4.2 Phantom Awards: Why Cashing Out is not as Scary as it Sounds!

Discover why cash-settling or using phantom awards can be a practical solution for global equity plans in this session. Our expert panel will demystify the process, covering when it’s appropriate to cash settle—such as in cases of complex administration or legal issues in regions like China, the Philippines, or Vietnam. Learn about different cash-settled structures, including how they compare to pure phantom awards, and gain insights into documentation, administration, and common pitfalls. Understand the risks involved, such as Canadian Salary Deferral Rules and securities laws impacting derivatives.

KEY LEARNINGS:

  • Learn when and why to use cash-settlement or phantom awards for global equity plans
  • Explore different cash-settled structures and how to effectively document and administer them
  • Identify potential risks and pitfalls, including regional legal issues and securities laws
Speaker/Author

Matthew Hunter, Tapestry Compliance
Matt Connor, FGE, Lucid Motors

 

Event date
Wednesday, 13 Nov 2024, 15:25 - 16:15
Country
Breakout series
Location
Affiliation Hub 2




Field of Study
Specialized Knowledge
Level
O

3.4 Experienced Insights: Navigating the Complexities of IFRS 2 with Amadeus

Explore the financial reporting impacts of share plan designs in this case-study presentation by Amadeus. The expert panel will cover the financial reporting impacts of share plan designs and the key requirements of IFRS 2, including how various plan designs influence valuations, amortisation, and expense recognition.

Learn about the complexities of performance plans, effective reporting and disclosure practices, and strategies for communicating impacts to stakeholders. This session is perfect for HR and equity compensation professionals looking to enhance their understanding and application of IFRS 2.

KEY LEARNINGS:

  • Understand the requirements of IFRS 2 and its implications for share-based payments
  • Learn how different plan designs affect valuation, amortisation, and performance plans
  • Discover best practices for reporting, disclosure, and stakeholder communication under IFRS 2
Speaker/Author

Mayura Arankalle, J.P. Morgan Workplace Solutions
Christian Hyldig, Aon
Holly Hamilton, Amadeus

Event date
Wednesday, 13 Nov 2024, 14:10 - 15:00
Country
Breakout series
Location
Affiliation Hub 1

Field of Study
Accounting
Level
A

4.4 Leveraging Broad-Based Equity Programs for Company-Wide Success

Discover how broad-based employee share ownership programs can be a game-changer for your organisation, especially during challenging times. This session will highlight the importance of cohesive teamwork, mutual trust, and accountability in achieving success.

Learn how inclusive and wide-reaching equity programs can attract, motivate, and retain employees. Hear from innovative companies about their successful equity plans and strategies, including special retention grants, celebration grants, and stock purchase plans. Explore how these programs can drive corporate strategic goals and maintain competitiveness in a tough talent market.

KEY LEARNINGS:

  • Understand the benefits of broad-based employee share ownership programs in fostering trust, accountability, and organisational success
  • Discover strategies for designing inclusive equity programs that attract, motivate, and retain top talent
  • Learn from success stories about using equity as a long-term incentive to navigate challenges and remain competitive
Speaker/Author

Danyle Anderson, FGE, Bank of America
Bill Castellano, Rutgers University
 

Event date
Wednesday, 13 Nov 2024, 15:25 - 16:15
Country
Breakout series
Location
Partnership 2
Field of Study
Personnel/HR
Level
O

3.3 New Country - New Equity Rules. But That's Just the Start

Ready to take your employee stock plan global? Discover why a one-size-fits-all approach won’t work and learn how to tailor your plan for each jurisdiction. Our panel will cover essential considerations for rolling out your plan internationally, from adhering to local regulations to optimizing participation rates. We'll explore data privacy variations, local labor laws, and strategies to manage cultural and language barriers. Get a high-level overview of customizations needed, a deep dive into data privacy regulations across regions, and best practices for engaging employees and streamlining your global plan.

KEY LEARNINGS:

  • Learn how to tailor your stock plan for different jurisdictions to meet local regulations and boost participation
  • Understand data privacy requirements in the EU, EEA, UK, APAC, South America, and compare them to North American laws
  • Discover strategies to overcome cultural and language barriers and streamline your global plan
Speaker/Author

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Rebecca Perry, Tapestry
Julie Shepherd, FGE, Sage Group plc

Event date
Wednesday, 13 Nov 2024, 14:10 - 15:00
Country
Breakout series
Location
Partnership 3
Field of Study
Specialized Knowledge
Level
B

2.4 Leveraging Employee Share Plans: Insights from FTSE Companies

Employee share plans play a critical role in fostering employee engagement, retention, and alignment with business objectives. In this panel session, we will explore how leading FTSE companies have implemented and adapted their employee share plans to suit their unique business strategies. Join us as industry experts discuss their real-world experiences, challenges, and key takeaways from designing and managing these initiatives.

