8.5 Driving Ownership at Scale: Inside DHL’s Global ESPP Rollout

Explore how DHL successfully implemented a global employee stock purchase plan (ESPP) for 600,000 employees across up to 150 countries. This session highlights the strategic design, rollout approach, and innovative engagement strategies that empowered frontline workers to embrace ownership.

Discover how the ESPP fosters a culture of co-ownership, aligning employee success with the company’s goals while navigating the complexities of scaling across diverse regions and workforces.

KEY LEARNING POINTS:

  • Learn how to design a globally scalable ESPP that balances business objectives with local needs.
  • Explore practical strategies for implementing ESPPs across large and geographically dispersed employee populations.
  • Gain actionable insights into engaging frontline workers and driving a strong culture of ownership.
Speaker/Author

Gordon Rosch, EY (DE)
Bernd Schmelzer, DHL Group (DE)
 

Event date
Wednesday, 30 Apr 2025, 09:45 - 10:45
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O

8.2 Global and mobile taxes – Advanced topics with an experienced panel

An interactive educational forum in a roundtable format that will let us dive deep into the complexities of managing a tax compliant process when offering equity to global and mobile employees. Speakers, moderators and participants will discuss best practices and pain points of managing the taxation of a complex international and mobile population, and share the challenges they might have experienced managing these obligations on equity compensation. 
Attendees will leave this session with an enhanced knowledge on options to handle the taxation of complex international and mobile participant populations, the application of these issues to specific countries, and new ideas on how they might transform their process to meet their equity administration responsibilities.

KEY LEARNING POINTS:

  •  Best practices for managing a complex international and state mobile population
  • Current challenges that our panel has seen in their practices, and ways that these challenges were addressed
  • Application of these best practices and challenges when managing tax obligations for equity compensation in select example countries

 

CPE CREDIT: 1.0
Field of study: Tax
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

Justin Pon, Morgan Stanley at Work
AmyLynn Flood, Vialto Partners
Leann Balbona, FGE, KPMG
Sean Trotman, FGE, Deloitte
Cathy Goonetilleke, EY

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Midtown 1

8.5 Potential pitfalls of cross-border stock awards

Dive deep into the intricate world of global compliance with our expert panel. Explore the potential compliance traps stock plan administrators must navigate, from unfavorable tax outcomes for both employees and employers to securities registration hurdles, currency exchange complexities, and disclosure requirements under local law. Uncover the latest legal developments reshaping stock plans, including insights into the new EU-US Data Privacy Framework and proposed EU cybersecurity regulations (DORA). 
Join them for a comprehensive discussion that unveils the intricacies of global compliance, ensuring you're equipped to steer your cross-border stock plans through the regulatory landscape.
 

KEY LEARNING POINTS:

  • Uncover identifying compliance traps in cross-border stock plans
  • Explore navigating tax, securities, and currency exchange challenges
  • Stay informed on recent legal developments

 

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

Jennifer George, PwC
Mark Jones, Pillsbury Winthrop Shaw Pittman
Vanessa Renna, Thermofisher Scientific

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Germantown 3
Field of Study
Specialized Knowledge
Level
O

8.4 Hit the right note with your long term incentives: tailoring end-to-end communications

Discover the transformative potential of a personalized employee experience in revolutionizing your Long-Term Incentive Plan (LTIP) engagement with insights from Rio Tinto and Deloitte's expert panel. Explore strategies that support understanding and foster connection at every stage of the employee LTIP journey, from grant to vest, thereby cultivating sustained engagement among senior employees and enhancing overall performance outcomes. Uncover the latest trends and best practices in LTIP engagement, showcasing how personalized communications, including animation, can simplify complex concepts like performance measures in an effective and authentic manner. Join them to unlock the power of personalized communications, elevate your LTIP strategy, and propel your incentives to new heights.

