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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, 16:25 - 17:15
Design and strategy
7.3 Inheriting plan designs: navigating challenges and crafting a strategic future

Christian Hyldig, Aon
Augustin Serban, Flywire
Ramon Dominguez, Lucid Motors

 

Cash deferral
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance shares
Restricted shares
Stock options
Global
BREAKOUT VII

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

  • Best practices in running share plans in a recently IPO environment
  • Striking the right balance between standardized design and local jurisdiction benefits
  • Importance of future-proof plan design

 

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, 16:25 - 17:15
Private and pre-IPO companies
7.4 Five things to know before you IPO

Emily Cervino, FGE, Fidelity
Elizabeth Roseman, Corebridge Financial
Amanda Benincasa, Aon
Nyron Persaud, Cooley

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

Experience the resurgence of IPOs with companies venturing into the public market, a thrilling yet intricate phase, especially concerning equity plans. Join our expert panel as they guide you through the IPO journey, addressing crucial considerations impacting your equity programs. From engaging a transfer agent to crafting new equity programs and navigating early release lockups, gain insights into the intricacies of this transformative process. Acquire the knowledge to seamlessly transition your equity plan for a successful IPO celebration.

KEY LEARNING POINTS:

  • Understand the importance of involving a transfer agent in the IPO process and the role they play in managing equity transitions
  • Explore considerations and strategies for creating effective and tailored equity programs during the transition to the public market
  • Learn key insights into managing early release lockups and their impact on equity plans post-IPO

 

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 2
Wednesday, 10 Apr 2024, 16:25 - 17:15
Employee engagement
7.5 #DefinitelyNotTaxAdvice: empowering employees with practical tax communications

Jerome Tresallet, Deloitte
Dustin Lewis, Deloitte
Tierney Downing, DoorDash
Khary Doane, DoorDash
Danielle Landis, Stripe

Discount shares
Employee stock purchase plans (ESPP)
Executive plans
Performance shares
Restricted shares
Stock options
Global
BREAKOUT VII

Navigate the complexities of global equity taxation with insights from a distinguished expert panel featuring DoorDash, Inc., Stripe, Inc., and representatives from Deloitte US. Understanding tax implications for equity, especially for global participants, is daunting. Join them as they share solutions crafted through experiences like DoorDash's expansion post-IPO, including a transformative acquisition, and Stripe's shift to globally vesting quarterly across 33 countries. Explore the challenges and successes in delivering an exceptional employee experience, emphasizing education, plan administration, HR integration, and the critical role of prioritizing employee experience in all facets of global equity plans.

KEY LEARNING POINTS:

  • Understand the complexities of global equity taxation and filing requirements
  • Explore successful strategies from DoorDash and Stripe in prioritizing employee experience and education
  • Gain insights into plan administration, HR integration, and the imperative role of prioritizing employee experience in global equity processes

 

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 3
Tuesday, 29 Apr 2025, 16:45 - 17:45
7.2 Tailored Solutions for Share Plans: Lessons from Admiral and Endava

MUFG TBC
Endava TBC
Admiral TBC

Czech Republic
BREAKOUT VII

Uncover innovative strategies for enhancing employee share plans through creative processes and customized solutions. This session delves into Admiral’s off-market bid process, which generated hundreds of thousands of pounds in additional employee value, avoided tax implications, and preserved share price stability. Additionally, explore Endava’s global, all-employee discretionary share plan, thoughtfully designed to maximize employee benefits while aligning seamlessly with organizational objectives.

KEY LEARNING POINTS:

- Discover how forward-thinking approaches can create substantial financial advantages for employees while safeguarding organizational goals.

- Learn the value of designing share plans that align with both employee needs and broader business strategies.

- Gain actionable insights on adapting administrative frameworks to meet diverse client requirements and enhance the effectiveness of share plan delivery.

LOCATION:
Palmovka 2
Tuesday, 29 Apr 2025, 16:45 - 17:45
7.4 Transforming Stock Plan Administration with Technology

Matt McKittrick, Moss Adams
Kim Hackman, DoorDash
Annemarie Verwaaijen, S&P Global
Danyle Anderson, FGE, Bank of America

Czech Republic
BREAKOUT VII

Join industry leaders from DoorDash, S&P Global, Bank of America, Infinite Equity, and Moss Adams for an insightful session on how technology and purpose-built software tools can revolutionize stock plan administration.

This session will showcase real-world examples where automation, AI, and emerging tools streamline participant communications, enhance payroll reconciliation, and improve error detection. Learn how these innovations reduce manual effort, improve accuracy, and elevate the participant experience.

