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

7.1 Using benefits strategies to address financial health inequities

As companies intensify their focus on workforce diversity, achieving equal opportunity and equitable compensation poses ongoing challenges. Join our panel in a session exploring the nexus of diversity, inclusion, and equity compensation. Attend this session to unravel the complexities of fostering diversity, promoting equal access, and crafting inclusive equity compensation plans in the modern workplace.

KEY LEARNING POINTS:

  • Understand the significance of Diversity and Inclusion (D&I) and explore processes for determining D&I priorities within organizations
  • Learn how panelists leverage engagement tactics and equity compensation platforms to enhance understanding of D&I priorities, fostering diversity and inclusion
  • Explore how HR decision makers can provide targeted financial health benefits for diverse demographics within their employee base

 

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

Rodney Bolden, Morgan Stanley at Work
Christyl Lucille Murray, Morgan Stanley at Work
Lori Serrano, FGE,  Outset Medical
Amy Wheeler, Outsystems

Event date
Wednesday, 10 Apr 2024, 16:25 - 17:15
Plan type
Country
Breakout series
Location
Germantown 4


6.5 Essential equity plan numbers to have at your fingertips

Stock plan administrators often face the challenge of urgent requests from leadership, creating a sense of dread. This session, led by experts including a world-leading life sciences issuer and seasoned administration providers, aims to alleviate this by focusing on crucial figures. Applicable to both Private and Public companies the panel will decipher these figures, gaining insights into their derivation, interest groups, and relevance. The session also delves into the current market and tech labor force volatility, exploring their influence on these essential figures.

KEY LEARNING POINTS:

  • Defining and understanding the relevance of available shares
  • Exploring key metrics and their impact on equity plans
  • Unveiling insights into usage patterns and planning

 

CPE CREDIT: 1.0
Field of study: Accounting
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

Elena Thomas, OptionTrax
Noone Janigian, Thermofisher Scientific
Ken Lockett, OptionTrax

Event date
Wednesday, 10 Apr 2024, 15:25 - 16:15
Country
Breakout series
Location
Germantown 3

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

6.2 It's a MAD MAD world

The expert panel will share insights on navigating the complexities of Mergers, Acquisitions, and Divestitures (MAD) in the realm of rewards and equity. While these events bring excitement, they often induce upheaval. Join the discussion to discover how three GEO organizations successfully managed key mergers and divestitures. Gain valuable perspectives on employee and award transitions, leveraging share programs for added value, and ensuring a top-quality participant experience throughout these transformative events.

KEY LEARNING POINTS:

  • Understand how organizations effectively transitioned employees and awards during key mergers and divestitures
  • Explore how share programs were utilized to deliver additional value during transformative events
  • Learn strategies employed by award-winning organizations to maintain a high-quality participant experience throughout M&A and divestiture processes

 

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

Evans Longacre, Fidelity 
Dominic Andwan, Thermo Fisher
Courtney Brown, Dell
Dave Peterson, Hologic

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

6.1 A global roadtrip in just 50 minutes!

Embark on a global road trip with our expert panel as they pitch essential legal, tax, and regulatory changes worldwide, covering topics like the new Irish tax withholding changes impacting stock options and the lessons to learn from a recent legal case in Denmark concerning share plan leaver provisions.

The panel will explore market developments on complex issues like the South Korean foreign exchange requirements and will show you how (and why!) to stay informed of changes happening around the world!

With diverse experience from issuer and advisory backgrounds, this panel unveils the full compliance picture. Also hear first-hand how Lucid Motors navigates the ever-changing flux of global compliance requirements.

KEY LEARNING POINTS:

  • Discover essential global legal, tax, and regulatory changes
  • Analyze market developments on complex topics
  • Explore emerging trends impacting global share plan operation

 

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

Matthew Hunter, Tapestry Compliance
Tom Parker, Tapestry Compliance
Matt Connor, FGE, Lucid Motors
Chris Hall, Global Tax Networks
 

Event date
Wednesday, 10 Apr 2024, 15:25 - 16:15
Country
Breakout series
Location
Germantown 4

5.5 Do androids dream of equity compensation? How AI will impact pay decisions

A transformative exploration of Artificial Intelligence's (AI) impact on pay decisions and equity awards, guided by insights from our expert panel. Discover the current global AI landscape and its evolution, differentiating between Traditional and Generative AI. Delve into how algorithms are reshaping decision-making for HR and Equity Comp professionals, illustrated through practical case studies like Moog. Uncover the collaborative benefits of human-AI interaction, understanding AI as a support mechanism that reduces administrative burdens and provides crucial data insights, thereby elevating stock plan administrators and enhancing overall user experience.

KEY LEARNING POINTS:

  • Gain insights into the current global AI landscape and its evolution
  • Explore the practical application of algorithms in reshaping decision-making processes
  • Understand the collaborative benefits of human-AI interaction, reducing administrative burdens and providing valuable data insights

 

CPE CREDIT: 1.0
Field of study: Information Technology
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

Charles Russo, Computershare
Sean Trotman, Deloitte
Katie King, Moog
Adie Leung, FGE, Citi

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Topic
Country
Breakout series
Location
Germantown 3

5.3 Excellence in Global Share Plans: An award-winner update

Join our expert panel, which includes GEO Award winner panellists from Atlassian (2019 Most Creative Solution, 2022 Best Plan Communication and 2023 Best Use of Employee Share Plans in a Corporate Action) and GlobalFoundries (2022 Most Innovative and Creative Plan Design) as they delve into the post-award journey of acclaimed equity compensation programs. Discover the ongoing success of these programs beyond their initial recognition, exploring their resilience, challenges faced, and innovative adaptations over time. In this exclusive session, our panel will unravel the evolution of these celebrated equity compensation initiatives, providing valuable insights into their sustained triumph.

KEY LEARNING POINTS:

  • Navigate the complexities of post-award equity compensation strategies
  • Analyze the challenges and triumphs of acclaimed programs over time
  • Explore innovative approaches embraced by successful equity compensation initiatives

 

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

Liz Stoudt, Infinite Equity 
Deirdre Salisbury, Infinite Equity
Anabel Pichler, GlobalFoundries
Veena Bhatia, Atlassian
 

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Topic
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