Although long-term incentive awards have long been a key component of executive total compensation packages in public companies, they have been growing in prominence at private companies as a viable tool to attract and retain top talent. Join us for a discussion of the pros and cons of cash and equity-based LTI awards at private companies and how the selection of the appropriate LTI vehicle is linked to program goals and the life cycle stage of the company.

As the IPO market continues to be hot, stock plan administrators should understand the different paths to IPO and what effect they have on employee stock plans. These days, traditional IPOs are not the hottest or fastest way for companies to go public. Other methods are the SPAC transactions and also direct listing. The method of the IPO will drive whether there is a lock up on the shares, whether change in control provisions may be triggered and even what terms companies will have for equity awards leading up to IPO. Come listen to two industry professionals tell it all from what they have seen to the key issues to be concerned about to tips for the weary heading down the IPO path!

Merger, spin-off, acquisition, special dividend, go-private, IPO—the list goes on, but often a common theme remains. If you have been through an organizational life event you have probably heard employees say, “someone is getting rich in this deal, and it’s not me!” Corporate transactions do present many challenges, including specific challenges for employee share plan participants. Commonly share plan participants feel that they are somehow losing value or otherwise being treated unfairly with respect to any changes to their equity-based awards. Whether a cash-out, rollover, conversion, modification, substitution, forfeiture, or other change, you may find your plan participants approaching the deal with skepticism, and the resulting noise can be substantial. So be prepared by joining this session to hear strategies from experienced global multinational companies who will share how they proactively handled their employee experience, from managing employee expectations to delivering effective communications. This session promises to be an exciting look at the world of M&A and to provide takeaways to help you ensure your next transaction has a positive “spin”!

Siemens Healthineers (formerly: Siemens Healthcare) is a leading global healthcare company with 2017 revenue of €13.7 billion and approximately 48,000 employees in over 70 countries. To lay the foundation for further growth in the healthcare market, Siemens Healthineers went public in March 2018. This session will showcase the Healthineers’ IPO journey and the different measures Siemens Healthineers took to establish its own unique ownership culture, starting against the backdrop of a robust ownership culture at Siemens AG. With a focused discussion around how a broad-based equity culture at Siemens Healthineers was thoughtfully crafted and implemented, this panel of experts will share their insights about the global rollout challenges they faced in implementing these equity programs. Join this unique case study discussion to learn how to build your own share ownership culture from the ground up!