KEY LEARNING POINTS:

Discover how to streamline participant communications and support with AI-driven tools.

Understand solving payroll reconciliation challenges with advanced equity platform integrations.

Delve into enhancing error detection in grants, vests, and releases using AI and machine learning.

LOCATION:
Palmovka 4
Tuesday, 29 Apr 2025, 16:45 - 17:45
7.5 Driving Ownership at Scale: Inside DHL’s Global ESPP Rollout

Bernd Schmelzer, DHL Group
Provider TBC

Czech Republic
BREAKOUT VII

Explore how DHL successfully implemented a global employee stock purchase plan (ESPP) for 600,000 employees across up to 150 countries. This session highlights the strategic design, rollout approach, and innovative engagement strategies that empowered frontline workers to embrace ownership.

Discover how the ESPP fosters a culture of co-ownership, aligning employee success with the company’s goals while navigating the complexities of scaling across diverse regions and workforces.

KEY LEARNING POINTS:

Learn how to design a globally scalable ESPP that balances business objectives with local needs.

Explore practical strategies for implementing ESPPs across large and geographically dispersed employee populations.

Gain actionable insights into engaging frontline workers and driving a strong culture of ownership.

LOCATION:
Karin 4
Thursday, 15 Jun 2023, 13:00 - 13:50
Design and strategy
EQUITY SMARTS UNVEILED: A LIVELY TALK SHOW EXPERIENCE

SPEAKERS: Emily Cervino, FGE, Fidelity (US), Cherie Curry, FGE, Hilton (US), Sandra Sussman, FGE, SAP (US), Robyn Shutak, FGE, Infinite Equity (US)

Global
BREAKOUT VIII

Join this dynamic foursome as they unravel the complexities of equity compensation in a fun and interactive talk show format. These expert hosts will share their invaluable advice on best practices and emerging trends in equity compensation while providing insights into future challenges.

With their freewheeling style and extensive expertise, the panel are known for tackling challenging problems, sourcing elusive data, and engaging in lively debates on various equity practices.

Don't miss this engaging talk show experience, where you'll gain valuable insights, practical advice, and thought-provoking discussions on the ever-evolving world of equity compensation.

Attendees will learn:

  • The impact of market volatility and economic downturns on equity plans and gain a deeper understanding of how to navigate these variables effectively.
  • More about the evolving landscape of equity compensation and the pressing issue of pay equity, staying informed on the latest developments and exploring strategies to ensure fairness and equality.
  • The significance of vesting periods and the emerging role of social media in connecting employees with their equity awards while discovering innovative ways to engage and motivate their workforce.
Thursday, 15 Jun 2023, 13:00 - 13:50
Personal Development
NAVIGATING TRANSITIONS AT WORK

SPEAKER: Beatrice Hackett, Coaching in Motion (UK)

Global
BREAKOUT VIII

The world in which we live and work is full of transitions, endings, new beginnings and everything in between. From getting a big promotion and working out how we want to respond to rebuilding after losing our job, to moving back to working in the office: transitions that happen in our business and personal lives can test our sense of self. Whatever the transition, rarely does the workplace offer the space to explore their impact of the transitions in a way that enables us to navigate them and emerge stronger.

In this interactive and immersive session, there will be room to discuss and reflect on transitions that you may encounter.

Attendees will learn:

  • The difference between a change and transition in the workplace using the Transition Coaching Method.
  • What their natural response is to transitions.
  • How to navigate transitions and develop tools that can be taken back into the workplace.
Thursday, 11 Apr 2024, 10:00 - 10:50
Employee engagement
8.1 High-impact employee engagement strategies for equity awards

Donald Hairston, UBS
Mike Reinschmidt, Accenture
Keri Gill, Applied Materials

Employee stock purchase plans (ESPP)
Global
BREAKOUT VIII

Join our esteemed panel of equity compensation experts as they unravel the keys to successful engagement in our session, "Engaging Beyond Boundaries: Strategies for Effective Equity Communication." Delve into the intricacies of crafting and adhering to a multi-channel communications plan, essential for lasting engagement. Explore the imperative need for equity award recipients to have accessible and knowledgeable advisors, fluent in the language of equity compensation and well-versed in country-specific rules. 
In this session, witness the impact of providing digital tools that enable participants to contextualize equity awards within their broader financial context. Additionally, discover the art of setting meaningful benchmarks to gauge the success of your efforts and identify shifts in employee engagement and participation.
 

KEY LEARNING POINTS:

  • Discover how to craft an effective multi-channel communications plan
  • Explore the importance of providing accessible and knowledgeable equity advisors
  • Learn how to empower participants with digital tools for financial context

 

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 4