Executives face complex challenges in managing equity compensation, including navigating 10b5-1 plans, Rule 144, blackout windows, and liquidity planning. This session explores how plan administrators can leverage frameworks and best practices used by private wealth advisors to support executives holistically. Lucid Motors will share real-life experiences, highlighting practical applications of these strategies in a corporate setting. Participants will gain insights on aligning administrative operations with executive needs, optimizing equity as part of overall wealth, and supporting transitions, succession planning, and legacy considerations.

KEY LEARNINGS:

• Understanding 10b5-1 plans, Rule 144, and blackout windows, and how to support executives effectively.
• Leveraging private wealth management tools to align equity administration with executive goals.
• Strategies for managing executive equity from grant through succession, including liquidity and legacy planning.

Executive compensation is under increasing scrutiny from investors, proxy advisors, and governance stakeholders—particularly during annual general meetings. This panel brings together experienced practitioners to examine the evolving executive pay landscape, including shareholder activism, board dynamics, and rising expectations around transparency and accountability. 

The panel will share practical strategies for engaging boards and compensation committees, aligning equity programs with performance and ESG priorities, and preparing for activist challenges. Attendees will leave with actionable insights to strengthen governance practices and confidently navigate investor and stakeholder expectations.

KEY LEARNING POINTS:

• Identify key trends shaping executive compensation, including investor priorities, proxy advisor influence, and emerging regulatory expectations.
• Learn practical approaches for partnering with boards and compensation committees to design equity programs that align with performance goals and governance standards.
• Gain strategies to anticipate, respond to, and manage shareholder activism—particularly in the AGM context—while maintaining credibility and trust.

As companies expand globally, boards are increasingly composed of directors who reside outside the company’s home country—introducing new layers of regulatory, tax, and compliance complexity. This panel will explore the critical considerations companies must address when compensating non-resident board members, including securities regulations, taxation, withholding, reporting, and treaty relief.

Drawing on real-world case studies from jurisdictions such as Canada and the UK, panelists will share practical approaches to structuring director compensation, managing multi-jurisdictional tax obligations, and avoiding common pitfalls. Attendees will gain actionable insights to help ensure compliant, efficient, and well-governed outcomes for globally distributed boards.

KEY LEARNING POINTS:

• How to evaluate regulatory and securities law requirements for non-resident directors.
• How to determine residency, allocate compensation, and manage cross-border tax obligations.
• How to navigate withholding, reporting, and treaty relief to reduce risk and complexity.

Equity compensation is one of the most powerful tools for attracting, retaining, and motivating top talent—but not all LTI plans are created equal. In this session, we’ll explore the evolving landscape of LTI design, highlighting innovative strategies that go beyond the basics.

From multi-day pricing models and accelerated vesting schedules to creative retirement eligibility provisions, participants will examine emerging trends and forward-thinking plan features that leading companies are using to stay competitive. Whether you’re building a new program or refining an existing one, you’ll walk away with practical insights, best practices, and creative solutions to make your LTI plan more effective, engaging, and aligned with your workforce goals.

KEY LEARNING POINTS

• Discover the latest approaches in LTI plans, including multi-day pricing, accelerated vesting, and retirement eligibility innovations.
• Learn strategies to make LTIs more motivating and aligned with employee priorities, improving participation and retention.
• Gain actionable tips for designing, launching, or refining LTI programs to maximize strategic impact and workforce alignment.

Executive transactions represent one of the most complex and high-risk areas of equity plan administration. While executives make up a small portion of participants, they demand outsized attention due to heightened regulatory scrutiny, market sensitivity, and reputational risk. 

This session examines the evolving executive equity landscape, highlighting regulatory developments, governance challenges, and practical strategies for improving execution while reducing risk and administrative burden. Panelists will share real-world approaches to streamlining processes, leveraging technology, and delivering tailored education and support—helping equity teams meet executive expectations without overwhelming internal resources.

KEY LEARNING POINTS:

• Understand current requirements for Rule 10b5-1 plans, pre-clearance, and SEC reporting—and how to manage them efficiently.
• Learn how to navigate trading windows, tax strategies, and fragmented markets while minimizing transaction costs.
• Discover how personalized education, dedicated support, and smart technology can improve outcomes for executives and administrators alike.

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.

Executive compensation decisions rarely follow a clean formula. Market data shifts, survey results conflict, performance outpaces benchmarks, and executives arrive with “data” of their own. This session brings together experienced executive compensation leaders to discuss how they navigate real-world challenges: defending benchmarking methodologies, advising senior leadership and compensation committees under pressure, and making equity decisions when the data doesn’t tell the full story. 

The discussion will also touch on how equity compensation professionals partner with executive compensation teams to ensure plans are administratively feasible, compliant, and aligned with shareholder expectations—particularly in high-growth, pre-IPO, or newly public organizations.
 

KEY LEARNING POINTS:

• Learn how peers defend benchmarking methodologies, address volatile or conflicting survey data, and respond when executives challenge pay decisions based on stock price movements or external anecdotes.
• Explore strategies for quickly pressure-testing executive and board-driven compensation ideas, using data and judgment to push back when needed, and earning long-term credibility as a trusted advisor.
• Understand how companies approach pay mix shifts, refresh and retention grants, global vs. local benchmarking for global roles, and comp committee materials.