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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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Thursday, 16 Nov 2023, 11:00 - 12:00
Workplace solutions
3.4 EMPATHY IN EQUITY: STOCK PLANS AND THE TOTAL REWARDS JOURNEY

Maurice Day, Fidelity
Christine Karlsson, Saint Gobain
 

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

Today’s rapidly evolving global workforce expects more than just financial rewards to join, stay and succeed at organisations. Recent data shows that employees are 3.5 times more likely to reach their full potential in workplaces where they feel they belong.

In this illuminating discussion between Saint-Gobain and Fidelity, you will discover how leading organizations can connect equity into a comprehensive, human-centric total rewards experience to strengthen the wider employee experience.

You’ll hear about the power of empathic, user experience (UX)-led approaches to shape a full rewards offering – including equity plans, workplace benefits, and retirement strategies - that inspire diverse global workforces.

Join to gain insights into how you can shape your organization's rewards approach in this way – to support a culture of belonging, connection, and performance excellence.

KEY LEARNING POINTS:

  • Enhanced engagement and financial wellness: Explore how organizations have strengthened understanding, engagement, and financial well-being among their diverse workforces through holistic rewards strategies.
  • Talent attraction, retention, and performance: Learn how companies have leveraged human-centric rewards to attract, retain, and drive high performance among their top talent.
  • Fostering stronger connections: Discover strategies employed by organizations to build stronger connections and commitment between employers and employees, fostering a sense of belonging and dedication to the organization.

 

CPE CREDIT HOURS: 1.0*

Field of study: Personnel/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.

Wednesday, 10 Apr 2024, 10:45 - 11:45
Private and pre-IPO companies
3.1 IPO readiness: Find that ‘IPO state of mind' before it's too late!

David Lanka, Bank of America
John Iannici, Bank of America
Donna Hammer, FGE, Lighthouse Equity Development

All plan types
Global
BREAKOUT III

Participate in an insightful session led by an expert panel, unraveling the critical role share plans play in guiding companies through the transition from private to public. Explore the nuances of preparing your company, processes, and employees for the pivotal IPO moment. Gain valuable knowledge on developing a public-company-focused compensation philosophy, strategically using equity along the IPO journey, and selecting plan offerings to engage a transitioning workforce effectively. Learn to navigate common pitfalls, including valuation challenges, share reserve estimation, post-IPO restrictions for executives, and effective program communication. Understand the significance of a lockup agreement and its impact on your equity plan. Equip yourself with essential insights for a seamless IPO transition.

KEY LEARNING POINTS:

  • Developing a public company-focused compensation philosophy
  • Strategically using equity along the IPO journey
  • Navigating common pitfalls and effective communication strategies

 

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
Wednesday, 10 Apr 2024, 10:45 - 11:45
Design and strategy
3.2 Simply refreshing! Accelerating global ownership through strategy, design, and communication

Geri Wall, Coca-cola Company
Hannah Needle, FGE, Tapestry Compliance
Carl Saunders, Coca-cola Company
Robyn Gay, Buck, A Gallagher Company

Employee stock purchase plans (ESPP)
Global
BREAKOUT III

Join our expert panel in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

  • Discover how to overcome challenges in global ESPP design
  • Learn to make strategic decisions for implementation
  • Analyze establishing an ownership mindset in a global workforce

 

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:
Midtown 1
Wednesday, 10 Apr 2024, 10:45 - 11:45
Data and business intelligence
3.3 Closing the gap: quantitative approaches to addressing gender pay disparities

David Voggeser, hkp///group
Marc Myntermann, Siemens Energy
Julia Bartsch, Siemens Energy
Michael Wolff, University of Goettingen

Employee stock purchase plans (ESPP)
Executive plans
Performance shares
Restricted shares
Global
BREAKOUT III

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

  • Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
  • Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
  • Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

 

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
Wednesday, 10 Apr 2024, 10:45 - 11:45
Finance, tax and accounting
3.4 Mastering equity financial reporting dynamics

Chris Dohrmann, FGE,  J.P. Morgan 
Mayura Arankalle, J.P. Morgan 
Susan Keiser, J.P. Morgan Corporate Finance

Executive plans
Global
BREAKOUT III

Join our expert panel of financial reporting specialists as they dissect the nuanced landscape of equity compensation plan accounting. While the basics are rules-driven, complexities arise when managing global plans with dual reporting, diverse awards with cash and equity settlement options, varied performance conditions, participant movements impacting cost centers, and navigating tight reporting deadlines amidst multiple stakeholders. In this workshop, delve into the functional and practical processes employed by financial reporting specialists throughout the year. Uncover the top challenges in stock plan accounting and gain actionable insights into navigating these complexities effectively.

