2.4 Leveraging Employee Share Plans: Insights from FTSE Companies

Employee share plans play a critical role in fostering employee engagement, retention, and alignment with business objectives. In this panel session, we will explore how leading FTSE companies have implemented and adapted their employee share plans to suit their unique business strategies. Join us as industry experts discuss their real-world experiences, challenges, and key takeaways from designing and managing these initiatives.

KEY LEARNING POINTS:

  • Gain insights into how different FTSE companies structure their employee share plans to reflect their organizational goals and cultures.
  • Understand common obstacles faced during implementation and management of employee share plans, and explore strategies to overcome them.
  • Learn how employee share plans are leveraged to reinforce company values, drive business performance, and support long-term strategic objectives.
Speaker/Author

Elliot Alexander, Computershare
Ian Gassner, Weir Group PLC
Shahena Sultana, Vistry Group PLC

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

2.3 Global Hotspots: Lessons Learned from a Global Rollout

Navigating legal and tax compliance for new or existing plans can be daunting. Join our panel of experienced issuers and advisors as we spotlight three key compliance hotspots: securities laws, foreign exchange, and translations. Experts from Tapestry will guide you on prioritising compliance efforts this year and tackling challenges in hotspot countries. Hear from Sage and Rolls-Royce about their experiences with global expansion.

KEY LEARNINGS:

  • Learn where to focus your compliance efforts for the biggest impact
  • Discover strategies for managing securities laws, foreign exchange, and translations
  • Gain insights from Sage and Rolls-Royce on overcoming key issues in global expansion




     
Speaker/Author

Suzannah Crookes, Tapestry Compliance
Chris Fallon, Tapestry Compliance
Julie Shepherd, FGE, Sage Group plc
Hayley Stock, Rolls-Royce Holdings plc
 

Event date
Wednesday, 13 Nov 2024, 13:10 - 14:00
Country
Breakout series
Location
Partnership 3
Field of Study
Business Law
Level
O

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

5.4 AI, Equity and You

AI: coming for a job near you! Or is it? In this full and frank fireside chat, GEO's Gabbi Stopp will moderate a discussion with two highly-experienced, leading lights in the global equity space, Mark Higgins of WPP and Julie Shepherd of Sage Group. Both these firms are already harnessing the transformative power of AI across their businesses, and are actively exploring AI's potential for aspects of equity compensation. Both these speakers have charted highly successful careers in global equity issuance. Join us to engage with the biggest challenge and opportunity for our industry, and come away informed, inspired and hopefully, illuminated!

KEY LEARNINGS:

  • Discover how WPP and Sage Group are integrating AI into their equity compensation strategies
  • Gain insights into the opportunities and challenges AI presents for the global equity industry
  • Learn from the experiences of leading experts in global equity issuance on harnessing AI's transformative power.
Speaker/Author

Mark Higgins, WPP
Julie Shepherd, FGE, Sage Group plc
Gabbi Stopp, FGE, GEO

Event date
Wednesday, 13 Nov 2024, 16:25 - 17:15
Topic
Breakout series
Location
Partnership 2
Field of Study
Information Technology
Level
O

1.4 A Whistlestop Tour of Share Plans for Private Company Employees

Join this session to explore how private companies leverage share plans strategically to drive growth and enhance employee engagement. These plans serve as potent incentives, aligning employees' interests with the long-term success of the company. They foster a sense of ownership and commitment that can be challenging to achieve with non-equity-based rewards.

The panel will cover navigating the use of equity in private equity-backed portfolio companies, exploring pathways to achieve liquidity for private companies, and understanding the mechanics of growth shares and their potential for tax efficiencies. They will also examine how traditional tax-advantaged plans can be optimised to maximise benefits and discuss fostering an employee ownership culture through initiatives like employee ownership trusts (EOT) and broader employee plans. Additionally, considerations for private companies when extending equity on an international scale will be covered.

KEY LEARNINGS:

  • A clear understanding of how share plans align employee interests with company growth
  • Insight into effective strategies for achieving liquidity in private companies
  • Knowledge of the benefits and tax efficiencies associated with using growth shares.
Speaker/Author

Andrew Quayle, CMS
Sarah McMaster, CMS
Jack Waley-Cohen, What3Words
Tom Hicks, Fiduchi


 

Event date
Wednesday, 13 Nov 2024, 11:25 - 12:15
Breakout series
Location
Affiliation Hub 1
Field of Study
Personnel/HR
Level
I
ARTICLE
10 August 2023
AIGCC’S UTILITY ENGAGEMENT GROUP CLAMPS DOWN ON EXECUTIVE PAY
External News

Khalid Azizuddin, Forbes

Trending now
Executive plans
Global

The Asian Utilities Engagement Programme (AUEP), led by the Asian Investor Group on Climate Change (AIGCC), focuses on linking executive compensation to climate-related Key Performance Indicators (KPIs) in Asian utilities. The program urges these companies to implement governance frameworks for climate issues, establish decarbonization timelines, disclose climate information according to TCFD guidelines, address physical climate risks, and ensure their lobbying activities align with climate objectives. Several companies, such as Japan's J-Power and Chub Electric, as well as Malaysia's Tenaga Nasional, are already incorporating sustainability KPIs into their compensation structures, and the program plans to expand its engagement to regulators and other markets.

ARTICLE
6 May 2024
MICROSOFT IS TYING EXECUTIVE PAY TO SECURITY PERFORMANCE — SO IF IT GETS HACKED, NO BONUSES FOR ANYONE
External News

Tech Radar

Executive pay
Executive plans
Global

Microsoft has taken a proactive step in addressing cybersecurity concerns by linking executive compensation to the company’s security performance, following recent high-profile attacks. The initiative, known as the Secure Future Initiative (SFI), aims to prioritize security and hold leaders accountable for meeting security plans and milestones. This strategic move reflects Microsoft's commitment to enhancing cybersecurity and fostering a culture of continuous improvement, as highlighted by Executive Vice President Charlie Bell and Chief Information Security Officer Igor Tsyganskiy.

ARTICLE
24 April 2024
BOEING LEADERS’ WINDFALL PREDATES NEW SAFETY GOALS TIED TO PAY
External News

Bloomberg Law

Executive pay
Executive plans
Global

Boeing's CEO Dave Calhoun and former Executive Vice President Stan Deal, despite announcing their departures amid scrutiny over manufacturing flaws, stand to collect a combined $45 million in compensation. They won't likely face internal clawback policies since they weren't fired due to quality management issues. However, shareholders are expected to approve a proposal tying executive compensation to safety improvements, as Boeing faces intense scrutiny following incidents like a door panel detaching from a 737 Max 9 jet. The company's compensation structure is being retooled, and leadership changes are expected to address concerns and improve performance.

ARTICLE
23 April 2024
51% OF EMPLOYEES WANT THEIR EMPLOYER TO INVEST MORE IN SUSTAINABILITY
External News

Employee Benefits

Design and strategy
Executive plans
UK and Channel Islands

Research by Zest indicates that a majority of employees, especially younger ones, desire increased investment in sustainability from their employers, with over half expressing interest in sustainable benefits like electric vehicles and green pensions. Despite this, a significant portion of younger workers feel their employers lack concern for sustainability, which impacts their morale. Employers are also observing a growing demand for sustainable benefits, highlighting the importance of adapting to these changing employee expectations to improve overall employee satisfaction and attract and retain talent.