Market and performance awards have gained in popularity over the past few years and can take on many forms from Options to Restricted Stock, and TSR goals to individual sales goals. As popularity has gained traction, so has the complexity in the design features.

This session explores the ways companies have gotten creative with their award design for their global workforces, and the administrative and accounting implications. The expert panel will help you decide on the right metrics to use, and how to value, communicate and administer these complex award designs.

• Explore the types of performance and hybrid awards and the ‘gotchas’ to be aware of as you build out the final design structure.
• Discuss strategies in communicating the award design for a global population.
• Review the various valuation methodologies and financial reporting implications for market and performance awards

Now in its 11th consecutive year, the Global Equity Insights Survey is the longest standing survey of global equity plans with participation of nearly 200 companies worldwide annually.

Join this session in 2023 to learn about the latest developments in equity plans from an administration and communications perspective for both Long-term Incentives and Share Purchase Plans. Each year, new focus topics based on market developments are added, so don't miss out on the latest insights regarding the war for talent and a clear focus on developing capital markets, including inflation, the energy crisis, and other economic drivers.

The session will touch upon the following key areas:

• Long-term incentive design
• Share purchase plans
• Focus on talent
• Focus on capital markets including inflation and other economic drivers

To grow and compete for top talent, many companies are expanding their employee stock purchase plans (ESPPs) globally.

A panel of senior-level representatives from Cummins, Snowflake, and SAP will share tips and lessons learned from their experience of designing and managing large global ESPPs that include insights around optimal plan design, expanding ESPPs to new countries, regulatory issues, employee engagement, communications, and measures of success.

• Hear three global issuer case studies that demonstrate best-in-class ESPPs
• Get information and guidance that will improve your global ESPP offering
• Post your questions to the panel through an interactive Q&A and audience polls.

With a global recession on the horizon and the effects of the ‘Big Squeeze’ being felt across all industries, how do companies continue to keep employees engaged and maintain and encourage participation in their equity compensation schemes?

This panel will focus on how companies are navigating the current climate and what they’re doing to keep equity at the forefront of their talent acquisition and retention strategies.

• Discover how to make equity part of your company culture
• Find out how to avoid the fall out of ‘The Great Resignation’ and ‘Quiet Quitting’
• Hear how to keep employees engaged through innovative initiatives and targeted communications

In late Q3 2022, the SEC issued the final rules on Pay for Performance. As expected, there were some significant new reporting requirements for the CEO and the Named Executive Officers, particularly around employee equity compensation.

Join this dynamic panel whose expertise and experience will help you feel the changes are as easy as 1-2-3!

Automation makes a big impact on the overall efficiency of your organization, bringing advantages that include higher production rates and increased productivity. The same benefits of data-driven management can be enjoyed by your equity compensation team.

This session will focus on areas that drive operational excellence and clearly illustrate the value your stock plan can derive from implementing data driven principles.

• Deploy data visualization tools to improve the participant experience and education, reducing requests for assistance
• Discover how to reduce processing errors and improve participant experience, leveraging vendors where appropriate
• Leverage analytics process automation tools, streamlining repetitive monthly business processes, reducing errors and creating visual reporting and communications for senior leadership

Most of us have a Starbucks Star account, Hilton Hotel points or Emirates Air Miles, so why aren’t share plans incentivised in the same way? Can a new kind of plan design that encourages employee engagement through a points system increase participation?

This session explores innovative ideas in fostering employee stock plan engagement. The expert panel will look at the possibility of running stock plans like a loyalty program, with rewards and participation points baked into plan design and contributing to other benefits.

• Discover the types of plans that could accommodate loyalty rewards
• Find out how to structure a plan that includes participation rewards
• Explore innovative ways to communicate this plan to employees to encourage buy-in

The payroll team is a key equity program stakeholder and plays an important role in ensuring that the complex rules for equity are navigated, and delivery in cash or reporting for equity is accurate.

This session pays a visit to the ‘Payroll Doctor’ to address the key remedies for managing, updating, and withholding in various countries around the world.

Whether you are new to delivering equity or are venturing into new countries, this session promises some key takeaways that can avoid a casualty for your equity program.

• Hear how to work with payroll to achieve full equity program compliance
• Learn the tips and traps of expanding globally
• Learn valuable lessons from corporate issuers and service providers

Israel is an entrepreneurial powerhouse and a hotbed for pioneering technologies, profitable business opportunities, and high investment returns. Many of the world's leading multinational companies have all chosen Israel - Microsoft, Motorola, Google, Apple, Meta, Berkshire-Hathaway, Intel, HP, Siemens, GE, IBM, Philips, Lucent and J&J are just some of the companies of over 200 MNCs who have opened offices or innovation centers in Israel. Understanding how business is done and how AI is impacting ownership tracking is key to building high growth businesses in Israel.

Participants will learn:

• Determine how to be competitive in Israeli and retain employees in a hot labor market
• Understand the special requirements under Section 102 and 3i to allow for special tax treatment for Israeli taxpayers
• Learn how AI is utilized to support employee share scheme requirements, board meetings and share registrars