GEO's 27th Annual Conference
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1.1 Equity for All? The Great Debate on the Future of Equity Ownership in the Workplace
Open to download resource.
Open to download resource.
"As the war for talent intensifies, the debate around broad-based equity compensation has never been more critical. Should equity remain a benefit for a select few, or is it time to embrace a more inclusive approach? This high-energy, debate-style panel brings together leaders from companies on both sides of the issue—those championing broad-based equity programs and those adhering to traditional models.
Grounded in fresh survey data and real-world case studies, this session explores the long-term impact of equity programs on retention, employee engagement, and organizational culture. Expect lively discussion, tough questions, and actionable insights as panelists challenge conventional thinking and explore the future of employee ownership.
KEY LEARNING POINTS
• Understand how inclusive equity programs affect retention, engagement, and company culture.
• Explore the advantages and challenges of broad-based programs versus equity reserved for a select group.
• Gain practical insights for designing equity programs that align with your workforce strategy and talent goals."
1.2 Global Share Plans in Motion: What’s New, What’s Risky, and What to Watch
Open to download resource.
Open to download resource.
"Global share plan compliance continues to evolve—sometimes in helpful ways, sometimes in unexpected (and challenging) ones. This session delivers a fast-paced update on recent legal, tax, and regulatory developments across key jurisdictions, including Argentina, China, Denmark, Israel, Japan, Singapore, the United Kingdom, the United States, and Vietnam.
Experienced issuer leaders and a global share plan advisor will share how these changes are affecting real-world equity programs, highlighting where companies are adjusting plan design, administration, and compliance strategies. The discussion will focus on practical approaches for monitoring global developments, responding to regulatory change, and maintaining compliant share plans across diverse jurisdictions.
KEY LEARNING POINTS
• Key global regulatory and tax developments impacting share plans across major jurisdictions.
• How companies are adapting plan design and compliance strategies in response to change.
• Practical methods for staying ahead of global developments without overburdening internal teams."
1.3 Smarter Equity Education: Harnessing AI for Inclusive Learning
Open to download resource.
Open to download resource.
"Artificial intelligence is rapidly changing how companies educate employees about equity compensation. When used thoughtfully, AI can personalize learning, improve comprehension, and scale education across a global workforce—helping employees better understand and engage with their equity benefits without overwhelming internal teams.
This session focuses on practical, responsible ways to integrate AI into equity education. Speakers will share real-world examples of AI-powered tools—such as adaptive learning modules, chatbots, and dynamic FAQs—while addressing critical considerations around bias, ethics, and governance. Attendees will leave with a clear framework for leveraging AI to enhance equity education while preserving transparency, trust, and the human element.
KEY LEARNING OBJECTIVES
• Learn how AI can tailor equity content to different roles, regions, and learning styles without increasing administrative burden.
• Understand key ethical and governance guardrails to mitigate bias, protect data, and maintain employee trust.
• Explore real examples of AI-driven equity education tools that improve understanding, reduce support costs, and scale globally."
1.4 Big Ideas, Wherever You Are: Equity Hacks for a Smarter, Smoother Global Journey
Open to download resource.
Open to download resource.
"From the first spark of a global equity plan to the ongoing effort of keeping it running smoothly, this session delivers expert insights and practical strategies to help you navigate every stage of the equity lifecycle. Whether you’re launching your first all-employee plan or refining a mature program, our panel will share lessons learned, best practices, and game-changing ideas that make equity programs more effective—for both your workforce and your organization.
Attendees will explore high-impact approaches to plan design and administration, while also tackling the operational realities of managing global equity. Expect actionable tips, tools, and real-world stories covering the full lifecycle—from initial plan design to vesting, tax education, and benefits integration.
KEY LEARNING POINTS
• Learn strategies to create equity programs that balance compliance, administrative efficiency, and meaningful employee impact.
• Explore practical approaches to streamline operations, including FMV definitions, fractional shares, and smarter tax withholding strategies.
• Discover how to integrate equity with benefits, leverage expert partners, and maximize the overall impact of your programs."
1.5 Executive Compensation in the Real World: Data, Judgment, and Defending the Decisions
Open to download resource.
Open to download resource.
"Executive compensation decisions rarely follow a clean formula. Market data shifts, survey results conflict, performance outpaces benchmarks, and executives arrive with “data” of their own. This session brings together experienced executive compensation leaders to discuss how they navigate real-world challenges: defending benchmarking methodologies, advising senior leadership and compensation committees under pressure, and making equity decisions when the data doesn’t tell the full story.
The discussion will also touch on how equity compensation professionals partner with executive compensation teams to ensure plans are administratively feasible, compliant, and aligned with shareholder expectations—particularly in high-growth, pre-IPO, or newly public organizations.
