Feeling overwhelmed by the demands of administering equity plans? This session is here to help! Drawing on years of best practices from issuers and providers, we’ll explore actionable hacks to streamline your administration workload and reduce stress. 
From leveraging data and streamlining processes to fostering cross-departmental collaboration, these insights will challenge your perspective on roles, tools, plan design, and participant communication. Whether you're new to equity administration or a seasoned pro, you'll walk away with strategies to work smarter, not harder.

KEY LEARNING POINTS:

• Learn how clean, accurate data drives every aspect of equity administration, from payroll integration to financial reporting.
• Discover how equity and payroll teams can partner effectively to ensure seamless operations and successful outcomes.
• Explore how simplicity in plan design, processes, and participant communications creates a far-reaching impact for all stakeholders.

M&A can be transformative events for any company, but they also come with complex equity compensation considerations. Whether your company is actively pursuing a deal or simply preparing for future opportunities, understanding the nuances of equity compensation in an M&A context is critical.
This session will explore key considerations from both the acquirer and target perspectives, providing actionable insights to navigate equity-related challenges. Additionally, we’ll discuss effective strategies for communicating with participants to ensure clarity and alignment throughout the process.

KEY LEARNING POINTS

• Learn the different types of mergers and acquisitions and how to define critical equity compensation parameters to ensure seamless integration.
• Explore the importance of testing scenarios and managing timelines to mitigate risks and align equity plans with deal structures.
• Discover best practices for engaging and informing participants during M&A events to maintain trust and reduce disruptions.

GEO’s Global Share Plans Ranking Project is the first of its kind, offering a country-level snapshot of the appetite, support, and provision of employee share ownership - and now includes insights from even more countries!

With insights from senior equity compensation issuers and service providers across a growing number of countries, this expanded report paints the bigger picture of employee equity worldwide. This session will dive into key report highlights, uncovering the countries leading the charge in employee equity adoption as well as those with untapped potential.

KEY LEARNINGS:

        • Explore key findings, including emerging trends and barriers to implementing share plans
        • Learn how to leverage the report to strategically extend plans into new countries or boost participation in your current regions
        • Discover actionable insights to enhance your global equity strategies

Extending Employee Stock Purchase Plans (ESPPs) to non-traditional employee groups—such as those working for PEOs, franchisees, or Employers of Record (EORs)—offers new opportunities but also significant complexities.

This session explores the tax, legal, and regulatory considerations involved, with practical insights from a company case study. Learn how innovative approaches, including groundbreaking efforts in the UK, have made these plans viable for a broader workforce.

KEY LEARNING POINTS:

• Understand the tax, legal, and regulatory complexities of offering ESPPs to non-traditional employee types across various jurisdictions.
• Explore practical steps to address challenges when extending ESPP access to PEOs, franchisees, and EOR employees.
• Gain insights from a groundbreaking case study, including successful strategies and lessons learned in the UK.

As globalization reshapes business landscapes, Asia has become a key focal point for multinational companies looking to expand their workforce and operations. This session will explore how companies can effectively implement equity compensation strategies that align with the dynamics of this fast-growing region, ensuring they attract and retain talent while complying with local laws. 

KEY LEARNING POINTS:

• Learn how equity compensation plans can be tailored to meet Asia’s competitive job markets and regional expectations. 
• Understanding the tax, securities, and employment law differences across key Asian markets. 
• Uncover how to design equity plans that align with varying attitudes toward risk and long-term incentives in Asia.

Managing global equity plan taxation sits at the intersection of employee experience and corporate risk mitigation, requiring administrators to balance competing priorities across functions. Defining a tax strategy that works for all stakeholders—while aligning policies to support this strategy—is a critical yet complex task.

This panel of experts, featuring leaders from Palo Alto Networks and NVIDIA, will explore contrasting approaches shaped by differing budgets and strategic priorities. Through practical insights and real-world examples, the session will offer actionable tips for crafting and executing effective tax policies that align with organisational goals.

KEY LEARNING POINTS:

• Explore how corporate policies, such as entity type and statutory accounting, influence payroll and employment tax obligations.
• Understand considerations for diverse worker types, including employees, gig-workers, and employees of record.
• Gain strategies for addressing exceptions like international mobility and executive business travel.

2023 and 2024 saw pivotal shifts in data privacy with rapid regulatory advancements in the U.S. and abroad. U.S. state-level privacy laws have more than doubled, presenting both similarities and critical differences that complicate compliance.

This session will explore the current regulatory landscape, its impact on organizations, and potential future legislation. The panel will also examine Europe's growing AI and cybersecurity regulations and their potential influence on U.S. policies and companies.

KEY LEARNING POINTS:

• Discuss key changes in U.S. data privacy laws and their real-world impact on companies.
• Share experiences and strategies for navigating state-by-state regulatory differences and ensuring compliance.
• Explore the global regulatory trends in AI and cybersecurity, and discuss their potential impact on U.S. companies in an interactive, solution-driven environment.

Succession planning isn’t just for top executives—it’s essential at all levels, particularly within equity plan management teams. As equity plan managers develop their teams, it’s important to foster continuity and prepare direct reports for larger roles within the department and across the organization.

In this roundtable session, panelists will discuss strategies to cultivate a culture of continuous learning, identify growth opportunities aligned with career motivations, and create effective feedback loops to enhance employee development.

KEY LEARNING POINTS:

• How to create a culture of continuous learning.
• Identifying growth opportunities that align with career motivations.
• Developing feedback loops to enhance employee growth.

This session will demonstrate how generative AI can make share plans smarter and more efficient. You’ll see a live demo of the tools already in use to improve the experience for plan participants, compensation committees, shareholders, and administrators alike.

Practical examples will cover how AI can assist in plan design, communication, disclosure, and more. Discover how generative AI tools can generate ideas, improve clarity, and offer instant expertise. We’ll also discuss how to address privacy and confidentiality concerns when using AI tools.

The session will feature Clarita, the internal chatbot of specialty chemicals manufacturer Clariant. Launched in 2023, Clarita has become an invaluable resource, used daily by over 1,000 employees.

KEY LEARNING POINTS:

• Explore how generative AI can streamline share plan design and communication to improve efficiency.
• Discuss real-world applications of AI tools to enhance clarity, reduce complexity, and drive engagement in share plans.
• Share best practices for managing privacy and confidentiality when integrating AI tools into equity compensation processes.