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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, 15 Jun 2023, 14:00 - 14:50
Design and strategy
NEW SEC CLAWBACK RULE: PRACTICAL CONSIDERATIONS FOR GLOBAL COMPANIES

SPEAKERS: Veronica Wissell, Davis Polk, Matt Connor, FGE, Lucid Motors, Matthew Hunter, Tapestry Compliance

Global
BREAKOUT IX

 

US-listed companies, including both US-based issuers and foreign private issuers, are required to adopt the SEC-mandated clawback policy by August 8. This policy applies to all companies listed on US stock exchanges such as NYSE or Nasdaq.

In addition to adopting a compliant policy, companies, especially non-US companies, must implement additional procedures to determine which employees fall under its scope and to ensure policy enforcement.

This panel discussion will delve into the practical implications of these new requirements, particularly for global companies. The expert panel will explore how these requirements align with other evolving practices on clawback and malus provisions in international jurisdictions.

Attendees will learn:

  • • Valuable insights on navigating these changes and aligning your company's practices with global standards for all companies listed on US stock exchanges, including US-based issuers and foreign private issuers
  • • The practical implications of implementing additional procedures to determine employee scope and ensure policy enforcement
  • • The alignment of these requirements with evolving practices on clawback and malus provisions in international jurisdictions
Thursday, 11 Apr 2024, 11:00 - 11:50
Finance, tax and accounting
9.1 Global corporate tax deductibility - all change?

Alex Murdoch, EY
Gordon Roesch, EY
Jason French, EY
Bernd Schmelzer, DHL
Dominik Gies, DHL

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 IX

A comprehensive exploration of significant shifts in the UK's HMRC guidance, potentially reshaping the corporate landscape with profound implications for companies. Our expert panel will delve into the repercussions of the recent changes in the UK, examining their impact in conjunction with prevailing practices and global developments. Gain invaluable insights into the evolving regulatory landscape and how companies worldwide are navigating these changes to stay ahead in the dynamic business environment.

KEY LEARNING POINTS:

  • Understand the specifics and implications of the recent shifts in HMRC guidance in the UK
  • Explore how the UK changes align with or differ from current global practices in the corporate domain
  • Gain insights into how companies are adapting globally to regulatory developments, ensuring a nuanced understanding of the evolving corporate landscape

 

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 4


Thursday, 11 Apr 2024, 11:00 - 11:50
Finance, tax and accounting
9.2 Mastering tax challenges and best practices of equity income in Israel

Tara Hagen, FGE, Global Tax Network
Aimee Soodan, Baker McKenzie
Suzie Bentley, NVIDIA
Odelia Pollak, ESOP-PHOENIX

Non-qualified plans
Restricted shares
Stock options
Israel
BREAKOUT IX

Explore the distinctive landscape of equity income in Israel with our expert panel, shedding light on the nuances of qualified plans that many employers institute for their workforce. Delve into the key questions that often arise, addressing the complexities faced by employees and those transitioning into or out of Israel:
Join our expert panel to unravel the intricacies of equity compensation in Israel and equip yourself with practical knowledge for effective employee engagement and compliance.
 

KEY LEARNING POINTS:

  • Gain insights into effective strategies for handling employees with equity awards within the unique framework of Israel's approach to equity income
  • Explore challenges and solutions when employees move to or from Israel, understanding the implications for equity compensation
  • Discover best practices for efficiently managing this population, ensuring compliance, and optimizing the administration of equity plans within the Israeli context

 

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:
Midtown 1
Thursday, 11 Apr 2024, 11:00 - 11:50
Employee engagement
9.3 Navigating global tax education challenges

Jen Francis, Aon
Jennifer Thomas, ServiceNow
Andrew Cecchetti, Capri Holding Limited 
Blake Eisenburg, Aon

Employee stock purchase plans (ESPP)
Executive plans
Performance cash
Performance shares
Restricted shares
Stock options
Global
BREAKOUT IX

Join this panel of tax and communication experts as they delve into the intricacies of global tax education. This professional session will unveil essential tools, best practices, and effective approaches for educating employees worldwide. Despite the complex landscape, the session provides insights into crafting sophisticated strategies tailored to enlighten diverse audiences on tax matters. Explore how to strike the right balance between comprehensive information and practicality. Attendees will gain valuable knowledge on simplifying the complexities associated with global tax education.