KEY LEARNING POINTS
• Learn how peers defend benchmarking methodologies, address volatile or conflicting survey data, and respond when executives challenge pay decisions based on stock price movements or external anecdotes.
• Explore strategies for quickly pressure-testing executive and board-driven compensation ideas, using data and judgment to push back when needed, and earning long-term credibility as a trusted advisor.
• Understand how companies approach pay mix shifts, refresh and retention grants, global vs. local benchmarking for global roles, and comp committee materials."
1.6 Back in Play: The Resurgence of Stock Options
Open to download resource.
Open to download resource.
After a decade in the shadows, stock options are making a comeback. Once replaced by RSUs and other equity vehicles, companies are rediscovering the strategic value of options in attracting, retaining, and motivating talent.
This session explores the drivers behind this resurgence, the benefits and challenges of reintroducing stock options, and the practical considerations for integrating them into modern compensation strategies. Join us for a lively discussion and gain insights into how stock options can complement today’s equity landscape.
KEY LEARNING POINTS
• Explore why companies are returning to stock options and what market, financial, and talent trends are driving this shift.
• Learn how to incorporate stock options alongside RSUs and other equity vehicles to support your total rewards strategy.
• Discover key factors to evaluate when shaping stock option policies, including vesting, taxation, communication, and employee engagement.
2.1 Beyond the Basics: Elevating Executive Services for Impact
Open to download resource.
Open to download resource.
"Executive transactions represent one of the most complex and high-risk areas of equity plan administration. While executives make up a small portion of participants, they demand outsized attention due to heightened regulatory scrutiny, market sensitivity, and reputational risk.
This session examines the evolving executive equity landscape, highlighting regulatory developments, governance challenges, and practical strategies for improving execution while reducing risk and administrative burden. Panelists will share real-world approaches to streamlining processes, leveraging technology, and delivering tailored education and support—helping equity teams meet executive expectations without overwhelming internal resources.
KEY LEARNING POINTS
• Understand current requirements for Rule 10b5-1 plans, pre-clearance, and SEC reporting—and how to manage them efficiently.
• Learn how to navigate trading windows, tax strategies, and fragmented markets while minimizing transaction costs.
• Discover how personalized education, dedicated support, and smart technology can improve outcomes for executives and administrators alike."
2.2 From Private to Public: Inside the Equity Decisions That Shape IPO Readiness
Open to download resource.
Open to download resource.
"IPO day may look glamorous from the outside, but equity teams know it’s equal parts celebration and controlled chaos. Behind the confetti is months (or years) of preparation, cross-functional coordination, and high-stakes decision-making that can define the success of a company’s transition to public life.
In this session, the panel will break down what really goes into IPO readiness—from building scalable equity processes and governance frameworks to avoiding the common missteps that catch even experienced teams off guard. Attendees will gain practical insights, real-world lessons learned, and actionable guidance to help their organizations navigate the road to going public with confidence (and fewer surprises).
KEY LEARNING POINTS
• Identify the critical equity processes, controls, and data structures that must be in place well before the S-1 is filed.
• Understand where equity teams most often stumble—from data integrity to cross-functional misalignment—and how to proactively mitigate those risks.
• Learn practical frameworks for managing timelines, stakeholders, and last-minute challenges while keeping the equity function calm, credible, and compliant."
2.3 Borderless Equity: Designing Inclusive Plans for a Mobile Workforce
Open to download resource.
Open to download resource.
As mobility and hybrid work redefine the modern workplace, equity plans must evolve to support a truly borderless workforce. This session explores how leading organizations are adapting plan design, tax and compliance frameworks, and communication strategies to engage remote and mobile employees while maintaining operational efficiency.
Attendees will gain practical insights on navigating cross-border employment, hybrid work models, and global expansion—building inclusive, future-ready equity programs that meet both business and employee needs.
KEY LEARNING POINTS:
• Understand how hybrid work and global talent mobility impact equity program structure and delivery.
• Learn strategies for handling cross-border tax obligations, regulatory requirements, and operational challenges.
• Explore best practices for aligning equity plans with employee expectations and delivering clear, culturally relevant communications across geographies.
2.4 The Executive Equity Journey: From Promise to Payout
Open to download resource.
Open to download resource.
"Receiving an executive equity grant can be thrilling—a promise of future wealth with the potential to transform careers. But what happens between the initial grant and the final payout? This session explores the realities versus expectations for employees, executives, and directors, unpacking the complexities of communication, regulation, and strategic planning throughout the executive equity lifecycle.
