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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, 16 Nov 2023, 09:40 - 10:40
Design and strategy
2.1 TEAMVIEWER'S SHARE PLAN SUCCESS STORY

Anto Lucic, Computershare
Carolin Graue, TeamViewer

Performance shares
Restricted shares
Global
BREAKOUT II

Discover TeamViewer's groundbreaking journey as they introduced their inaugural employee share plan in December 2022. This momentous occasion underscored their unwavering commitment to their workforce, forging a sense of shared ownership and a united path towards success. It recognized the strategic significance of employees in propelling TeamViewer to unprecedented heights.

During this session, our expert panel will dissect the fundamental principles and objectives that drove their plan choices. They will shed light on how this program has transformed employees into genuine stakeholders in the company's flourishing trajectory. Notably, TeamViewer has extended Restricted Stock Unit (RSU) plans to all employees and introduced an exclusive Performance Stock Unit (PSU) plan tailored for their esteemed leadership team.

Don't miss this engaging session that delves into the decision-making process, the intricate navigation of complexities, and the triumphant implementation of this transformative initiative.

KEY LEARNING POINTS:

  • Gain insights into the core principles and objectives guiding TeamViewer's pioneering employee share plan.
  • Discover how RSU plans for all employees and PSU plans for the leadership team have empowered staff to become genuine stakeholders in the company's growth.
  • Uncover the strategies and successes behind TeamViewer's remarkable journey in launching this milestone initiative.

 

CPE CREDIT HOURS: 1.0*

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

CEP Continuing Education (CE) credit: 1.0 credits

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


 

Thursday, 16 Nov 2023, 09:40 - 10:40
Data and business intelligence
2.2 KEY HIGHLIGHTS OF THE GLOBAL EQUITY INSIGHTS SURVEY 2023

James Robertson, Computershare
David Voggeser, hkp/// group
Andrew Thain, hkp/// group
Sandra Sussman, FGE, SAP
Sebastian Wetzel, Siemens Energy

Global
BREAKOUT II

Equity compensation is in the midst of a profound transformation. This expert panel will uncover the key highlights from the Global Equity Insights Survey 2023 (GEIS 2023) with a laser focus on three pivotal elements: Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), and the integration of Environmental, Social, and Governance (ESG) targets. 

Attend to gain in-depth insights into the transformation of equity compensation and learn how to leverage these key learnings to enhance your organization's compensation strategies. Explore the latest trends, best practices, and real-world applications of these critical aspects of equity compensation.

KEY LEARNING POINTS:

  • LTIs unveiled: Discover insights on eligibility and performance, providing a comprehensive understanding of how LTIs are shaping equity compensation strategies.
  • SPP dynamics: Explore the employee participation measures designed to boost engagement and effectiveness, revealing the secrets to successful SPP programs.
  • ESG integration: Understand and explore the application and importance of ESG metrics in shaping equity-based compensation plans.
     

CPE CREDIT HOURS: 1.0*

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

CEP Continuing Education (CE) credit: 1.0 credits

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

Thursday, 16 Nov 2023, 09:40 - 10:40
Operational effectiveness
2.3 EQUITY ADMINISTRATION HEALTH CHECK: A COMPREHENSIVE GUIDE

Elizabeth Stoudt, Infinite Equity
Michelle Tomasetti, Infinite Equity
Matt Connor, FGE, Lucid Motors

Global
BREAKOUT II

Efficiently managing your organization's equity plan is essential for driving employee engagement, ensuring regulatory compliance, optimizing resource allocation, and safeguarding data security.

In this session, our experts will tackle five vital questions that administrators should routinely consider to maintain top-notch programs. Additionally, we'll explore strategies to boost the effectiveness of stock plan administration and streamline related processes.

Join us for this insightful session to bolster your stock plan administration skills and drive greater efficiency in your organization's equity programs.

KEY LEARNING POINTS:

  • Critical self-assessment: Learn the five key questions that administrators should regularly ask themselves to assess the health of their equity programs.
  • Enhancing effectiveness: Discover strategies to elevate the overall effectiveness of stock plan administration, ensuring alignment with organizational goals.
  • Efficiency optimization: Explore methods to streamline processes related to equity plan management, ultimately saving time and resources.


 

Tuesday, 9 Apr 2024, 16:30 - 17:30
Employee engagement
2.1 Unlocking potential: empowering employees through ESPP education

Alec Glassman, Carver Edison
Robyn Shutak, FGE, Infinite Equity
Lori Serrano, Outset Medical
Margaret Rozowski, RB Global

Employee stock purchase plans (ESPP)
Global
BREAKOUT II

The expert panel will unravel the intricacies of Employee Stock Purchase Plans (ESPP), addressing the most confusing and commonly asked questions. Gain actionable insights on employing effective education and resources to minimize employee confusion, empower your workforce, and reclaim valuable time for administrators.

