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A FIRST-CLASS VIRTUAL KEYNOTE SPEAKER

Billy Billingham
BILLY BILLINGHAM MBE

Decorated Military Leader. Bodyguard. Best-Selling Author. TV Personality. Speaker.

There is not much Billy Billingham MBE QCB can't do!

With more than 20 years of military leadership, including executing strategic operations in places including Iraq, Afghanistan, South America, and Africa, Billy has experienced what it takes to be mentally tough.

As a result of his bravery, he was awarded the Queen's Commendation for Bravery and MBE by Queen Elizabeth II.

Join Billy as he brings his experiences to GEO's audience to educate and enthral those seeking how to combat challenges and hardships the SAS way!

INSIGHTFUL AND INSPIRING BREAKOUT SESSIONS

Access on-demand recordings.of the event's 20 live sessions that span six subject tracks and 30 'Best of Edinburgh' highest-rated sessions from GEO's 24th Annual Conference.

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Thursday, 11 Apr 2024, 12:45 - 13:35
Operational effectiveness
10.4 T+1: the increased imperative for automation

Jerome Tresallet, Deloitte 
Katie Lyons, Fidelity

 

Choice plans
Employee stock purchase plans (ESPP)
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Global
BREAKOUT X

In the face of tightening settlement time regulations, including the imminent US T+1 requirements, our expert panel, featuring Fidelity, and representatives from Deloitte US and Deloitte Canada, invites you to explore the imperative of establishing an automated and efficient end-to-end processing system for equity transactions. Drawing from their experiences with companies boasting complex remote work policies, mobility programs, and diverse equity awards, the panel unveils insights into challenges, lessons learned, and leading practices in achieving process efficiencies from grant to global payroll instructions. Dive into discussions covering broker and HR systems requirements, data exchange challenges, collaboration with payroll, and the pivotal role of enhancing employee experience.

KEY LEARNING POINTS:

  • Understand the challenges posed by evolving regulations, such as the US T+1 requirements and SEC Rule 15c6-2
  • Explore strategies employed by Airbnb, Nike, and Fidelity Investments in achieving automated and efficient end-to-end processing of equity transactions
  • Gain insights into planning ahead for common surprises and anticipating the impact of upcoming changes in regulations, ensuring a seamless automation process

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 2
Thursday, 11 Apr 2024, 12:45 - 13:35
Executive pay
Operational effectiveness
10.5 Five steps to easier performance award administration

Elena Thomas, OptionTrax
Karol Peake, Stock and Option Solutions
Brandon Foster, American Woodmark

Performance cash
Performance shares
Global
BREAKOUT X

In today's dynamic compensation landscape, performance awards administration is crucial for equity plan professionals. Join our expert panel in an informative session demystifying global performance award management. Explore complexities, responsibilities, and collaborations essential for success. Navigate the nuances of performance awards in a volatile market, backed by real-world issuer examples and actionable steps to streamline equity compensation plans. 
Our goal is to impart practical knowledge, making the process manageable and sparing you from frustration. Don't miss this engaging presentation delivered by industry leaders, leaving you better prepared for global performance award challenges.
 

KEY LEARNING POINTS:

  • Unravel complexities in global performance award management
  • Understand responsibilities and collaborations crucial for success
  • Gain actionable insights for navigating volatile market conditions

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

LOCATION:
Germantown 3
Thursday, 15 Jun 2023, 16:00 - 16:50
Trending now
EMPLOYEE SHARE SCHEMES IN AUSTRALIA: A TECTONIC SHIFT

SPEAKER: Eileen Liu, Arnold Bloch Leibler

Australia
BREAKOUT XI

It has been a big year for employee incentives in Australia.

A new regulatory regime came into effect in October 2022, and this has brought about a tectonic shift in the regulatory plumbing that underpins the operation of employee incentive schemes.

The stated aim of the regulatory reforms was to demonstrate the commitment of Australia’s (former) Federal Government to “reducing red tape for business, supporting job creation and competitive remuneration, and incentivising employers and employees to work together to contribute to a strong and sustained post COVID-19 economic recovery.”

Following the passing of these reforms, all companies that operate plans in Australia, whether listed or unlisted, large or small, need to pause to consider how the new regulatory rules will impact on the operation of their ESS plans.

There have also been a few contentious rules that may encourage issuer companies to alter their plan design.

Attendees will learn:

  • The anticipated effects of the new regime on plan design.
  • Which key issues need to be front of mind when a company operates an employee incentive plan in Australia, including those that relate to directors' personal liability.
  • A broad overview of the regulatory framework that underpins employee incentive schemes in Australia.

 

Thursday, 15 Jun 2023, 16:00 - 16:50
Trending now
THE ART OF THE DEAL: ADJUST, CONVERT AND FLOURISH - 2.0

SPEAKERS: Sinead Kelley, Baker McKenzie, Barbara Klementz, Baker McKenzie

Global
BREAKOUT XI

Corporate transactions can have knock-on effects for outstanding equity awards and plans.

This session explores best practice on the approach and communication of these changes to awards, including the administrative and timing challenges encountered when reflecting award adjustments on broker platforms.