Participants will gain a comprehensive view of how effective communication aligns expectations, while regulatory frameworks shape the journey from grant to vesting. The session will also examine broader considerations, including tax optimization, succession planning, estate management, and trust creation.
KEY LEARNING POINTS
• Understand the full journey from grant to vesting, including common challenges and regulatory considerations.
• Learn strategies to clearly communicate equity value and align expectations for executives, directors, and employees.
• Gain insights into tax optimization, succession planning, estate management, and trust strategies to enhance wealth outcomes."
2.5 Inside GEO's Share Plans Ranking Study: What Drives Successful Employee Ownership Globally
Open to download resource.
Open to download resource.
"GEO’s Global Share Plans Ranking Study is the first of its kind, offering a country-level snapshot of the appetite, support, and provision of employee share ownership - and now includes insights from even more countries!
With insights from senior equity compensation issuers and service providers across a growing number of countries, this expanded report paints the bigger picture of employee equity worldwide. This session will dive into key report highlights, uncovering the countries leading the charge in employee equity adoption as well as those with untapped potential.
KEY LEARNINGS:
• Explore key findings, including emerging trends and barriers to implementing share plans
• Learn how to leverage the report to strategically extend plans into new countries or boost participation in your current regions
• Discover actionable insights to enhance your global equity strategies"
2.6 A Tax-Qualified Trio: Benefits and Tradeoffs of Tax-Advantaged Plans in the UK, Israel, and France
Open to download resource.
Open to download resource.
"Tax-qualified equity plans can feel daunting to implement and manage across different countries—but when used strategically, they can offer meaningful advantages for both employers and employees. In this session, local experts from France, Israel, and the UK will share practical insights into the benefits, challenges, and success factors of tax-advantaged equity plans in their respective regions.
Recognizing that tax-qualified plans aren’t always the right fit, the discussion will also explore alternative approaches to encouraging employee equity participation when these plans are not viable. Attendees will gain a balanced, real-world perspective on how to evaluate options, manage complexity, and design equity programs that align with local regulations and workforce needs.
KEY LEARNING POINTS
• Learn the key benefits, structures, and compliance considerations for tax-advantaged equity plans in France, Israel, and the UK.
• Identify scenarios where tax-qualified plans may not be appropriate and explore alternative strategies to promote employee equity participation.
• Gain practical strategies for navigating tax and legal risks, working across cultures and time zones, and ensuring compliance in European and global equity programs."
3.1 Around the World in 60 Minutes: Global Equity Edition
Open to download resource.
Open to download resource.
"From China to Chile, the U.S. to the UK—and everywhere in between—this session takes a practical look at the legal, regulatory, and tax updates shaping global equity incentive plans.
Designed for professionals balancing compliance, cost, and complexity, this session cuts through the noise with candid discussion, practical guidance, and hard-earned lessons on managing global incentive plans without losing your sanity—or your budget. Whether you’re a seasoned global equity leader or just expanding internationally, you’ll walk away with actionable insights you can apply immediately.
KEY LEARNING POINTS
• Understand the latest regulatory and tax developments impacting equity compensation across key global markets.
• Learn strategies to control compliance costs while minimizing legal, tax, and operational risk.
• Gain real-world tips from issuers and advisors on keeping plans compliant, scalable, and efficient across multiple jurisdictions."
3.2 Bridging Equity Awards and Global Reporting
Open to download resource.
Open to download resource.
"Global equity programs bring complex reporting obligations that touch multiple stakeholders throughout the plan lifecycle—from implementation to plan termination or conversion in an M&A context. This session brings together legal experts, corporate issuers, and a financial institution representative to unpack these requirements, offering insight into how companies manage reporting duties across jurisdictions while maintaining compliance and governance standards.
Panelists will share practical approaches for handling regulatory and market transparency obligations, addressing evolving requirements, and mitigating risks tied to non-compliance. Attendees will gain actionable guidance on establishing oversight, managing cross-border reporting, and ensuring alignment with both global and local obligations, including indirectly related regulations like the EU Pay Transparency Directive.
KEY LEARNING POINTS
• Understanding the full scope of reporting obligations tied to global equity programs.
• Best practices for managing compliance effectively across multiple jurisdictions.
• Strategies for maintaining oversight and mitigating risks of reporting failures."
3.3 Unlocking Equity: Making Equity Benefits Accessible for Every Employee
Open to download resource.
Open to download resource.
"Equity programs only create value when employees truly understand them. Yet for many—particularly those with limited financial experience—equity benefits feel complex, confusing, or out of reach. This panel brings together seasoned equity and communication leaders to share how companies are simplifying equity education and making participation more accessible across all employee populations.