KEY LEARNING POINTS:

  •  Identifying and addressing the most perplexing ESPP topics
  •  Implementing strategies for poignant education to reduce employee confusion
  •  Empowering employees and optimizing administrator efficiency

 

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
Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.2 Navigating compensation stability: long-term incentives in turbulent markets

Vance Yudell, Alvarez and Marsal
Brennan Rittenhouse, Alvarez and Marsal
Lindsay Lentz, Airbus

Performance shares
Restricted shares
USA
BREAKOUT II

Navigating through uncertain economic conditions requires a strategic approach to compensation. Join our expert panel as they delve into the intricacies of addressing compensation volatility and its impact on employee retention. In this insightful session, the panel will explore best practices and real-world case studies centered on the implementation of long-term incentive plans. Discover how these plans can effectively mitigate the challenges posed by economic uncertainties, fostering stability for both organizations and their workforce.

KEY LEARNING POINTS:

  • Understanding the impact of economic volatility on compensation outcomes
  • Exploring best practices for implementing long-term incentive plans
  • Analyzing case studies to illustrate successful strategies in uncertain times

 

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
Tuesday, 9 Apr 2024, 16:30 - 17:30
Design and strategy
2.3 Is equity music to employees' ears or out of tune?

Hannah Needle, FGE, Tapestry Compliance
David Edwards, Natwest
Anna Fletcher, Rentokil

All plan types
Global
BREAKOUT II

Step into a broader perspective with our expert panel to explore the intricate interplay of equity plans within a company's broader employee value proposition and individual employee needs. Engage in a comprehensive discussion on the effective utilization of financial and non-financial incentives in a competitive recruitment landscape and amidst periods of change.

Delve into key questions: Where does equity fit within the wider employee value proposition? How do equity awards compare to other non-financial incentives for companies? Uncover what truly matters to employees in the present and future.

KEY LEARNING POINTS:

  • Explore integrating equity plans into the employee value proposition
  • Discover crafting effective incentives in competitive recruitment
  • Learn to align employee needs with financial and non-financial incentives

 

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
Tuesday, 9 Apr 2024, 16:30 - 17:30
Legal and regulatory
2.4 Halt your horses: strategies for surprising exchange control challenges

Lindsay Minnis, Baker McKenzie 
Veena Bhatia, Atlassian
Suzie Bentley, NVIDIA

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In the fast-paced world of global share plans, maintaining control is a constant challenge, especially when unexpected exchange control issues arise due to new regulations. Join our expert panel as they share firsthand experiences of swiftly gaining expertise, troubleshooting with cross-functional teams, and devising solutions to ensure timely compliance with evolving requirements.

KEY LEARNING POINTS: 

  • Learn effective troubleshooting methods to swiftly address issues that may impact your organization's share plans
  • Delve into the latest developments affecting share plan offerings in China, Korea, and India, three countries with unique recent requirements including specific challenges and compliance nuances in these key market
  • Discover actionable strategies to proactively tackle complicated exchange control issues and effectively manage compliance in an ever-evolving regulatory landscape

 

CPE CREDIT: 1.0
Field of study: Business Law
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
Tuesday, 9 Apr 2024, 16:30 - 17:30
Data and business intelligence
2.5 Navigating the future of equity-based compensation: Key highlights of the Global Equity Insights Survey 2024

GEIS sponsor panel

All plan types
Employee stock purchase plans (ESPP)
Restricted shares
Stock options
Global
BREAKOUT II

In a world where equity compensation is continually evolving, staying informed is crucial for businesses. Join our expert panel as they unveil the latest highlights from the Global Equity Insights Survey 2024, focusing on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), ESG Targets, AI, Global Mobility, Talent, and Investor Relations in the realm of equity-based compensation.

Gain a comprehensive understanding of the latest developments and challenges in equity-based compensation from GEIS 2024. Discover strategies to evolve LTIs and SPPs, explore ESG targets for sustainability, and understand how AI streamlines equity programs for optimal efficiency. Learn to navigate the complexities of global mobility and equity for talent retention and a unified corporate culture.

KEY LEARNING POINTS:

  • Insights into how LTIs and SPPs navigate the changing corporate landscape
  • The role of Environmental, Social, and Governance (ESG) targets in shaping equity compensation strategies
  • How Artificial Intelligence is transforming equity compensation planning

 

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
Wednesday, 18 Sep 2024, 14:30 - 15:20
2.1 - New Year, New You: Setting Your Equity Compensation Reporting up for Success in 2025

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Georgina Lai, Atlation, Inc. 

USA
BREAKOUT II

Join this session for a comprehensive session on preparing your equity team for a successful start to the New Year.

Learn how to adhere to T+1, ensure data integrity, and foster collaboration among HR, Payroll, and IT to meet deadlines.

The panel will also cover how to review your share plan, set parameters, and conduct essential software testing for a smooth transition into 2025.

KEY LEARNING POINTS:

  • Master best practices for preparing your equity team for a strong Q1 start
  • Navigate challenges and strategies for tax filings, T+1 adherence, and data integrity
  • Understand the importance of interdepartmental communication and centralized software, and learn essential software testing procedures for Q1 audits
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O