The expert panel will share insights on navigating the complexities of Mergers, Acquisitions, and Divestitures (MAD) in the realm of rewards and equity. While these events bring excitement, they often induce upheaval. Join the discussion to discover how three GEO organizations successfully managed key mergers and divestitures. Gain valuable perspectives on employee and award transitions, leveraging share programs for added value, and ensuring a top-quality participant experience throughout these transformative events.

KEY LEARNING POINTS:

• Understand how organizations effectively transitioned employees and awards during key mergers and divestitures
• Explore how share programs were utilized to deliver additional value during transformative events
• Learn strategies employed by award-winning organizations to maintain a high-quality participant experience throughout M&A and divestiture processes

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.

Embark on a global road trip with our expert panel as they pitch essential legal, tax, and regulatory changes worldwide, covering topics like the new Irish tax withholding changes impacting stock options and the lessons to learn from a recent legal case in Denmark concerning share plan leaver provisions.

The panel will explore market developments on complex issues like the South Korean foreign exchange requirements and will show you how (and why!) to stay informed of changes happening around the world!

With diverse experience from issuer and advisory backgrounds, this panel unveils the full compliance picture. Also hear first-hand how Lucid Motors navigates the ever-changing flux of global compliance requirements.

KEY LEARNING POINTS:

• Discover essential global legal, tax, and regulatory changes
• Analyze market developments on complex topics
• Explore emerging trends impacting global share plan operation

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.

This session extends the insights from Dr. Christian Berg's sustainability keynote, exploring the evolving global trends affecting society, climate, regional economies, and humanity's future.

A distinguished panel of GEO Fellows will dissect the interplay between ESG targets, proxy advisors, and investor influence on equity programs. Our industry experts will also address the emergence of the 'anti-ESG' movement in North America, challenging conventional corporate sustainability. Attendees will gain valuable insights into the dynamic ESG landscape, proxy advisor impact, and aligning equity programs with ESG goals.

KEY LEARNING POINTS:

• Advisor and investor influence: Grasp the powerful influence of proxy advisors and investors on shaping equity programs and their direct implications for ESG integration.
• Anti-ESG challenges: Examine the 'anti-ESG' movement's emergence and consequences in North America, and its impact on conventional ESG approaches and future business strategies.
• Impactful metrics: Identify and prioritize measurable performance metrics that are both vital for sustainability and directly affect an organization's environmental and social footprint.

Over the past two years, we've experienced the Great Resignation and the Great Reset due to COVID-19. Now, companies are focused on the challenges and opportunities of AI, hybrid working, and skills shortages.

This session considers whether UK-based and global companies are looking for alternative sources of labor as they plan for the future.

Attendees will learn:

• The impact of inflation and cost of living crisis on global equity plans
• What the best employers are doing to attract, retain, incentivize and reward talent
• What the future of work looks like including the impact of AI on the labour market and employer proposition to employees

Join industry leaders from DoorDash, Avalara, and Moss Adams as they explore the transformative power of automation in driving operational excellence, starting with payroll reconciliations. In this engaging panel discussion, our expert panelists will share their diverse approaches to reconciliations, accompanied by real-world anecdotes highlighting the challenges they encountered and the successes they achieved along their journey.

Attendees will learn:

• Automation: Streamline reconciliations and beyond with automation. Learn about the impact and efficiency gained from automated tools.
• Scaling Automation: Expand automation efforts for sustained operational excellence across functions.
• Lessons Learned: Gain practical strategies from panelists' experiences to maximize the benefits of automation.