KEY LEARNING POINTS:

  • Explore strategies for dual reporting in global equity plans
  • Understand practical approaches for handling multiple awards with cash and equity settlement options, each with unique performance conditions
  • Learn practical ways to streamline reporting processes, ensuring accuracy and meeting tight deadlines in the midst of multi-stakeholder dynamics

 

CPE CREDIT: 1.0
Field of study: Accounting 
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, 10:45 - 11:45
Employee engagement
3.5 Leaders' Lounge: Mastering employee financial literacy and wellness

Matt Connor,  FGE, Lucid Motors
Nadine Franczyk, FGE, Amyris
Jessica Vinsand, FGE, Chainaylsis
Sandra Sussman, FGE, SAP

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 III

Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

  • Strategies to engage employees at various levels of financial wellness
  • Understand the issuer's role in fostering financial literacy
  • Navigate the fine line between providing information and giving advice

 

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 3
Wednesday, 13 Nov 2024, 14:10 - 15:00
Trending now
3.1 Smarter Share Plans with Generative AI: Live Demos and Best Practices

Markus Seppala, Clariant
Vickram Paliwal, KPMG

Executive plans
Performance shares
Restricted shares
Global
BREAKOUT III

Discover how generative AI can revolutionise your share plans in this hands-on session. Watch a live demo of tools enhancing plan design, communication, disclosure, and more for plan participants, compensation committees, and shareholders. See practical examples of how generative AI boosts clarity, generates ideas, and provides instant expertise. We’ll also address privacy and confidentiality issues related to AI tools. 

Plus, meet Clarita, Clariant’s internal chatbot, which has been a valuable resource for over 1,000 employees since its launch in 2023.

KEY LEARNINGS:

  • See how generative AI tools can enhance plan design, communication, and disclosure with live demonstrations
  • Learn how AI can generate ideas, improve clarity, and add instant expertise to your share plans
  • Understand best practices for managing privacy and confidentiality with generative AI tools
LOCATION:
Partnership 1
CPA CREDIT:
Field of Study:
Information Technology
Level:
I
Wednesday, 13 Nov 2024, 14:10 - 15:00
General
3.2 Fireside Chat: Looking to the Future and Navigating Change

Mitan Patel, FGE, Fidelity
Tom Stevenson, Fidelity
Gabbi Stopp, FGE, GEO
Dennis Paalman, RewardWorks
Tom Paleka, FGE, Gallagher

Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance shares
Restricted shares
Stock options
Global
UK and Channel Islands
BREAKOUT III

Explore how recent global changes are reshaping equity plans in this insightful session. We’ll delve into the impact of the evolving economic climate, shifts in government and workplace dynamics, and the changing role of employee equity plans. Our panel of experts will provide perspectives from economists, equity issuers, advisors, and providers, highlighting trends in awards, metrics, and structures. 

Gain valuable insights and practical strategies for leveraging equity as a powerful tool for organisational success in a competitive, globalised world.

KEY LEARNINGS:

  • Understand how recent economic and geopolitical changes affect stock plan design and usage.
  • Learn how workplace disruptions and government shifts impact employee equity plans and performance awards.
  • Discover practical strategies and real-life examples to navigate equity trends and shape successful companies.
LOCATION:
Partnership 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 14:10 - 15:00
Design and strategy
3.3 New Country - New Equity Rules. But That's Just the Start

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Rebecca Perry, Tapestry
Julie Shepherd, FGE, Sage Group plc

Employee stock purchase plans (ESPP)
Global
BREAKOUT III

Ready to take your employee stock plan global? Discover why a one-size-fits-all approach won’t work and learn how to tailor your plan for each jurisdiction. Our panel will cover essential considerations for rolling out your plan internationally, from adhering to local regulations to optimizing participation rates. We'll explore data privacy variations, local labor laws, and strategies to manage cultural and language barriers. Get a high-level overview of customizations needed, a deep dive into data privacy regulations across regions, and best practices for engaging employees and streamlining your global plan.

KEY LEARNINGS:

  • Learn how to tailor your stock plan for different jurisdictions to meet local regulations and boost participation
  • Understand data privacy requirements in the EU, EEA, UK, APAC, South America, and compare them to North American laws
  • Discover strategies to overcome cultural and language barriers and streamline your global plan
LOCATION:
Partnership 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
B