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:

Wednesday, 10 Apr 2024, 16:25 - 17:15
Private and pre-IPO companies
7.4 Five things to know before you IPO

Emily Cervino, FGE, Fidelity
Elizabeth Roseman, Corebridge Financial
Amanda Benincasa, Aon
Nyron Persaud, Cooley

Executive plans
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Global
BREAKOUT VII

Experience the resurgence of IPOs with companies venturing into the public market, a thrilling yet intricate phase, especially concerning equity plans. Join our expert panel as they guide you through the IPO journey, addressing crucial considerations impacting your equity programs. From engaging a transfer agent to crafting new equity programs and navigating early release lockups, gain insights into the intricacies of this transformative process. Acquire the knowledge to seamlessly transition your equity plan for a successful IPO celebration.

KEY LEARNING POINTS:

  • Understand the importance of involving a transfer agent in the IPO process and the role they play in managing equity transitions
  • Explore considerations and strategies for creating effective and tailored equity programs during the transition to the public market
  • Learn key insights into managing early release lockups and their impact on equity plans post-IPO

 

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
Wednesday, 10 Apr 2024, 16:25 - 17:15
Employee engagement
7.5 #DefinitelyNotTaxAdvice: empowering employees with practical tax communications

Jerome Tresallet, Deloitte
Dustin Lewis, Deloitte
Tierney Downing, DoorDash
Khary Doane, DoorDash
Danielle Landis, Stripe

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

Navigate the complexities of global equity taxation with insights from a distinguished expert panel featuring DoorDash, Inc., Stripe, Inc., and representatives from Deloitte US. Understanding tax implications for equity, especially for global participants, is daunting. Join them as they share solutions crafted through experiences like DoorDash's expansion post-IPO, including a transformative acquisition, and Stripe's shift to globally vesting quarterly across 33 countries. Explore the challenges and successes in delivering an exceptional employee experience, emphasizing education, plan administration, HR integration, and the critical role of prioritizing employee experience in all facets of global equity plans.

KEY LEARNING POINTS:

  • Understand the complexities of global equity taxation and filing requirements
  • Explore successful strategies from DoorDash and Stripe in prioritizing employee experience and education
  • Gain insights into plan administration, HR integration, and the imperative role of prioritizing employee experience in global equity processes

 

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
Tuesday, 29 Apr 2025, 16:45 - 17:45
Design and strategy
7.1 Navigating Equity Compensation in Mergers & Acquisitions

Bekir Kocabiyik, UBS (CH)
Courtney Petroski, GE Aerospace (US)
Michael Sterchi, FGE, Sterchi Solutions for Incentives & Pensions (CH)
Julia Tensfeldt, UBS (US)

Global
BREAKOUT VII

M&A can be transformative events for any company, but they also come with complex equity compensation considerations. Whether your company is actively pursuing a deal or simply preparing for future opportunities, understanding the nuances of equity compensation in an M&A context is critical.
This session will explore key considerations from both the acquirer and target perspectives, providing actionable insights to navigate equity-related challenges. Additionally, we’ll discuss effective strategies for communicating with participants to ensure clarity and alignment throughout the process.


KEY LEARNING POINTS

  • Learn the different types of mergers and acquisitions and how to define critical equity compensation parameters to ensure seamless integration.
  • Explore the importance of testing scenarios and managing timelines to mitigate risks and align equity plans with deal structures.
  • Discover best practices for engaging and informing participants during M&A events to maintain trust and reduce disruptions.
LOCATION:
Palmovka 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
I
Tuesday, 29 Apr 2025, 16:45 - 17:45
Case Study
7.2 Tailored Solutions for Share Plans: Lessons from Admiral

Lewis Dulley, Tapestry Compliance (UK)
Helen Hopkins, MUFG (UK)
Andrew Martin, Admiral (UK)

Global
BREAKOUT VII

Uncover innovative strategies for enhancing employee share plans through creative processes and customized solutions. This session delves into Admiral’s off-market bid process, which generated hundreds of thousands of pounds in additional employee value, avoided tax implications, and preserved share price stability. Additionally, explore Endava’s global, all-employee discretionary share plan, thoughtfully designed to maximize employee benefits while aligning seamlessly with organizational objectives.

KEY LEARNING POINTS:

  • Discover how forward-thinking approaches can create substantial financial advantages for employees while safeguarding organizational goals.
  • Learn the value of designing share plans that align with both employee needs and broader business strategies.
  • Gain actionable insights on adapting administrative frameworks to meet diverse client requirements and enhance the effectiveness of share plan delivery.
LOCATION:
Palmovka 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Tuesday, 29 Apr 2025, 16:45 - 17:45
Data and business intelligence
7.3 AI's Impact on Equity Compensation: GEIS 2025 Insights

GEIS Sponsor Panel

All plan types
Global
BREAKOUT VII

This session explores the transformative impact of AI on equity compensation, drawing insights from the 2025 Global Equity Insights Survey (GEIS). It examines how AI is reshaping compensation strategies, offering a forward-thinking perspective on new trends, real-world applications, and best practices in this evolving landscape.