The expert panel will discuss their experiences, including managing awards during the re-domiciliation from a UK to a US parent company, and the equity award challenges resulting from a $11.7 billion acquisition.

Attendees will learn:

  • The common pitfalls when adjusting awards post-transaction including which transactional adjustments can trigger tax and regulatory issues for issues that have granted in multiple countries
  • How to provide accurate, bespoke, meaningful and concise communication of the changes to participants
  • How to prepare equity award databases to reflect adjusted awards, dealing with rounding and black-out periods
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Best of Edinburgh
CHANGES TO 10B5-1 ARE ON THE DOORSTEP

SPEAKERS: Rich Baker, Morgan Stanley at Work (US), Matt Connor, FGE, Lucid Motors (US), Veronica Wissel, Davis Polk & Wardwell LLP (US)

Global
ON-DEMAND

The SER has announced that the final rule changes to 10b5-1 will be released this April. Don’t let this long-awaited, and long-anticipated, rule change catch you, and your company’s employees, unaware.

Join this session for a timely and thought-provoking discussion that will prepare you for the changes.

  • Hear details of the proposed amendments from the experts
  • Understand how the changes might affect your company and executives
  • Come away with the knowledge and tools to take action
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Best of Edinburgh
EMPOWER YOUR EMPLOYEES! CHOICE PLANS FOR A TAILORED EQUITY EXPERIENCE

SPEAKERS: Pat Sims, FGE, PJS Consultancy (UK), Sydney Hilzenrath, Iron Mountain (US), Evans Longacre, Fidelity (US)

Global
ON-DEMAND

Who doesn’t love freedom of choice! As employee needs become more diverse and individualized than ever, flexibility in reward and benefits packages is increasingly important.

Introducing equity choice plans is a way to empower employees to tailor and maximize the impact of their equity awards.

This panel will discuss the effective use of these plans that offer employees the opportunity to choose the types of equity awards that make up their total compensation package.

  • Discover which equity awards are commonly included in choice plans
  • Hear from organizations who are leading the way
  • Learn about the pros, cons, and considerations of choice awards
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Best of Edinburgh
EXECUTIVE EQUITY COMPENSATION IN DIFFERENT CORPORATE ENVIRONMENTS

SPEAKERS: Marc Bosotti, Vialto Partners (AU), Ramon Dominguez, Lucid Motors (US), Lori Serrano, FGE, OutSet Medical (US)

Global
ON-DEMAND

How does executive equity compensation differ in public and private companies?

Leveraging the experience of equity professionals who have worked in both the public and private sector, this session will examine the role of equity compensation across various industries and life-stages.

The panel includes a workplace equity consultancy who will share observations around how equity plays a role in creating pay "equity" in an organization.

  • Find out how executive equity compensation differs in private and public companies
  • Learn how to leverage data and analytics to achieve workplace pay equity
  • Discover how to integrate data with market practice when developing equity strategy
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Best of Edinburgh
FAR BEYOND SAFE – POST-PANDEMIC EQUITY COMPENSATION IN CHINA

SPEAKERS: Matt Connor, FGE, Lucid Motors (US), Dr. Adie Leung, FGE, Citigroup (HK), Sean Trotman, FGE, Deloitte LLP (US)

Greater China
ON-DEMAND

Post-Covid, the business landscape in China is growing quickly and driving opportunities for growth and expansion. To operate successful share plans that are competitive and relevant, it is critical to understand the cultural history, stakeholder impacts and evolving regulatory landscape of employee ownership in the region.

This session details how China’s employee ownership culture has altered since the pandemic and what businesses must do to operate plans compliantly and efficiently.

  • Uncover the latest developments in government policy as it navigates continued globalization
  • Discover how Chinese policy makers are focusing on employee ownership, equity compensation and technology enterprises
  • Learn from Lucid Motors’ experience of establishing stock plans in China as a cornerstone for expansion
Thursday, 8 Jun 2023, 13:00 - Friday, 15 Sep 2023, 17:00
Best of Edinburgh
FINDING FAIR: SCIENTIFIC APPROACHES TO INCREASE FAIRNESS IN LTI ALLOCATIONS

SPEAKERS: David Voggeser, hkp/// group (DE), Sebastian Wetzel, Siemens Energy (DE), Michael Wolff, University of Gottingen (DE)

Global
ON-DEMAND

While fairness has received a great deal of media attention, especially in connection with bonus payments, employees are increasingly questioning the allocation of long-term compensation. Valuable insights from the latest research in academia can be well applied to prevent unhealthy discussions of right and wrong in the office.

This session will dig deep into the concept of fairness and explore individual perception of compensation and more. The expert panel will highlight the specific implications for companies and the measures that can be taken for ensuring fair LTI allocations whilst giving a sneak peek into rigorous academic research.

  • Discover what academia tells us about equity allocations: are they actually fair?
  • Hear from Siemens Energy and hkp/// on how academic methods and practical tools can be applied in industry
  • Explore the education and communication measures that contribute to ensuring fairness