6.4 Optimizing global equity plans for talent retention and an employee-centric workforce

A comprehensive exploration led by an expert panel, dissecting the complexities of equity compensation programs across diverse regions. Delve into the influential factors guiding the offering of tax-qualified plans in North America, Europe, the Middle East, and Asia-Pacific. Hear firsthand from two issuing companies as they uncover the regulatory and tax considerations specific to each jurisdiction and share their decision-making processes and strategies for communicating equity compensation programs across countries. Assess the current participation scenario and gain valuable perspectives as the panel discuss future changes they are contemplating.

KEY LEARNING POINTS:

  • Explore the factors shaping tax-qualified plan offerings in diverse geographical areas
  • Uncover the unique intricacies of regulatory and tax considerations in each jurisdiction
  • Gain insights into clients' decision-making processes and explore anticipated future changes in equity compensation programs

 

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.

Speaker/Author

Zackary Crumpton, Computershare
Aimee Soodan, Baker McKenzie
Rachel Ulep, eBay
Fiona Doran, Computershare

Event date
Wednesday, 10 Apr 2024, 15:25 - 16:15
Country
Breakout series
Location
Germantown 2

5.5 Do androids dream of equity compensation? How AI will impact pay decisions

A transformative exploration of Artificial Intelligence's (AI) impact on pay decisions and equity awards, guided by insights from our expert panel. Discover the current global AI landscape and its evolution, differentiating between Traditional and Generative AI. Delve into how algorithms are reshaping decision-making for HR and Equity Comp professionals, illustrated through practical case studies like Moog. Uncover the collaborative benefits of human-AI interaction, understanding AI as a support mechanism that reduces administrative burdens and provides crucial data insights, thereby elevating stock plan administrators and enhancing overall user experience.

KEY LEARNING POINTS:

  • Gain insights into the current global AI landscape and its evolution
  • Explore the practical application of algorithms in reshaping decision-making processes
  • Understand the collaborative benefits of human-AI interaction, reducing administrative burdens and providing valuable data insights

 

CPE CREDIT: 1.0
Field of study: Information Technology
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.

Speaker/Author

Charles Russo, Computershare
Sean Trotman, Deloitte
Katie King, Moog
Adie Leung, FGE, Citi

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Topic
Country
Breakout series
Location
Germantown 3

5.2 Titans' tango: navigating equity-based compensation in the era of mega mergers

Get acquainted with the complexities of merging large publicly listed companies with our expert panel, featuring seasoned professionals with firsthand integration experience. Uncover the strategic importance of equity-based compensation, exploring real-world challenges and innovative solutions through case studies. The session addresses administrative intricacies, harmonizing diverse equity structures, and emphasizes actionable strategies for talent retention and culture amalgamation post-merger. Join us for a riveting discussion that blends theory with real-world application, equipping attendees with insights and practical narratives for successful corporate integrations.

KEY LEARNING POINTS:

  • Grasp the crucial role of equity-based compensation in large-scale corporate mergers
  • Learn from real-world challenges and effective strategies employed in past mergers
  • Understand the complexities involved in merging and harmonizing diverse equity compensation structures

 

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.

Speaker/Author

David Voggeser, hkp///group
Stefanie Brachmann, Siemens Energy
Julia Bartsch, Siemens Energy
Markus Stebe, Siemens AG

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Country
Breakout series
Location
Midtown 1

4.4 Equity plan data considerations and action plans for mergers and acquisitions

An expert panel, seasoned in navigating corporate transitions, will explore critical considerations of equity plans amid mergers, acquisitions, and spinoffs, such as the post-transaction treatment of outstanding awards, ensuring equity and managing excise tax exposure. Join them in unraveling key accounting and data intricacies, and discover actionable insights to sidestep administrative nightmares.
Don't miss this opportunity to learn from the seasoned experts as they share invaluable strategies for navigating the complex landscape of equity plans in corporate transformations.

KEY LEARNING POINTS:

  • Navigate the post-transaction treatment of outstanding equity awards
  • Ensure fairness in equity distribution during corporate restructuring
  • Manage and mitigate excise tax exposure effectively

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.

