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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, 10 Apr 2024, 10:45 - 11:45
Employee engagement
3.5 Leaders' Lounge: Mastering employee financial literacy and wellness

Matt Connor,  FGE, Lucid Motors
Nadine Franczyk, FGE, Amyris
Jessica Vinsand, FGE, Chainaylsis
Sandra Sussman, FGE, SAP

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 III

Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

  • Strategies to engage employees at various levels of financial wellness
  • Understand the issuer's role in fostering financial literacy
  • Navigate the fine line between providing information and giving advice

 

CPE CREDIT: 1.0
Field of study: Communication 
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, 13 Nov 2024, 14:10 - 15:00
Trending now
3.1 Smarter Share Plans with Generative AI: Live Demos and Best Practices

Vickram Paliwal, KPMG (CH)
Markus Seppala, Clariant (US)

Global
BREAKOUT III

Discover how generative AI can revolutionise your share plans in this hands-on session. Watch a live demo of tools enhancing plan design, communication, disclosure, and more for plan participants, compensation committees, and shareholders. See practical examples of how generative AI boosts clarity, generates ideas, and provides instant expertise. We’ll also address privacy and confidentiality issues related to AI tools. 

Plus, meet Clarita, Clariant’s internal chatbot, which has been a valuable resource for over 1,000 employees since its launch in 2023.

KEY LEARNINGS:

  • See how generative AI tools can enhance plan design, communication, and disclosure with live demonstrations
  • Learn how AI can generate ideas, improve clarity, and add instant expertise to your share plans
  • Understand best practices for managing privacy and confidentiality with generative AI tools
LOCATION:
Partnership 1
CPA CREDIT:
Field of Study:
Information Technology
Level:
I
Wednesday, 13 Nov 2024, 14:10 - 15:00
General
3.2 Fireside Chat: Looking to the Future and Navigating Change

Mitan Patel, FGE, Fidelity
Tom Stevenson, Fidelity
Gabbi Stopp, FGE, GEO
Dennis Paalman, RewardWorks
Tom Paleka, FGE, Gallagher

Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance shares
Restricted shares
Stock options
Global
UK and Channel Islands
BREAKOUT III

Explore how recent global changes are reshaping equity plans in this insightful session. We’ll delve into the impact of the evolving economic climate, shifts in government and workplace dynamics, and the changing role of employee equity plans. Our panel of experts will provide perspectives from economists, equity issuers, advisors, and providers, highlighting trends in awards, metrics, and structures. 

Gain valuable insights and practical strategies for leveraging equity as a powerful tool for organisational success in a competitive, globalised world.

KEY LEARNINGS:

  • Understand how recent economic and geopolitical changes affect stock plan design and usage.
  • Learn how workplace disruptions and government shifts impact employee equity plans and performance awards.
  • Discover practical strategies and real-life examples to navigate equity trends and shape successful companies.
LOCATION:
Partnership 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Wednesday, 13 Nov 2024, 14:10 - 15:00
Design and strategy
3.3 New Country - New Equity Rules. But That's Just the Start

Chris Dohrmann, FGE, J.P. Morgan Workplace Solutions
Rebecca Perry, Tapestry
Julie Shepherd, FGE, Sage Group plc

Employee stock purchase plans (ESPP)
Global
BREAKOUT III

Ready to take your employee stock plan global? Discover why a one-size-fits-all approach won’t work and learn how to tailor your plan for each jurisdiction. Our panel will cover essential considerations for rolling out your plan internationally, from adhering to local regulations to optimizing participation rates. We'll explore data privacy variations, local labor laws, and strategies to manage cultural and language barriers. Get a high-level overview of customizations needed, a deep dive into data privacy regulations across regions, and best practices for engaging employees and streamlining your global plan.

KEY LEARNINGS:

  • Learn how to tailor your stock plan for different jurisdictions to meet local regulations and boost participation
  • Understand data privacy requirements in the EU, EEA, UK, APAC, South America, and compare them to North American laws
  • Discover strategies to overcome cultural and language barriers and streamline your global plan
LOCATION:
Partnership 3
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
B
Wednesday, 13 Nov 2024, 14:10 - 15:00
Design and strategy
3.4 Experienced Insights: Navigating the Complexities of IFRS 2 with Amadeus

Mayura Arankalle, J.P. Morgan Workplace Solutions
Christian Hyldig, Aon
Holly Hamilton, Amadeus

Employee stock purchase plans (ESPP)
Global
BREAKOUT III

Explore the financial reporting impacts of share plan designs in this case-study presentation by Amadeus. The expert panel will cover the financial reporting impacts of share plan designs and the key requirements of IFRS 2, including how various plan designs influence valuations, amortisation, and expense recognition.

Learn about the complexities of performance plans, effective reporting and disclosure practices, and strategies for communicating impacts to stakeholders. This session is perfect for HR and equity compensation professionals looking to enhance their understanding and application of IFRS 2.

