IN-PERSON CHAPTER EVENT
5 June 2025, 8 - 9:30am AEST
AUSTRALIA CHAPTER MEETING - MELBOURNE
Melbourne

Melbourne, Australia

Design and strategy
All plan types
Australia

Navigating Employee Share Plans: Australian Issuer Insights

Join us for panel discussions in Sydney on June 3rd or Melbourne on June 5th (or both!) where we’ll explore the ins and outs of operating employee share plans in Australia. Whether you're new to share plans or looking for some insights on market practice, our panel of issuers will share their knowledge on topics like tax considerations, employee engagement, and the practical tips to managing share plans effectively (including ESS Reporting). You'll also have the chance to ask questions and hear real-world examples from those who’ve successfully navigated the process.

Don't miss this opportunity to hear what’s going on in the Australian market and network with those working with share plans.

 

Where:

June 3rd - Sydney
Baker & McKenzie Tower One
International Towers Sydney Level 46
100 Barangaroo Avenue
Sydney NSW 2000
 

June 5th - Melbourne
Arnold Bloch Leibler
Level 21
333 Collins Street
Melbourne Victoria 3000

IN-PERSON CHAPTER EVENT
3 June 2025, 8 - 9:30am AEST
AUSTRALIA CHAPTER MEETING - SYDNEY
Sydney

Sydney, Australia 

Design and strategy
All plan types
Australia

Navigating Employee Share Plans: Australian Issuer Insights

Join us for panel discussions in Sydney on June 3rd or Melbourne on June 5th (or both!) where we’ll explore the ins and outs of operating employee share plans in Australia. Whether you're new to share plans or looking for some insights on market practice, our panel of issuers will share their knowledge on topics like tax considerations, employee engagement, and the practical tips to managing share plans effectively (including ESS Reporting). You'll also have the chance to ask questions and hear real-world examples from those who’ve successfully navigated the process.

Don't miss this opportunity to hear what’s going on in the Australian market and network with those working with share plans.

 

Where:

June 3rd - Sydney
Baker & McKenzie Tower One
International Towers Sydney Level 46
100 Barangaroo Avenue
Sydney NSW 2000
 

June 5th - Melbourne
Arnold Bloch Leibler
Level 21
333 Collins Street
Melbourne Victoria 3000

IN-PERSON CHAPTER EVENT
3 April 2025, 2 - 5:30pm EDT
BOSTON CHAPTER MEETING
boston

Boston, MA

Design and strategy
Legal and regulatory
All plan types
Employee stock purchase plans (ESPP)
USA

Unlock the Power of Employee Equity

Employee stock plans are a key component of a competitive compensation strategy, but designing, managing, and keeping them compliant—especially on a global scale—can be complex. Join us for two insightful sessions led by industry experts as we explore best practices for Employee Stock Purchase Plans (ESPPs) and navigate the latest global tax updates affecting equity compensation.

You’ll gain actionable strategies to optimize your stock plans and ensure compliance in an evolving regulatory landscape. 
 

Session 1: Development and Review of Your Employee Stock


Discover how Employee Stock Purchase Plans (ESPPs) can be the ideal complement to a robust Compensation and Benefits portfolio. In this session, we will share insights into how Fidelity supports plan sponsors—from the initial design phase through effective communication, seamless ongoing administration, and accurate financial accounting.

KEY LEARNING POINTS

  • Designing Effective ESPPs: Learn the fundamentals of creating a plan that aligns with both company objectives and employee expectations.
  • Strategic Communication: Understand best practices for engaging employees and ensuring they grasp the benefits of the plan.
  • Administration & Accounting Excellence: Gain insights into efficient ongoing administration and the financial accounting practices essential for maintaining a successful ESPP.
     
SESSION 2: GLOBAL UPDATES


Keeping up with the ever-changing taxation landscape for global stock plans can be challenging. This session focuses on the latest trends and emerging tax updates that could impact your global share plans, ensuring you stay ahead of compliance challenges.

KEY LEARNING POINTS

  • Navigating Current Global Tax Regulations: Get an overview of the current international tax environment affecting stock plans.
  • Forecasting Tax Trends: Learn to anticipate upcoming changes and understand their potential impact on global share plans.
  • Ensuring Compliance: Explore practical strategies to keep your global stock plans compliant in a dynamic regulatory landscape.

Join us for after the sessions for some networking in the Deloitte offices from 4:00 to 5:30pm.