KEY LEARNING POINTS:

  • Understand how a personalized employee experience can enhance engagement throughout the LTIP journey
  • Explore the latest trends and best practices in LTIP engagement, including the use of personalized communications and animation
  • Discover how personalized communications can simplify intricate concepts, such as performance measures, fostering a deeper understanding among employees

 

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

Adam Bryan, Deloitte
Toby Morrow, Rio Tinto

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Germantown 2

8.3 A little French conversation: market practices in France

A comprehensive session led by a panel of esteemed French and US experts, offering exclusive insights into the intricate landscape of Long-Term Incentive (LTI) plans in France. With over 100,000 French beneficiaries and 100 corporate clients, Banque Transatlantique brings a unique perspective on market trends, complemented by Deloitte's benchmark of 800 European listed companies. Understand the nuances of LTIs, from exotic taxation to market practices and competitor benchmarks. Explore allocation policies, including amount, conditions, and ESG considerations. Gain an overview of the panel demographics and delve into the decision-making process for offering LTIs in alignment with French market trends.

KEY LEARNING POINTS:

  • Overview of panel demographics and general figures
  • Understanding allocation policies, including amount and ESG factors
  • Decision-making considerations for offering LTIs in line with French market trends

 

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

Matthieu Gonbert, Banque Transatlantique
Orianne Acheriteguy, Deloitte Société d'Avocats
Ramon Dominguez, Lucid Motors

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Germantown 1

8.1 High-impact employee engagement strategies for equity awards

Join our esteemed panel of equity compensation experts as they unravel the keys to successful engagement in our session, "Engaging Beyond Boundaries: Strategies for Effective Equity Communication." Delve into the intricacies of crafting and adhering to a multi-channel communications plan, essential for lasting engagement. Explore the imperative need for equity award recipients to have accessible and knowledgeable advisors, fluent in the language of equity compensation and well-versed in country-specific rules. 
In this session, witness the impact of providing digital tools that enable participants to contextualize equity awards within their broader financial context. Additionally, discover the art of setting meaningful benchmarks to gauge the success of your efforts and identify shifts in employee engagement and participation.
 

KEY LEARNING POINTS:

  • Discover how to craft an effective multi-channel communications plan
  • Explore the importance of providing accessible and knowledgeable equity advisors
  • Learn how to empower participants with digital tools for financial context

 

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

Donald Hairston, UBS
Mike Reinschmidt, Accenture
Keri Gill, Applied Materials

Event date
Thursday, 11 Apr 2024, 10:00 - 10:50
Country
Breakout series
Location
Germantown 4


EQUITY SMARTS UNVEILED: A LIVELY TALK SHOW EXPERIENCE

Join this dynamic foursome as they unravel the complexities of equity compensation in a fun and interactive talk show format. These expert hosts will share their invaluable advice on best practices and emerging trends in equity compensation while providing insights into future challenges.

With their freewheeling style and extensive expertise, the panel are known for tackling challenging problems, sourcing elusive data, and engaging in lively debates on various equity practices.

Don't miss this engaging talk show experience, where you'll gain valuable insights, practical advice, and thought-provoking discussions on the ever-evolving world of equity compensation.

Attendees will learn:

  • The impact of market volatility and economic downturns on equity plans and gain a deeper understanding of how to navigate these variables effectively.
  • More about the evolving landscape of equity compensation and the pressing issue of pay equity, staying informed on the latest developments and exploring strategies to ensure fairness and equality.
  • The significance of vesting periods and the emerging role of social media in connecting employees with their equity awards while discovering innovative ways to engage and motivate their workforce.
Speaker/Author

SPEAKERS: Emily Cervino, FGE, Fidelity (US), Cherie Curry, FGE, Hilton (US), Sandra Sussman, FGE, SAP (US), Robyn Shutak, FGE, Infinite Equity (US)

Event date
Thursday, 15 Jun 2023, 13:00 - 13:50
Country
Breakout series

NAVIGATING TRANSITIONS AT WORK

The world in which we live and work is full of transitions, endings, new beginnings and everything in between. From getting a big promotion and working out how we want to respond to rebuilding after losing our job, to moving back to working in the office: transitions that happen in our business and personal lives can test our sense of self. Whatever the transition, rarely does the workplace offer the space to explore their impact of the transitions in a way that enables us to navigate them and emerge stronger.

In this interactive and immersive session, there will be room to discuss and reflect on transitions that you may encounter.

Attendees will learn:

  • The difference between a change and transition in the workplace using the Transition Coaching Method.
  • What their natural response is to transitions.
  • How to navigate transitions and develop tools that can be taken back into the workplace.
Speaker/Author

SPEAKER: Beatrice Hackett, Coaching in Motion (UK)

Event date
Thursday, 15 Jun 2023, 13:00 - 13:50
Country
Breakout series