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.

Join us for a dynamic session that sheds light on the thriving startup landscapes in both Germany and Spain. Berlin consistently ranks among the top three startup cities in Europe, while Madrid and Barcelona secure coveted spots in the top 10. In this enlightening presentation, we will explore how both countries have recently upgraded their regulatory frameworks to support the creation and growth of startups.

The expert panel will provide invaluable insights into implementing your equity strategy across the transition in both countries. Discover how the Spanish Act to Promote the Startup Ecosystem, enacted in 2023, has revolutionized the regulatory landscape to support startups, and compare it to the German startup ecosystem.

This session is a unique opportunity to gain a comprehensive understanding of startup-friendly policies in Germany and Spain and equip yourself with the knowledge to thrive in two of Europe's most dynamic startup ecosystems.

KEY LEARNING POINTS:

• Startup ecosystem comparison: Gain a deep understanding of the startup ecosystems in Germany and Spain, and learn why Berlin is a top contender. Explore the factors that contribute to the success of these cities.
• Navigating equity vehicles: Understand the intricate landscape of equity vehicles, spanning both private and public markets, and gain insights into their significance for startups in both countries.
• Evolution of equity guidelines: Explore the evolving equity guideline framework, tracing its journey from the private sector to the public domain in both Germany and Spain, and grasp its implications for your startup's growth trajectory.
• Global equity roll-out: Dive into market data and practical perspectives on executing a global equity strategy, ensuring you're well-prepared for international expansion, with a specific focus on Germany and Spain.

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.

For stock plan administrators, one of the biggest dreads is that sudden urgent call from the CFO, Board, Comp Committee etc., looking for specific information from the equity comp plan. And it always seems to be an emergency!

This session aims to ease the dread by covering 5 key figures that administrators should have on hand or know where to quickly find. The discussion will cover key figures relevant for both Private and Public companies and our speakers include an issuer at a fast-growing energy technology company, as well as veteran administration providers serving both public and private issuer clients. For each figure we will cover the definition, who is likely to be interested in the figure and why, and how the figure is derived. Key figures include: Shares Available to Issue, Dilution and Overhang, Run Rate/ Burn Rate, 162(m) calcs, and Compensation "Actually Paid". 

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.

Unlock the potential of your executive compensation strategy with innovative concepts. In this session, our expert panel delves into four crucial areas that can significantly enhance your plan design, benefiting both executives and plan sponsors. These innovative concepts are designed to take your executive compensation strategy to the next level, addressing a variety of critical topics and featuring a case study from Levi Strauss. Learn the power of combining tried-and-true practices with innovative thinking to help you make the most of your executive compensation program.

Key learning points:

• Automatic exercise benefits: Discover the advantages of incorporating automatic exercise at expiration into your executive compensation plans. This innovative approach streamlines processes, enhances plan performance, and aligns executive incentives more effectively with organizational objectives.
• Identifying long-term incentive blind spots: Gain insights into potential blind spots that may affect the effectiveness of your long-term incentive programs. By addressing these challenges, you can create a more equitable and impactful compensation structure for your executives.
• Empowering executives with equity choice: Learn how to empower your executives with greater flexibility and control over their equity compensation choices. This approach leads to higher executive satisfaction, improved retention rates, and better alignment with your corporate goals.
• Tax-efficient charitable giving: Explore tax-efficient strategies that enable executives to maximize their charitable contributions while optimizing their financial planning. This knowledge equips executives to support causes they care about while making informed financial decisions.

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.

Delve into the dynamic world of global executive compensation trends, with a spotlight on the role played by equity compensation. Explore how these trends align with your organization's objectives and challenges, including talent attraction and retention, program management, and plan design.

Key learning points:

• Strategies for attracting and retaining top global executive talent through equity compensation.
• Effective program management and implementation considerations.
• Leveraging equity compensation in plan design to align with global executive compensation trends.

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.