Experts will focus on practical communication strategies that cut through confusion, correct common misconceptions, and drive engagement—from ESPP enrollment decisions to understanding the value of RSUs. Through real-world examples, the panel will highlight how interactive videos, digital content, and intuitive modeling tools can build equity literacy and confidence across a global workforce.
KEY LEARNING POINTS
• How to communicate equity concepts clearly without losing accuracy or credibility.
• Which tools and formats most effectively increase employee understanding and participation.
• How to address common misconceptions that prevent employees from engaging with equity."
3.4 Global Lessons Learned: Equity Plan Implementation After IPO
Open to download resource.
Open to download resource.
"Transitioning to a public company is a defining moment—particularly when equity programs must scale quickly across multiple countries. For newly public organizations, the real challenge begins after the bell rings: building equity plans that meet heightened governance expectations while supporting a growing, global workforce.
Drawing on lessons learned from recent IPOs, this session explores critical post-IPO considerations including Day 1 trading readiness for officers and executive leadership roles (ELRs), scalable equity operations, and the realities of managing cross-border tax, compliance, and award administration. Through real-world examples, speakers will share how companies have balanced control and flexibility—creating equity programs that are resilient, compliant, and built for international growth.
KEY LEARNING OBJECTIVES
• Understand post-IPO equity requirements, including trading readiness for officers and executives.
• Learn how to build equity processes that adapt to regional expansion, operational growth, and evolving governance needs.
• Gain practical strategies for handling tax withholding, award modifications, and local compliance across jurisdictions."
3.5 The State of Global Equity in 2026: Trends, Risks, and What’s Next
Open to download resource.
Open to download resource.
"As global equity programs continue to evolve amid regulatory change, workforce mobility, and rapid advances in technology, staying ahead of what’s coming next has never been more critical. This forward-looking session provides a global snapshot of where equity compensation stands in 2026—and what companies should be preparing for now.
These global industry experts from Australia, Denmark, Singapore, Israel, and the US, will explore key regulatory developments across major regions, shifting talent mobility and retention dynamics, and the growing influence of technology and AI on equity administration. Designed to help global equity leaders navigate uncertainty with confidence, this session will combine strategic insights with practical considerations to support informed decision-making in an increasingly complex environment.
KEY LEARNING POINTS
• Identify key regulatory trends and emerging risks across major global markets and how they may impact equity plan design and administration.
• Explore how changing workforce patterns—including cross-border mobility and remote work—are reshaping global equity strategies.
• Learn how technology and AI are transforming equity operations, from compliance and reporting to data management and decision support."
3.6 Scaling Equity Globally: Visa’s Journey Across 100+ Countries
Open to download resource.
Open to download resource.
"Visa operates in more than 250 countries and territories and supports employees in over 100 countries with equity compensation—truly a global footprint. This panel will take you behind the scenes of Visa’s expansive stock plan programs to explore what it takes to design, implement, and scale equity programs across diverse regions.
Join experts from Deloitte and Visa for an in-depth discussion on lessons learned from managing one of the world’s most progressive and far-reaching equity programs. The panel will cover the end-to-end journey of global ESPP expansion, including evaluating feasibility in different countries, designing policies for scale, navigating complex legal and tax considerations, balancing stakeholder priorities, and effectively communicating and engaging employees worldwide.
KEY LEARNING POINTS
• Understand how to evaluate program viability, create scalable policies, and align plans with local and global requirements.
• Learn strategies for balancing priorities across legal, tax, HR, and executive stakeholders while navigating diverse regulatory environments.
• Gain actionable approaches to communicating and engaging employees across regions to maximize participation and program effectiveness."
4.1 Equity Compensation Across Cultures: Insights from a Global Issuer Panel
Open to download resource.
Open to download resource.
"Equity compensation programs don’t operate in a vacuum—cultural context plays a critical role in how employees perceive, value, and engage with equity awards. In this interactive panel, issuers from North America, EMEA, and Asia will share firsthand experiences designing and administering equity plans across diverse cultural landscapes. Panelists will explore how regional norms influence plan design choices, communication approaches, participation rates, and employee understanding. Attendees will leave with practical insights on how to tailor equity programs to resonate locally while maintaining a cohesive global strategy.
KEY LEARNING POINTS
• Understand how cultural norms across regions influence employee perception, participation, and overall engagement with equity compensation.
• Learn practical, region-specific approaches to communicating equity awards that improve clarity, adoption, and employee trust.
• Gain actionable best practices for designing equity plans that align with global objectives while accommodating local cultural expectations."
4.2 Participant ROI: Unlocking the Personal Return on Equity Awards
Open to download resource.
Open to download resource.
