LIVE WEBCAST
12 March 2024, 12 - 1pm EDT
THE CONTEMPORARY SHARE PLAN: ADOPTING AND IMPLEMENTING NEW PLANS FOR THE FUTURE OF WORK
webcast

Denise Glagau, Baker McKenzie
Nathan O'Connor, Equity Methods

Design and strategy
Global

Embark on the journey of designing and implementing a new share plan, a significant challenge and a golden opportunity to craft a plan tailored for today's dynamic business landscape. As we navigate the complexities brought about by remote and mobile workforces, intense talent competition, market volatility, and increased scrutiny by institutional shareholders, this session offers a roadmap to efficiently and effectively operate an equity plan. 

KEY LEARNING POINTS:  

  • Learn the essential steps from consensus-building within the company to executing a new share plan across global locations
  • Address legal and accounting considerations crucial to designing and implementing a new share plan while integrating best practices for collaboration with internal and external advisors
  • Understand how to tailor a share plan that meets the current demands of regulatory compliance, talent retention, and shareholder expectations in a competitive market

 

COST
GEO members: No charge
GEO non-members*: $85 

Become a GEO member to attend webcasts for free in the future!

*Fees are non-refundable. Recordings are available to access on-demand following the webcast.

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.

 

REGISTER TO ATTEND
Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

10.2 D&I-driven excellence: pioneering plan designs for inclusivity

Our panel will explore the intricate landscape of compensation and equity management, with a focus on aligning with Diversity and Inclusion (D&I) standards. The panel will discuss the latest trends in D&I across different types of companies, examining specific plan design elements crafted to improve access and facilitate wealth creation for employees at all organizational levels. We will critically examine existing policies and processes, highlighting potential unintended consequences. When faced with unexpected challenges, explore effective strategies to navigate disruptions and realign your compensation and equity strategies seamlessly.

KEY LEARNING POINTS:

  • Explore unique plan design elements that could foster inclusivity and wealth creation for employees at every organizational level
  • Examine how existing policies and processes may inadvertently lead to unforeseen outcomes in compensation and equity management
  • Learn strategies to navigate unforeseen challenges and regain harmony in the dynamic landscape of compensation and equity management

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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

Sophie Altaf, Fidelity
Galahad Dong, Simspon Strongtie
Maya Wright, Iron Mountain

Event date
Thursday, 11 Apr 2024, 12:45 - 13:35
Plan type
Country
Breakout series
Location
Midtown 1

9.4 Making the case for broad based ownership

The expert panel delve into the vital role of well-designed and implemented broad-based employee share ownership programs in navigating challenging and uncertain times. Discover the significance of broad-based equity, unravel strategies to maximize its impact, and explore the journeys of innovative companies reaping the rewards of their share plans. Understand how these programs, varying in shapes and sizes, attract, motivate, and retain employees effectively. Gain insights into leveraging equity as a long-term incentive to drive strategy, foster desired employee behavior, and stay competitive in the marketplace. The panel will share compelling stories of using broad-based equity for special retention grants, celebration grants, and stock purchase plans, offering solutions for the dynamic talent market.

KEY LEARNING POINTS:

  • Importance of broad-based equity in uncertain times
  • Strategies for maximizing the impact of share ownership programs
  • Real-world results and innovative approaches in share plan journeys

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

Danyle Anderson, FGE, Bank of America
Bill Castellano, Rutgers University
Robyn Shutak, FGE, Infinite Equity

Event date
Thursday, 11 Apr 2024, 11:00 - 11:50
Plan type
Country
Breakout series
Location
Germantown 2

8.3 A little French conversation: market practices in France

A comprehensive session led by a panel of esteemed French and US experts, offering exclusive insights into the intricate landscape of Long-Term Incentive (LTI) plans in France. With over 100,000 French beneficiaries and 100 corporate clients, Banque Transatlantique brings a unique perspective on market trends, complemented by Deloitte's benchmark of 800 European listed companies. Understand the nuances of LTIs, from exotic taxation to market practices and competitor benchmarks. Explore allocation policies, including amount, conditions, and ESG considerations. Gain an overview of the panel demographics and delve into the decision-making process for offering LTIs in alignment with French market trends.

