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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, 10 Apr 2024, 14:00 - 15:00
Design and strategy
5.1 Adapting to change: ensuring the ongoing appeal of your share plan

Chris Dohrmann, FGE, J.P. Morgan 
Julie Shepherd, FGE, The Sage Group
Matt Connor, FGE, Lucid Motors

All plan types
Global
BREAKOUT V

Delve into a strategic exploration of evolving equity compensation practices, where the dynamic landscape necessitates rethinking plans to align with employee preferences and overall compensation philosophies. Our expert panel will guide you through innovative solutions, emphasizing the importance of thoughtful adjustments rather than reactive responses to trends. Examples include the shift from standard 5-year cliff vesting to shorter schedules, retaining unvested shares post-employment, and exploring alternative profit-sharing mechanisms like Cryptocurrency. Discover the integration of equity compensation into broader financial wellness initiatives, incorporating ESG and DEI goals, and addressing share pool challenges amidst market volatility.

KEY LEARNING POINTS:

  • Explore the benefits and considerations of shorter equity vesting schedules, moving beyond the traditional 5-year cliff vest
  • Understand the advantages of allowing employees to retain unvested shares post-employment, extending beyond the limitations of death or disability
  • Explore alternative profit-sharing schemes like Equity Choice and even Cryptocurrency, broadening the scope of compensation offerings

 

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, 14:00 - 15:00
Design and strategy
5.2 Titans' tango: navigating equity-based compensation in the era of mega mergers

David Voggeser, hkp///group
Stefanie Brachmann, Siemens Energy
Julia Bartsch, Siemens Energy
Markus Stebe, Siemens AG

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

Get acquainted with the complexities of merging large publicly listed companies with our expert panel, featuring seasoned professionals with firsthand integration experience. Uncover the strategic importance of equity-based compensation, exploring real-world challenges and innovative solutions through case studies. The session addresses administrative intricacies, harmonizing diverse equity structures, and emphasizes actionable strategies for talent retention and culture amalgamation post-merger. Join us for a riveting discussion that blends theory with real-world application, equipping attendees with insights and practical narratives for successful corporate integrations.

KEY LEARNING POINTS:

  • Grasp the crucial role of equity-based compensation in large-scale corporate mergers
  • Learn from real-world challenges and effective strategies employed in past mergers
  • Understand the complexities involved in merging and harmonizing diverse equity compensation structures

 

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:
Midtown 1
Wednesday, 10 Apr 2024, 14:00 - 15:00
Trending now
5.3 Excellence in Global Share Plans: An award-winner update

Liz Stoudt, Infinite Equity 
Deirdre Salisbury, Infinite Equity
Anabel Pichler, GlobalFoundries
Veena Bhatia, Atlassian
 

Choice plans
Employee stock purchase plans (ESPP)
Executive plans
Global
BREAKOUT V

Join our expert panel, which includes GEO Award winner panellists from Atlassian (2019 Most Creative Solution, 2022 Best Plan Communication and 2023 Best Use of Employee Share Plans in a Corporate Action) and GlobalFoundries (2022 Most Innovative and Creative Plan Design) as they delve into the post-award journey of acclaimed equity compensation programs. Discover the ongoing success of these programs beyond their initial recognition, exploring their resilience, challenges faced, and innovative adaptations over time. In this exclusive session, our panel will unravel the evolution of these celebrated equity compensation initiatives, providing valuable insights into their sustained triumph.

KEY LEARNING POINTS:

  • Navigate the complexities of post-award equity compensation strategies
  • Analyze the challenges and triumphs of acclaimed programs over time
  • Explore innovative approaches embraced by successful equity compensation initiatives

 

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, 14:00 - 15:00
Finance, tax and accounting
5.4 Navigating the impacts and risks of flexible working models

Oksana Lapii, EY
Sam George, Lyft
Randy Murphy, Instacart
Liana Kolodenker, Globalization Partners

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 V

Amidst the transformative landscape of work, where flexibility is the new currency, join our expert panel to navigate the intricate intersections of emerging hybrid and remote working models with equity-based compensation. As these models redefine the post-pandemic workforce, it's crucial to grasp their impact while mitigating potential tax compliance risks and red flags. Delve into a general overview and comparison of evolving working models, including GEOs, PEOs, and remote/hybrid arrangements. Take a deeper dive into Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR). Uncover equity-related risks associated with each model and gain practical insights into implementing remote work policies, achieving a delicate balance between risk, employee experience, and administrative efficiency.

KEY LEARNING POINTS:

  • Gain insights into the general overview and comparison of evolving working models, such as GEOs, PEOs, and remote/hybrid arrangements
  • Take a deeper dive into the concepts of Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR)
  • Uncover red flags and risks associated with each employment model, ensuring a comprehensive understanding of potential challenges in equity-based compensation

 

CPE CREDIT: 1.0
Field of study: Tax
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, 14:00 - 15:00
Trending now
5.5 Do androids dream of equity compensation? How AI will impact pay decisions

Charles Russo, Computershare
Sean Trotman, Deloitte
Katie King, Moog
Adie Leung, FGE, Citi

Executive plans
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Global
BREAKOUT V

A transformative exploration of Artificial Intelligence's (AI) impact on pay decisions and equity awards, guided by insights from our expert panel. Discover the current global AI landscape and its evolution, differentiating between Traditional and Generative AI. Delve into how algorithms are reshaping decision-making for HR and Equity Comp professionals, illustrated through practical case studies like Moog. Uncover the collaborative benefits of human-AI interaction, understanding AI as a support mechanism that reduces administrative burdens and provides crucial data insights, thereby elevating stock plan administrators and enhancing overall user experience.

