It’s share plan chutes and ladders.

People can find financial concepts boring – that’s why you need to get them engaged and excited. Consider how you would speak to your employees about the effects of macro-economics on their stock plans? Or how to make sure that the “need-to-know” details are presented in an informative, educational and engaging way? This is a session with a difference and will focus not just on the importance of knowledge sharing to help create financial wellness for your workforce, but how you can find interesting ways to communicate and engage with employees.

Creating an engaging and reflective forum, we will get the audience involved in the discussion by beginning the session with a game, where the audience will have their own understanding of specific macro-economic concepts put to the test. One side of the room will be against the other and for each topic accurately explained by a team, they will move forward one space on the board. If the team doesn’t know an answer, they’ll move backwards, representing the setback a lack of knowledge can have on their employees.

From inflation, to volatility, ROI or AMT, and 10B5-1 plans, we’ll be covering the fundamentals to ensure the audience leaves this session better equipped to support their employees in understanding how macro-economics might impact their equity compensation. Following this, our panel will move on to look at practical solutions to educate your workforce, with a particular focus on video libraries as an interactive hub for educational resources.

This insightful session offers a step-by-step guide to securing shareholder approval for new or amended equity plans. Gain essential insights on the recommended timeline, project plan, and key stakeholder roles. 

Key learning points:

- Navigating key developments: Stay informed about the latest developments affecting equity plans and the shareholder approval process, including proxy advisor and institutional shareholder voting policies.

- Best practices and compliance: Discover best practices and essential updates for equity plans in light of recent legal, tax, and governance changes, ensuring alignment with regulatory requirements.

- Effective communication and execution: Learn strategies for effectively communicating material plan changes to executives and gaining board buy-in. Explore proxy disclosure considerations, including addressing potential stockholder risks. Additionally, delve into unique considerations related to ESPP approval and post-shareholder approval action items that demand attention.

In today's corporate landscape, shareholder opposition to compensation proposals is on the rise. This has elevated the importance of shareholder engagement in executive compensation decision-making. In 2022, median support for say-on-pay proposals hit an all-time low, with a record number of companies receiving less than 70 percent investor backing. Equity pay, a significant part of executive compensation, often plays a pivotal role in shaping shareholder sentiment. Consequently, compensation committees are increasingly evaluating strategies to address or preempt shareholder discontent.

Our expert panel will dive into these critical dynamics and examine a compelling case study illustrating how a company addressed low shareholder support attributed to its equity compensation practices, offering practical insights into real-world challenges and solutions.

Key learning points:

• Compensation committee responses: Explore how compensation committees respond to low shareholder support on say-on-pay proposals, including the common drivers behind diminished support and the resultant impact on voting outcomes in subsequent years.
• Effective shareholder engagement: Learn from companies that have faced historically low support levels and discover the strategies and practices that have enabled them to rebound through more effective shareholder engagement.
• Impact of responsiveness: Understand the significance of responsiveness in compensation decisions, spanning from low to high levels, and how these levels can directly influence shareholder support and overall company performance.

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.

As we approach the close of 2023, join our panel discussion for insights into the first year of Pay Versus Performance disclosure regulations and the imminent Mandatory Clawback policies. These policies, though distinct, share a common goal: enhancing the equitable distribution of equity compensation. 

Join our expert panel for a comprehensive overview of the evolving landscape of equity compensation policies and their impact on corporate compliance.

Key learning points:

- Reflecting on Pay Versus Performance: Gain insights into the challenges and progress made in implementing the SEC's Pay Versus Performance Disclosures. Real-life examples will illustrate successes and challenges in compliance, offering valuable lessons.

- Preparing for mandatory clawback: Discover how listed companies are gearing up for the forthcoming mandatory clawback policy, set to take effect on December 1, 2023. Learn about the financial reporting implications and the reporting requirements for compensation recovery procedures in annual reports.

- Applying lessons learned: Explore the practical lessons from the Pay Versus Performance experience and how they can inform the design and execution of the Mandatory clawback policy. Gain a comprehensive understanding of best practices to ensure compliance with these regulations and future developments.

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.