In this mini-workshop, explore how to manage your energy effectively to enhance both your professional and personal life. With stock administrators facing increasing workloads and blurred work-life boundaries, learn strategies to identify energising versus depleting activities. 

Drawing on research from organisational behavior and positive psychology, and insights from Elena’s experience with McKinsey & Company’s Women in Leadership program, you’ll create an energy action plan tailored to boost your personal energy resources and improve overall well-being.

KEY LEARNINGS:

• Discover how to identify and leverage energising activities both at work and home
• Learn strategies for managing energy levels to handle professional and personal challenges effectively
• Develop a personalised energy action plan to enhance your productivity and well-being

Discover why cash-settling or using phantom awards can be a practical solution for global equity plans in this session. Our expert panel will demystify the process, covering when it’s appropriate to cash settle—such as in cases of complex administration or legal issues in regions like China, the Philippines, or Vietnam. Learn about different cash-settled structures, including how they compare to pure phantom awards, and gain insights into documentation, administration, and common pitfalls. Understand the risks involved, such as Canadian Salary Deferral Rules and securities laws impacting derivatives.

KEY LEARNINGS:

• Learn when and why to use cash-settlement or phantom awards for global equity plans
• Explore different cash-settled structures and how to effectively document and administer them
• Identify potential risks and pitfalls, including regional legal issues and securities laws

Explore how creativity and technology can transform employee communications in this inspirational session. Delve into the use of innovative digital tools—beyond traditional animation and interactive brochures—to enhance employee engagement. The panel will address practical questions such as the effectiveness of these tools, overcoming resource constraints, and actionable steps to immediately improve your digital experience. Feel inspired, energised and dazzled by the possibilities.

KEY LEARNINGS:

• Discover how advanced digital tools can significantly enhance employee engagement beyond traditional methods
• Learn practical strategies from experts for implementing innovative communication techniques, even with limited resources
• Get inspired with actionable steps to evolve your digital experience for better results

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.

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.

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.

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.

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.

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.

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.