Join this session for a comprehensive session on preparing your equity team for a successful start to the New Year.

Learn how to adhere to T+1, ensure data integrity, and foster collaboration among HR, Payroll, and IT to meet deadlines.

The panel will also cover how to review your share plan, set parameters, and conduct essential software testing for a smooth transition into 2025.

KEY LEARNING POINTS:

• Master best practices for preparing your equity team for a strong Q1 start
• Navigate challenges and strategies for tax filings, T+1 adherence, and data integrity
• Understand the importance of interdepartmental communication and centralized software, and learn essential software testing procedures for Q1 audits

Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team, Ben McCarthy from Linklaters and Rob Lyons from M&S as they share their extensive experience in this area.  They’ll cover current trends in sourcing shares, looking at new issue or market purchase, along with key considerations for an issuer and their finance team.  Discover strategies for hedging, managing large share sales and using the Employee Benefit Trust to your advantage. There will be focus on the recent changes to dilution limits in the Investment Association’s Principles of Remuneration.

KEY LEARNINGS:

• Learn strategies for sourcing shares, planning in advance for your share plan vesting whilst managing headroom and dilution limits.
• Understand how an issuer can use various approaches across their share plan grants to keep their finance team and employees happy.
• Discover effective liquidity management techniques to ensure an orderly market at vesting.

Employee share plans play a critical role in fostering employee engagement, retention, and alignment with business objectives. In this panel session, we will explore how leading FTSE companies have implemented and adapted their employee share plans to suit their unique business strategies. Join us as industry experts discuss their real-world experiences, challenges, and key takeaways from designing and managing these initiatives.

KEY LEARNING POINTS:

• Gain insights into how different FTSE companies structure their employee share plans to reflect their organizational goals and cultures.
• Understand common obstacles faced during implementation and management of employee share plans, and explore strategies to overcome them.
• Learn how employee share plans are leveraged to reinforce company values, drive business performance, and support long-term strategic objectives.

Navigating legal and tax compliance for new or existing plans can be daunting. Join our panel of experienced issuers and advisors as we spotlight three key compliance hotspots: securities laws, foreign exchange, and translations. Experts from Tapestry will guide you on prioritising compliance efforts this year and tackling challenges in hotspot countries. Hear from Sage and Rolls-Royce about their experiences with global expansion.

KEY LEARNINGS:

• Learn where to focus your compliance efforts for the biggest impact
• Discover strategies for managing securities laws, foreign exchange, and translations
• Gain insights from Sage and Rolls-Royce on overcoming key issues in global expansion
  
  
  
  
   

Join this session to uncover the latest trends in global share plans with highlights from the 12th annual Global Equity Insights Survey (GEIS) 2024. This unique survey reveals crucial insights into how companies worldwide use equity, focusing on Long Term Incentives (LTIs), Share Purchase Plans (SPPs), and talent.

The panel will also explore survey findings on how companies are harnessing the transformative impact of Artificial Intelligence (AI) for their equity compensation strategies, showcasing real-world applications and best practices.

KEY LEARNINGS:

• Discover the latest trends in global share plans from the 2024 Global Equity Insights Survey, including LTIs and SPPs
• Gain insights into how AI is revolutionising equity compensation strategies
• Learn best practices and emerging trends in equity-based compensation to apply in your company

Are you ready for the future of pay transparency? Prepare for the future of pay transparency with our session on the EU's upcoming 'Pay Transparency Directive.' Set to roll out by June 2026, this legislation will affect all member states. Discover what this means for share plan professionals and gain insights on navigating the challenges ahead.

KEY LEARNINGS:

• Understand the implications of the EU's 'Pay Transparency Directive' for share plan professionals
• Identify key challenges and considerations for complying with the new legislation
• Receive a roadmap to help plan and ensure compliance with the directive.

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.

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.

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.

Navigating through uncertain economic conditions requires a strategic approach to compensation. Join our expert panel as they delve into the intricacies of addressing compensation volatility and its impact on employee retention. In this insightful session, the panel will explore best practices and real-world case studies centered on the implementation of long-term incentive plans. Discover how these plans can effectively mitigate the challenges posed by economic uncertainties, fostering stability for both organizations and their workforce.

KEY LEARNING POINTS:

• Understanding the impact of economic volatility on compensation outcomes
• Exploring best practices for implementing long-term incentive plans
• Analyzing case studies to illustrate successful strategies in uncertain times

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.