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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, 30 Apr 2025, 09:45 - 10:45
Design and strategy
8.1 Equity Without Borders: Broad-Based Stock Plans on the Global Stage - Making the Case for Global Ownership

Danyle Anderson, FGE, Bank of America (US)
William Castellano, Rutgers University (US)
Lori Giardina, Block (US)
Nicole Hickle, Amgen (US)
Robyn Shutak, FGE, Infinite Equity (US)

 

Global
BREAKOUT VIII

In today’s interconnected world, companies are increasingly implementing global equity compensation strategies that foster trust, shared ownership, and accountability across their entire workforce. Striking the right balance between a uniform global approach and tailored region-specific strategies is key to achieving the best outcomes, especially in uncertain times. 

This session will explore how broad-based employee share ownership programs can drive mutual alignment and business success on a global scale.

KEY LEARNING POINTS:

  • Understanding how to balance uniform equity plans with tailored approaches that account for regional differences in tax, regulation, and compensation expectations.
  • Weighing the pros and cons of offering the same equity plans for all employees versus customized strategies based on geography, role, or market conditions.
  • Learning from companies that have successfully implemented broad-based equity globally, and how they strategically use equity for retention, special-purpose awards, and stock purchase programs.
LOCATION:
Palmovka 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
I
Wednesday, 30 Apr 2025, 09:45 - 10:45
Legal and regulatory
8.2 Around the World in 60 Minutes: Key Compliance Updates for Equity Plans

Lewis Dulley, Tapestry Compliance (UK)
Anna Fletcher, Rentokil Initial (UK)
Tom Parker, Tapestry Compliance (UK)
Julie Shepherd, FGE, Sage Group (UK)
 

Global
BREAKOUT VIII

From Czechia to Chile, this session will explore the complexities of global equity compensation, focusing on the challenges and opportunities companies face when designing and managing plans across multiple regions. Experts will provide insights into tax, legal, and regulatory considerations in key markets, including the US, UK, and Europe. 

Attendees will also learn how to align their equity strategies with cultural factors and evolving global compliance requirements.

KEY LEARNING POINTS:

  • Understand the tax, legal, and regulatory requirements for equity plans in key international markets.
  • Learn how to address cultural influences on plan adoption and participation.
  • Explore strategies for maintaining global compliance while adapting to regional requirements.
LOCATION:
Palmovka 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 30 Apr 2025, 09:45 - 10:45
Data and business intelligence
8.3 Discerning Differences with Data Driven Insights

Leann Balbona, FGE, KPMG (US)
Matt Connor, FGE, Lucid Motors (US)
Chris Mowatt, Fidelity (UK)
Thomas Paleka, FGE, Gallagher (US)

Global
BREAKOUT VIII

Global equity professionals know that offering equity compensation isn’t one-size-fits-all. This session will present data insights from top locations—India, China, the UK, Canada, Germany, and the US—comparing employee perceptions with the ease of offering equity, as ranked by GEO’s Global Share Plan Ranking report.

Surprisingly, regions where equity is easiest to offer often see lower employee appreciation, while more challenging regions may show higher engagement.

This session will explore where employees need more support, how they prefer to receive it, and how to prioritise jurisdictions based on perceptions and regulatory obstacles.

KEY LEARNING POINTS:

  • Understand employee perceptions and attitudes toward equity compensation across key jurisdictions.
  • Explore how regulatory ease or complexity impacts employee engagement with equity plans.
  • Gain insights into how to tailor support and communication strategies based on jurisdictional priorities and employee needs.
LOCATION:
Palmovka 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
I
Wednesday, 30 Apr 2025, 09:45 - 10:45
Data and business intelligence
8.4 Private Company Equity Compensation: GEIS 2025 Insights

Armon Battig, Ledgy (CH)
David Voggeser, Mercer (DE)

All plan types
Global
BREAKOUT VIII

This session examines key findings from the Global Equity Insights Survey 2025 (GEIS 2025) related to equity compensation in private companies. It explores how these companies design and administer equity plans, addressing unique challenges such as valuation complexities, funding stages, and ownership structures.

KEY LEARNING POINTS:

  • Understand how private firms determine equity value using methods like Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA), crucial for setting fair strike prices and managing long-term incentives.
  • Learn how private companies adapt their equity compensation strategies through various financing rounds and in preparation for potential IPOs, balancing employee incentives with investor interests.
  • Explore common equity compensation structures, vesting schedules, and administrative practices used by private companies to attract, motivate, and retain key talent while managing ownership dilution.
LOCATION:
Palmovka 4
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 30 Apr 2025, 09:45 - 10:45
Design and strategy
8.5 Driving Ownership at Scale: Inside DHL’s Global ESPP Rollout

Gordon Rosch, EY (DE)
Bernd Schmelzer, DHL Group (DE)
 

Global
BREAKOUT VIII

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:
Karlin 4
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Thursday, 15 Jun 2023, 14:00 - 14:50
Design and strategy
DESIGNING YOUR PERFORMANCE AWARDS?

SPEAKERS: Raenelle James, Equity Methods, Adva Lewitte, ShareForce, Garry Devine, Horizon Therapeutics

Global
BREAKOUT IX

Performance awards are a strategic tool used by organizations to retain and motivate valuable employees, incorporating performance criteria (market-based or pure performance-based). They incentivize employees to excel and align stakeholders' interests, fostering collaboration. However, challenges arise if not designed and administered properly, including increased complexity and costs. Overly complicated structures may hinder employee understanding and compromise the primary objective of incentivization.

Join our expert panel to explore performance conditions and achieve the right balance in award design and effectiveness.

Attendees will learn:

  • The role of performance awards in retaining and motivating valuable employees.
  • The significance of performance criteria in incentivizing employees and aligning stakeholder interests.
  • The challenges associated with designing and administering performance awards, including complexity and cost implications.

 

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