These sessions will be eligible for CEP credit.

In-Person
Deloitte Office
115 Federal Street
Boston, MA
 

There is no cost to attend this chapter meeting, and GEO members and non-members are welcome, but registration is required.

LIVE WEBCAST
20 May 2025, 1 - 2pm EDT
MASTERING MOBILITY: TACKLING PAYROLL TAX CHALLENGES FOR MOBILE EMPLOYEES
20 May

Marelene Zobayan, Rutlen Associates, Andrea Kagan, NVIDIA, Marianne Friebel, Dolby

Design and strategy
Employee engagement
All plan types
Global

Navigating payroll tax obligations for mobile employees is a complex challenge, often complicated by unreliable data, payroll system limitations, and employee expectations. Without a solid strategy, compliance risks and administrative headaches can quickly pile up.
Join this expert panel to uncover common pitfalls and practical solutions for streamlining mobility tax compliance. Learn how to clean up key data, navigate payroll constraints, and implement best practices to minimize surprises and improve the employee experience.

KEY LEARNING POINTS:

  • Educate internal stakeholders to align expectations and improve compliance.
  • Navigate payroll system limitations and enhance communication with payroll teams.
  • Manage unexpected tax outcomes, including double social security taxation, with proactive planning.

 

WE ARE OFFERING THE FOLLOWING OPPORTUNITIES TO JOIN THIS LIVE GLOBAL WEBCAST: 

ASIA-PAC: 19 May - 9am AEDT
EUROPE: 20 May- 10am GMT | 11am CET | 12pm IST
THE AMERICAS: 19 May - 4pm PT | 7pm ET – 20 May - 10am PT | 12pm CT | 1pm ET | 6pm GMT

 

CPE CREDIT HOURS: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

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

1.3 Equity Compensation in India: Best Practices and Key Legal, Tax, and Cultural Considerations

This session will dive into the unique landscape of equity compensation in India, examining best practices and emerging trends that are shaping the market. Attendees will gain a comprehensive understanding of the challenges and opportunities companies face when structuring equity plans, including tax implications, legal frameworks, and employment laws specific to India.

The session will also explore how cultural factors influence plan adoption and participation, offering insights into how global companies can effectively tailor their equity compensation strategies to the Indian market.

 

KEY LEARNING POINTS:

  • Understand the tax, legal, and employment law considerations unique to India in equity plan design.
  • Explore cultural factors and their impact on plan adoption and employee participation.
  • Learn how to align global equity strategies with India's evolving corporate and regulatory environment.
Speaker/Author

David Edwards, NatWest (UK)
Jalaj Sinah, Qapita (IN)
Rahul Somani, Qapita (IN)
 

Event date
Monday, 28 Apr 2025, 14:45 - 15:45
Country
Breakout series
Location
Palmovka 3
Field of Study
Specialized Knowledge
Level
I

4.1 Czech Mate: Mastering Mergers and Acquisitions in the Face of Private Equity Challenges 

Acquiring privately-owned and early-stage companies presents unique challenges for corporate issuers. This session explores how equity compensation strategies can help navigate these transactions, retain key talent, and align diverse management goals.
From competing with private equity firms for founder-led businesses to integrating teams with differing cultural norms, attendees will gain practical insights and examples of how tailored equity plans ensure competitive and effective outcomes.

KEY LEARNING POINTS:

  • Collaborate on how to structure equity offers that compete with private equity’s leveraged investment plans.
  • Share strategies for retaining management post-acquisition and navigating transitions after private equity plans are settled.
  • Discuss how equity compensation can help align cultures and behaviors, fostering synergy across teams in post-acquisition environments.
Speaker/Author

Michael Grealey, Gartner (UK)
Michal Herink, PwC (SE)
Tim Hughes, PwC (UK)
Jacob Jonmyren, Embracer Group (SE)
 

Event date
Tuesday, 29 Apr 2025, 13:15 - 14:00
Country
Breakout series
Location
Palmovka 1
Field of Study
Not eligible

7.1 Navigating Equity Compensation in Mergers & Acquisitions

M&A can be transformative events for any company, but they also come with complex equity compensation considerations. Whether your company is actively pursuing a deal or simply preparing for future opportunities, understanding the nuances of equity compensation in an M&A context is critical.
This session will explore key considerations from both the acquirer and target perspectives, providing actionable insights to navigate equity-related challenges. Additionally, we’ll discuss effective strategies for communicating with participants to ensure clarity and alignment throughout the process.