"As companies continue to evolve their total rewards strategies, one critical lens is often underexamined: the ROI. This session introduces a fresh, practical framework for evaluating equity compensation through both a business and employee experience perspective.
We’ll explore how intentionally linking equity plan design to corporate objectives can drive shareholder value while simultaneously increasing employee engagement, retention, and long-term wealth creation. By combining quantitative metrics with qualitative insights, this session will demonstrate how organizations can better measure, communicate, and enhance the value participants realize from their equity awards.
KEY LEARNING POINTS
• Learn how to connect equity plan design to business objectives while ensuring meaningful value for employees.
• Understand how to assess equity compensation beyond cost and dilution by balancing financial outcomes with participant perception, engagement, and retention.
• Discover practical ways to improve participant understanding, confidence, and realized value through targeted education, communication, and plan enhancements."
4.3 Beyond Grants and Vesting: Why Stock Ownership Patterns Matter for Your Equity Plans
Open to download resource.
Open to download resource.
"Stock plans are more than just grants, vesting schedules, and compliance—they are a strategic lever for attracting, motivating, and retaining talent. But who actually owns your company’s stock, and how does this impact your equity programs? This session takes stock plan professionals beyond mechanics to explore how ownership patterns, trading practices, and market dynamics influence company valuation, employee confidence, and investor perception.
Through practical examples and real-world insights, panelists will help attendees understand how institutional vs. individual holdings, off-exchange trading, and market complexity affect equity programs.
KEY LEARNING POINTS
• How institutional vs. individual holdings affect stock volatility, company valuation, and equity program perception.
• Insights into off-exchange trading, liquidity, spreads, and the real cost of equity transactions.
• How trading dynamics, including widening spreads and higher transaction costs, impact executives’ and employees’ day-to-day experience with equity compensation."
4.4 Can AI do it? Participant Education on a Budget
Open to download resource.
Open to download resource.
"Even in a world of constant communication, participants often struggle to find trusted and accessible information about their equity. This session explores how leading companies like Block, PayPal, and Procore are rethinking participant education to meet evolving employee needs. Using AI, smart design, and scalable strategies, these organizations are creating engaging, intuitive, and impactful equity education programs.
Attendees will walk away with practical ideas for designing or revamping their own programs, regardless of budget or team size, and actionable insights to improve participant understanding, engagement, and confidence.
KEY LEARNING POINTS
• Learn how leading companies are using AI, design thinking, and technology to enhance equity communication.
• Discover methods to deliver effective equity education regardless of budget, team size, or geographic reach.
• Gain actionable ideas for creating programs that increase participant comprehension, confidence, and satisfaction."
4.5 Leaders Lounge: Equity Planning in a Volatile World
Open to download resource.
Open to download resource.
"In today’s fast-changing global landscape, equity planning is more complex than ever. This panel brings together senior leaders from multiple regions to discuss how they approach strategic equity planning in the face of uncertainty—regulatory shifts, workforce mobility, and market volatility. Through real-world scenarios, the panelists will share their approaches to balancing risk, innovation, and long-term talent alignment.
The session will simulate a “war room” environment: the moderator presents challenging scenarios, and panelists debate strategic responses while sharing lessons learned. Fellows in the audience will have the opportunity to weigh in and discuss how they might approach each situation.
KEY LEARNING POINTS:
• How to design flexible equity programs that can adapt to regulatory, economic, and political changes.
• Strategic approaches to keep key talent engaged in volatile markets.
• Panelists analyze hypothetical equity challenges—e.g., sudden cross-border regulatory change, a major M&A, or market disruption."
4.6 The EO Index: Driving Shareholder Value and Employee Wealth
Open to download resource.
Open to download resource.
"Broad-based employee ownership (BBEO) isn’t just good for employees—it drives real shareholder value. Work to Own is pioneering the Employee Ownership (EO) Index, using AI to measure and optimize BBEO across 1,500 U.S. public companies. This session explores how data-driven insights link employee ownership to firm performance and provide companies with actionable strategies to scale equity ownership effectively.
Join the experts to learn how AI overcomes data gaps, discover research-backed connections between BBEO and shareholder returns, and see how a quantitative model can help companies design equity programs that boost engagement, retention, and long-term growth.
KEY LEARNING POINTS
• Learn how AI and analytics create a data-driven standard for employee ownership.
• See research showing companies with higher BBEO outperform peers.
• Use the EO Index and models to design and communicate programs that benefit employees and shareholders alike."
5.1 Equity in Motion: Lessons from Transforming Companies
Open to download resource.
Open to download resource.
