banner image

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.

Filter by:

Tuesday, 29 Apr 2025, 15:40 - 16:25
Operational effectiveness
Trending now
6.2 AI vs. Human Expertise: Exploring ChatGPT's Role in Equity Compensation

Cory Anderson, KPMG (US)
Jon Burg, FGE, Infinite Equity (US)
Elizabeth Dodge, Equity Plan Solutions (US)
Kelley Garrett, FGE, DoorDash (US)
Mark Miller, Deloitte (US)

 

Global
BREAKOUT VI

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field.

Join this roundtable session as equity compensation experts critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

  • Evaluate ChatGPT’s capabilities in equity compensation, identifying its strengths and limitations through live demonstrations.
  • Exchange insights on practical applications of AI in managing stock options, restricted stock units, and performance shares, drawing from shared experiences.
  • Discuss the future of AI in finance and compensation roles, exploring how it might reshape the equity compensation landscape and influence professional practices.
LOCATION:
Palmovka 2
CPA CREDIT:
Field of Study:
Not eligible
Level:
Tuesday, 29 Apr 2025, 15:40 - 16:25
Finance, tax and accounting
6.3 Building Sustainable Global Financial Reporting Processes

Melissa Jackmin, Mohawk Industries (US)
Elena Thomas, Empower (US)
Michelle Tomasetti, FGE, Infinite Equity (US)

Global
BREAKOUT VI

As a Global Stock Plan Administrator, you're at the heart of financial and disclosure reporting. Many stock admins feel more like contributors than owners of the reporting process, which can lead to stress and frustration, especially when managing global plans with multiple reporting cycles. It's time to change that! In this hands-on workshop, we'll explore how Stock Plan Administrators can build sustainable, efficient processes that transform financial reporting from a painful task to a streamlined experience.

Drawing on insights from issuers and practitioners who’ve successfully navigated these challenges, you'll leave with a roadmap of key tasks, processes, and collaborations to simplify your reporting duties.

KEY LEARNING POINTS:

  • Explore sustainable processes for simplifying global stock plan financial reporting with input from peers and experts.
  • Share and learn from real-world examples of stock administrators who have successfully improved efficiency and fostered collaboration in their reporting practices.
  • Access a framework for managing complex reporting cycles, focusing on reducing stress and enhancing teamwork across stakeholders.
LOCATION:
Palmovka 3
CPA CREDIT:
Field of Study:
Not eligible
Level:
Tuesday, 29 Apr 2025, 15:40 - 16:25
Design and strategy
6.4 Navigating the Future of Work: Global Trends in Remuneration, Reward, and Share Plans

David Edwards, NatWest (UK)
Marcus McEvoy, Computershare (UK)
Liz Pierson, Deloitte (UK)
David Voggeser, Mercer (DE)

Global
BREAKOUT VI

This interactive roundtable discussion will dive into the global trends and shifts shaping the future of work, with a focus on how these transformations are impacting remuneration, reward systems, and equity compensation. Our experts will guide participants through the demographic, technological, and regulatory forces at play, while engaging in a lively conversation about the challenges and opportunities ahead. Attendees will have the chance to share insights, ask questions, and interact with panelists throughout the discussion.

KEY LEARNING POINTS:

  • Discuss how emerging regulations are influencing global compensation and equity plans, with a focus on adapting to various markets.
  • Explore the evolving expectations of today’s workforce, including preferences for flexibility, equity ownership, and long-term rewards.
  • Exchange ideas on integrating AI, automation, and new technologies into remuneration and share plans to improve efficiency and foster innovation.
LOCATION:
Palmovka 4
CPA CREDIT:
Field of Study:
Not eligible
Level:
Tuesday, 29 Apr 2025, 15:40 - 16:25
Design and strategy
6.5 LEADERS LOUNGE: Crafting Executive LTI Programs: Aligning Compensation, Performance, and Global Considerations

Matt Connor, FGE, Lucid Motors (US)
Hannah Needle, FGE, Tapestry Compliance (UK)
Pat Sims, FGE, Industry Expert (UK)
Gabbi Stopp, FGE, GEO (UK)
 

Global
BREAKOUT VI

Designing an Executive LTI program requires balancing leadership rewards with key considerations such as cost, tax, global compliance, and recruitment. This panel will examine the complexities of navigating diverse stakeholder requirements, including those of Boards, Compensation Committees, Audit Committees, and external advisors like ISS and Glass Lewis, which often vary across jurisdictions.

The session will focus on the challenges faced by companies in the EU/UK compared to their U.S. counterparts, exploring how to balance incentive effectiveness with increasing scrutiny.

