9.1 Global corporate tax deductibility - all change?

A comprehensive exploration of significant shifts in the UK's HMRC guidance, potentially reshaping the corporate landscape with profound implications for companies. Our expert panel will delve into the repercussions of the recent changes in the UK, examining their impact in conjunction with prevailing practices and global developments. Gain invaluable insights into the evolving regulatory landscape and how companies worldwide are navigating these changes to stay ahead in the dynamic business environment.

KEY LEARNING POINTS:

  • Understand the specifics and implications of the recent shifts in HMRC guidance in the UK
  • Explore how the UK changes align with or differ from current global practices in the corporate domain
  • Gain insights into how companies are adapting globally to regulatory developments, ensuring a nuanced understanding of the evolving corporate landscape

 

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

Alex Murdoch, EY
Gordon Roesch, EY
Jason French, EY
Bernd Schmelzer, DHL
Dominik Gies, DHL

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


5.4 Navigating the impacts and risks of flexible working models

Amidst the transformative landscape of work, where flexibility is the new currency, join our expert panel to navigate the intricate intersections of emerging hybrid and remote working models with equity-based compensation. As these models redefine the post-pandemic workforce, it's crucial to grasp their impact while mitigating potential tax compliance risks and red flags. Delve into a general overview and comparison of evolving working models, including GEOs, PEOs, and remote/hybrid arrangements. Take a deeper dive into Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR). Uncover equity-related risks associated with each model and gain practical insights into implementing remote work policies, achieving a delicate balance between risk, employee experience, and administrative efficiency.

KEY LEARNING POINTS:

  • Gain insights into the general overview and comparison of evolving working models, such as GEOs, PEOs, and remote/hybrid arrangements
  • Take a deeper dive into the concepts of Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR)
  • Uncover red flags and risks associated with each employment model, ensuring a comprehensive understanding of potential challenges in equity-based compensation

 

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

Oksana Lapii, EY
Sam George, Lyft
Randy Murphy, Instacart
Liana Kolodenker, Globalization Partners

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Country
Breakout series
Location
Germantown 2

3.5 Leaders' Lounge: Mastering employee financial literacy and wellness

Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

  • Strategies to engage employees at various levels of financial wellness
  • Understand the issuer's role in fostering financial literacy
  • Navigate the fine line between providing information and giving advice

 

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

Matt Connor,  FGE, Lucid Motors
Nadine Franczyk, FGE, Amyris
Jessica Vinsand, FGE, Chainaylsis
Sandra Sussman, FGE, SAP

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Country
Breakout series
Location
Germantown 3

7.3 Inheriting plan designs: navigating challenges and crafting a strategic future

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

  • Best practices in running share plans in a recently IPO environment
  • Striking the right balance between standardized design and local jurisdiction benefits
  • Importance of future-proof plan design

 

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

Christian Hyldig, Aon
Augustin Serban, Flywire
Ramon Dominguez, Lucid Motors

 

Event date
Wednesday, 10 Apr 2024, 16:25 - 17:15
Country
Breakout series
Location
Germantown 1

6.4 Optimizing global equity plans for talent retention and an employee-centric workforce

A comprehensive exploration led by an expert panel, dissecting the complexities of equity compensation programs across diverse regions. Delve into the influential factors guiding the offering of tax-qualified plans in North America, Europe, the Middle East, and Asia-Pacific. Hear firsthand from two issuing companies as they uncover the regulatory and tax considerations specific to each jurisdiction and share their decision-making processes and strategies for communicating equity compensation programs across countries. Assess the current participation scenario and gain valuable perspectives as the panel discuss future changes they are contemplating.

KEY LEARNING POINTS:

  • Explore the factors shaping tax-qualified plan offerings in diverse geographical areas
  • Uncover the unique intricacies of regulatory and tax considerations in each jurisdiction
  • Gain insights into clients' decision-making processes and explore anticipated future changes in equity compensation programs

 

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

Zackary Crumpton, Computershare
Aimee Soodan, Baker McKenzie
Rachel Ulep, eBay
Fiona Doran, Computershare

Event date
Wednesday, 10 Apr 2024, 15:25 - 16:15
Country
Breakout series
Location
Germantown 2

4.2 When cash is king: leveraging cash awards in a global equity program

Join a distinguished panel of experts for an illuminating session on navigating the nuanced choice between cash and equity awards in global equity compensation programs. Delve into the intricacies that drive companies to opt for cash awards over equity and vice versa. The panel, featuring representatives from WTW, Baker & McKenzie, and CAP, will explore the multifaceted landscape of tax considerations, labor law implications, regulatory compliance, and corporate governance issues associated with cash awards compared to equity. Uncover administrative considerations and effective solutions for implementing cash awards, including communication strategies. Gain a comprehensive understanding of the factors influencing the inclusion of cash awards in a global equity compensation program.

KEY LEARNING POINTS:

  • Factors influencing the choice between cash and equity awards
  • Addressing tax, labor law, regulatory, and corporate governance issues
  • Administrative considerations and communication strategies for cash awards

 

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

Lindsay Green, WTW
Lindsay Minnis, Baker McKenzie
Shaun Bisman, Compensation Advisory Partners
Maya Wright, Iron Mountain

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Plan type
Country
Breakout series
Location
Midtown 1
NEWS
26 September 2023
THERE'S ANOTHER GENDER PAY GAP: STOCK OPTIONS
article

SOURCE: Wall Street Journal

Trending now
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
UK and Channel Islands
USA

Women often don’t know what to ask for, experts say. And companies don’t tell them.

READ THIS ARTICLE

NEWS
20 September 2023
JAPANESE COMPANIES WARM UP TO EMPLOYEE STOCK INCENTIVES
article

SOURCE: Reuters

Design and strategy
Trending now
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
Japan

ANA Holdings plans to offer $60 million worth of shares to 70% of its 45,000 employees as an employee retention strategy and compliance with regulatory requests in Japan. This follows a trend among Japanese companies like Omron and Sony. Employee share incentives aim to align interests, boost stock prices, and address labor shortages while improving corporate value. Despite their increasing popularity, labor laws limiting stock incentives have hindered their wider adoption in Japan. Legal flexibility could accelerate their adoption.

READ THIS ARTICLE

NEWS
12 September 2023
WHEN IT COMES TO COMPENSATION, MORE EQUITY ISN'T ALWAYS BETTER
article

SOURCE: Harvard Business Review

Communications
Design and strategy
Private and pre-IPO companies
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
USA

The authors research found that people often overestimate the value of stock options when assessing a startup job offers. They incorrectly believe that a higher number of shares translates into superior compensation even when it doesn’t. Five steps can help you avoid this mistake.

READ THIS ARTICLE

NEWS
14 September 2023
STOCK-BASED COMPENSATION GUIDE
article

SOURCE: PwC

Finance, tax and accounting
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
USA

PwC's updated Stock-based compensation guide covers accounting principles, measurement, vesting, expense attribution, and classification for stock-based compensation, with insights and references to FASB guidance.

READ THIS ARTICLE