KEY LEARNING POINTS:

  • Best practices for implementing global tax education
  • Essential tools to streamline complex topics for diverse audiences
  • Strategies for effectively educating employees at all levels

 

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
Thursday, 11 Apr 2024, 11:00 - 11:50
Design and strategy
9.4 Making the case for broad based ownership

Danyle Anderson, FGE, Bank of America
Bill Castellano, Rutgers University
Robyn Shutak, FGE, Infinite Equity

All plan types
Global
BREAKOUT IX

The expert panel delve into the vital role of well-designed and implemented broad-based employee share ownership programs in navigating challenging and uncertain times. Discover the significance of broad-based equity, unravel strategies to maximize its impact, and explore the journeys of innovative companies reaping the rewards of their share plans. Understand how these programs, varying in shapes and sizes, attract, motivate, and retain employees effectively. Gain insights into leveraging equity as a long-term incentive to drive strategy, foster desired employee behavior, and stay competitive in the marketplace. The panel will share compelling stories of using broad-based equity for special retention grants, celebration grants, and stock purchase plans, offering solutions for the dynamic talent market.

KEY LEARNING POINTS:

  • Importance of broad-based equity in uncertain times
  • Strategies for maximizing the impact of share ownership programs
  • Real-world results and innovative approaches in share plan journeys

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
Thursday, 11 Apr 2024, 11:00 - 11:50
Employee engagement
9.5 Charting the Nashville beat: plan design case studies that elevate employee engagement

Tommy Swindle, FGE, UBS
Ciara Sowell, Cummins Inc
David Hanes, Axon
Sean Hiera, Revance

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

Join our Nashville-based all-star panel of equity plan management experts as they share insights from navigating complex equity plans! Delve into the eXponential Stock Performance Plan, an innovative compensation program, and the strategic redesign of a global employer match ESPP. Discover how they elevate employee engagement through targeted education programs for new hires, executives, and employees. 
The session features mini case studies highlighting practical solutions for real-world challenges faced by Axon, Cummins, and Revance. As a bonus, our local insider experts will provide tips on enjoying Nashville like a true local. Leave the touristy cowboy boots behind and join them for an exploration of equity plan mastery and a taste of Nashville living!
 

KEY LEARNING POINTS:

  • Discover innovation with the eXponential stock performance plan
  • Explore redesigning global employer match ESPPs
  • Elevate employee engagement through education programs

 

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
Thursday, 15 Jun 2023, 15:00 - 15:50
Communications
COMMUNICATION STRATEGIES AND TECHNIQUES THAT CONNECT WITH ALL EMPLOYEES

SPEAKER: David Parry, Computershare

Global
BREAKOUT X

Communicating effectively with employees from different generations, geographies, job roles, salary levels, and work environments can be challenging. However, through case studies and global insights, this session provides practical tools and techniques to overcome this challenge.

 

The expert panel offers relatable guidance to connect with all employees and succeed in fostering engagement.

Attendees will learn:

  • Practical tools and techniques to effectively communicate with a diverse workforce
  • Real-life case studies the highlight successful communication strategies employed by organizations worldwide
  • Insights on leveraging technology, active listening, empathy, and inclusivity to enhance communication and foster employee engagement
Thursday, 15 Jun 2023, 15:00 - 15:50
Design and strategy
HOW TO EFFECTIVELY HIRE, ENGAGE AND RETAIN GEN Z, THE NEXT GENERATION OF WORKERS

SPEAKERS: Sam Adams, Morgan Stanley at Work, Andrew Cunningham, Morgan Stanley at Work, Amberly Fullmer, Reddit, Joseph Saig, Stock & Option Solutions

Global
BREAKOUT X

Gen Z accounts for approximately 61 million people in the US entering the workforce. This segment of the workforce has lived a much different life than their parents and other millennials. Companies looking to recruit, engage, and retain must adjust their tactics. In a post-COVID environment, Gen Z is facing rising costs of living, stagnant incomes, and a mountain of student loan debt causing financial stress. To meet the demands of Gen Z workplace demands, companies must understand their top concerns and address them accordingly. Priorities include a good work-life balance, opportunities for learning and development, focus on diversity and promote from within, meaningful work, and a commitment to fair compensation.

Thursday, 11 Apr 2024, 12:45 - 13:35
Executive pay
10.1 Preparing executives for liquidity events in shifting regulations

Rich Baker, Morgan Stanley at Work
Joshua Shek, Morgan Stanley at Work
Travis Triano, Davis Polk
Lamont Walker, Lyft
Mary Anne Becking, Canva

Executive plans
Global
BREAKOUT X

Planning to go public amid the dynamic SEC landscape? After a prolonged dry market period, companies are eager to resume IPO efforts, but executives face new regulations and scrutiny. Join our panel as they guide you through the entire IPO timeline – from pre-IPO preparations to lock-up expiration. Gain insights into the challenges posed by an active SEC, changes to Rule 10b5-1, Rule 144, and the shift to T+1 settlement. Join them as they give you a comprehensive playbook to manage expectations and ensure a smooth IPO experience for your executives and key insiders.

KEY LEARNING POINTS:

  • Explore stock plan services, regulatory education, communication planning, and pre-liquidity financial planning
  • Discuss differences in direct listing and the intricacies of lock-up expiration
  • Review updates on Rule 10b5-1, Rule 144, and T+1 settlement, and receive guidance on navigating these new rules

 

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