections: Discover strategies employed by organizations to build stronger connections and commitment between employers and employees, fostering a sense of belonging and dedication to the organization.

CPE CREDIT HOURS: 1.0*

Field of study: Personnel/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.

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.

In the face of the ongoing and unprecedented mismatch between inflation and salary increases in 2023, which is expected to continue into 2024, companies find themselves in a relentless War for Talent. The challenge now is to ensure that equity plans remain effective and relevant in this ever-evolving landscape. In response to this changing environment, companies resorted to ‘one-off payments’ and ad-hoc share-based grants in 2022 and 2023.

Don't miss this session, where you'll gather invaluable knowledge about adapting equity plans to the challenges of today's talent landscape and future-proofing your organization's approach to employee rewards.

KEY LEARNING POINTS:

• Navigating market trends: Gain insights into the market trends that unfolded in 2022 and 2023, understanding the dynamics that have shaped the current scenario.
• The power of hyper-personalization: Explore how companies are harnessing the concept of "Hyper-personalization" to tailor equity rewards to individual employee needs and aspirations.
• Revamping communication strategies: Discover how organizations are evolving their communication strategies to effectively reward and retain employees as we venture into 2024 and beyond.

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.

Public event readiness focuses on the actions leading up to the ‘Big Day’. But what happens after that day comes and goes?

This session provides advice on how to avoid an IPO hangover. The panel of experts will cover the items that tend to get lost in the shuffle or deferred in the frantic run up to the public event.

Attendees will learn:

• The key milestones and steps you can take now to guarantee a pain free transaction
• Which administrative tasks, controls and communications are essential to succeed
• How to identify the key stakeholders and how best to communicate with them