Innovative plan designs can lead to administrative challenges, but there are ways to streamline operations while keeping everyone satisfied.

Join this session to uncover hacks and best practices for smooth administration, including managing RSU acceptance, handling leaves of absence, addressing expiring options, and optimizing ESPP tax deductions.

Learn how to set reasonable deadlines and align equity awards with employees' risk tolerance to enhance overall satisfaction.

KEY LEARNING POINTS:

• Implement practical solutions for administrative challenges, such as RSU acceptance and managing leaves of absence
• Reduce issues with expiring options, set reasonable deadlines, and align equity awards with employees’ risk tolerance
• Maximize tax deductions and minimize administrative headaches for ESPPs, benefiting both the company and employees

Equity compensation has always been hardwired into the Prysmian business model and operations approach. Join this session to explore how Prysmian transformed employee ownership with their YES and BE IN Employee Share Purchase Plans (ESPP). Discover the journey from launching the BE IN plan for blue-collar workers in 2023 to expanding ownership across 30 countries.

In this case-study panel, you'll learn how Prysmian designed, implemented, and managed these plans to cater to diverse employee demographics, achieving 46% employee ownership globally. Hear about their strategic approach, including educational initiatives and overcoming cultural and language challenges.

KEY LEARNINGS:

• Learn how Prysmian successfully segmented and managed share plans for different employee groups, increasing global ownership
• Discover effective strategies for educating employees about share plans to ensure understanding and engagement
• Understand how Prysmian navigated cultural and language differences to implement share plans in 30 countries.

Join this session to explore how private companies leverage share plans strategically to drive growth and enhance employee engagement. These plans serve as potent incentives, aligning employees' interests with the long-term success of the company. They foster a sense of ownership and commitment that can be challenging to achieve with non-equity-based rewards.

The panel will cover navigating the use of equity in private equity-backed portfolio companies, exploring pathways to achieve liquidity for private companies, and understanding the mechanics of growth shares and their potential for tax efficiencies. They will also examine how traditional tax-advantaged plans can be optimised to maximise benefits and discuss fostering an employee ownership culture through initiatives like employee ownership trusts (EOT) and broader employee plans. Additionally, considerations for private companies when extending equity on an international scale will be covered.

KEY LEARNINGS:

• A clear understanding of how share plans align employee interests with company growth
• Insight into effective strategies for achieving liquidity in private companies
• Knowledge of the benefits and tax efficiencies associated with using growth shares.

Join this session to uncover how Allianz and EY teamed up since 2018 to expand the Employee Share Purchase Plan (ESPP) globally, now reaching 43 countries from an initial 30, and see how employee ownership at Allianz soared from just 9% to over 70%.

You’ll learn firsthand how EY navigated tax and legal landscapes while tailoring plans to fit each country's unique needs, balancing consistency with local relevance. Discover Allianz’s approach to boosting participation rates above 29% through centralised communication and innovative initiatives like employee investors days and a customised plan administrator platform.

Plus, delve into the Free Share program integrated with the ESPP, which underscores Allianz’s commitment to sustainability and its core mission of securing the future.

KEY LEARNINGS:

• Learn how Allianz grew their Employee Share Purchase Plan to 43 countries, boosting employee shareholder rates
• Discover EY's approach to maintaining tax and legal compliance while tailoring plans for different countries
• Understand how centralised communication and customer-friendly initiatives increased participation in Allianz's ESPP

Designing executive share plans with DEI and ESG performance targets requires a robust global standard to ensure fairness, accountability, and transparency. The EU is more advanced in integrating these metrics, but a strong global standard should include clear and measurable targets, alignment with international frameworks like the UN SDGs, and a balanced scorecard approach. Regular monitoring, stakeholder involvement, meaningful incentives, regional adaptation, and continuous improvement are also crucial. 

Join this session to explore practical strategies that drive impactful DEI and ESG outcomes in executive compensation.

KEY LEARNINGS:

• Understand the importance of clear and measurable DEI and ESG target
• Learn how to align with international frameworks for consistency
• Explore effective incentive structures to drive DEI and ESG achievements
   

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 LEARNINGS: 

• 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

Explore the intricate landscape of equity grants to non-employee service providers in our expert panel session. Uncover the unique challenges that global issuers encounter when extending equity grants to independent contractors, PEO/EOR-engaged individuals, and more. Dive into the multifaceted considerations encompassing corporate governance, local securities, foreign exchange, and tax laws worldwide. 
Hear firsthand about Marriott International, Inc.'s triumphs in managing its global equity compensation program, addressing the challenges encountered.
 

KEY LEARNING POINTS:

• Identify securities law, foreign exchange, and tax risks in non-employee equity grants
• Exploring best practices for compliance with local laws
• Understanding Marriott International, Inc.'s strategies for managing non-employee equity compensation on a global scale

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.

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.

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.

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.