As companies continue to evolve their total rewards strategies, one critical lens is often underexamined: the ROI. This session introduces a fresh, practical framework for evaluating equity compensation through both a business and employee experience perspective.
 

We’ll explore how intentionally linking equity plan design to corporate objectives can drive shareholder value while simultaneously increasing employee engagement, retention, and long-term wealth creation. By combining quantitative metrics with qualitative insights, this session will demonstrate how organizations can better measure, communicate, and enhance the value participants realize from their equity awards.
 

KEY LEARNING POINTS:

• Learn how to connect equity plan design to business objectives while ensuring meaningful value for employees.
• Understand how to assess equity compensation beyond cost and dilution by balancing financial outcomes with participant perception, engagement, and retention.
• Discover practical ways to improve participant understanding, confidence, and realized value through targeted education, communication, and plan enhancements.

Equity compensation programs don’t operate in a vacuum—cultural context plays a critical role in how employees perceive, value, and engage with equity awards. In this interactive panel, issuers from North America, EMEA, and Asia will share firsthand experiences designing and administering equity plans across diverse cultural landscapes. Panelists will explore how regional norms influence plan design choices, communication approaches, participation rates, and employee understanding. Attendees will leave with practical insights on how to tailor equity programs to resonate locally while maintaining a cohesive global strategy.
 

KEY LEARNING POINTS:

• Understand how cultural norms across regions influence employee perception, participation, and overall engagement with equity compensation.
• Learn practical, region-specific approaches to communicating equity awards that improve clarity, adoption, and employee trust.
• Gain actionable best practices for designing equity plans that align with global objectives while accommodating local cultural expectations.

Visa operates in more than 250 countries and territories and supports employees in over 100 countries with equity compensation—truly a global footprint. This panel will take you behind the scenes of Visa’s expansive stock plan programs to explore what it takes to design, implement, and scale equity programs across diverse regions.
 

Join experts from Deloitte and Visa for an in-depth discussion on lessons learned from managing one of the world’s most progressive and far-reaching equity programs. The panel will cover the end-to-end journey of global ESPP expansion, including evaluating feasibility in different countries, designing policies for scale, navigating complex legal and tax considerations, balancing stakeholder priorities, and effectively communicating and engaging employees worldwide.
 

KEY LEARNING POINTS:

• Understand how to evaluate program viability, create scalable policies, and align plans with local and global requirements.
• Learn strategies for balancing priorities across legal, tax, HR, and executive stakeholders while navigating diverse regulatory environments.
• Gain actionable approaches to communicating and engaging employees across regions to maximize participation and program effectiveness.

As global equity programs continue to evolve amid regulatory change, workforce mobility, and rapid advances in technology, staying ahead of what’s coming next has never been more critical. This forward-looking session provides a global snapshot of where equity compensation stands in 2026—and what companies should be preparing for now.
 

These global industry experts from Australia, Hong Kong, Singapore, Israel, and the US, will explore key regulatory developments across major regions, shifting talent mobility and retention dynamics, and the growing influence of technology and AI on equity administration. Designed to help global equity leaders navigate uncertainty with confidence, this session will combine strategic insights with practical considerations to support informed decision-making in an increasingly complex environment.
 

KEY LEARNING POINTS:

• Identify key regulatory trends and emerging risks across major global markets and how they may impact equity plan design and administration.
• Explore how changing workforce patterns—including cross-border mobility and remote work—are reshaping global equity strategies.
• Learn how technology and AI are transforming equity operations, from compliance and reporting to data management and decision support.
   

Equity programs only create value when employees truly understand them. Yet for many—particularly those with limited financial experience—equity benefits feel complex, confusing, or out of reach. This panel brings together seasoned equity and communication leaders to share how companies are simplifying equity education and making participation more accessible across all employee populations.
 

Experts will focus on practical communication strategies that cut through confusion, correct common misconceptions, and drive engagement—from ESPP enrollment decisions to understanding the value of RSUs. Through real-world examples, the panel will highlight how interactive videos, digital content, and intuitive modeling tools can build equity literacy and confidence across a global workforce.

KEY LEARNING POINTS:

• How to communicate equity concepts clearly without losing accuracy or credibility.
• Which tools and formats most effectively increase employee understanding and participation.
• How to address common misconceptions that prevent employees from engaging with equity.

Tax-qualified equity plans can feel daunting to implement and manage across different countries—but when used strategically, they can offer meaningful advantages for both employers and employees. In this session, local experts from France, Israel, and the UK will share practical insights into the benefits, challenges, and success factors of tax-advantaged equity plans in their respective regions.
 

Recognizing that tax-qualified plans aren’t always the right fit, the discussion will also explore alternative approaches to encouraging employee equity participation when these plans are not viable. Attendees will gain a balanced, real-world perspective on how to evaluate options, manage complexity, and design equity programs that align with local regulations and workforce needs.
 

KEY LEARNING POINTS:

• Learn the key benefits, structures, and compliance considerations for tax-advantaged equity plans in France, Israel, and the UK.
• Identify scenarios where tax-qualified plans may not be appropriate and explore alternative strategies to promote employee equity participation.
• Gain practical strategies for navigating tax and legal risks, working across cultures and time zones, and ensuring compliance in European and global equity programs.

GEO’s Global Share Plans Ranking Study 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

Receiving an executive equity grant can be thrilling—a promise of future wealth with the potential to transform careers. But what happens between the initial grant and the final payout? This session explores the realities versus expectations for employees, executives, and directors, unpacking the complexities of communication, regulation, and strategic planning throughout the executive equity lifecycle.

Participants will gain a comprehensive view of how effective communication aligns expectations, while regulatory frameworks shape the journey from grant to vesting. The session will also examine broader considerations, including tax optimization, succession planning, estate management, and trust creation. 

KEY LEARNING POINTS:

• Understand the full journey from grant to vesting, including common challenges and regulatory considerations.
• Learn strategies to clearly communicate equity value and align expectations for executives, directors, and employees.
• Gain insights into tax optimization, succession planning, estate management, and trust strategies to enhance wealth outcomes.

As mobility and hybrid work redefine the modern workplace, equity plans must evolve to support a truly borderless workforce. This session explores how leading organizations are adapting plan design, tax and compliance frameworks, and communication strategies to engage remote and mobile employees while maintaining operational efficiency.
Attendees will gain practical insights on navigating cross-border employment, hybrid work models, and global expansion—building inclusive, future-ready equity programs that meet both business and employee needs.

KEY LEARNING POINTS:

• Understand how hybrid work and global talent mobility impact equity program structure and delivery.
• Learn strategies for handling cross-border tax obligations, regulatory requirements, and operational challenges.
• Explore best practices for aligning equity plans with employee expectations and delivering clear, culturally relevant communications across geographies.

Stock plans are more than just grants, vesting schedules, and compliance—they are a strategic lever for attracting, motivating, and retaining talent. But who actually owns your company’s stock, and how does this impact your equity programs? This session takes stock plan professionals beyond mechanics to explore how ownership patterns, trading practices, and market dynamics influence company valuation, employee confidence, and investor perception.
Through practical examples and real-world insights, panelists will help attendees understand how institutional vs. individual holdings, off-exchange trading, and market complexity affect equity programs. 

KEY LEARNING POINTS:

• How institutional vs. individual holdings affect stock volatility, company valuation, and equity program perception.
• Insights into off-exchange trading, liquidity, spreads, and the real cost of equity transactions.
• How trading dynamics, including widening spreads and higher transaction costs, impact executives’ and employees’ day-to-day experience with equity compensation.