SPOTLIGHT ON TRENDS IN GLOBAL EXECUTIVE PLANS

As executive pay steps into an increasingly bright spotlight, companies are facing the challenge of setting meaningful performance targets in volatile markets, and what to do if it all goes wrong.

This session looks at the latest trends in discretionary plans and the measures companies are using to recruit and retain top talent.

The expert panel will analyze the pressures that companies are facing when setting and paying executive remuneration, ranging from the latest corporate governance measures, legislative reform and market practice.

  • Hear how you can recruit and retain top talent in the current market
  • Discover the challenges companies are currently facing when setting and paying executive remuneration including demands of the proxy advisers, pay for performance rules, how to implement malus and clawback effectively and how to deal with 'windfall gains'.
  • Find out what’s next for executive plans
Speaker/Author

SPEAKERS: Jon Burg, FGE, Infinite Equity (US), Anna Fletcher, Rentokil Initial plc (UK), Hannah Needle, FGE, Tapestry Compliance Limited (UK)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

EXECUTIVE EQUITY COMPENSATION IN DIFFERENT CORPORATE ENVIRONMENTS

How does executive equity compensation differ in public and private companies?

Leveraging the experience of equity professionals who have worked in both the public and private sector, this session will examine the role of equity compensation across various industries and life-stages.

The panel includes a workplace equity consultancy who will share observations around how equity plays a role in creating pay "equity" in an organization.

  • Find out how executive equity compensation differs in private and public companies
  • Learn how to leverage data and analytics to achieve workplace pay equity
  • Discover how to integrate data with market practice when developing equity strategy
Speaker/Author

SPEAKERS: Marc Bosotti, Vialto Partners (AU), Ramon Dominguez, Lucid Motors (US), Lori Serrano, FGE, OutSet Medical (US)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

THE ART OF THE DEAL: ADJUST, CONVERT AND FLOURISH

Corporate transactions can have knock-on effects for outstanding equity awards and plans.

This session explores best practice on the approach and communication of these changes to awards, including the administrative and timing challenges encountered when reflecting award adjustments on broker platforms.

The expert panel includes senior representatives from Atlassian and CSL who will share their experiences, including managing awards during the re-domiciliation from a UK to a US parent company, and the equity award challenges resulting from a $11.7 billion acquisition.

  • Discover the common pitfalls when adjusting awards post-transaction including which transactional adjustments can trigger tax and regulatory issues for issues that have granted in multiple countries
  • Find out how to provide accurate, bespoke, meaningful and concise communication of the changes to participants
  • Review how to prepare equity award databases to reflect adjusted awards, dealing with rounding and black-out periods
Speaker/Author

SPEAKERS: Barbara Klementz, Baker McKenzie (US), Sinead Kelly, Baker McKenzie (US), Scott Harrison, Morgan Stanley at Work (US)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

EMPOWER YOUR EMPLOYEES! CHOICE PLANS FOR A TAILORED EQUITY EXPERIENCE

Who doesn’t love freedom of choice! As employee needs become more diverse and individualized than ever, flexibility in reward and benefits packages is increasingly important.

Introducing equity choice plans is a way to empower employees to tailor and maximize the impact of their equity awards.

This panel will discuss the effective use of these plans that offer employees the opportunity to choose the types of equity awards that make up their total compensation package.

  • Discover which equity awards are commonly included in choice plans
  • Hear from organizations who are leading the way
  • Learn about the pros, cons, and considerations of choice awards
Speaker/Author

SPEAKERS: Pat Sims, FGE, PJS Consultancy (UK), Sydney Hilzenrath, Iron Mountain (US), Evans Longacre, Fidelity (US)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

PAYROLL DOCTOR FOR EQUITY – WE’VE GOT THE CURE!

The payroll team is a key equity program stakeholder and plays an important role in ensuring that the complex rules for equity are navigated, and delivery in cash or reporting for equity is accurate.

This session pays a visit to the ‘Payroll Doctor’ to address the key remedies for managing, updating, and withholding in various countries around the world.

Whether you are new to delivering equity or are venturing into new countries, this session promises some key takeaways that can avoid a casualty for your equity program.

  • Hear how to work with payroll to achieve full equity program compliance
  • Learn the tips and traps of expanding globally
  • Learn valuable lessons from corporate issuers and service providers
Speaker/Author

SPEAKERS: Leann Balbona, FGE, KPMG, LLP (US), Ian Dawe, KPMG LLP (UK), Leonie Doyle, MongoDB (IE), Victor Torres, Perrigo Company plc. (UK)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

KEEPING EQUITY RELEVANT IN UNCERTAIN TIMES

With a global recession on the horizon and the effects of the ‘Big Squeeze’ being felt across all industries, how do companies continue to keep employees engaged and maintain and encourage participation in their equity compensation schemes?