"Major corporate actions—such as creating new legal entities, reorganizations, rapid scaling, and global expansion—can dramatically reshape companies and create unique challenges for equity operations. From maintaining data accuracy to ensuring effective communication and governance, equity teams must navigate complex transitions while keeping programs resilient and effective.
In this session, cross-industry experts share proven strategies and practical lessons for managing equity during periods of structural change. Attendees will gain actionable insights to adapt equity plans, onboard employees, maintain operational excellence, and ensure governance remains strong—even in fast-moving environments.
KEY LEARNING POINTS
• Learn strategies to adjust plan structures for new entities, reorganizations, and global expansion.
• Explore best practices for onboarding employees, keeping data accurate, and managing day-to-day administration amid organizational transitions.
• Discover techniques for clear employee and stakeholder communication, while upholding governance standards during periods of transformation."
5.2 Payroll Pitfalls in Equity Compensation: Lessons from the Trenches
Open to download resource.
Open to download resource.
"Processing equity compensation through payroll systems can be complex, and even small errors can have significant consequences. This practical session is designed for stock plan administration professionals to explore the intersection of payroll operations and equity management. Using real-world case studies and expert insights, participants will learn how common mistakes happen, why they occur, and, most importantly, how to prevent them.
The session will cover compliance challenges, risk mitigation strategies, best practices for seamless execution, and the unique complexities of cross-border equity processing, including system limitations, pay code configurations, and manual overrides. Attendees will leave with actionable strategies to safeguard operations, optimize performance, and turn challenges into opportunities for process improvement.
KEY LEARNING POINTS
• Learn where mistakes typically occur in equity processing and practical strategies to prevent them.
• Gain insights into handling global payroll challenges, including system limitations, pay codes, manual adjustments, and compliance requirements.
• Explore best practices for streamlining workflows, ensuring compliance, and reducing operational risk in equity administration."
5.3 Navigating Asia’s Evolving Equity Landscape: Compliance and Engagement
Open to download resource.
Open to download resource.
"Asia’s equity landscape is shifting rapidly, with new regulatory reforms, foreign exchange restrictions, and tax developments reshaping how companies design and deliver employee share plans. From China’s evolving SAFE framework to India’s changing exchange control rules and Japan’s flexible securities law exemptions, issuers face both challenges and opportunities as they balance compliance with engagement.
This session will provide practical strategies for implementing equity programs across major Asian markets. Panelists will share real-world examples and best practices, highlighting how companies are navigating regulatory complexity while creating culturally resonant, sustainable programs that deliver meaningful employee experiences. Attendees will gain actionable insights to drive compliance, engagement, and efficiency in their global equity operations.
KEY LEARNING POINTS
• How regulatory and tax developments across major Asian markets impact share plan design and delivery.
• Strategies for navigating cross-border compliance while maintaining employee engagement.
• Practical approaches to implementing sustainable and culturally aligned equity programs."
5.4 Employee Ownership in Focus: Insights from Rutgers
Open to download resource.
Open to download resource.
"Discover the latest insights on employee ownership and equity compensation in this session led by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, the global leader in equity research. Drawing on the largest studies ever conducted in the U.S., this session explores how equity is distributed, who participates in these programs, and the impact of employee ownership on both organizational and employee outcomes.
Attendees will gain a data-driven perspective on trends in equity participation and the strategic value of employee ownership, along with practical implications for designing and enhancing equity programs.
KEY LEARNING POINTS
• Understand how equity is distributed across organizations and which employees are participating in equity programs.
• Explore the strategic, financial, and cultural effects of employee ownership on workforce engagement and company performance.
• Gain actionable takeaways for structuring and enhancing equity programs based on rigorous research findings."
5.5 Future Leaders of Global Equity: Turning Research into a Strategic Case
Open to download resource.
Open to download resource.
"Discover the latest insights on employee ownership and equity compensation in this session led by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, the global leader in equity research. Drawing on the largest studies ever conducted in the U.S., this session explores how equity is distributed, who participates in these programs, and the impact of employee ownership on both organizational and employee outcomes.
Attendees will gain a data-driven perspective on trends in equity participation and the strategic value of employee ownership, along with practical implications for designing and enhancing equity programs.
KEY LEARNING POINTS
• Understand how equity is distributed across organizations and which employees are participating in equity programs.
• Explore the strategic, financial, and cultural effects of employee ownership on workforce engagement and company performance.
• Gain actionable takeaways for structuring and enhancing equity programs based on rigorous research findings."
5.6 Fresh Perspectives in Equity Compensation: A Roundtable on Innovation and Impact
Open to download resource.
Open to download resource.
