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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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Wednesday, 30 Apr 2025, 11:00 - 11:45
Operational effectiveness
Trending now
9.3 Smarter Share Plans with Generative AI Live Demos and Best Practices

Vickram Paliwal, KPMG (CH)
Markus Seppala, Clariant International (CH)

Global
BREAKOUT IX

This session will demonstrate how generative AI can make share plans smarter and more efficient. You’ll see a live demo of the tools already in use to improve the experience for plan participants, compensation committees, shareholders, and administrators alike.

Practical examples will cover how AI can assist in plan design, communication, disclosure, and more. Discover how generative AI tools can generate ideas, improve clarity, and offer instant expertise. We’ll also discuss how to address privacy and confidentiality concerns when using AI tools.

The session will feature Clarita, the internal chatbot of specialty chemicals manufacturer Clariant. Launched in 2023, Clarita has become an invaluable resource, used daily by over 1,000 employees.

KEY LEARNING POINTS:

  • Explore how generative AI can streamline share plan design and communication to improve efficiency.
  • Discuss real-world applications of AI tools to enhance clarity, reduce complexity, and drive engagement in share plans.
  • Share best practices for managing privacy and confidentiality when integrating AI tools into equity compensation processes.
LOCATION:
Palmovka 3
CPA CREDIT:
Field of Study:
Not eligible
Level:
Wednesday, 30 Apr 2025, 11:00 - 11:45
Trending now
9.4 Developing the Next Generation of Equity Plan Managers

Rodney Bolden, Morgan Stanley at Work (US)
Danielle Roseland, Morgan Stanley at Work (US)
Lori Serrano, FGE, Outset Medical (US)
Gabbi Stopp, FGE, GEO (UK)
Dexter Tang, Google (UK)

Global
BREAKOUT IX

Succession planning isn’t just for top executives—it’s essential at all levels, particularly within equity plan management teams. As equity plan managers develop their teams, it’s important to foster continuity and prepare direct reports for larger roles within the department and across the organization.

In this roundtable session, panelists will discuss strategies to cultivate a culture of continuous learning, identify growth opportunities aligned with career motivations, and create effective feedback loops to enhance employee development.

KEY LEARNING POINTS:

  • How to create a culture of continuous learning.
  • Identifying growth opportunities that align with career motivations.
  • Developing feedback loops to enhance employee growth.
LOCATION:
Palmovka 4
CPA CREDIT:
Field of Study:
Not eligible
Level:
Wednesday, 30 Apr 2025, 11:00 - 11:45
Legal and regulatory
9.5 The Evolution of Data Privacy Regulations in The U.S. and Europe

Cynthia Cole, Baker McKenzie (US)
Nicholas Greenacre, White & Case (UK)
Rebecca Kargl, Zillow (US)
Barry McKernan, J.P. Morgan Workplace Solutions (ES)
Zoltan Precsenyi, Elastic (UK)

Global
BREAKOUT IX

2023 and 2024 saw pivotal shifts in data privacy with rapid regulatory advancements in the U.S. and abroad. U.S. state-level privacy laws have more than doubled, presenting both similarities and critical differences that complicate compliance.

This session will explore the current regulatory landscape, its impact on organizations, and potential future legislation. The panel will also examine Europe's growing AI and cybersecurity regulations and their potential influence on U.S. policies and companies.

KEY LEARNING POINTS:

  • Discuss key changes in U.S. data privacy laws and their real-world impact on companies.
  • Share experiences and strategies for navigating state-by-state regulatory differences and ensuring compliance.
  • Explore the global regulatory trends in AI and cybersecurity, and discuss their potential impact on U.S. companies in an interactive, solution-driven environment.
LOCATION:
Karlin 4
CPA CREDIT:
Field of Study:
Not eligible
Level:
Thursday, 15 Jun 2023, 15:00 - 15:50
Communications
COMMUNICATION STRATEGIES AND TECHNIQUES THAT CONNECT WITH ALL EMPLOYEES

SPEAKER: David Parry, Computershare

Global
BREAKOUT X

Communicating effectively with employees from different generations, geographies, job roles, salary levels, and work environments can be challenging. However, through case studies and global insights, this session provides practical tools and techniques to overcome this challenge.

 

The expert panel offers relatable guidance to connect with all employees and succeed in fostering engagement.