KEY LEARNING POINTS:

  • Gain insights into how different FTSE companies structure their employee share plans to reflect their organizational goals and cultures.
  • Understand common obstacles faced during implementation and management of employee share plans, and explore strategies to overcome them.
  • Learn how employee share plans are leveraged to reinforce company values, drive business performance, and support long-term strategic objectives.
Speaker/Author

Elliot Alexander, Computershare
Ian Gassner, Weir Group PLC
Shahena Sultana, Vistry Group PLC

Event date
Wednesday, 13 Nov 2024, 13:10 - 14:00
Breakout series
Location
Affiliation Hub 1
Field of Study
Specialized Knowledge
Level
O

1.2 ESG and DEI: Much More Than a Performance Rule

Designing executive share plans with DEI and ESG performance targets requires a robust global standard to ensure fairness, accountability, and transparency. The EU is more advanced in integrating these metrics, but a strong global standard should include clear and measurable targets, alignment with international frameworks like the UN SDGs, and a balanced scorecard approach. Regular monitoring, stakeholder involvement, meaningful incentives, regional adaptation, and continuous improvement are also crucial. 

Join this session to explore practical strategies that drive impactful DEI and ESG outcomes in executive compensation.

KEY LEARNINGS:

  • Understand the importance of clear and measurable DEI and ESG target
  • Learn how to align with international frameworks for consistency
  • Explore effective incentive structures to drive DEI and ESG achievements
     
Speaker/Author

Christian Hyldig, Aon
Augustin Serban, Flywire
Jaime Pavia Nocete, Cuatrecasas
Cesarea Sanchez Turanzas, Sanoma

Event date
Wednesday, 13 Nov 2024, 11:25 - 12:15
Plan type
Country
Breakout series
Location
Partnership 2
Field of Study
Specialized Knowledge
Level
O
ARTICLE
1 May 2024
EMPLOYEE STOCK PLANS: WHAT GROWING COMPANIES NEED TO CONSIDER
External News

Vistra

Design and strategy
All plan types
USA

Fast-growing companies in tech and other sectors often implement stock plans without proper planning or oversight, leading to significant compliance risks, especially when operating in multiple countries. These companies must consider local tax, social security obligations, and regulatory complexities to avoid financial and administrative issues. Employee Stock Ownership Plans (ESOPs) and carefully managed stock plans offer valuable incentives for employees while aligning their interests with the company's success, provided the compliance challenges are adequately addressed.

ARTICLE
5 July 2024
THE RISE OF EMPLOYEE STOCK OWNERSHIP PLANS IN HEALTHCARE
External News

MedpageToday

Design and strategy
All plan types
USA

The healthcare industry is experiencing significant consolidation, often leading to higher prices and reduced patient choice, with many practices being acquired by private equity firms or hospital systems. This trend has driven many physicians away from private practice due to increasing operational costs and regulatory burdens. However, Employee Stock Ownership Plans (ESOPs) present an alternative by allowing physicians to sell their practices to employees, thereby retaining control and reaping financial benefits without sacrificing autonomy or the quality of patient care.

 

 

ARTICLE
23 April 2024
RAMAPHOSA WANTS MORE BUSINESS BACKING FOR EMPLOYEE OWNERSHIP SCHEMES
External News

Full View

Design and strategy
All plan types
South Africa

President Cyril Ramaphosa highlighted at the Inaugural Worker Share Ownership Conference in Johannesburg that employee share ownership plans (ESOPs) are vital for broadening ownership and promoting economic transformation in South Africa, particularly among previously disadvantaged groups like women and black South Africans. He emphasized the role of ESOPs in improving social justice, enhancing worker engagement in corporate decision-making, and boosting productivity and innovation within companies. Trade, Industry and Competition Minister Ebrahim Patel presented statistics showing significant ESOP adoption across various sectors, with 551,000 workers benefiting and ESOPs reaching about 1.54 million South Africans, underscoring their growing impact on economic empowerment and equity in the country.

ARTICLE
23 April 2024
SUCCESSES, LEARNINGS ON EMPLOYEE SHARE OWNERSHIP PLANS MARKED
External News

Engineering News

Design and strategy
All plan types
South Africa

Employee share ownership plans (ESOPs) in South Africa have gained momentum, highlighted at the inaugural Worker Share Ownership Conference in Johannesburg. Minister Ebrahim Patel emphasized the widespread adoption of ESOPs across various sectors, benefiting over 551,000 workers and indirectly reaching 1.54 million South Africans through family dependents. President Cyril Ramaphosa underscored ESOPs as crucial for economic transformation, promoting inclusivity, and enhancing worker engagement and productivity, while advocating for improved governance and funding policies to further support their implementation and success.