"The world of equity compensation is evolving rapidly—and some of the most meaningful innovation comes not from new tools or plan designs, but from shared experience and open dialogue. This interactive roundtable brings together industry peers to exchange ideas, compare approaches, and discuss what’s next for equity compensation.
Through candid conversation, participants will explore emerging trends in plan design, communication, and administration, while tackling the real-world challenges stock plan professionals face today. From simplifying complexity to increasing employee engagement, this session is designed to surface practical solutions and fresh perspectives drawn directly from those in the trenches.
KEY LEARNING POINTS
• Gain insight into the latest developments in equity plan design, communication, and administration.
• Learn strategies to address operational, compliance, and engagement challenges faced by stock plan professionals.
• Exchange real-world experiences and creative approaches with fellow equity compensation practitioners to inspire new solutions."
5.7 In Charge at Last: What Leaders Would Change If They Could
Open to download resource.
Open to download resource.
"What would global equity programs look like if seasoned stock plan professionals were truly “in charge”? This interactive panel brings together highly experienced practitioners to explore the changes they would make—and the decisions they would rethink.
Drawing on more than 100 years of combined experience, panelists will share candid perspectives on what works, what doesn’t, and what they would redesign if given the opportunity. Attendees can expect an honest, thought-provoking conversation grounded in lived experience and informed by today’s evolving global landscape.
KEY LEARNING POINTS
• Gain insight into how experienced professionals would approach decisions differently if starting with a clean slate.
• Understand where real-world challenges arise between policy, regulation, and day-to-day administration—and how seasoned leaders would address them.
• Take away practical advice, common pitfalls to avoid, and forward-looking recommendations informed by over a century of collective expertise."
6.1 The Equity Games: The Global Stock Plan Showdown
Open to download resource.
Open to download resource.
"Global stock plan administration is evolving quickly—and staying current requires both technical depth and practical judgment. This interactive session delivers a fresh, high-energy approach to learning, combining real-world scenarios with a fast-paced trivia format that challenges participants to apply their knowledge in the moment.
Attendees will test their understanding across a wide range of global equity topics, including mobility and cross-border planning, ESPP design insights, 10b5-1 plans, Section 16 and Rule 144 reporting, tax withholding and payroll coordination, 409A valuations, and financial reporting considerations. Designed to spark discussion and peer learning, this session sharpens expertise while reinforcing best practices in a memorable, engaging way.
KEY LEARNING OBJECTIVES
1. Gain up-to-date insight into global equity trends, regulatory developments, and emerging best practices.
2. Deepen understanding of complex compliance, reporting, and administration topics through practical scenarios.
3. Reinforce learning in real time by making decisions under pressure in a competitive, game-based format."
6.2 Navigating Executive Trading: Insights on Readiness, SEC Compliance and Market Trends
Open to download resource.
Open to download resource.
"Whether your company is preparing for an IPO, recently went public, or has been public for some time, managing liquidity solutions and executive stock positions is critical. This session provides actionable guidance on navigating liquidity events across all stages of a company’s public journey.
Attendees will gain insights from the latest Morgan Stanley 10b5-1 Survey Report, market trends, and recent SEC rule changes. The session will cover practical strategies such as Rule 144 trades, 10b5-1 plans, and managing RSU releases, while addressing both capital considerations and potential market impacts. Participants will also learn how pending SEC changes, including possible semi-annual reporting, may influence executive liquidity planning.
KEY LEARNING POINTS
• Understand strategies to manage executive stock positions effectively, from IPO to mature public company stages.
• Learn how Rule 144 trades, 10b5-1 plans, and RSU release management can support liquidity while staying compliant with SEC rules.
• Gain insights into current market dynamics, recent SEC updates, and pending rules that impact executive stock planning."
6.3 Modern LTI Strategies: Designing for Impact, Growth and Retention
Open to download resource.
Open to download resource.
"Equity compensation is one of the most powerful tools for attracting, retaining, and motivating top talent—but not all LTI plans are created equal. In this session, we’ll explore the evolving landscape of LTI design, highlighting innovative strategies that go beyond the basics.
From multi-day pricing models and accelerated vesting schedules to creative retirement eligibility provisions, participants will examine emerging trends and forward-thinking plan features that leading companies are using to stay competitive. Whether you’re building a new program or refining an existing one, you’ll walk away with practical insights, best practices, and creative solutions to make your LTI plan more effective, engaging, and aligned with your workforce goals.
KEY LEARNING POINTS
• Discover the latest approaches in LTI plans, including multi-day pricing, accelerated vesting, and retirement eligibility innovations.
• Learn strategies to make LTIs more motivating and aligned with employee priorities, improving participation and retention.
• Gain actionable tips for designing, launching, or refining LTI programs to maximize strategic impact and workforce alignment."
