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Thursday, 16 Nov 2023

AGENDA AT-A-GLANCE

7.30

Registration opens

7.30 - 8.30

Coffee and pastries

8.30 - 9.30

Breakout session I

9.30 - 9.40

Transition

9.40 - 10.40

Breakout session II

10.40 - 11.00

Morning break

11.00 - 12.00

Breakout session III

12.00 - 12.10

Transition

12.10 - 13.10

Breakout session IV

13.10 - 14.10

Lunch and networking break

14.10- 15.10

Breakout session V

15.10 - 15.20

Afternoon break

15:20 - 15:30

Welcome remarks 
GEO's Executive Director and Chair of the Board

15:30 - 16:30

Keynote address
Prof. Dr. Christian Berg, Corporate Sustainability Expert

16.30 - 16.35

Transition

16.35 - 17.30

GEO Fellows Leaders' Lounge

17.30 - 18.30

Networking drinks reception

MEET OUR KEYNOTE SPEAKER

Thursday, 16 November 2023
15.30 - 16.30

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PROF. DR. CHRISTIAN BERG

We are delighted to introduce Prof. Dr. Christian Berg as our keynote speaker for PERE 2023.

With a wealth of experience in sustainability across business, civil society, and political advisory roles, Dr. Berg brings valuable insights on how companies can set ESG goals that drive innovation and boost employee satisfaction.

Following his keynote, Dr. Berg will join the Leaders' Lounge panel of GEO Fellows to discuss sustainability in the context of effective ESG performance targets. Don't miss this insightful conversation!

BREAKOUT SESSIONS

Filter by:

Thursday, 16 Nov 2023, 08:30 - 09:30
Legal and regulatory
1.1 EUROPEAN SHARE PLAN INSIGHTS: EQUITY OFFERINGS ACROSS THE CONTINENT

Will Clifton, Baker McKenzie
Don-Tobias Jol, Baker McKenzie
Ludmilla Maurer, Baker McKenzie

 

Employee stock purchase plans (ESPP)
Restricted shares
Stock options
European Union
France
Germany
Netherlands
Russia
UK and Channel Islands
BREAKOUT I

Join our enlightening session as we unravel the intricate web of country-specific challenges in Europe and equip you with the knowledge to overcome them effectively.

Don't miss this opportunity to arm yourself with the knowledge and strategies needed to thrive in the diverse regulatory landscape of European markets.

KEY LEARNING POINTS:

  • Navigate legal hurdles: Delve into the key tax, legal, and administrative challenges that businesses encounter in various European jurisdictions, including Belgium, Germany, Russia, the UK, France, and more.
  • Stay informed on enforcement: Stay ahead of the curve by gaining insights into enforcement activities that could impact your company's operations.
  • Create a strategic action plan: Leave the session with a concrete action plan to address these challenges head-on. Discover how to leverage country-specific appendices and compliance matrices to tackle issues such as securities exemptions, data privacy, tax withholding obligations, entitlement matters, and more across Europe.

 

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, 08:30 - 09:30
Design and strategy
1.2 TRABANT: DOES THE SAME VEHICLE WORK FOR ALL?

Alexy Armitage, bp
Marc Muntermann, Siemens Energy
Maya Wright, Iron Mountain

Global
BREAKOUT I

Join us for a captivating panel discussion featuring issuer companies as we dissect the concept of global share plans. Is a one-size-fits-all approach akin to the utilitarian Trabant car the way to go, or should it be as unique as a designer car tailored to specific needs?

Don't miss this engaging session that promises to provide clarity on the balance between standardization and customization in global share plans, leaving you well-informed and ready to make informed decisions for your organization.

KEY LEARNING POINTS:

  • Understanding plan varieties: Explore the various types of global share plans and gain a comprehensive understanding of their distinct characteristics.
  • Efficiency vs. customization: Delve into the discussion of whether global share plans should prioritize efficiency and standardization, like a production line, or embrace customization to cater to unique requirements.
  • Rolling out plans: Learn about the ease or complexity involved in rolling out different types of global share plans, and discover strategies for successful implementation.

 

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, 08:30 - 09:30
Trending now
1.3 CRYPTO AS AN INCENTIVE: FROM ESOP TO VSOP TO COP

Cathy Wears, CMS
Martin Friedberg, CMS

Germany
Global
UK and Channel Islands
BREAKOUT I

Join this enlightening session that sees our expert panel provide a beginner's guide to the dynamic realm of crypto assets and their emerging role as rewards and salaries, both within the crypto sector and across industries. Discover the compelling reasons behind companies' adoption of these innovative incentive structures.

