3.2 Simply refreshing! Accelerating global ownership through strategy, design, and communication

Join our expert panel in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

  • Discover how to overcome challenges in global ESPP design
  • Learn to make strategic decisions for implementation
  • Analyze establishing an ownership mindset in a global workforce

 

CPE CREDIT: 1.0
Field of study: Communication 
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

Geri Wall, Coca-cola Company
Hannah Needle, FGE, Tapestry Compliance
Carl Saunders, Coca-cola Company
Robyn Gay, Buck, A Gallagher Company

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Topic
Design and strategy
Plan type
Employee stock purchase plans (ESPP)
Country
Global
Breakout series
BREAKOUT III
Location
Midtown 1

2.3 Is equity music to employees' ears or out of tune?

Step into a broader perspective with our expert panel to explore the intricate interplay of equity plans within a company's broader employee value proposition and individual employee needs. Engage in a comprehensive discussion on the effective utilization of financial and non-financial incentives in a competitive recruitment landscape and amidst periods of change.

Delve into key questions: Where does equity fit within the wider employee value proposition? How do equity awards compare to other non-financial incentives for companies? Uncover what truly matters to employees in the present and future.

KEY LEARNING POINTS:

  • Explore integrating equity plans into the employee value proposition
  • Discover crafting effective incentives in competitive recruitment
  • Learn to align employee needs with financial and non-financial incentives

 

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

Hannah Needle, FGE, Tapestry Compliance
David Edwards, Natwest
Anna Fletcher, Rentokil

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Topic
Design and strategy
Plan type
All plan types
Country
Global
Breakout series
BREAKOUT II
Location
Germantown 1

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
Topic
Design and strategy
Plan type
Performance shares
Restricted shares
Country
USA
Breakout series
BREAKOUT II
Location
Midtown 1

1.2 Crafting the melody of employee ownership from SAYE to ESPP and beyond

Join our expert panel to delve into the intricate decisions of local vs. global, discount vs. matching, fixed vs. flexible in an employee share plan. Uncover the melody as the panel discusses how factors like home country, industry, participant needs, and company objectives shape plan design.

Learn firsthand from success stories like Lucid Motors' global discounted share purchase plan, Sage's reimagined global Save and Share plan, and why two companies on opposite sides of the pond opted for a US tax-qualified ESPP. Don't miss this session on orchestrating your ideal plan design.

KEY LEARNING POINTS:

  • Discover navigating influential factors in plan design
  • Explore success stories in global share purchase plans
  • Uncover strategic considerations for effective employee share plans

 

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

Hannah Needle, FGE, Tapestry Compliance
Matthew Hunter, Tapestry Compliance
Ashlee Boe, Lucid Motors
Julie Shepherd, FGE, The Sage Group

 

Event date
Tuesday, 9 Apr 2024, 15:15 - 16:15
Topic
Design and strategy
Plan type
Discount shares
Employee stock purchase plans (ESPP)
Stock options
Country
Global
Breakout series
BREAKOUT I
Location
Midtown 1
NEWS
11 August 2023
TECHIES IN EARLY-STAGE STARTUPS HAVE GOT HIKES OF 8–12%: REPORT
article

Liji Narayan

Design and strategy
Executive pay
Stock options
Global

The article discusses pay hikes for technology professionals in startups, particularly in the early-stage startup environment. It notes that techies in early-stage startups have received wage hikes in the range of 8 to 12 percent, while those in small startups with fewer than 40 tech employees have seen increases of 15 to 20 percent for entry- and mid-level roles. The report also highlights that while some tech professionals have received significant hikes of 20 to 25 percent, this has been the case for only about 10 percent of the workforce. The article mentions the increasing importance of equity compensation, particularly employee stock option plans (ESOPs), in startups. It notes that around 70 percent of companies have seen a positive shift in outlook towards ESOPs, and senior-level executives are more willing to accept ESOPs compared to entry- and mid-level employees.

READ THIS ARTICLE

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NEWS
20 September 2023
JAPANESE COMPANIES WARM UP TO EMPLOYEE STOCK INCENTIVES
article

SOURCE: Reuters

Design and strategy
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
Japan

ANA Holdings plans to offer $60 million worth of shares to 70% of its 45,000 employees as an employee retention strategy and compliance with regulatory requests in Japan. This follows a trend among Japanese companies like Omron and Sony. Employee share incentives aim to align interests, boost stock prices, and address labor shortages while improving corporate value. Despite their increasing popularity, labor laws limiting stock incentives have hindered their wider adoption in Japan. Legal flexibility could accelerate their adoption.

READ THIS ARTICLE

READ ARTICLE
NEWS
12 September 2023
WHEN IT COMES TO COMPENSATION, MORE EQUITY ISN'T ALWAYS BETTER
article

SOURCE: Harvard Business Review

Communications
Design and strategy
Private and pre-IPO companies
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
USA

The authors research found that people often overestimate the value of stock options when assessing a startup job offers. They incorrectly believe that a higher number of shares translates into superior compensation even when it doesn’t. Five steps can help you avoid this mistake.

READ THIS ARTICLE

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NEWS
1 August 2023
BDO TO ESTABLISH EMPLOYEE STOCK OWNERSHIP PLAN AS PART OF U.S. RESTRUCTURING
article

SOURCE: Wall Street Journal

Design and strategy
Stock options
USA

BDO USA plans to establish an employee stock ownership plan (ESOP) for 10,000 employees to address the shortage of accountants and retain talent. The ESOP will allow employees to have a stake in the company. BDO partners will sell 42% of their shares, and the plan will take about 20 years to fully vest. The firm secured $1.3 billion in private debt to fund the ESOP. This move aims to modernize the accounting industry's traditional business model and attract and retain skilled workers.

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NEWS
9 August 2023
EMPLOYEE SHARE OWNERSHIP IS A PERK WORTH EXPANDING | FINANCIAL TIMES
article

SOURCE: Financial Times

Design and strategy
Employee stock purchase plans (ESPP)
UK and Channel Islands
USA


The article discusses how few companies offer equity ownership to most employees, despite its potential benefits for engagement and wealth equality. It highlights the need for well-designed plans, policy support, and financial education to make this practice more widespread. Turning more stakeholders into capitalists can align with stakeholder capitalism principles.

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NEWS
4 October 2023
HDBANK TO ISSUE 20 MILLION SHARES TO EMPLOYEES
article

SOURCE: Vietnam News

Design and strategy
Trending now
Stock options
Vietnam

The Ho Chi Minh City Development Joint Stock Commercial Bank (HDBank - sticker: HDB) has announced the board of directors’ resolution on issuing shares under the employee stock ownership plan that was approved at its annual general meeting.

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