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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, 13 Nov 2024, 13:10 - 14:00
Legal and regulatory
2.3 Global Hotspots: Lessons Learned from a Global Rollout

Lorna Parkin, Tapestry Compliance
Chris Fallon, Tapestry Compliance
Julie Shepherd, FGE, Sage Group plc
Hayley Stock, Rolls-Royce Holdings plc
 

Employee stock purchase plans (ESPP)
Executive plans
Global
BREAKOUT II

Navigating legal and tax compliance for new or existing plans can be daunting. Join our panel of experienced issuers and advisors as we spotlight three key compliance hotspots: securities laws, foreign exchange, and translations. Experts from Tapestry will guide you on prioritising compliance efforts this year and tackling challenges in hotspot countries. Hear from Sage and Rolls-Royce about their experiences with global expansion.

KEY LEARNINGS:

  • Learn where to focus your compliance efforts for the biggest impact
  • Discover strategies for managing securities laws, foreign exchange, and translations
  • Gain insights from Sage and Rolls-Royce on overcoming key issues in global expansion




     
LOCATION:
Partnership 3
CPA CREDIT:
Field of Study:
Business Law
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Trending now
2.4 AI in Action: Enhancing Share Plans Through Practical Applications and Insights

Cathy Wears, CMS
Issuer TBC

Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Global
BREAKOUT II

Join this sesion for an engaging session that brings AI to life with practical applications in share plans and beyond. The CMS legal innovations team will demystify generative AI, demonstrating its mechanics through live examples. Learn how to optimize AI prompts and get top tips for effective prompting. The expert panel will also discuss AI's impact on share plans, covering legal considerations, design, implementation, communication, and administration. This session will show you how to leverage AI to enhance the efficacy and reach of your share plans.

 KEY LEARNINGS: 

  • Understand generative AI and see live examples of its practical applications
  • Learn how to optimize AI prompts for maximum benefit with top prompting tips
  • Discover how AI impacts the design, implementation, communication, and administration of share plans




     
LOCATION:
Affiliation Hub 1
CPA CREDIT:
Field of Study:
Information Technology
Level:
B
Wednesday, 13 Nov 2024, 13:10 - 14:00
Case Study
Design and strategy
2.5 From IPO to Impact: Ithaca’s Evolution in Equity Plans and Employee Engagement

Elliot Alexander, Computershare
Ithaca TBC

Executive plans
Share incentive plans (SIP)
Stock options
UK and Channel Islands
BREAKOUT II

Explore Ithaca’s strategic journey from IPO to building robust equity plans, including both all-employee and executive schemes. This session will dive into how Ithaca designs discretionary and inclusive plans to align with business objectives and boost employee engagement. You’ll learn best practices for creating equity plans that enhance ownership and motivation. Discover how Ithaca’s evolving equity strategy supports its business goals and links employee incentives to long-term success.

KEY LEARNINGS:

  • Understand how Ithaca’s equity plans align with business goals and drive employee engagement
  • Discover best practices for designing discretionary and all-employee equity schemes
  • Learn how Ithaca’s evolving equity strategy links employee incentives to long-term company success.
LOCATION:
Affiliation Hub 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Operational effectiveness
2.6 Mastering Share Sourcing and Sales: Strategies for Effective Employee Share Plans

Ghal Supple, Equiniti
Tom McCulloch, Equiniti

Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Australia
Austria
Belgium
Canada
Denmark
Finland
France
Germany
Global
Greater China
Hong Kong
Israel
Netherlands
Norway
Spain
Sweden
Switzerland
UK and Channel Islands
USA
BREAKOUT II

Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team as they share their extensive experience in this area. They’ll cover current trends in sourcing shares, including new issues, treasury, and market purchases, and the role of Employee Benefit Trusts (EBTs). Discover strategies for hedging, managing large share sales, and coordinating with market participants. Learn about handling FX and international payments for overseas employees, and the key factors in reviewing and agreeing on an effective strategy.

KEY LEARNINGS:

  • Learn strategies for sourcing shares and managing large sales, including new issues, treasury shares, and EBTs
  • Discover effective hedging and liquidity management techniques to ensure adequate shares for vesting
  • Understand how to handle FX, international payments, and coordinate with market participants for optimal share plan execution.
LOCATION:
Affiliation Hub 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Thursday, 8 Jun 2023, 16:00 - 16:50
Trending now
ENHANCING THE PERCEIVED VALUE OF EQUITY AWARDS

SPEAKERS: Tommy Swindle, FGE, UBS (US), Dean Baylor, Applied Materials (US)

Global
BREAKOUT III

In the face of ongoing stock market uncertainty and persistent high inflation, the perceived value of equity awards for equity plan participants has taken a hit, marking a significant departure from the long-standing upward trend.

This expert panel highlights how employers can play a crucial role in helping plan participants fully comprehend and appreciate the value of their equity compensation and unlock the potential of their equity awards.