KEY LEARNING POINTS:

  • Overview of panel demographics and general figures
  • Understanding allocation policies, including amount and ESG factors
  • Decision-making considerations for offering LTIs in line with French market trends

 

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

Matthieu Gonbert, Banque Transatlantique
Orianne Acheriteguy, Deloitte Société d'Avocats
Ramon Dominguez, Lucid Motors

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Germantown 1

7.3 Inheriting plan designs: navigating challenges and crafting a strategic future

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

  • Best practices in running share plans in a recently IPO environment
  • Striking the right balance between standardized design and local jurisdiction benefits
  • Importance of future-proof plan design

 

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

Christian Hyldig, Aon
Augustin Serban, Flywire
Ramon Dominguez, Lucid Motors

 

Event date
Wednesday, 10 Apr 2024, 16:25 - 17:15
Country
Breakout series
Location
Germantown 1

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

6.3 The future of work beyond the Great Reset

Join our expert panel as they explore the aftermath of the Great Resignation and the ongoing challenges businesses face in recruiting and retaining talent globally amid the complexities of inflation. In this session, they will cover the broader conversation on the future of work, understanding the intricate balance between recruitment, retention, and the evolving dynamics of employee expectations. Explore financial wellbeing, mental health initiatives, and the nuanced role of employee shares within the context of fluctuating stock market conditions. Don't miss this comprehensive discussion on strategizing for the future workplace.

KEY LEARNING POINTS:

  • Uncover current trends shaping labor markets and evolving people strategies
  • Explore the impact of inflation on salaries and how companies are addressing this challenge
  • Examine the role of benefits, especially in sectors facing cost of living challenges

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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

Janet Cooper OBE, FGE, Nutures Landscape Group
Roger Fairhead, BAE Systems
David Edwards, Natwest
Sandra Sussman, FGE, SAP
Marc Muntermann, Siemens Energy

Event date
Wednesday, 10 Apr 2024, 15:25 - 16:15
Plan type
Country
Breakout series
Location
Germantown 1

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

5.1 Adapting to change: ensuring the ongoing appeal of your share plan

Delve into a strategic exploration of evolving equity compensation practices, where the dynamic landscape necessitates rethinking plans to align with employee preferences and overall compensation philosophies. Our expert panel will guide you through innovative solutions, emphasizing the importance of thoughtful adjustments rather than reactive responses to trends. Examples include the shift from standard 5-year cliff vesting to shorter schedules, retaining unvested shares post-employment, and exploring alternative profit-sharing mechanisms like Cryptocurrency. Discover the integration of equity compensation into broader financial wellness initiatives, incorporating ESG and DEI goals, and addressing share pool challenges amidst market volatility.

KEY LEARNING POINTS:

  • Explore the benefits and considerations of shorter equity vesting schedules, moving beyond the traditional 5-year cliff vest
  • Understand the advantages of allowing employees to retain unvested shares post-employment, extending beyond the limitations of death or disability
  • Explore alternative profit-sharing schemes like Equity Choice and even Cryptocurrency, broadening the scope of compensation offerings

 

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

Chris Dohrmann, FGE, J.P. Morgan 
Julie Shepherd, FGE, The Sage Group
Matt Connor, FGE, Lucid Motors

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Plan type
Country
Breakout series
Location
Germantown 4

4.2 When cash is king: leveraging cash awards in a global equity program

Join a distinguished panel of experts for an illuminating session on navigating the nuanced choice between cash and equity awards in global equity compensation programs. Delve into the intricacies that drive companies to opt for cash awards over equity and vice versa. The panel, featuring representatives from WTW, Baker & McKenzie, and CAP, will explore the multifaceted landscape of tax considerations, labor law implications, regulatory compliance, and corporate governance issues associated with cash awards compared to equity. Uncover administrative considerations and effective solutions for implementing cash awards, including communication strategies. Gain a comprehensive understanding of the factors influencing the inclusion of cash awards in a global equity compensation program.

KEY LEARNING POINTS:

  • Factors influencing the choice between cash and equity awards
  • Addressing tax, labor law, regulatory, and corporate governance issues
  • Administrative considerations and communication strategies for cash awards

 

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

Lindsay Green, WTW
Lindsay Minnis, Baker McKenzie
Shaun Bisman, Compensation Advisory Partners
Maya Wright, Iron Mountain

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Plan type
Country
Breakout series
Location
Midtown 1