KEY LEARNING POINTS:

  • Gain insights into the current global AI landscape and its evolution
  • Explore the practical application of algorithms in reshaping decision-making processes
  • Understand the collaborative benefits of human-AI interaction, reducing administrative burdens and providing valuable data insights

 

CPE CREDIT: 1.0
Field of study: Information Technology
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, 16:25 - 17:15
Communications
Private and pre-IPO companies
5.1 Successful Share Plan Communication Strategies for IPO Transitions and Beyond

Peter Ahern, Ledgy
Melanie Oakley, Oakley HR

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

Explore how to effectively communicate share plans during an IPO in this insightful fireside chat. As companies grow, equity becomes a key part of compensation, yet many face challenges in ensuring employees understand their equity, especially in Europe. With the London IPO market showing signs of recovery, it’s crucial for late-stage companies to prepare for how employees will respond to equity in their new public phase. 

Join Ledgy and Melanie Oakley, an experienced senior people leader, as they share strategies for engaging employees, executives, and investors through clear, thoughtful communication plans. Learn how to use share plans to educate and involve all key stakeholders during this pivotal transition.

KEY LEARNINGS:

  • Understand the challenges and strategies for communicating share plans effectively during an IPO
  • Learn how to engage employees, executives, and investors with clear and thoughtful communication
  • Discover ways to use share plans to educate and involve stakeholders through the IPO transition and beyond
LOCATION:
Affiliation Hub 1






CPA CREDIT:
Field of Study:
Communication and Marketing
Level:
A
Wednesday, 13 Nov 2024, 16:25 - 17:15
Personal Development
5.2 Energy Management -Self-Awareness to Prevent Career Burnout

Elena Thomas, Empower Stock Plan Services

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 V

In this mini-workshop, explore how to manage your energy effectively to enhance both your professional and personal life. With stock administrators facing increasing workloads and blurred work-life boundaries, learn strategies to identify energising versus depleting activities. 

Drawing on research from organisational behavior and positive psychology, and insights from Elena’s experience with McKinsey & Company’s Women in Leadership program, you’ll create an energy action plan tailored to boost your personal energy resources and improve overall well-being.

KEY LEARNINGS:

  • Discover how to identify and leverage energising activities both at work and home
  • Learn strategies for managing energy levels to handle professional and personal challenges effectively
  • Develop a personalised energy action plan to enhance your productivity and well-being
LOCATION:
Affiliation Hub 2







CPA CREDIT:
Field of Study:
Personal Development
Level:
O
Wednesday, 13 Nov 2024, 16:25 - 17:15
Personal Development
5.3 Empowering Equity Career Development

Helen Hopkins, MUFG
Nicola Moodie, MUFG
Gemma Owens, MUFG
Jean Piercey, Legal & General plc

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

Hear from respected industry leaders as they share their experiences and insights into working in the equity compensation field. This session will cover their personal motivations, the highs and lows of their careers, and what the next generation can expect in this evolving industry. Gain a deeper understanding of the dynamic interactions between issuers and providers, and learn valuable lessons from their professional journeys.

KEY LEARNINGS:

  • Discover why leading professionals chose to work in the equity compensation field and their career highlights
  • Understand the challenges and rewards of the industry from experienced voices
  • Learn about the evolving expectations for the next generation and the issuer-provider dynamic
LOCATION:
Partnership 1








CPA CREDIT:
Field of Study:
Personal Development
Level:
B
Wednesday, 13 Nov 2024, 16:25 - 17:15
Case Study
5.4 AI, Equity and You

Mark Higgins, WPP
Julie Shepherd, FGE, Sage Group plc
Gabbi Stopp, FGE, GEO

Employee stock purchase plans (ESPP)
Executive plans
Performance shares
Restricted shares
Global
UK and Channel Islands
BREAKOUT V

AI: coming for a job near you! Or is it? In this full and frank fireside chat, GEO's Gabbi Stopp will moderate a discussion with two highly-experienced, leading lights in the global equity space, Mark Higgins of WPP and Julie Shepherd of Sage Group. Both these firms are already harnessing the transformative power of AI across their businesses, and are actively exploring AI's potential for aspects of equity compensation. Both these speakers have charted highly successful careers in global equity issuance. Join us to engage with the biggest challenge and opportunity for our industry, and come away informed, inspired and hopefully, illuminated!

KEY LEARNINGS:

  • Discover how WPP and Sage Group are integrating AI into their equity compensation strategies
  • Gain insights into the opportunities and challenges AI presents for the global equity industry
  • Learn from the experiences of leading experts in global equity issuance on harnessing AI's transformative power.
LOCATION:
Partnership 2
CPA CREDIT:
Field of Study:
Information Technology
Level:
O