Attendees will learn:

  • Practical tools and techniques to effectively communicate with a diverse workforce
  • Real-life case studies the highlight successful communication strategies employed by organizations worldwide
  • Insights on leveraging technology, active listening, empathy, and inclusivity to enhance communication and foster employee engagement
Thursday, 15 Jun 2023, 15:00 - 15:50
Design and strategy
HOW TO EFFECTIVELY HIRE, ENGAGE AND RETAIN GEN Z, THE NEXT GENERATION OF WORKERS

SPEAKERS: Sam Adams, Morgan Stanley at Work, Andrew Cunningham, Morgan Stanley at Work, Amberly Fullmer, Reddit, Joseph Saig, Stock & Option Solutions

Global
BREAKOUT X

Gen Z accounts for approximately 61 million people in the US entering the workforce. This segment of the workforce has lived a much different life than their parents and other millennials. Companies looking to recruit, engage, and retain must adjust their tactics. In a post-COVID environment, Gen Z is facing rising costs of living, stagnant incomes, and a mountain of student loan debt causing financial stress. To meet the demands of Gen Z workplace demands, companies must understand their top concerns and address them accordingly. Priorities include a good work-life balance, opportunities for learning and development, focus on diversity and promote from within, meaningful work, and a commitment to fair compensation.

Thursday, 11 Apr 2024, 12:45 - 13:35
Executive pay
10.1 Preparing executives for liquidity events in shifting regulations

Rich Baker, Morgan Stanley at Work
Joshua Shek, Morgan Stanley at Work
Travis Triano, Davis Polk
Lamont Walker, Lyft
Mary Anne Becking, Canva

Executive plans
Global
BREAKOUT X

Planning to go public amid the dynamic SEC landscape? After a prolonged dry market period, companies are eager to resume IPO efforts, but executives face new regulations and scrutiny. Join our panel as they guide you through the entire IPO timeline – from pre-IPO preparations to lock-up expiration. Gain insights into the challenges posed by an active SEC, changes to Rule 10b5-1, Rule 144, and the shift to T+1 settlement. Join them as they give you a comprehensive playbook to manage expectations and ensure a smooth IPO experience for your executives and key insiders.

KEY LEARNING POINTS:

  • Explore stock plan services, regulatory education, communication planning, and pre-liquidity financial planning
  • Discuss differences in direct listing and the intricacies of lock-up expiration
  • Review updates on Rule 10b5-1, Rule 144, and T+1 settlement, and receive guidance on navigating these new rules

 

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 4
Thursday, 11 Apr 2024, 12:45 - 13:35
Design and strategy
10.2 D&I-driven excellence: pioneering plan designs for inclusivity

Sophie Altaf, Fidelity
Galahad Dong, Simspon Strongtie
Maya Wright, Iron Mountain

All plan types
Global
BREAKOUT X

Our panel will explore the intricate landscape of compensation and equity management, with a focus on aligning with Diversity and Inclusion (D&I) standards. The panel will discuss the latest trends in D&I across different types of companies, examining specific plan design elements crafted to improve access and facilitate wealth creation for employees at all organizational levels. We will critically examine existing policies and processes, highlighting potential unintended consequences. When faced with unexpected challenges, explore effective strategies to navigate disruptions and realign your compensation and equity strategies seamlessly.

KEY LEARNING POINTS:

  • Explore unique plan design elements that could foster inclusivity and wealth creation for employees at every organizational level
  • Examine how existing policies and processes may inadvertently lead to unforeseen outcomes in compensation and equity management
  • Learn strategies to navigate unforeseen challenges and regain harmony in the dynamic landscape of compensation and equity management

 

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:
Midtown 1
Thursday, 11 Apr 2024, 12:45 - 13:35
Trending now
10.3 Achieving global parity

Anton Seatter, JTC Group
Kim Woodard, Walmart

Employee stock purchase plans (ESPP)
Global
BREAKOUT X

As workplaces become increasingly geographically diverse, achieving not just pay parity but also benefit parity poses significant challenges. With variations in tax, labor laws, and social systems across countries, coupled with distinct corporate cultures, aligning benefits such as retirement and equity compensation becomes a complex task. Join our expert panel as they delve into the intricacies of global benefits harmonization, sharing insights on overcoming these hurdles. Join them in unraveling the complexities of global equity and benefit strategies in the modern, diverse workplace.

KEY LEARNING POINTS:

  • Navigate the challenges posed by diverse tax, labor, and social systems
  • Address variations in corporate culture impacting benefit alignment
  • Gain insights into successful strategies employed by companies to harmonize global benefits

 

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
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