ARTICLE
24 April 2024
GTT ANNOUNCES THE LAUNCH OF ITS EMPLOYEE SHAREHOLDING PLAN
External News

Yahoo Finance 

Design and strategy
All plan types
France

 

GTT announces the launch of its international employee shareholding plan, offering nearly 720 employees the opportunity to become shareholders. The plan, available in several countries, allows employees to subscribe to GTT shares at a discounted price of 111.20 euros, subject to a five-year lock-up period. Shares will be subscribed through direct shareholding or employee shareholding funds, with the subscription period running from April 25 to May 14, 2024, and settlement-delivery scheduled for June 18, 2024.

ARTICLE
25 April 2024
RUBRIK’S SHARES END TRADING UP ALMOST 16% ON THE COMPANY’S PUBLIC DEBUT
External News

Tech Crunch

Private and pre-IPO companies
All plan types
USA

 

Rubrik made its debut on the New York Stock Exchange at $38 a share, surpassing its initial pricing of $32, resulting in a fully diluted valuation of $6.6 billion. Despite the stock settling at $37 at the end of trading, Rubrik's strong subscription revenue and venture capital backing, particularly from Lightspeed and Greylock, indicate investor confidence despite the company's ongoing losses. While Rubrik's IPO performance aligns with recent successful listings, uncertainties in the market, including potential delays in interest rate cuts, may affect future IPO momentum.

ARTICLE
11 April 2024
COMING OF AGE: A STRONG YEAR FOR INDIA’S CAPITAL MARKETS
External News

White and Case LLP

Private and pre-IPO companies
All plan types
India

 

India's robust IPO activity in 2023, with 234 listings raising US$7.89 billion, reflects the country's strong domestic economy and rising corporate earnings, positioning it as a bright spot amid global IPO trends. The second half of the year saw particularly buoyant activity, contributing to India's climb to the world's seventh-largest market by total market capitalization. With momentum carrying into 2024, India anticipates further IPOs across various sectors, driven by favorable market conditions, increasing foreign capital inflows, and a growing middle class investing in equity markets. Additionally, initiatives like the establishment of an international finance center in Gujarat aim to enable Indian businesses to access global capital markets more efficiently, signaling India's outward-looking approach amid its rise as a leading global economy.

ARTICLE
23 April 2024
GLOBAL MOBILITY FAILURES RISK LOSS OF TALENT
External News

Personnel Today

Design and strategy
All plan types
Global

EY's 2024 Mobility Reimagined survey reveals that only 25% of employers have fully developed mobility functions, despite 64% of employees expressing a higher likelihood of staying after long-term global assignments. Companies face increasing cross-border risks, with 71% of respondents noting heightened challenges, including tax/regulatory and data privacy risks, highlighting the need for robust policies and integration of mobility functions to attract and retain top talent and ensure business resilience.

10.2 D&I-driven excellence: pioneering plan designs for inclusivity

Our panel will explore the intricate landscape of compensation and equity management, with a focus on aligning with Diversity and Inclusion (D&I) standards. The panel will discuss the latest trends in D&I across different types of companies, examining specific plan design elements crafted to improve access and facilitate wealth creation for employees at all organizational levels. We will critically examine existing policies and processes, highlighting potential unintended consequences. When faced with unexpected challenges, explore effective strategies to navigate disruptions and realign your compensation and equity strategies seamlessly.

KEY LEARNING POINTS:

  • Explore unique plan design elements that could foster inclusivity and wealth creation for employees at every organizational level
  • Examine how existing policies and processes may inadvertently lead to unforeseen outcomes in compensation and equity management
  • Learn strategies to navigate unforeseen challenges and regain harmony in the dynamic landscape of compensation and equity management

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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

Sophie Altaf, Fidelity
Galahad Dong, Simspon Strongtie
Maya Wright, Iron Mountain

Event date
Thursday, 11 Apr 2024, 12:45 - 13:35
Plan type
Country
Breakout series
Location
Midtown 1

9.4 Making the case for broad based ownership

The expert panel delve into the vital role of well-designed and implemented broad-based employee share ownership programs in navigating challenging and uncertain times. Discover the significance of broad-based equity, unravel strategies to maximize its impact, and explore the journeys of innovative companies reaping the rewards of their share plans. Understand how these programs, varying in shapes and sizes, attract, motivate, and retain employees effectively. Gain insights into leveraging equity as a long-term incentive to drive strategy, foster desired employee behavior, and stay competitive in the marketplace. The panel will share compelling stories of using broad-based equity for special retention grants, celebration grants, and stock purchase plans, offering solutions for the dynamic talent market.