This user-friendly and thought-provoking session will equip you with valuable knowledge about crypto assets as incentives and provide insights into the future landscape of employee compensation.

KEY LEARNING POINTS:

  • Crypto asset basics: Understand crypto assets with a user-friendly overview, covering terms like security tokens, utility tokens, exchange tokens, bitcoin, and NFTs, to grasp the essentials.
  • Taxation and compliance: Delve into taxation complexities, valuation methods, legal aspects, and regulatory considerations linked to crypto assets. Focus on Germany and the UK's regulatory landscapes and approaches for companies.
  • Future of crypto Incentives: Join a forward-looking discussion on crypto currencies as employee incentives, exploring implications and possibilities in innovative compensation methods.

 

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, 09:40 - 10:40
Design and strategy
2.1 TEAMVIEWER'S SHARE PLAN SUCCESS STORY

Anto Lucic, Computershare
Carolin Graue, TeamViewer

Performance shares
Restricted shares
Global
BREAKOUT II

Discover TeamViewer's groundbreaking journey as they introduced their inaugural employee share plan in December 2022. This momentous occasion underscored their unwavering commitment to their workforce, forging a sense of shared ownership and a united path towards success. It recognized the strategic significance of employees in propelling TeamViewer to unprecedented heights.

During this session, our expert panel will dissect the fundamental principles and objectives that drove their plan choices. They will shed light on how this program has transformed employees into genuine stakeholders in the company's flourishing trajectory. Notably, TeamViewer has extended Restricted Stock Unit (RSU) plans to all employees and introduced an exclusive Performance Stock Unit (PSU) plan tailored for their esteemed leadership team.

Don't miss this engaging session that delves into the decision-making process, the intricate navigation of complexities, and the triumphant implementation of this transformative initiative.

KEY LEARNING POINTS:

  • Gain insights into the core principles and objectives guiding TeamViewer's pioneering employee share plan.
  • Discover how RSU plans for all employees and PSU plans for the leadership team have empowered staff to become genuine stakeholders in the company's growth.
  • Uncover the strategies and successes behind TeamViewer's remarkable journey in launching this milestone initiative.

 

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, 09:40 - 10:40
Data and business intelligence
2.2 KEY HIGHLIGHTS OF THE GLOBAL EQUITY INSIGHTS SURVEY 2023

James Robertson, Computershare
David Voggeser, hkp/// group
Andrew Thain, hkp/// group
Sandra Sussman, FGE, SAP
Sebastian Wetzel, Siemens Energy

Global
BREAKOUT II

Equity compensation is in the midst of a profound transformation. This expert panel will uncover the key highlights from the Global Equity Insights Survey 2023 (GEIS 2023) with a laser focus on three pivotal elements: Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), and the integration of Environmental, Social, and Governance (ESG) targets. 

Attend to gain in-depth insights into the transformation of equity compensation and learn how to leverage these key learnings to enhance your organization's compensation strategies. Explore the latest trends, best practices, and real-world applications of these critical aspects of equity compensation.

KEY LEARNING POINTS:

  • LTIs unveiled: Discover insights on eligibility and performance, providing a comprehensive understanding of how LTIs are shaping equity compensation strategies.
  • SPP dynamics: Explore the employee participation measures designed to boost engagement and effectiveness, revealing the secrets to successful SPP programs.
  • ESG integration: Understand and explore the application and importance of ESG metrics in shaping equity-based compensation plans.
     

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, 09:40 - 10:40
Operational effectiveness
2.3 EQUITY ADMINISTRATION HEALTH CHECK: A COMPREHENSIVE GUIDE

Elizabeth Stoudt, Infinite Equity
Michelle Tomasetti, Infinite Equity
Matt Connor, FGE, Lucid Motors

Global
BREAKOUT II

Efficiently managing your organization's equity plan is essential for driving employee engagement, ensuring regulatory compliance, optimizing resource allocation, and safeguarding data security.

In this session, our experts will tackle five vital questions that administrators should routinely consider to maintain top-notch programs. Additionally, we'll explore strategies to boost the effectiveness of stock plan administration and streamline related processes.

Join us for this insightful session to bolster your stock plan administration skills and drive greater efficiency in your organization's equity programs.

KEY LEARNING POINTS:

  • Critical self-assessment: Learn the five key questions that administrators should regularly ask themselves to assess the health of their equity programs.
  • Enhancing effectiveness: Discover strategies to elevate the overall effectiveness of stock plan administration, ensuring alignment with organizational goals.
  • Efficiency optimization: Explore methods to streamline processes related to equity plan management, ultimately saving time and resources.


 

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.