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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, 13 Nov 2024, 11:25 - 12:15
Case Study
1.5 BE IN: How Prysmian Embedded Employee Ownership into the DNA of their Workforce

Erina Costantini, Prysmian
Barry McKernan, JP Morgan Workplace Solutions

Employee stock purchase plans (ESPP)
Global
BREAKOUT I

Equity compensation has always been hardwired into the Prysmian business model and operations approach. Join this session to explore how Prysmian transformed employee ownership with their YES and BE IN Employee Share Purchase Plans (ESPP). Discover the journey from launching the BE IN plan for blue-collar workers in 2023 to expanding ownership across 30 countries.

In this case-study panel, you'll learn how Prysmian designed, implemented, and managed these plans to cater to diverse employee demographics, achieving 46% employee ownership globally. Hear about their strategic approach, including educational initiatives and overcoming cultural and language challenges.

KEY LEARNINGS:

  • Learn how Prysmian successfully segmented and managed share plans for different employee groups, increasing global ownership
  • Discover effective strategies for educating employees about share plans to ensure understanding and engagement
  • Understand how Prysmian navigated cultural and language differences to implement share plans in 30 countries.
LOCATION:
Affiliation Hub 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
B
Saturday, 28 Dec 2024, 14:45 - 15:45
1.5 All Aboard the CEE Express: Discovering Equity Incentives Across Central and Eastern Europe

Sarah McMaster, CMS
Olga Belyahova, CMS
Michael Tutaj, CMS

Czech Republic
BREAKOUT I

As global companies continue to compete for top talent, equity compensation has become a key tool in attracting and retaining employees.

This session provides a unique opportunity to explore how equity incentives are structured and implemented across Central and Eastern Europe, with a special focus on the Czech Republic, Ukraine, and Poland.

KEY LEARNING POINTS:

- Gain an understanding of the legal landscape for offering equity compensation in the Czech Republic, Ukraine, and Poland, including common pitfalls and red flags.

- Explore the practical implications of managing equity awards for employees working across multiple jurisdictions, including the unique case of Ukrainian employees relocating throughout Europe.

- Learn about current trends in equity compensation, including stock options and RSUs, and hear expert tips on optimizing employee equity plans to maximise engagement and impact.

LOCATION:
Karin 4
Monday, 28 Apr 2025, 14:45 - 15:45
1.1 Achieving 88% Participation: The Success Story of ErsteGroup's ESPP Rollout

Giovanna Stanciu, Erste Group 
Christian Hyldig, Aon

Czech Republic
BREAKOUT I

In 2022, ErsteGroup launched WeShare by ErsteGroup, an annual employee share plan with a five-year holding period that achieved an impressive 88% participation rate across seven countries. This session will explore the strategies behind the programme's success, including creative plan design, effective financial education, and approaches to addressing challenges during its multi-country rollout.

KEY LEARNING POINTS:

- Explore how well-structured plan design, including an annual offering model and a five-year holding period, boosted participation rates.

- Understand how targeted financial education campaigns improved employee knowledge, engagement, and confidence in the programme.

- Gain insights into tackling cross-country implementation challenges and fine-tuning post-launch processes to enhance programme outcomes.

LOCATION:
Palmovka 1
Monday, 28 Apr 2025, 14:45 - 15:45
1.2 Connecting Equity Compensation and Investor Relations: Key Strategies for Success

Danyle Anderson, FGE, Bank of America
Thomas Paleka, FGE, Gallagher

Czech Republic
BREAKOUT I

This session explores the crucial connection between stock plan administration and investor relations, highlighting how equity compensation strategies can shape investor perceptions and impact company valuation.

Attendees will learn how effective stock plan management can enhance corporate storytelling and contribute to broader business goals.

KEY LEARNING POINTS

- Best practices for effectively communicating the value of equity compensation plans, ensuring transparency and engagement with shareholders.

- Strategies for building strong relationships with your investor relations team and investors, delivering relevant, timely information to meet their needs.

- Understanding hot-button issues for investors, including the influence of proxy advisors and how to address shareholder proposals and institutional investor concerns.

LOCATION:
Palmovka 2
Monday, 28 Apr 2025, 14:45 - 15:45
1.4 Global Plans and Local sub-Plans: What is the Best Approach?

Elliot Alexander, Computershare
Suzannah Crookes, Tapestry Compliance
Issuer TBC

Czech Republic
BREAKOUT I

In a globalised business environment, offering equity plans that cater to diverse workforces across multiple jurisdictions presents unique challenges. While global share plans provide a consistent framework, many companies adopt local tax-approved sub-plans to align with regional tax incentives and regulations. This dual structure offers significant benefits but also introduces operational complexities.

This expert panel will delve into the intricacies of implementing global equity plans alongside local sub-plans, offering practical strategies and tools to help organisations strike the right balance between global consistency and local relevance. Attendees will gain actionable insights and tools, including frameworks for aligning objectives and managing complexities.