KEY LEARNING POINTS

  • Learn the different types of mergers and acquisitions and how to define critical equity compensation parameters to ensure seamless integration.
  • Explore the importance of testing scenarios and managing timelines to mitigate risks and align equity plans with deal structures.
  • Discover best practices for engaging and informing participants during M&A events to maintain trust and reduce disruptions.
Speaker/Author

Bekir Kocabiyik, UBS (CH)
Courtney Petroski, GE Aerospace (US)
Michael Sterchi, FGE, Sterchi Solutions for Incentives & Pensions (CH)
Julia Tensfeldt, UBS (US)

Event date
Tuesday, 29 Apr 2025, 16:45 - 17:45
Country
Breakout series
Location
Palmovka 1
Field of Study
Specialized Knowledge
Level
I

6.4 Navigating the Future of Work: Global Trends in Remuneration, Reward, and Share Plans

This interactive roundtable discussion will dive into the global trends and shifts shaping the future of work, with a focus on how these transformations are impacting remuneration, reward systems, and equity compensation. Our experts will guide participants through the demographic, technological, and regulatory forces at play, while engaging in a lively conversation about the challenges and opportunities ahead. Attendees will have the chance to share insights, ask questions, and interact with panelists throughout the discussion.

KEY LEARNING POINTS:

  • Discuss how emerging regulations are influencing global compensation and equity plans, with a focus on adapting to various markets.
  • Explore the evolving expectations of today’s workforce, including preferences for flexibility, equity ownership, and long-term rewards.
  • Exchange ideas on integrating AI, automation, and new technologies into remuneration and share plans to improve efficiency and foster innovation.
Speaker/Author

David Edwards, NatWest (UK)
Marcus McEvoy, Computershare (UK)
Liz Pierson, Deloitte (UK)
David Voggeser, Mercer (DE)

Event date
Tuesday, 29 Apr 2025, 15:40 - 16:25
Country
Breakout series
Location
Palmovka 4
Field of Study
Not eligible

8.1 Equity Without Borders: Broad-Based Stock Plans on the Global Stage - Making the Case for Global Ownership

In today’s interconnected world, companies are increasingly implementing global equity compensation strategies that foster trust, shared ownership, and accountability across their entire workforce. Striking the right balance between a uniform global approach and tailored region-specific strategies is key to achieving the best outcomes, especially in uncertain times. 

This session will explore how broad-based employee share ownership programs can drive mutual alignment and business success on a global scale.

KEY LEARNING POINTS:

  • Understanding how to balance uniform equity plans with tailored approaches that account for regional differences in tax, regulation, and compensation expectations.
  • Weighing the pros and cons of offering the same equity plans for all employees versus customized strategies based on geography, role, or market conditions.
  • Learning from companies that have successfully implemented broad-based equity globally, and how they strategically use equity for retention, special-purpose awards, and stock purchase programs.
Speaker/Author

Danyle Anderson, FGE, Bank of America (US)
William Castellano, Rutgers University (US)
Lori Giardina, Block (US)
Nicole Hickle, Amgen (US)
Robyn Shutak, FGE, Infinite Equity (US)

 

Event date
Wednesday, 30 Apr 2025, 09:45 - 10:45
Country
Breakout series
Location
Palmovka 1
Field of Study
Specialized Knowledge
Level
I

8.5 Driving Ownership at Scale: Inside DHL’s Global ESPP Rollout

Explore how DHL successfully implemented a global employee stock purchase plan (ESPP) for 600,000 employees across up to 150 countries. This session highlights the strategic design, rollout approach, and innovative engagement strategies that empowered frontline workers to embrace ownership.

Discover how the ESPP fosters a culture of co-ownership, aligning employee success with the company’s goals while navigating the complexities of scaling across diverse regions and workforces.

KEY LEARNING POINTS:

  • Learn how to design a globally scalable ESPP that balances business objectives with local needs.
  • Explore practical strategies for implementing ESPPs across large and geographically dispersed employee populations.
  • Gain actionable insights into engaging frontline workers and driving a strong culture of ownership.
Speaker/Author

Gordon Rosch, EY (DE)
Bernd Schmelzer, DHL Group (DE)
 

Event date
Wednesday, 30 Apr 2025, 09:45 - 10:45
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O