This panel will focus on how companies are navigating the current climate and what they’re doing to keep equity at the forefront of their talent acquisition and retention strategies.

  • Discover how to make equity part of your company culture
  • Find out how to avoid the fall out of ‘The Great Resignation’ and ‘Quiet Quitting’
  • Hear how to keep employees engaged through innovative initiatives and targeted communications
Speaker/Author

SPEAKERS: June Davenport, Morgan Stanley at Work (ES), Chrissie Davis, Eximia (UK), Vikki Scott, Diageo (UK), Phoebe Stamford-Moroz, Tate & Lyle (UK), Dexter Tang, Google (UK)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

TRANSACTION READINESS: ARE YOU READY?

Private companies have the unique opportunity to evolve their business throughout every stage of their life cycle. Whether you are an emerging company preparing to raise funds, or a late-stage company exploring your paths to liquidity, understanding the relationship with internal and third-party partners is key as is keeping your equity data ‘Transaction Ready’.

This panel will discuss important considerations for transaction readiness through major events such as fund raising, global expansion, new equity vehicles, liquidity events, and more.

  • Identify the key stakeholders internally and externally for each event type
  • Understand the timing and critical milestones leading up to an event
  • Discover how to factor the employees’ experience into your plans
Speaker/Author

SPEAKERS: Lars-Kristian Bråten, cigaM AG (CH), Fleur Benns, Wilson Sonsini Goodrich & Rosati (UK), Ceri Newby, Skyscanner (UK), June Davenport, Morgan Stanley at Work (ES)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

TOP GLOBAL EQUITY COMPLIANCE MISTAKES AND HOW TO FIX THEM

Operating global share plans is a tricky business, and despite best efforts, errors can and do occur. In this session, the expert panel identifies common mistakes that arise with global share plans and how to address them.

In each case, you will discover how to rectify past errors based on real-life case studies and receive practical tips and best practices for mistake-free global share plan offerings.

  • Uncover common mistakes in tax-qualified plans, including US Section 423 ESPPs, French-qualified option and RSU plans, and UK tax-qualified share schemes
  • Learn how to deal with plan interpretation or governance failures
  • Discover how to correct tax withholding, reporting and other compliance issues
Speaker/Author

SPEAKERS: Agnès Charpenet, Baker McKenzie (FR), Jeremy Edwards, Baker McKenzie (UK), Sinead Kelly, Baker McKenzie (US)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

THE MULTIVERSE OF MOBILE EQUITY RISK

How do you navigate the exponential growth of cross-border employees?

Do you know what your company’s risk exposure is if your participants are in a location other than where they were when grants were awarded?

Which risks cause the biggest concerns for your company’s equity program?

Many companies have seen an increase in the movement of their workforce. Such an increase can create employer risks.

During this session, the expert panel will review real life case studies that will highlight factors to help you assess your organization’s risk profile.

  • Gain valuable insights from issuers of a publicly traded and a privately held company
  • Get access to a tool that will provide a self-assessment score of your company’s mobile equity risk profile
  • Discover the key ways you can identify the most significant risks for your mobile population entitled to long-term incentives
  • Plan for your next steps with your fellow stakeholders
Speaker/Author

SPEAKERS: Lynn Carbo, Global Tax Network (US), Nadine Franczyk, FGE, Amyris (US), Tara Hagen, Global Tax Network (US), Shokiah Williams, Brex (US)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series

TRENDS IN EMPLOYEE EQUITY LIQUIDITY: MUST EMPLOYEES WAIT FOR THE ‘EXIT’?

The liquidity madness of 2020-2021 has passed and alternatives to capitalize on investment, including prospects of employee liquidity are reducing. Companies who are mature and were planning on an IPO or sale, must change their strategy or sell at a low price.

This brings significant challenges to companies attempting to show employees value in their equity awards.

This session will focus on privately held companies in the Israeli market as a mirror to the global high-tech market.

  • Find out if companies really have to wait for an IPO or sale to enable employees to liquidate part of their equity awards
  • Discover how companies can attract employees when liquidity is unknown
  • Hear best practice and learnings for private companies to engage their employees
Speaker/Author

SPEAKERS: Shachar Porat, Herzog Fox and Neeman Law Firm (IL), Ronen Shitrit, Adv., I.B.I Trusts Management (IL), Tal Shoham, Robyn Capital (IL)

Event date
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Country
Breakout series