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1.2 Global Share Plans in Motion: What’s New, What’s Risky, and What to Watch

Global share plan compliance continues to evolve—sometimes in helpful ways, sometimes in unexpected (and challenging) ones. This session delivers a fast-paced update on recent legal, tax, and regulatory developments across key jurisdictions, including Argentina, China, Denmark, Israel, Japan, Singapore, the United Kingdom, the United States, and Vietnam.

Experienced issuer leaders and a global share plan advisor will share how these changes are affecting real-world equity programs, highlighting where companies are adjusting plan design, administration, and compliance strategies. The discussion will focus on practical approaches for monitoring global developments, responding to regulatory change, and maintaining compliant share plans across diverse jurisdictions.

KEY LEARNING POINTS:

  • Key global regulatory and tax developments impacting share plans across major jurisdictions.
  • How companies are adapting plan design and compliance strategies in response to change.
  • Practical methods for staying ahead of global developments without overburdening internal teams.
Speaker/Author

Barbara Klementz, Baker McKenzie (US)
Mike Browning, Equinix (US)
Andrea Kagan, NVIDIA (US)
Cherie Curry, FGE, FGS Global (US)
Sepehr Samari, Microsoft (US)

Event date
Tuesday, 21 Apr 2026, 13:30 - 14:30
Breakout series
Location
JW Grand Salon 2
Field of Study
Tax
Level
I
IN-PERSON CONFERENCE
29 January 2026, 9am - 12pm GMT
PRIVATE COMPANY EQUITY MATTERS
private company equity matters

London, UK

UK and Channel Islands

 Building Value: Designing Private Company Share Plans for Growth, Retention and Exit

Join us for this exclusive event designed for senior-level HR and employee incentives professionals from private companies who want to make the most of employee share plans. 

Hosted and sponsored by PwC, this focused program will provide strategic insights into how private businesses can design and implement plans that attract, retain, and reward top talent, while also preparing for future milestones such as a potential exit.

The agenda features:

  • Expert insights from PwC on frameworks like PISCES to support effective planning and decision-making.
  • Real-world case studies that share lessons learned and best practices of successful equity compensation provision in the private company setting.
  • Networking opportunities over tea and coffee with peers facing similar challenges and opportunities.

Don’t miss this opportunity to connect with industry leaders, gain actionable strategies, and expand your professional network in an engaging and collaborative setting.

AGENDA

9.00 - 9.20 REGISTRATION OPENS Coffee and pastries & networking

9.20 - 9.30 WELCOME Introduction to GEO

9.30 - 10.15 SESSION I: Planning for the Future: Designing Private Company Plans with an Eye on Exit
How can private companies design incentive plans that not only attract, retain, and reward top talent today but also set the stage for tomorrow’s success? This session will explore practical approaches to building effective equity plans while planning ahead for potential exit events. We’ll also examine how frameworks such as PISCES can support strategy, structure, and long-term readiness. 
Presented by PwC

10.15 - 10.30  BREAK

10.30 - 11.00 SESSION II: Inside the Playbook: A GEO Member Plan Administrator and Client Case Study

11.00 - 11.30 SESSION III: Unlocking Value: Using an EBT for Private Company Shares – A GEO Member Provider and Client Case Study

11.30 -12.00 NETWORKING REFRESHMENTS

12.00 Event close

There is no cost for this meeting

Members and non-members are welcome to attend.  Registration is required.

View the event attendee terms and conditions.

 

THANK YOU TO OUR SPONSOR:

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