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

5.2 REVOLUTIONIZING EQUITY COMPENSATION COMMUNICATION: INSIGHTS FROM FINTECH

In an era of information overload, participants can become overwhelmed with information and employee equity communication that relies on traditional methods such as brochures and emails is often rendered ineffective.

In the fast-paced world of FinTech where engaging customer communication is the norm, learning from FinTech's strategies can transform your equity compensation communication, regardless of your industry.

This panel promises to leave attendees inspired and equipped to adapt modern FinTech approaches and external influences to enhance their equity compensation communications. Join our experts for an invigorating exploration of innovative communication strategies.

KEY LEARNING POINTS:

  • Innovative engagement: Learn from Klarna's Slack channel and onboarding approach and the importance of visually appealing graphic designs for effective employee engagement.
  • Modern learning: Explore the benefits of concise, engaging methods like videos, webinars, and podcasts.
  • Tech integration: Discover in-app, AI-driven solutions and strategies for inclusive communication, catering to all generations.

 

CPE CREDIT HOURS: 1.0*

Field of study: Communications and Marketing
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

Carmen Egermann, KPMG AG
Brittmarie Kronqvist Merino, Global Shares - a J.P. Morgan company
Priyanka Ojha, Klarna
Rafaella Apuzzo, Klarna
 

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

5.3 LOCAL VS GLOBAL: EMPOWERING EMPLOYEES WITH GLOBAL CONTRIBUTORY PLANS

Join our expert panel for an insightful session as we tackle the perennial question surrounding all-employee plans: should you prioritize locally approved plans or opt for a one-size-fits-all approach? We will draw lessons from Siemens Energy's experience in launching a new all-employee plan, delving into their decision-making process and rationale.

Don't miss this session, which promises to provide valuable insights into the strategic considerations behind all-employee plans and practical lessons learned from Siemens Energy's experience.

KEY LEARNING POINTS

  • Strategic decision-making: Gain insights into Siemens Energy's decision-making process, understanding why they chose to launch a new all-employee plan and the strategic considerations that guided their choice.
  • Navigating challenges: Explore the challenges Siemens Energy encountered along the way and how they effectively addressed them. Discover the practical insights that emerged from overcoming hurdles.
  • Objectives and outcomes: Dive into the objectives that drove Siemens Energy to launch the scheme and the ultimate results they achieved. Understand the tangible benefits and outcomes of their approach.

 

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

Elliot Alexander, Computershare
Christian Hyldig, AON
Sebastian Wetzel, Siemens Energy
 

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

4.1 EMPOWERING EMPLOYEE OWNERSHIP: SUEZ'S AWARD-WINNING ESPP SHARE PLAN

Suez, the recipient of the 2023 GEO AWARD for Best Use of Employee Share Plans in a Corporate Action, invites you to explore their remarkable journey. This presentation will walk you through their commitment to significantly increase employee ownership, the global implementation of a French-type ESPP with innovative leverage formulas, and the resounding success of this initiative.

Join this inspiring session that unveils the power of employee ownership and shares valuable lessons from Suez's award-winning plan.

KEY LEARNING POINTS:

  • Strategic implementation: Learn how Suez executed its most significant employee share ownership plan, achieving record-high participation rates within the organization.
  • Navigating challenges: Explore the complexities and challenges that Suez encountered while implementing their employee share plans, gaining insights into overcoming obstacles.
  • Adapting best practices: Discuss opportunities to incorporate similar features into your own share ownership plans, leveraging the success and strategies employed by Suez.

 

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

Jerome Laurre, BeyondSolutions
Nadine Thouin, Suez

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

LIFE INTERRUPTED - IMPLEMENTING BEST PRACTICES FOR LEAVES OF ABSENCE IN A COMPLEX LEGAL LANDSCAPE

Life-changing events can create challenges for global share plan administration, and things become even more complicated when you add in regulatory requirements in numerous locations. Leaves of absence seem to be on the rise around the world and companies are increasingly examining their approach to dealing with leaves for their equity programs. This panel will discuss different philosophies companies have in dealing with leaves of absence for long-term incentive awards like RSUs and options as well as for employee stock purchase programs.

This session will help you identify and avoid potential legal and practical pitfalls in handling leaves of absence for global share plans and offer practical solutions for companies trying to balance administrative challenges while managing compliance risks for a multijurisdictional population. Join us for words of wisdom from two Silicon-Valley based tech companies who have tackled LoA challenges and lived to tell about it!

 

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

SPEAKERS: Denise Glagau, Baker McKenzie; Lillian Nguyen, Meta Platforms; Wendy Spears, Adobe

Event date
Thursday, 26 Oct 2023, 13:10 - 14:00
Country
Breakout series

REVOLUTIONIZING STOCK COMPENSATION: INNOVATIVE STRATEGIES FOR SUCCESS

This session will cover six new ideas for your stock compensation radar. We’ll explore modernization strategies to make your stock programs more successful, less costly, more equitable, more differentiated, and better equipped for what may lay ahead.  Topic will include how you can time travel with prior day close, the outsized benefits of fractional shares for both tax withholding and ESPP, exploring different vesting levers and more!

 

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

SPEAKERS: Emily Cervino, FGE, Fidelity; Rado Kanev, Equity Methods, Barbara Wallace, Grove Collaborative 

Event date
Thursday, 26 Oct 2023, 14:30 - 15:20
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