Building Value: Designing Private Company Share Plans for Growth, Retention and Exit
Join us for this exclusive event designed for senior-level HR and employee incentives professionals from private companies who want to make the most of employee share plans.
Hosted and sponsored by PwC, this focused program will provide strategic insights into how private businesses can design and implement plans that attract, retain, and reward top talent, while also preparing for future milestones such as a potential exit.
The agenda features:
- Expert insights from PwC on frameworks like PISCES to support effective planning and decision-making.
- Real-world case studies that share lessons learned and best practices of successful equity compensation provision in the private company setting.
- Networking opportunities over tea and coffee with peers facing similar challenges and opportunities.
Don’t miss this opportunity to connect with industry leaders, gain actionable strategies, and expand your professional network in an engaging and collaborative setting.
AGENDA
9.00 - 9.20 REGISTRATION OPENS Coffee and pastries & networking
9.20 - 9.30 WELCOME Introduction to GEO
9.30 - 10.15 SESSION I: Planning for the Future: Designing Private Company Plans with an Eye on Exit
How can private companies design incentive plans that not only attract, retain, and reward top talent today but also set the stage for tomorrow’s success? This session will explore practical approaches to building effective equity plans while planning ahead for potential exit events. We’ll also examine how frameworks such as PISCES can support strategy, structure, and long-term readiness.
Presented by PwC
10.15 - 10.30 BREAK
10.30 - 11.00 SESSION II: Inside the Playbook: A GEO Member Plan Administrator and Client Case Study
11.00 - 11.30 SESSION III: Unlocking Value: Using an EBT for Private Company Shares – A GEO Member Provider and Client Case Study
11.30 -12.00 NETWORKING REFRESHMENTS
12.00 Event close
There is no cost for this meeting
Members and non-members are welcome to attend. Registration is required.
View the event attendee terms and conditions.
THANK YOU TO OUR SPONSOR:
