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

How does your company determine who is mobile? With work arrangements ever-changing, employees working anywhere, remote, hybrid, moving locations or back in the office; mobility matters.

These companies have focused processes and efforts around compliance, process and operational effectiveness that scales the mobility population and global footprint growth. With limited resources and shortened turnaround times, collaborating with your service providers and local stakeholders becomes paramount.

This panel explores how these companies have defined mobility, what is on the horizon and how they are tightening up processes to scale and address shorter turns.

• Understand how companies are defining mobility and scaling their equity rewards
• Get a global, EU and US perspective on how best to scale up
• Hear lessons learned from both corporate issuers and service providers

As executive pay steps into an increasingly bright spotlight, companies are facing the challenge of setting meaningful performance targets in volatile markets, and what to do if it all goes wrong.

This session looks at the latest trends in discretionary plans and the measures companies are using to recruit and retain top talent.

The expert panel will analyze the pressures that companies are facing when setting and paying executive remuneration, ranging from the latest corporate governance measures, legislative reform and market practice.

• Hear how you can recruit and retain top talent in the current market
• Discover the challenges companies are currently facing when setting and paying executive remuneration including demands of the proxy advisers, pay for performance rules, how to implement malus and clawback effectively and how to deal with 'windfall gains'.
• Find out what’s next for executive plans

The numerous and unique world events that have occurred over the last few years have led to an unpredictable business climate, but one that has presented a myriad of opportunities, particularly for the equity industry.

In this moderated session, we will take a deep dive into how equity can be used as a tool to adapt, and even counteract, many of the phenomena currently happening in the market and in the workplace with a focus on inflation and quiet quitting.

• Access industry research that underpins best practices in the creative use of equity to retain and motivate top talent and help participants hedge against broader market and governmental forces
• Hear how specific issue and administrator communication strategies can help equity to combat market forces
• Understand the role that demographics such as age and gender can significantly shift the ways in which equity should be deployed as a tool

Does your technology have the power, capabilities and strength to flex and grow with your equity program? It may be time to place your technology on ‘superpower mode’!

With the shortening of processing times, need for real time data, T+1 settlement time for stock options for SEC registrants starting in April 2024, this session will help you to consider and reduce the turnaround times, manual inputs, and touch points in your equity program processes.

The panel includes Best in Technology GEO Award winners who will share how they used automation to achieve operational effectiveness, streamline and validate processes, and manage compliance and risk for their equity programs. Bring your superhero cape!

• Hear best practice from Best in Technology GEO Award winners
• Understand current trends in automation and technology
• Take away suggestions and recommendations to streamline your equity program delivery

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 includes senior representatives from Atlassian and CSL who will share 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.

• Discover 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
• Find out how to provide accurate, bespoke, meaningful and concise communication of the changes to participants
• Review how to prepare equity award databases to reflect adjusted awards, dealing with rounding and black-out periods

How can companies foster an employee ownership culture that aligns interests, and creates a loyal, cooperative, and productive workforce, particularly in times of economic downturn and uncertainty?

This session explores ways companies have used share schemes to engage employees to make them feel and act like owners of the company they work for.

• The panel will illustrate the plans they have in place, share the success stories, pitfalls and lessons learned
• Discuss whether we are returning to an era of ‘Cash is King’ and if equity is viewed as just another benefit
• Discover how companies are dealing with rising inflation and energy costs and the impact on how employees view equity ownership

The current economic and employment conditions are more complex than ever before. With the ‘Great Resignation’ and labour shortages plaguing 2022, this year’s themes are recession and high inflation – a cocktail that significantly impacts companies' people strategies.

This panel of experts will discuss the latest hot issues companies are challenged with and how they are affecting their corporate culture and sense of purpose.

• Find out how equity teams are weathering the challenges of inflation and the cost-of-living crisis
• What the best employers are doing to attract, retain, incentivize and reward talent
• What the future of work looks like and its impact global employee and executive share plans