KEY LEARNING POINTS:

  • Explore strategies for aligning executive LTI programs with the diverse expectations of Compensation Committees, proxy advisors, and other stakeholders.
  • Discuss how to design programs that effectively balance long-term performance objectives with retention strategies.
  • Uncover approaches for managing costs and global compliance requirements while maintaining program integrity.
LOCATION:
Karlin 4
CPA CREDIT:
Field of Study:
Not eligible
Level:
Tuesday, 13 Jun 2023, 16:00 - 16:50
Design and strategy
EXPLORING BROAD-BASED EMPLOYEE EQUITY PLANS IN A GLOBAL LANDSCAPE

SPEAKERS: Marc Bosotti, Vialto Partners, Ramon Dominguez, Lucid Motors, Lori Serrano, FGE, OutSet Medical, AmyLynn Flood, Vialto Partners

Global
BREAKOUT VII

Join this insightful session that delves into the world of broad-based employee equity plans. Through engaging discussions, the expert panel will explore different types of equity plans, and examine other prevalent equity arrangements employed by global companies. In addition to comprehending the inner workings of these plans, the panel will assess participation levels, examine the effects on both employees and employers, and uncover the latest research findings on broad-based employee equity plans.

Attendees will learn:

  • About the Exploration of diverse broad-based employee equity plans
  • Insights from two North American global companies with distinct ESPPs
  • The details of commonly utilized broad-based equity arrangements by global companies
Tuesday, 13 Jun 2023, 16:00 - 16:50
Finance, tax and accounting
TO THE MULTIVERSE OF MOBILE EQUITY RISK AND BEYOND

SPEAKERS: Tara Hagen, Global Tax Network, Shokiah Williams, Brex, Nadine Francyzk, FGE, Amyris, Lamont Walker, Lyft

Global
BREAKOUT VII

Discover the challenges and solutions associated with the exponential growth of cross-border employees in the mobile equity landscape. Understand your company's mobile equity risk exposure and address the key concerns impacting your mobile equity program.

Join our expert panel as they share real-life case studies, providing actionable insights to tailor your mobile equity program and mitigate risks effectively.

Don't miss this session to gain valuable tools, identify critical risks, and develop a comprehensive plan to address mobile equity risks within your organization.

Attendees will learn:

  • How to assess mobile equity risk and gain tools to create a self-assessment score for your company's mobile equity risk profile
  • Uncover potential pitfalls, areas of vulnerability and explore key strategies to identify the most significant risks within your mobile equity program
  • Discover a step-by-step process for mitigating and eliminating identified risks as well as effective solutions to safeguard your compensation team, company, and employees
Wednesday, 10 Apr 2024, 16:25 - 17:15
Employee engagement
7.1 Using benefits strategies to address financial health inequities

Rodney Bolden, Morgan Stanley at Work
Christyl Lucille Murray, Morgan Stanley at Work
Lori Serrano, FGE,  Outset Medical
Amy Wheeler, Outsystems

All plan types
Global
BREAKOUT VII

As companies intensify their focus on workforce diversity, achieving equal opportunity and equitable compensation poses ongoing challenges. Join our panel in a session exploring the nexus of diversity, inclusion, and equity compensation. Attend this session to unravel the complexities of fostering diversity, promoting equal access, and crafting inclusive equity compensation plans in the modern workplace.

KEY LEARNING POINTS:

  • Understand the significance of Diversity and Inclusion (D&I) and explore processes for determining D&I priorities within organizations
  • Learn how panelists leverage engagement tactics and equity compensation platforms to enhance understanding of D&I priorities, fostering diversity and inclusion
  • Explore how HR decision makers can provide targeted financial health benefits for diverse demographics within their employee base

 

CPE CREDIT: 1.0
Field of study: Personell/HR
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 4


Wednesday, 10 Apr 2024, 16:25 - 17:15
Finance, tax and accounting
7.2 A deep dive into share-based compensation accounting

Raenelle James, Equity Methods 
Tommy Swindle, FGE, UBS
Garry Devine, Amgen 

Employee stock purchase plans (ESPP)
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
USA
BREAKOUT VII

Join a panel of accounting experts as they demystify ASC 718, offering a comprehensive overview of share-based compensation accounting impacts. Whether you're new to the field or seeking a deeper understanding, this session covers the fundamentals, including valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share. Joining the discussion will empower you to confidently round up the right team members for effective solutions in stock plan management. This insightful session ensures that, armed with a thorough grasp of ASC 718, your future discussions with financial reporting teams will be not only more productive but also informed by a nuanced understanding of share-based compensation accounting.

KEY LEARNING POINTS:

  • Gain insights into the key aspects of ASC 718, covering valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share
  • Understand how to navigate the complexities of share-based compensation accounting impacts, empowering you to assemble effective stock plan management teams
  • Learn how a comprehensive understanding of ASC 718 improves the productivity and effectiveness of discussions with financial reporting teams

 

CPE CREDIT: 1.0
Field of study: Accounting 
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:
Midtown 1
Wednesday, 10 Apr 2024, 16:25 - 17:15
Design and strategy
7.3 Inheriting plan designs: navigating challenges and crafting a strategic future

Christian Hyldig, Aon
Augustin Serban, Flywire
Ramon Dominguez, Lucid Motors

 

Cash deferral
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance shares
Restricted shares
Stock options
Global
BREAKOUT VII

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

  • Best practices in running share plans in a recently IPO environment
  • Striking the right balance between standardized design and local jurisdiction benefits
  • Importance of future-proof plan design

 

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 1