NEWS
30 September 2023
HOW TATA GROUP COMPANIES ARE UNLOCKING THE POWER OF EQUITY-BASED INCENTIVES TO ATTRACT & RETAIN TALENT
article

SOURCE: The Economic Times

Design and strategy
Trending now
Performance shares
Restricted shares
Stock options
India


Over the last two years, Tata Consumer Products, Tata Power, Tata Communications, Titan and Tata Elxsi began offering performance-based stock units, restricted stock units and employee stock options (ESOPs) – all forms of equity-based compensation – for the first time. The latest is Tata Power, which sought shareholder approval to issue ESOPs this month. A top Tata group executive said instruments like ESOPs help companies to ensure their compensation packages are close to industry trends.
 

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

NEWS
19 September 2023
FOCUS: STOCK COMPENSATION FOR EMPLOYEES, SYSTEM SUPPORT ESSENTIAL FOR SPREAD IN JAPAN
article

Ritsuko Shimizu, Makiko Yamazaki

Design and strategy
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

 

The article holds a discussion of how employees in Japan now able to access stock compensation as well as the executives in an attempt to increase productivity. 

READ THIS ARTICLE

3.1 DIGITAL NOMADS: EQUITY AWARDS AND THE ALTERNATIVE WORKFORCE

Discover the evolving landscape of global talent acquisition in this insightful session, where the expert panel unravel the complexities of hiring talent from around the world.

Attendees will access a comprehensive overview of countries where granting equity awards to consultant employees remains particularly challenging. Attend this panel to equip yourself with the knowledge and strategies needed to navigate the global talent landscape effectively, regardless of where your talent is based.

KEY LEARNING POINTS:

  • Navigating work arrangements: Understand the shift towards flexible work arrangements, including remote work, consulting, and employment through Professional Employer Organizations/Employers of Record. Learn why even large companies are exploring these options.
  • Legal and tax implications: Gain valuable insights into the diverse tax and legal considerations associated with equity awards, depending on the employment arrangement. Explore how multinational companies have successfully managed these challenges.
  • Documentation and communication: Delve into the differences in communicating and documenting equity awards based on the specific work arrangement. Get practical guidance on ensuring compliance and clarity in various scenarios.

 

CPE CREDIT HOURS: 1.0*

Field of study: Personell/HR
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Ludmilla Maurer, Baker McKenzie
Lindsay Minnis, Baker McKenzie

 

Event date
Thursday, 16 Nov 2023, 11:00 - 12:00
Country
Breakout series

1.1 EUROPEAN SHARE PLAN INSIGHTS: EQUITY OFFERINGS ACROSS THE CONTINENT

Join our enlightening session as we unravel the intricate web of country-specific challenges in Europe and equip you with the knowledge to overcome them effectively.

Don't miss this opportunity to arm yourself with the knowledge and strategies needed to thrive in the diverse regulatory landscape of European markets.

KEY LEARNING POINTS:

  • Navigate legal hurdles: Delve into the key tax, legal, and administrative challenges that businesses encounter in various European jurisdictions, including Belgium, Germany, Russia, the UK, France, and more.
  • Stay informed on enforcement: Stay ahead of the curve by gaining insights into enforcement activities that could impact your company's operations.
  • Create a strategic action plan: Leave the session with a concrete action plan to address these challenges head-on. Discover how to leverage country-specific appendices and compliance matrices to tackle issues such as securities exemptions, data privacy, tax withholding obligations, entitlement matters, and more across Europe.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.


 

Speaker/Author

Will Clifton, Baker McKenzie
Don-Tobias Jol, Baker McKenzie
Ludmilla Maurer, Baker McKenzie

 

Event date
Thursday, 16 Nov 2023, 08:30 - 09:30
Breakout series

5.1 MINDING THE (GENDER PAY) GAP: HOW TO NAVIGATE THE EUROPEAN PAY TRANSPARENCY DIRECTIVE

The Pay Transparency Directive in the EU is a significant step towards achieving equal pay and reducing the gender pay gap. Companies operating within the EU must adapt their pay structures and policies to ensure compliance and promote a more equitable work environment.

Join this session as the expert panel explores the practical implications of this directive and unveil strategies for fostering transparency and equity. Master the intricacies of the Pay Transparency Directive and equip yourself with the knowledge to promote pay equality and transparency in your organization.

KEY LEARNING POINTS:

  • Directive insights: Gain a deep understanding of the European directive on pay transparency, covering vital aspects such as information rights, reporting obligations, enforcement mechanisms, compensation practices, and potential sanctions.
  • National law variations: Discover the key differences between the directive and current national laws in Germany, the UK, France, and Belgium, ensuring compliance in diverse legal landscapes.
  • Effective employee engagement: Receive valuable tips on skillfully managing employee requests related to pay transparency and equal pay, fostering a collaborative and equitable work environment.

 

CPE CREDIT HOURS: 1.0*

Field of study: Business Law
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Jennifer Granado Aranzana, Linklaters LLP
Yukiko Hitzelberger-Kijima, Linklaters LLP

Event date
Thursday, 16 Nov 2023, 14:10 - 15:10
Country
Breakout series

4.2 ELEVATE YOUR GLOBAL EQUITY PROGRAM: NUGGETS OF WISDOM FROM EXPERTS

Looking for nuggets of wisdom to help improve the performance of your global equity program? This illuminating session explores the profound influence of advice on personal and professional growth.