Speaker/Author

Michael Mauro, insightsoftware
Liz Stoudt, Infinite Equity
Sara Anderson, Thermofisher Scientific

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Country
Breakout series
Location
Germantown 2

3.3 Closing the gap: quantitative approaches to addressing gender pay disparities

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.

Speaker/Author

David Voggeser, hkp///group
Marc Myntermann, Siemens Energy
Julia Bartsch, Siemens Energy
Michael Wolff, University of Goettingen

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Country
Breakout series
Location
Germantown 1

2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

  • Insights into how LTIs and SPPs navigate the changing corporate landscape
  • The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
  • How Artificial Intelligence is transforming equity compensation planning

 

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.

Speaker/Author

GEIS sponsor panel

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 3

2.4 Halt your horses: strategies for surprising exchange control challenges

In the fast-paced world of global share plans, maintaining control is a constant challenge, especially when unexpected exchange control issues arise due to new regulations. Join our expert panel as they share firsthand experiences of swiftly gaining expertise, troubleshooting with cross-functional teams, and devising solutions to ensure timely compliance with evolving requirements.

KEY LEARNING POINTS: 

  • Learn effective troubleshooting methods to swiftly address issues that may impact your organization's share plans
  • Delve into the latest developments affecting share plan offerings in China, Korea, and India, three countries with unique recent requirements including specific challenges and compliance nuances in these key market
  • Discover actionable strategies to proactively tackle complicated exchange control issues and effectively manage compliance in an ever-evolving regulatory landscape

 

CPE CREDIT: 1.0
Field of study: Business Law
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.

Speaker/Author

Lindsay Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 2

2.2 Navigating compensation stability: long-term incentives in turbulent markets

Navigating through uncertain economic conditions requires a strategic approach to compensation. Join our expert panel as they delve into the intricacies of addressing compensation volatility and its impact on employee retention. In this insightful session, the panel will explore best practices and real-world case studies centered on the implementation of long-term incentive plans. Discover how these plans can effectively mitigate the challenges posed by economic uncertainties, fostering stability for both organizations and their workforce.

KEY LEARNING POINTS:

  • Understanding the impact of economic volatility on compensation outcomes
  • Exploring best practices for implementing long-term incentive plans
  • Analyzing case studies to illustrate successful strategies in uncertain times

 

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.

Speaker/Author

Vance Yudell, Alvarez and Marsal
Brennan Rittenhouse, Alvarez and Marsal
Lindsay Lentz, Airbus

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Midtown 1

1.3 What's your issue?

Join our expert panel of industry leaders for a comprehensive discussion on the most formidable issuer challenges we've encountered in the equity realm. Dive into the "biggest and baddest" issues encompassing our firsthand experiences, participant perspectives, and optimal vendor response strategies when offering feedback. With diverse backgrounds spanning various business segments and extensive dealings with administration platforms, Transfer Agents, brokers, education resources, legal, payroll, valuation, and more, our panel provides a broad perspective. Gain insights into pain points encountered with domestic, international, and mobile populations.
 

KEY LEARNING POINTS:

  • Explore challenges and best practices across various vendors, including administration platforms, Transfer Agents, brokers, and more
  •  Benefit from a wide-ranging perspective with experiences from different business segments and   interactions with domestic, international, and mobile populations
  • Learn how to provide constructive feedback to vendors, optimizing their response and enhancing overall issuer/vendor relationships

 

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.

Speaker/Author

Cherie Curry, FGE, Hilton Worldwide
Garry Devine, Amgen
Lamont Walker, Lyft
Rebecca Kargl, Zillow
Deirdre Salisbury, Infnite Equity

 

Event date
Tuesday, 9 Apr 2024, 15:15 - 16:15
Country
Breakout series
Location
Germantown 1
NEWS
26 September 2023
THERE'S ANOTHER GENDER PAY GAP: STOCK OPTIONS
article

SOURCE: Wall Street Journal

Trending now
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
UK and Channel Islands
USA

Women often don’t know what to ask for, experts say. And companies don’t tell them.

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