KEY LEARNING POINTS:

- Understand the benefits of local tax-approved sub-plans in enhancing participation, delivering tax efficiencies, and boosting engagement by tailoring benefits regionally.

- Explore strategies for harmonising global equity plan objectives with local regulations, tax laws, and cultural considerations.

- Learn practical approaches to managing the operational impacts of running global plans with local variants, including streamlined administration, effective communication, and accurate reporting.

LOCATION:
Palmovka 4
Thursday, 8 Jun 2023, 15:00 - 15:50
Operational effectiveness
FRACTIONALLY BETTER EMPLOYEE EXPERIENCES

SPEAKERS: Tim Oakes, Moss Adams, Fernando Herrera, Microsoft, Ali Salsberg, Amazon

Global
BREAKOUT II

While rising stock values are generally seen as positive, companies that have high stock prices and offer broad equity to their employees may face certain challenges. One such challenge arises during sell-to-cover tax withholding at vesting events, where participants are typically required to sell a whole share on the market to generate cash for tax payment, with the remaining amount being paid to the employee. However, many employees would prefer to keep the remaining value in company shares instead of receiving cash for the difference.

Hear experts from Amazon, Microsoft, and Moss Adams share their insights and describe the journey towards implementing a fractional share at vest offering. Their innovative approaches allow participants to sell only a portion of a share to cover their tax obligations at vesting, enabling employees to retain a higher ownership stake in the company. This strategic shift offers numerous advantages to employees, empowering them to benefit from increased company ownership while effectively managing their tax liabilities.

Attendees will learn:

  • The rationale for allowing Fractional Shares at vesting
  • The journey to implementing Fractional Shares at vesting
  • Lessons learned and initial perspectives on the implementation process
Thursday, 8 Jun 2023, 15:00 - 15:50
Design and strategy
KEY CONSIDERATIONS FOR 'FOREIGN' PLANS IN CANADA, THE UK AND THE US

SPEAKERS: Jessica Pancamo, BDO, Andy Goodman, BDO, Andrea Bunbury, BDO, Julie Hindley, Alpha FMC

Global
BREAKOUT II

With global employee populations on the rise, so is the demand for globally compatible compensation plans. As issuing various forms of equity compensation from foreign plans to employees becomes more common, it is important to carefully review the plans prior to issuance.

When expanding a share scheme into new territories, an appendix will usually suffice to ensure the plan meets the respective domestic country's tax efficient rules, but our panel has encountered some common issues affecting employees in Canada, the UK and the US.

Attendees will learn:

  • The current taxation rules and issues which require close attention when reviewing foreign plans
  • Simple fixes and discuss the issues that may not be possible to fix in each country
  • How to navigate new UK legislation to ensure the foreign plan is compliant
Thursday, 26 Oct 2023, 14:30 - 15:20
GAME ON WITH THE GLOBAL SHARES: PUT YOUR MACRO-ECONOMICS KNOWLEDGE TO THE TEST

SPEAKERS: Chris Dohrmann, FGE,  Global Shares - a J.P. Morgan Company; Ryan Ross, Aon

Executive plans
USA
BREAKOUT II

It’s share plan chutes and ladders.

People can find financial concepts boring – that’s why you need to get them engaged and excited. Consider how you would speak to your employees about the effects of macro-economics on their stock plans? Or how to make sure that the “need-to-know” details are presented in an informative, educational and engaging way? This is a session with a difference and will focus not just on the importance of knowledge sharing to help create financial wellness for your workforce, but how you can find interesting ways to communicate and engage with employees.

Creating an engaging and reflective forum, we will get the audience involved in the discussion by beginning the session with a game, where the audience will have their own understanding of specific macro-economic concepts put to the test. One side of the room will be against the other and for each topic accurately explained by a team, they will move forward one space on the board. If the team doesn’t know an answer, they’ll move backwards, representing the setback a lack of knowledge can have on their employees.

From inflation, to volatility, ROI or AMT, and 10B5-1 plans, we’ll be covering the fundamentals to ensure the audience leaves this session better equipped to support their employees in understanding how macro-economics might impact their equity compensation. Following this, our panel will move on to look at practical solutions to educate your workforce, with a particular focus on video libraries as an interactive hub for educational resources.

Thursday, 26 Oct 2023, 14:30 - 15:20
REVOLUTIONIZING STOCK COMPENSATION: INNOVATIVE STRATEGIES FOR SUCCESS

SPEAKERS: Emily Cervino, FGE, Fidelity; Rado Kanev, Equity Methods, Barbara Wallace, Grove Collaborative 

Employee stock purchase plans (ESPP)
Global
BREAKOUT II

This session will cover six new ideas for your stock compensation radar. We’ll explore modernization strategies to make your stock programs more successful, less costly, more equitable, more differentiated, and better equipped for what may lay ahead.  Topic will include how you can time travel with prior day close, the outsized benefits of fractional shares for both tax withholding and ESPP, exploring different vesting levers and more!

 

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

Please visit our Continuing Education and Event Policies pages for more information.