KEY LEARNING POINTS:

  • Understand how AI is disrupting traditional models and enhancing modern strategies for more effective compensation planning.
  • Learn how AI algorithms improve accuracy, efficiency, and scalability in equity management while providing deeper insights into employee preferences.
  • Discover how AI ensures regulatory compliance, mitigates risks, and enhances employee engagement in equity compensation programs.
LOCATION:
Palmovka 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Tuesday, 29 Apr 2025, 16:45 - 17:45
Operational effectiveness
7.4 Transforming Stock Plan Administration with Technology

Kim Hackman, DoorDash (US)
Martin Hirsch, Bank of America (US)
Michael Ketz, Shareforce (SA)
Matt McKittrick, Moss Adams (US)
Robyn Shutak, FGE, Infinite Equity (US)
 

Global
BREAKOUT VII

Join industry leaders from DoorDash, S&P Global, Bank of America, Infinite Equity, and Moss Adams for an insightful session on how technology and purpose-built software tools can revolutionize stock plan administration.

This session will showcase real-world examples where automation, AI, and emerging tools streamline participant communications, enhance payroll reconciliation, and improve error detection. Learn how these innovations reduce manual effort, improve accuracy, and elevate the participant experience.

KEY LEARNING POINTS:

  • Discover how to streamline participant communications and support with AI-driven tools.
  • Understand solving payroll reconciliation challenges with advanced equity platform integrations.
  • Delve into enhancing error detection in grants, vests, and releases using AI and machine learning.
LOCATION:
Palmovka 4
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Thursday, 15 Jun 2023, 13:00 - 13:50
Design and strategy
EQUITY SMARTS UNVEILED: A LIVELY TALK SHOW EXPERIENCE

SPEAKERS: Emily Cervino, FGE, Fidelity (US), Cherie Curry, FGE, Hilton (US), Sandra Sussman, FGE, SAP (US), Robyn Shutak, FGE, Infinite Equity (US)

Global
BREAKOUT VIII

Join this dynamic foursome as they unravel the complexities of equity compensation in a fun and interactive talk show format. These expert hosts will share their invaluable advice on best practices and emerging trends in equity compensation while providing insights into future challenges.

With their freewheeling style and extensive expertise, the panel are known for tackling challenging problems, sourcing elusive data, and engaging in lively debates on various equity practices.

Don't miss this engaging talk show experience, where you'll gain valuable insights, practical advice, and thought-provoking discussions on the ever-evolving world of equity compensation.

Attendees will learn:

  • The impact of market volatility and economic downturns on equity plans and gain a deeper understanding of how to navigate these variables effectively.
  • More about the evolving landscape of equity compensation and the pressing issue of pay equity, staying informed on the latest developments and exploring strategies to ensure fairness and equality.
  • The significance of vesting periods and the emerging role of social media in connecting employees with their equity awards while discovering innovative ways to engage and motivate their workforce.
Thursday, 15 Jun 2023, 13:00 - 13:50
Personal Development
NAVIGATING TRANSITIONS AT WORK

SPEAKER: Beatrice Hackett, Coaching in Motion (UK)

Global
BREAKOUT VIII

The world in which we live and work is full of transitions, endings, new beginnings and everything in between. From getting a big promotion and working out how we want to respond to rebuilding after losing our job, to moving back to working in the office: transitions that happen in our business and personal lives can test our sense of self. Whatever the transition, rarely does the workplace offer the space to explore their impact of the transitions in a way that enables us to navigate them and emerge stronger.

In this interactive and immersive session, there will be room to discuss and reflect on transitions that you may encounter.

Attendees will learn:

  • The difference between a change and transition in the workplace using the Transition Coaching Method.
  • What their natural response is to transitions.
  • How to navigate transitions and develop tools that can be taken back into the workplace.
Thursday, 11 Apr 2024, 10:00 - 10:50
Employee engagement
8.1 High-impact employee engagement strategies for equity awards

Donald Hairston, UBS
Mike Reinschmidt, Accenture
Keri Gill, Applied Materials

Employee stock purchase plans (ESPP)
Global
BREAKOUT VIII

Join our esteemed panel of equity compensation experts as they unravel the keys to successful engagement in our session, "Engaging Beyond Boundaries: Strategies for Effective Equity Communication." Delve into the intricacies of crafting and adhering to a multi-channel communications plan, essential for lasting engagement. Explore the imperative need for equity award recipients to have accessible and knowledgeable advisors, fluent in the language of equity compensation and well-versed in country-specific rules. 
In this session, witness the impact of providing digital tools that enable participants to contextualize equity awards within their broader financial context. Additionally, discover the art of setting meaningful benchmarks to gauge the success of your efforts and identify shifts in employee engagement and participation.
 

KEY LEARNING POINTS:

  • Discover how to craft an effective multi-channel communications plan
  • Explore the importance of providing accessible and knowledgeable equity advisors
  • Learn how to empower participants with digital tools for financial context

 

CPE CREDIT: 1.0
Field of study: Communication 
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