Featuring a diverse panel of accomplished individuals who have both offered and received life-changing guidance, our experts recount the pivotal moments when they received or provided advice that led to transformative outcomes.

You will leave with a treasure trove of insights and actionable takeaways that aid a deeper understanding of the power of guidance and the lasting impact it can have on your journey to success.

KEY LEARNING POINTS:

  • Transformative guidance: Discover the most impactful advice shared by our panelists and how it has shaped their careers and personal development.
  • Decision-making insights: Learn how pivotal advice moments have influenced critical decisions, providing you with valuable perspectives for your own journey.
  • Actionable takeaways: Whether you're a seasoned pro or a budding talent, gain actionable insights to enhance your path to success. Explore the enduring power of guidance and its potential to shape your trajectory.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

June Davenport, FGE, Morgan Stanley at Work
Tara Hagen, FGE, Global Tax Network
Eaton Williamson, Seagate

Event date
Thursday, 16 Nov 2023, 12:10 - 13:10
Country
Breakout series

4.3 PROMOTION OF THE STARTUP ECOSYSTEM TO PUBLIC EQUITY TRANSITIONS

Join us for a dynamic session that sheds light on the thriving startup landscapes in both Germany and Spain. Berlin consistently ranks among the top three startup cities in Europe, while Madrid and Barcelona secure coveted spots in the top 10. In this enlightening presentation, we will explore how both countries have recently upgraded their regulatory frameworks to support the creation and growth of startups.

The expert panel will provide invaluable insights into implementing your equity strategy across the transition in both countries. Discover how the Spanish Act to Promote the Startup Ecosystem, enacted in 2023, has revolutionized the regulatory landscape to support startups, and compare it to the German startup ecosystem.

This session is a unique opportunity to gain a comprehensive understanding of startup-friendly policies in Germany and Spain and equip yourself with the knowledge to thrive in two of Europe's most dynamic startup ecosystems.

KEY LEARNING POINTS:

  • Startup ecosystem comparison: Gain a deep understanding of the startup ecosystems in Germany and Spain, and learn why Berlin is a top contender. Explore the factors that contribute to the success of these cities.
  • Navigating equity vehicles: Understand the intricate landscape of equity vehicles, spanning both private and public markets, and gain insights into their significance for startups in both countries.
  • Evolution of equity guidelines: Explore the evolving equity guideline framework, tracing its journey from the private sector to the public domain in both Germany and Spain, and grasp its implications for your startup's growth trajectory.
  • Global equity roll-out: Dive into market data and practical perspectives on executing a global equity strategy, ensuring you're well-prepared for international expansion, with a specific focus on Germany and Spain.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Christian Hyldig, Aon plc
Jaime Pavía, Cuatrecasas
Katalin Kiss, Delivery Hero

Event date
Thursday, 16 Nov 2023, 12:10 - 13:10
Country
Breakout series

MASTERING THE EQUITY PLAN SHAREHOLDER APPROVAL PROCESS: FROM SOUP TO NUTS

This insightful session offers a step-by-step guide to securing shareholder approval for new or amended equity plans. Gain essential insights on the recommended timeline, project plan, and key stakeholder roles. 

Key learning points:

- Navigating key developments: Stay informed about the latest developments affecting equity plans and the shareholder approval process, including proxy advisor and institutional shareholder voting policies.

- Best practices and compliance: Discover best practices and essential updates for equity plans in light of recent legal, tax, and governance changes, ensuring alignment with regulatory requirements.

- Effective communication and execution: Learn strategies for effectively communicating material plan changes to executives and gaining board buy-in. Explore proxy disclosure considerations, including addressing potential stockholder risks. Additionally, delve into unique considerations related to ESPP approval and post-shareholder approval action items that demand attention.

Speaker/Author

Sinead Kelly, Baker McKenzie
Victor Flores, Baker McKenzie

Event date
Wednesday, 25 Oct 2023, 11:40 - 12:30
Country

FOUR THINGS YOUR EXECUTIVE COMPENSATION PLANS MAY BE MISSING

Unlock the potential of your executive compensation strategy with innovative concepts. In this session, our expert panel delves into four crucial areas that can significantly enhance your plan design, benefiting both executives and plan sponsors. These innovative concepts are designed to take your executive compensation strategy to the next level, addressing a variety of critical topics and featuring a case study from Levi Strauss. Learn the power of combining tried-and-true practices with innovative thinking to help you make the most of your executive compensation program.

Key learning points:

  • Automatic exercise benefits: Discover the advantages of incorporating automatic exercise at expiration into your executive compensation plans. This innovative approach streamlines processes, enhances plan performance, and aligns executive incentives more effectively with organizational objectives.
  • Identifying long-term incentive blind spots: Gain insights into potential blind spots that may affect the effectiveness of your long-term incentive programs. By addressing these challenges, you can create a more equitable and impactful compensation structure for your executives.
  • Empowering executives with equity choice: Learn how to empower your executives with greater flexibility and control over their equity compensation choices. This approach leads to higher executive satisfaction, improved retention rates, and better alignment with your corporate goals.
  • Tax-efficient charitable giving: Explore tax-efficient strategies that enable executives to maximize their charitable contributions while optimizing their financial planning. This knowledge equips executives to support causes they care about while making informed financial decisions.

 

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Emily Cervino, FGE, Fidelity Investments
John Hammond, Aon
Aaron Boyd, Levi Strauss & Co

Event date
Wednesday, 25 Oct 2023, 13:30 - 14:30
Country