3.3 Closing the gap: quantitative approaches to addressing gender pay disparities

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

  • Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
  • Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
  • Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

 

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
Marc Myntermann, Siemens Energy
Julia Bartsch, Siemens Energy
Michael Wolff, University of Goettingen

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Country
Breakout series
Location
Germantown 1

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
Country
Breakout series
Location
Midtown 1

3.1 IPO readiness: Find that ‘IPO state of mind' before it's too late!

Participate in an insightful session led by an expert panel, unraveling the critical role share plans play in guiding companies through the transition from private to public. Explore the nuances of preparing your company, processes, and employees for the pivotal IPO moment. Gain valuable knowledge on developing a public-company-focused compensation philosophy, strategically using equity along the IPO journey, and selecting plan offerings to engage a transitioning workforce effectively. Learn to navigate common pitfalls, including valuation challenges, share reserve estimation, post-IPO restrictions for executives, and effective program communication. Understand the significance of a lockup agreement and its impact on your equity plan. Equip yourself with essential insights for a seamless IPO transition.

KEY LEARNING POINTS:

  • Developing a public company-focused compensation philosophy
  • Strategically using equity along the IPO journey
  • Navigating common pitfalls and effective communication strategies

 

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 Lanka, Bank of America
John Iannici, Bank of America
Donna Hammer, FGE, Lighthouse Equity Development

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Plan type
Country
Breakout series
Location
Germantown 4

2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

  • Insights into how LTIs and SPPs navigate the changing corporate landscape
  • The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
  • How Artificial Intelligence is transforming equity compensation planning

 

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

GEIS sponsor panel

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 3

2.4 Halt your horses: strategies for surprising exchange control challenges

In the fast-paced world of global share plans, maintaining control is a constant challenge, especially when unexpected exchange control issues arise due to new regulations. Join our expert panel as they share firsthand experiences of swiftly gaining expertise, troubleshooting with cross-functional teams, and devising solutions to ensure timely compliance with evolving requirements.

KEY LEARNING POINTS: 

  • Learn effective troubleshooting methods to swiftly address issues that may impact your organization's share plans
  • Delve into the latest developments affecting share plan offerings in China, Korea, and India, three countries with unique recent requirements including specific challenges and compliance nuances in these key market
  • Discover actionable strategies to proactively tackle complicated exchange control issues and effectively manage compliance in an ever-evolving regulatory landscape

 

CPE CREDIT: 1.0
Field of study: Business Law
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 Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 2

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
Plan type
Country
Breakout series
Location
Germantown 1

2.1 Unlocking potential: empowering employees through ESPP education

The expert panel will unravel the intricacies of Employee Stock Purchase Plans (ESPP), addressing the most confusing and commonly asked questions. Gain actionable insights on employing effective education and resources to minimize employee confusion, empower your workforce, and reclaim valuable time for administrators.

KEY LEARNING POINTS:

  •  Identifying and addressing the most perplexing ESPP topics
  •  Implementing strategies for poignant education to reduce employee confusion
  •  Empowering employees and optimizing administrator efficiency

 

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

Alec Glassman, Carver Edison
Robyn Shutak, FGE, Infinite Equity
Lori Serrano, Outset Medical
Margaret Rozowski, RB Global

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 4

1.4 NEW! Global Share Plans Ranking Report

GEO’s new Global Share Plans Ranking Project is the first of its kind. Designed to provide a snapshot in time, senior equity compensation industry issuers and service providers have provided rankings across a wide range of criteria for their country of expertise.

The resulting report provides the bigger picture: a detailed country-level view of the appetite, support and provision of employee share ownership.

This session provides report highlights and key takeaways, as well as providing an understanding of how the report can be used for ideas on how to improve regional plans, assess the risk of expanding into new countries, or to start a conversation with regional stakeholders to increase access to share ownership around the globe.

KEY LEARNING POINTS:

  • Discover the countries leading the way, and those that have room to develop their employee equity offer
  • Explore key report findings, including trends and barriers to adopting share plans
  • Find out how you can use the report to decide which countries to extend plans into, or take learnings to improve the take-up of equity compensation in your region

 

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

Cory Anderson, KPMG
Bill Castellano, Rutgers University
Eileen Liu, Arnold Bloch Leibler
Diederik Blacken, Walmart

Event date
Tuesday, 9 Apr 2024, 15:15 - 16:15
Plan type
Country
Breakout series
Location
Germantown 2

1.3 What's your issue?

Join our expert panel of industry leaders for a comprehensive discussion on the most formidable issuer challenges we've encountered in the equity realm. Dive into the "biggest and baddest" issues encompassing our firsthand experiences, participant perspectives, and optimal vendor response strategies when offering feedback. With diverse backgrounds spanning various business segments and extensive dealings with administration platforms, Transfer Agents, brokers, education resources, legal, payroll, valuation, and more, our panel provides a broad perspective. Gain insights into pain points encountered with domestic, international, and mobile populations.
 

KEY LEARNING POINTS:

  • Explore challenges and best practices across various vendors, including administration platforms, Transfer Agents, brokers, and more
  •  Benefit from a wide-ranging perspective with experiences from different business segments and   interactions with domestic, international, and mobile populations
  • Learn how to provide constructive feedback to vendors, optimizing their response and enhancing overall issuer/vendor relationships

 

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

Cherie Curry, FGE, Hilton Worldwide
Garry Devine, Amgen
Lamont Walker, Lyft
Rebecca Kargl, Zillow
Deirdre Salisbury, Infnite Equity

 

Event date
Tuesday, 9 Apr 2024, 15:15 - 16:15
Country
Breakout series
Location
Germantown 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
Country
Breakout series
Location
Midtown 1