Don't miss this enlightening session, where we provide actionable insights that will not only position employers as leaders during these uncertain times but also enable them to attract and retain top-tier talent.

Attendees will learn:

  • The importance of employee education in understanding equity compensation.
  • Effective communication strategies to convey the value of equity awards.
  • How providing access to personalized financial advice is crucial for optimizing equity compensation.
Thursday, 8 Jun 2023, 16:00 - 16:50
Case Study
GOING IPO: THE WORK CONTINUES

SPEAKERS: Ramon Dominguez, Lucid Motors, Chris Dohrmann, Global Shares - a J.P. Morgan company

Global
BREAKOUT III

Public event readiness focuses on the actions leading up to the ‘Big Day’. But what happens after that day comes and goes?

This session provides advice on how to avoid an IPO hangover. The panel of experts will cover the items that tend to get lost in the shuffle or deferred in the frantic run up to the public event.

Attendees will learn:

  • The key milestones and steps you can take now to guarantee a pain free transaction
  • Which administrative tasks, controls and communications are essential to succeed
  • How to identify the key stakeholders and how best to communicate with them
Thursday, 16 Nov 2023, 11:00 - 12:00
Legal and regulatory
3.1 DIGITAL NOMADS: EQUITY AWARDS AND THE ALTERNATIVE WORKFORCE

Ludmilla Maurer, Baker McKenzie
Lindsay Minnis, Baker McKenzie

 

Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT III

Discover the evolving landscape of global talent acquisition in this insightful session, where the expert panel unravel the complexities of hiring talent from around the world.

Attendees will access a comprehensive overview of countries where granting equity awards to consultant employees remains particularly challenging. Attend this panel to equip yourself with the knowledge and strategies needed to navigate the global talent landscape effectively, regardless of where your talent is based.

KEY LEARNING POINTS:

  • Navigating work arrangements: Understand the shift towards flexible work arrangements, including remote work, consulting, and employment through Professional Employer Organizations/Employers of Record. Learn why even large companies are exploring these options.
  • Legal and tax implications: Gain valuable insights into the diverse tax and legal considerations associated with equity awards, depending on the employment arrangement. Explore how multinational companies have successfully managed these challenges.
  • Documentation and communication: Delve into the differences in communicating and documenting equity awards based on the specific work arrangement. Get practical guidance on ensuring compliance and clarity in various scenarios.

 

CPE CREDIT HOURS: 1.0*

Field of study: Personell/HR
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Thursday, 16 Nov 2023, 11:00 - 12:00
General
3.2 HYPER-PERSONALISATION: KEEPING EQUITY RELEVANT IN THE CURRENT CLIMATE

James Robertson, Computershare
Louise Sutton, AstraZeneca
David Edwards, NatWest
Alex Brooks, Computershare

Choice plans
Global
BREAKOUT III

In the face of the ongoing and unprecedented mismatch between inflation and salary increases in 2023, which is expected to continue into 2024, companies find themselves in a relentless War for Talent. The challenge now is to ensure that equity plans remain effective and relevant in this ever-evolving landscape. In response to this changing environment, companies resorted to ‘one-off payments’ and ad-hoc share-based grants in 2022 and 2023.

Don't miss this session, where you'll gather invaluable knowledge about adapting equity plans to the challenges of today's talent landscape and future-proofing your organization's approach to employee rewards.

KEY LEARNING POINTS:

  • Navigating market trends: Gain insights into the market trends that unfolded in 2022 and 2023, understanding the dynamics that have shaped the current scenario.
  • The power of hyper-personalization: Explore how companies are harnessing the concept of "Hyper-personalization" to tailor equity rewards to individual employee needs and aspirations.
  • Revamping communication strategies: Discover how organizations are evolving their communication strategies to effectively reward and retain employees as we venture into 2024 and beyond.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

Thursday, 16 Nov 2023, 11:00 - 12:00
Data and business intelligence
3.3 GEIS SURVEY 2023: NURTURING TALENT, SEIZING MARKETS

Mitan Patel, FGE, Fidelity
David Voggeser, hkp/// group
Andrew Thain, hkp/// group
Sandra Sussman, FGE, SAP
Sebastian Wetzel, Siemens Energy

Global
BREAKOUT III

Discover the critical role of talent and market dynamics in shaping equity compensation strategies. Join us for a deep dive into the latest insights from the Global Equity Insights Survey 2023 (GEIS 2023), focusing on recruitment, retention, inflation, and market volatility. 

Gain a comprehensive understanding of how these factors impact equity compensation and learn how organizations can adapt for success in a constantly changing environment. 

KEY LEARNING POINTS:

  • Talent and equity compensation: Understand how equity compensation is a powerful tool for attracting top talent and gaining a competitive advantage in recruitment.
  • Equity-based retention: Explore strategies to use equity compensation plans effectively for retaining key employees and reducing turnover.
  • Inflation and resilient plans: Grasp the impact of inflation on equity awards and learn how to design compensation plans that are resilient to economic fluctuations.

 

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.