Suez, the recipient of the 2023 GEO AWARD for Best Use of Employee Share Plans in a Corporate Action, invites you to explore their remarkable journey. This presentation will walk you through their commitment to significantly increase employee ownership, the global implementation of a French-type ESPP with innovative leverage formulas, and the resounding success of this initiative.

Join this inspiring session that unveils the power of employee ownership and shares valuable lessons from Suez's award-winning plan.

KEY LEARNING POINTS:

• Strategic implementation: Learn how Suez executed its most significant employee share ownership plan, achieving record-high participation rates within the organization.
• Navigating challenges: Explore the complexities and challenges that Suez encountered while implementing their employee share plans, gaining insights into overcoming obstacles.
• Adapting best practices: Discuss opportunities to incorporate similar features into your own share ownership plans, leveraging the success and strategies employed by Suez.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

Discover TeamViewer's groundbreaking journey as they introduced their inaugural employee share plan in December 2022. This momentous occasion underscored their unwavering commitment to their workforce, forging a sense of shared ownership and a united path towards success. It recognized the strategic significance of employees in propelling TeamViewer to unprecedented heights.

During this session, our expert panel will dissect the fundamental principles and objectives that drove their plan choices. They will shed light on how this program has transformed employees into genuine stakeholders in the company's flourishing trajectory. Notably, TeamViewer has extended Restricted Stock Unit (RSU) plans to all employees and introduced an exclusive Performance Stock Unit (PSU) plan tailored for their esteemed leadership team.

Don't miss this engaging session that delves into the decision-making process, the intricate navigation of complexities, and the triumphant implementation of this transformative initiative.

KEY LEARNING POINTS:

• Gain insights into the core principles and objectives guiding TeamViewer's pioneering employee share plan.
• Discover how RSU plans for all employees and PSU plans for the leadership team have empowered staff to become genuine stakeholders in the company's growth.
• Uncover the strategies and successes behind TeamViewer's remarkable journey in launching this milestone initiative.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

Join us for a captivating panel discussion featuring issuer companies as we dissect the concept of global share plans. Is a one-size-fits-all approach akin to the utilitarian Trabant car the way to go, or should it be as unique as a designer car tailored to specific needs?

Don't miss this engaging session that promises to provide clarity on the balance between standardization and customization in global share plans, leaving you well-informed and ready to make informed decisions for your organization.

KEY LEARNING POINTS:

• Understanding plan varieties: Explore the various types of global share plans and gain a comprehensive understanding of their distinct characteristics.
• Efficiency vs. customization: Delve into the discussion of whether global share plans should prioritize efficiency and standardization, like a production line, or embrace customization to cater to unique requirements.
• Rolling out plans: Learn about the ease or complexity involved in rolling out different types of global share plans, and discover strategies for successful implementation.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

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

In today's competitive business landscape, attracting and retaining top executive talent is critical for organizational success. This session promises to equip attendees with the knowledge and strategies needed to design and manage non-qualified compensation programs and equity plans for executive-level employees effectively.  

This session brings together senior-expert GEO Fellows to delve into the intricacies of designing non-qualified compensation programs, including deferred plans, for executive-level employees and how these intersect with equity plans.

By leveraging the expertise of senior GEO Fellows, participants will leave with actionable insights to enhance their top-tier talent compensation programs and drive organizational success.

KEY LEARNING OBJECTIVES:

• Plan design optimization: Understand how to strike the right balance between non-qualified compensation and equity plans for executive-level employees, ensuring alignment with organizational objectives and compliance.
• Long-term motivation: Explore strategies to use deferred compensation and equity incentives to motivate and retain top talent over the long term, linking performance metrics to sustained value creation.
• Global program management: Learn to navigate the challenges and opportunities of implementing these programs globally while complying with local tax regulations and maintaining a consistent global strategy.

Unlock the potential of your executive compensation strategy with innovative concepts. In this session, our expert panel delves into four crucial areas that can significantly enhance your plan design, benefiting both executives and plan sponsors. These innovative concepts are designed to take your executive compensation strategy to the next level, addressing a variety of critical topics and featuring a case study from Levi Strauss. Learn the power of combining tried-and-true practices with innovative thinking to help you make the most of your executive compensation program.

Key learning points:

• Automatic exercise benefits: Discover the advantages of incorporating automatic exercise at expiration into your executive compensation plans. This innovative approach streamlines processes, enhances plan performance, and aligns executive incentives more effectively with organizational objectives.
• Identifying long-term incentive blind spots: Gain insights into potential blind spots that may affect the effectiveness of your long-term incentive programs. By addressing these challenges, you can create a more equitable and impactful compensation structure for your executives.
• Empowering executives with equity choice: Learn how to empower your executives with greater flexibility and control over their equity compensation choices. This approach leads to higher executive satisfaction, improved retention rates, and better alignment with your corporate goals.
• Tax-efficient charitable giving: Explore tax-efficient strategies that enable executives to maximize their charitable contributions while optimizing their financial planning. This knowledge equips executives to support causes they care about while making informed financial decisions.

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.

Performance awards are a strategic tool used by organizations to retain and motivate valuable employees, incorporating performance criteria (market-based or pure performance-based). They incentivize employees to excel and align stakeholders' interests, fostering collaboration. However, challenges arise if not designed and administered properly, including increased complexity and costs. Overly complicated structures may hinder employee understanding and compromise the primary objective of incentivization.

Join our expert panel to explore performance conditions and achieve the right balance in award design and effectiveness.

Attendees will learn:

• The role of performance awards in retaining and motivating valuable employees.
• The significance of performance criteria in incentivizing employees and aligning stakeholder interests.
• The challenges associated with designing and administering performance awards, including complexity and cost implications.

US-listed companies, including both US-based issuers and foreign private issuers, are required to adopt the SEC-mandated clawback policy by August 8. This policy applies to all companies listed on US stock exchanges such as NYSE or Nasdaq.

In addition to adopting a compliant policy, companies, especially non-US companies, must implement additional procedures to determine which employees fall under its scope and to ensure policy enforcement.

This panel discussion will delve into the practical implications of these new requirements, particularly for global companies. The expert panel will explore how these requirements align with other evolving practices on clawback and malus provisions in international jurisdictions.

Attendees will learn:

• • Valuable insights on navigating these changes and aligning your company's practices with global standards for all companies listed on US stock exchanges, including US-based issuers and foreign private issuers
• • The practical implications of implementing additional procedures to determine employee scope and ensure policy enforcement
• • The alignment of these requirements with evolving practices on clawback and malus provisions in international jurisdictions