KEY LEARNINGS:

  • Understand the requirements of IFRS 2 and its implications for share-based payments
  • Learn how different plan designs affect valuation, amortisation, and performance plans
  • Discover best practices for reporting, disclosure, and stakeholder communication under IFRS 2
LOCATION:
Affiliation Hub 1

CPA CREDIT:
Field of Study:
Accounting
Level:
A
Wednesday, 13 Nov 2024, 14:10 - 15:00
Communications
3.5 Beyond Animation: Emerging Digital Employee Engagement Trends

Amy Brimble, Deloitte
Adam Bryan, Deloitte
Sarah Billington, IAG

Cash deferral
Choice plans
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Performance cash
Performance shares
Restricted shares
Stock appreciation rights (SAR)
Stock options
Global
BREAKOUT III

Explore how creativity and technology can transform employee communications in this inspirational session. Delve into the use of innovative digital tools—beyond traditional animation and interactive brochures—to enhance employee engagement. The panel will address practical questions such as the effectiveness of these tools, overcoming resource constraints, and actionable steps to immediately improve your digital experience. Feel inspired, energised and dazzled by the possibilities.

KEY LEARNINGS:

  • Discover how advanced digital tools can significantly enhance employee engagement beyond traditional methods
  • Learn practical strategies from experts for implementing innovative communication techniques, even with limited resources
  • Get inspired with actionable steps to evolve your digital experience for better results
LOCATION:
Affiliation Hub 2


CPA CREDIT:
Field of Study:
Communication and Marketing
Level:
O
Tuesday, 29 Apr 2025, 11:00 - 12:00
Data and business intelligence
3.1 Global Equity Insights Survey 2025: Trends Shaping Equity Compensation

GEIS Sponsor Panel

All plan types
Global
BREAKOUT III

This session presents a first look of key findings from the Global Equity Insights Survey (GEIS) 2025, offering a comprehensive overview of current trends in global equity compensation. It focuses on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), Artificial Intelligence (AI) applications, restructuring impacts, and the growing importance of Human Capital Management (HCM) Reporting and Equal Pay initiatives.

KEY LEARNING POINTS:

  • Understand how companies are adapting equity programs to remain competitive in a changing market landscape, with a trend towards more flexible designs and expanded employee participation.
  • Explore how AI is transforming equity management, from improving planning accuracy to enhancing employee engagement and ensuring regulatory compliance. Is this a repeat of the other session? Perhaps they can focus on other findings?
  • Learn how HCM Reporting and Equal Pay initiatives are influencing equity program design, reflecting a broader trend towards greater corporate accountability and fairness.
LOCATION:
Palmovka 1
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Tuesday, 29 Apr 2025, 11:00 - 12:00
Data and business intelligence
3.2 Stock Based Compensation and Driving Perceived Value with your Early Career Workforce

Christy Browning, Dell (US)
Sandy Shurin, Deloitte (US)
Jane Darlington, Deloitte  (US)
 

Global
BREAKOUT III

Stock-based compensation is a powerful tool for attracting and retaining top talent, but are we truly measuring its return on investment through the lens of key talent objectives?

In this first-of-its-kind survey, Deloitte surveyed nearly 1,750 early-career and diverse employees to uncover the personal narratives and demographic identities influencing their participation in these programs. The findings highlight the critical need for employers to align their stock-based compensation offerings with their talent goals and to approach program design with flexibility, acknowledging the diverse backgrounds of early-career and underrepresented employees.

KEY LEARNING POINTS:

  • Learn how early-career and diverse employees view stock-based compensation and how these perspectives shape participation.
  • Gain actionable insights on how Dell is aligning its compensation programs with specific talent objectives to maximize impact.
  • Walk away with practical takeaways on how to adjust your stock-based compensation programs to better meet the needs of your workforce.
LOCATION:
Palmovka 2
CPA CREDIT:
Field of Study:
Specialized Knowledge
Level:
O
Tuesday, 29 Apr 2025, 11:00 - 12:00
Finance, tax and accounting
3.3 Global and Mobile 101 - Fundamentals of Global Tax and Mobility for Equity Plans

Leann Balbona, FGE, KPMG (US)
AmyLynn Flood, FGE, Vialto Partners (US)
Cathy Goonetilleke, EY (US)
Mark Miller, Deloitte (US)
Darren Smith, Morgan Stanely at Work (US)
 

Global
BREAKOUT III

Join senior experts from all the Big 4 accounting firms for an interactive roundtable on managing tax compliance for global equity plans. In this session, speakers, moderators, and participants will explore key considerations in tax mobility, the essential elements of a well-administered global plan, and the challenges faced when managing equity compensation for a mobile workforce.

Attendees will gain practical strategies to enhance their international tax processes and ensure compliance with equity administration responsibilities.

KEY LEARNING POINTS:

  • Best practices for tax compliance in global equity plans.
  • Lessons learned from managing tax compliance across borders.
  • Emerging market trends and future expectations in equity compensation.
LOCATION:
Palmovka 3
CPA CREDIT:
Field of Study:
Tax
Level:
O