KEY LEARNING POINTS:

  • Importance of broad-based equity in uncertain times
  • Strategies for maximizing the impact of share ownership programs
  • Real-world results and innovative approaches in share plan journeys

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

Danyle Anderson, FGE, Bank of America
Bill Castellano, Rutgers University
Robyn Shutak, FGE, Infinite Equity

Event date
Thursday, 11 Apr 2024, 11:00 - 11:50
Plan type
Country
Breakout series
Location
Germantown 2

7.1 Using benefits strategies to address financial health inequities

As companies intensify their focus on workforce diversity, achieving equal opportunity and equitable compensation poses ongoing challenges. Join our panel in a session exploring the nexus of diversity, inclusion, and equity compensation. Attend this session to unravel the complexities of fostering diversity, promoting equal access, and crafting inclusive equity compensation plans in the modern workplace.

KEY LEARNING POINTS:

  • Understand the significance of Diversity and Inclusion (D&I) and explore processes for determining D&I priorities within organizations
  • Learn how panelists leverage engagement tactics and equity compensation platforms to enhance understanding of D&I priorities, fostering diversity and inclusion
  • Explore how HR decision makers can provide targeted financial health benefits for diverse demographics within their employee base

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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

Rodney Bolden, Morgan Stanley at Work
Christyl Lucille Murray, Morgan Stanley at Work
Lori Serrano, FGE,  Outset Medical
Amy Wheeler, Outsystems

Event date
Wednesday, 10 Apr 2024, 16:25 - 17:15
Plan type
Country
Breakout series
Location
Germantown 4


6.3 The future of work beyond the Great Reset

Join our expert panel as they explore the aftermath of the Great Resignation and the ongoing challenges businesses face in recruiting and retaining talent globally amid the complexities of inflation. In this session, they will cover the broader conversation on the future of work, understanding the intricate balance between recruitment, retention, and the evolving dynamics of employee expectations. Explore financial wellbeing, mental health initiatives, and the nuanced role of employee shares within the context of fluctuating stock market conditions. Don't miss this comprehensive discussion on strategizing for the future workplace.

KEY LEARNING POINTS:

  • Uncover current trends shaping labor markets and evolving people strategies
  • Explore the impact of inflation on salaries and how companies are addressing this challenge
  • Examine the role of benefits, especially in sectors facing cost of living challenges

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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

Janet Cooper OBE, FGE, Nutures Landscape Group
Roger Fairhead, BAE Systems
David Edwards, Natwest
Sandra Sussman, FGE, SAP
Marc Muntermann, Siemens Energy

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

5.1 Adapting to change: ensuring the ongoing appeal of your share plan

Delve into a strategic exploration of evolving equity compensation practices, where the dynamic landscape necessitates rethinking plans to align with employee preferences and overall compensation philosophies. Our expert panel will guide you through innovative solutions, emphasizing the importance of thoughtful adjustments rather than reactive responses to trends. Examples include the shift from standard 5-year cliff vesting to shorter schedules, retaining unvested shares post-employment, and exploring alternative profit-sharing mechanisms like Cryptocurrency. Discover the integration of equity compensation into broader financial wellness initiatives, incorporating ESG and DEI goals, and addressing share pool challenges amidst market volatility.

KEY LEARNING POINTS:

  • Explore the benefits and considerations of shorter equity vesting schedules, moving beyond the traditional 5-year cliff vest
  • Understand the advantages of allowing employees to retain unvested shares post-employment, extending beyond the limitations of death or disability
  • Explore alternative profit-sharing schemes like Equity Choice and even Cryptocurrency, broadening the scope of compensation offerings

 

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

Chris Dohrmann, FGE, J.P. Morgan 
Julie Shepherd, FGE, The Sage Group
Matt Connor, FGE, Lucid Motors

Event date
Wednesday, 10 Apr 2024, 14:00 - 15:00
Plan type
Country
Breakout series
Location
Germantown 4

4.1 Designing an optimized grant process

Join our panel in an enlightening session on optimizing your new grant process. They will guide you through best practices, helping you navigate potential pitfalls in both upstream and downstream issues. Learn tips and tricks for constructing a robust grant reconciliation process, applicable to various equity management systems. Gain insights into how recent industry trends are transforming traditional approaches to stock allocation. Attend this session for a deep dive into cutting-edge techniques that will reshape your grant process for improved effectiveness.

KEY LEARNING POINTS:

  • Streamline your new grant process through automation for enhanced efficiency and accuracy
  • Address cross-border considerations and compliance for effective global grant management
  • Explore effective project management approaches to ensure the smooth execution of global grants

 

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 McComas, Morgan Stanley at Work
Andrew Barrus, Procore Technologies
Steve Campbell, PayPal
Felipe Oshiro Galianone, AbbVie

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Plan type
Country
Breakout series
Location
Germantown 4