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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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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
Wednesday, 18 Sep 2024, 14:30 - 15:20
2.2 - Trivia Extravaganza and Hot Topics Round-Up

David Lanka, Bank of America
Rob Miceli, Bank of America
Tara Hagen, FGE, Global Tax Network
Carrie Kovac, Elastic

USA
BREAKOUT II

Get ready for an engaging update from the world of global stock plan administration! This session combines learning with friendly competition, offering a chance to explore the latest trends in global equity through an interactive trivia game.

Compete with fellow equity administrators in a fun, thought-provoking challenge.

Test your knowledge on key topics, stay ahead of industry changes, and refine your strategies—all while enjoying the contest and competing for prizes and bragging rights!

KEY LEARNING POINTS:

  • Global tax, mobility management and compliance essentials
  • Touch on valuable GEO resources including the Global Share Plans Ranking Study and the 2024 Global Equity Insights Study
  • Delve into tax withholding practices, new country-specific regulation, 83(b) elections,accounting nuances, valuation and financial reporting strategies
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Legal and regulatory
2.1 Preparing for the EU's Pay Transparency Directive: 'A Roadmap for Share Plan Professionals'

Liz Pierson, Deloitte
Kathryn Dooks, Deloitte
Rosemary Lemon, Hays

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
Austria
Belgium
Denmark
Finland
France
Germany
Netherlands
Norway
Spain
Sweden
Switzerland
UK and Channel Islands
BREAKOUT II

Are you ready for the future of pay transparency? Prepare for the future of pay transparency with our session on the EU's upcoming 'Pay Transparency Directive.' Set to roll out by June 2026, this legislation will affect all member states. Discover what this means for share plan professionals and gain insights on navigating the challenges ahead.

KEY LEARNINGS:

  • Understand the implications of the EU's 'Pay Transparency Directive' for share plan professionals
  • Identify key challenges and considerations for complying with the new legislation
  • Receive a roadmap to help plan and ensure compliance with the directive.
LOCATION:
Partnership 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
A
Wednesday, 13 Nov 2024, 13:10 - 14:00
Data and business intelligence
2.2 GEIS 2024: Leveraging AI and Emerging Trends in Global Equity Compensation

Mitan Patel, FGE, Fidelity
Danyle Anderson, FGE,  Bank of America
David Voggeser, hkp////group
Marcus McEvoy, Computershare

 

Employee stock purchase plans (ESPP)
Executive plans
Performance shares
Restricted shares
Global
UK and Channel Islands
BREAKOUT II

Join this session to uncover the latest trends in global share plans with highlights from the 12th annual Global Equity Insights Survey (GEIS) 2024. This unique survey reveals crucial insights into how companies worldwide use equity, focusing on Long Term Incentives (LTIs), Share Purchase Plans (SPPs), and talent.

The panel will also explore survey findings on how companies are harnessing the transformative impact of Artificial Intelligence (AI) for their equity compensation strategies, showcasing real-world applications and best practices.

KEY LEARNINGS:

  • Discover the latest trends in global share plans from the 2024 Global Equity Insights Survey, including LTIs and SPPs
  • Gain insights into how AI is revolutionising equity compensation strategies
  • Learn best practices and emerging trends in equity-based compensation to apply in your company
LOCATION:
Partnership 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Legal and regulatory
2.3 Global Hotspots: Lessons Learned from a Global Rollout

Suzannah Crookes, Tapestry Compliance
Chris Fallon, Tapestry Compliance
Julie Shepherd, FGE, Sage Group plc
Hayley Stock, Rolls-Royce Holdings plc
 

Employee stock purchase plans (ESPP)
Executive plans
Global
BREAKOUT II

Navigating legal and tax compliance for new or existing plans can be daunting. Join our panel of experienced issuers and advisors as we spotlight three key compliance hotspots: securities laws, foreign exchange, and translations. Experts from Tapestry will guide you on prioritising compliance efforts this year and tackling challenges in hotspot countries. Hear from Sage and Rolls-Royce about their experiences with global expansion.

KEY LEARNINGS:

  • Learn where to focus your compliance efforts for the biggest impact
  • Discover strategies for managing securities laws, foreign exchange, and translations
  • Gain insights from Sage and Rolls-Royce on overcoming key issues in global expansion




     
LOCATION:
Partnership 3
CPA CREDIT:
Field of Study:
Business Law
Level:
O
Wednesday, 13 Nov 2024, 13:10 - 14:00
Design and strategy
2.4 Leveraging Employee Share Plans: Insights from FTSE Companies

Elliot Alexander, Computershare
Ian Gassner, Weir Group PLC
Shahena Sultana, Vistry Group PLC

Executive plans
Share incentive plans (SIP)
Stock options
UK and Channel Islands
BREAKOUT II

Employee share plans play a critical role in fostering employee engagement, retention, and alignment with business objectives. In this panel session, we will explore how leading FTSE companies have implemented and adapted their employee share plans to suit their unique business strategies. Join us as industry experts discuss their real-world experiences, challenges, and key takeaways from designing and managing these initiatives.

KEY LEARNING POINTS:

  • Gain insights into how different FTSE companies structure their employee share plans to reflect their organizational goals and cultures.
  • Understand common obstacles faced during implementation and management of employee share plans, and explore strategies to overcome them.
  • Learn how employee share plans are leveraged to reinforce company values, drive business performance, and support long-term strategic objectives.
LOCATION:
Affiliation Hub 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O