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

5.3 Excellence in Global Share Plans: An award-winner update

Join our expert panel, which includes GEO Award winner panellists from Atlassian (2019 Most Creative Solution, 2022 Best Plan Communication and 2023 Best Use of Employee Share Plans in a Corporate Action) and GlobalFoundries (2022 Most Innovative and Creative Plan Design) as they delve into the post-award journey of acclaimed equity compensation programs. Discover the ongoing success of these programs beyond their initial recognition, exploring their resilience, challenges faced, and innovative adaptations over time. In this exclusive session, our panel will unravel the evolution of these celebrated equity compensation initiatives, providing valuable insights into their sustained triumph.

KEY LEARNING POINTS:

  • Navigate the complexities of post-award equity compensation strategies
  • Analyze the challenges and triumphs of acclaimed programs over time
  • Explore innovative approaches embraced by successful equity compensation initiatives

 

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

Liz Stoudt, Infinite Equity 
Deirdre Salisbury, Infinite Equity
Anabel Pichler, GlobalFoundries
Veena Bhatia, Atlassian
 

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Topic
Country
Breakout series
Location
Germantown 1

5.2 Titans' tango: navigating equity-based compensation in the era of mega mergers

Get acquainted with the complexities of merging large publicly listed companies with our expert panel, featuring seasoned professionals with firsthand integration experience. Uncover the strategic importance of equity-based compensation, exploring real-world challenges and innovative solutions through case studies. The session addresses administrative intricacies, harmonizing diverse equity structures, and emphasizes actionable strategies for talent retention and culture amalgamation post-merger. Join us for a riveting discussion that blends theory with real-world application, equipping attendees with insights and practical narratives for successful corporate integrations.

KEY LEARNING POINTS:

  • Grasp the crucial role of equity-based compensation in large-scale corporate mergers
  • Learn from real-world challenges and effective strategies employed in past mergers
  • Understand the complexities involved in merging and harmonizing diverse equity compensation structures

 

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

David Voggeser, hkp///group
Stefanie Brachmann, Siemens Energy
Julia Bartsch, Siemens Energy
Markus Stebe, Siemens AG

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Country
Breakout series
Location
Midtown 1

4.4 Equity plan data considerations and action plans for mergers and acquisitions

An expert panel, seasoned in navigating corporate transitions, will explore critical considerations of equity plans amid mergers, acquisitions, and spinoffs, such as the post-transaction treatment of outstanding awards, ensuring equity and managing excise tax exposure. Join them in unraveling key accounting and data intricacies, and discover actionable insights to sidestep administrative nightmares.
Don't miss this opportunity to learn from the seasoned experts as they share invaluable strategies for navigating the complex landscape of equity plans in corporate transformations.

KEY LEARNING POINTS:

  • Navigate the post-transaction treatment of outstanding equity awards
  • Ensure fairness in equity distribution during corporate restructuring
  • Manage and mitigate excise tax exposure effectively

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

Michael Mauro, insightsoftware
Liz Stoudt, Infinite Equity
Sara Anderson, Thermofisher Scientific

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Country
Breakout series
Location
Germantown 2

4.3 Don't live on a prayer…or paycheck to paycheck because of your ESPP!

Engage with our expert panel in a comprehensive session covering essential aspects of Employee Stock Purchase Plans (ESPP). Explore intricacies such as tax withholding for international employees, including methods like "Sell to Cover" and withholding through paychecks. Delve into determining the correct withholding rate for international participants, navigating beyond the maximum tax rate, and effectively communicating these nuances without providing tax advice. Uncover strategies to overcome language barriers and address global assumptions when promoting your ESPP.

KEY LEARNING POINTS:

  • Tax withholding methods for international employees and paycheck withholding
  • Determining the correct withholding rate for international participants
  • Strategies for overcoming language barriers and promoting ESPP globally

 

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

Sean Ross, Charles Schwab
Megan Hunt, Samsara
Tom Parker, Tapestry Compliance
 

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Country
Breakout series
Location
Germantown 1

3.3 Closing the gap: quantitative approaches to addressing gender pay disparities

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

  • Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
  • Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
  • Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

 

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

David Voggeser, hkp///group
Marc Myntermann, Siemens Energy
Julia Bartsch, Siemens Energy
Michael Wolff, University of Goettingen

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Country
Breakout series
Location
Germantown 1

3.2 Simply refreshing! Accelerating global ownership through strategy, design, and communication

Join our expert panel in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

  • Discover how to overcome challenges in global ESPP design
  • Learn to make strategic decisions for implementation
  • Analyze establishing an ownership mindset in a global workforce

 

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

Geri Wall, Coca-cola Company
Hannah Needle, FGE, Tapestry Compliance
Carl Saunders, Coca-cola Company
Robyn Gay, Buck, A Gallagher Company

Event date
Wednesday, 10 Apr 2024, 10:45 - 11:45
Country
Breakout series
Location
Midtown 1

2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

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.

Speaker/Author

GEIS sponsor panel

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 3

2.4 Halt your horses: strategies for surprising exchange control challenges

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.

Speaker/Author

Lindsay Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 2

2.1 Unlocking potential: empowering employees through ESPP education

The expert panel will unravel the intricacies of Employee Stock Purchase Plans (ESPP), addressing the most confusing and commonly asked questions. Gain actionable insights on employing effective education and resources to minimize employee confusion, empower your workforce, and reclaim valuable time for administrators.

KEY LEARNING POINTS:

  •  Identifying and addressing the most perplexing ESPP topics
  •  Implementing strategies for poignant education to reduce employee confusion
  •  Empowering employees and optimizing administrator efficiency

 

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

Alec Glassman, Carver Edison
Robyn Shutak, FGE, Infinite Equity
Lori Serrano, Outset Medical
Margaret Rozowski, RB Global

Event date
Tuesday, 9 Apr 2024, 16:30 - 17:30
Country
Breakout series
Location
Germantown 4