6.4 Equity at the Margins: Navigating Tax Challenges in Lower-Income Countries
Open to download resource.
Open to download resource.
"Rolling out equity compensation in new countries—especially those with higher tax rates—comes with unique compliance and operational challenges. From withholding obligations to payroll complexities and cultural expectations, administering equity globally requires careful planning and local insight.
Join our panel of global equity experts as they unpack practical strategies for navigating these challenges. Through real-world examples from companies like Nvidia, you’ll learn how to balance compliance, employee experience, and organizational goals while delivering equity programs that resonate locally.
KEY LEARNING POINTS:
• Understand employer obligations, cross-border reporting, and managing high tax rates to protect both your organization and employees.
• strategies for handling year-to-date wages and income data across multiple payroll systems to ensure accuracy and efficiency.
• Learn how to structure awards and communicate effectively to maintain fairness and engagement, even in regions with low income thresholds or high tax rates."
6.5 Mastering Equity Plan Reporting: From Data Integrity to Audit Readiness
Open to download resource.
Open to download resource.
"Equity plan reporting can be a minefield of data discrepancies, compliance risks, and audit challenges. This session provides practical guidance for maintaining clean, accurate data and preparing for audits with confidence.
Participants will explore strategies for reconciling information across systems, managing reporting schedules, and addressing common pitfalls. Attendees will leave with actionable tools and best practices to ensure equity plan reporting is efficient, reliable, and audit-ready.
KEY LEARNING POINTS
• Learn strategies for reconciling information across multiple systems and preventing discrepancies.
• Gain insights into preparing for audits, managing reporting schedules, and addressing common pitfalls in equity reporting.
• Explore actionable approaches and best practices to streamline equity plan reporting while ensuring accuracy and compliance."
6.6 Cost-Effective Share Plans: Strategies for Issuers
Open to download resource.
Open to download resource.
"In today’s world of tighter budgets and rising expectations, how can issuers reduce the cost of their share plans without compromising their appeal? This session brings share plan accounting to life, showing that what may seem like a dry, technical topic is actually critical for program success.
Attendees will explore practical strategies to optimize expenses while maintaining eligibility and plan attractiveness. The session will also examine the tension between U.S. trends toward more discretion in performance conditions and the measurement challenges this can create. Participants will leave with actionable insights to make informed decisions, manage costs effectively, and maintain high-performing equity programs.
KEY LEARNING POINTS
• Learn practical approaches to reduce share plan expenses without impacting employee eligibility or program appeal.
• Understand the challenges and implications of discretionary performance metrics and their effect on measurement and compliance.
• Gain actionable insights for maintaining attractive, high-performing share plans in budget-constrained environments."
7.1 Ain’t No Hold ’Em: Boosting Your Odds of Global Share Plan Success
Open to download resource.
Open to download resource.
"Operating share plans globally is no easy task—but there are proven ways to significantly improve their effectiveness and impact. In this session, a highly experienced panel featuring leaders from NatWest, Sage, Tapestry, and Wealth at Work will share practical insights drawn from real-world experience across industries and regions.
The discussion will explore evolving trends in plan design, effective approaches to financial education (without crossing into financial advice), and strategies for engaging a multigenerational and multicultural workforce.
KEY LEARNING POINTS
• Learn how to deliver responsible plan communications and financial education without crossing into regulated financial advice.
• Discover innovative solutions to common communication challenges that improve how employees perceive and value their share plans.
• Explore strategies for addressing cultural and generational differences to ensure equity programs resonate across regions."
7.2 Designing Global Equity at Scale: Inclusion, Adaptability, and Growth
Open to download resource.
Open to download resource.
"As companies expand globally, equity plans must do more than scale—they must resonate with employees across diverse markets while staying aligned with business objectives. This panel takes attendees beyond the mechanics of grants and vesting to explore how thoughtful design, regional adaptability, and market dynamics shape successful global equity programs.
Panelists will share practical strategies for launching or expanding broad-based equity, fostering a culture of ownership, and managing cost and complexity. Attendees will gain insight into balancing tax, regulatory, and cultural considerations with compliance and administrative efficiency, while also examining how market forces such as ownership norms, trading environments, and transaction costs influence employee engagement and perception of equity compensation.
KEY LEARNING POINTS
Learn how to scale equity across regions while fostering a culture of ownership and aligning programs with strategic business goals.
Understand how tax, regulatory, and cultural factors influence plan design and participation—and how to adapt without overcomplicating administration.
Identify the right metrics to assess engagement, retention, and program effectiveness, ensuring global equity remains a long-term driver of value."
7.3 Real Talk on AI in Finance: A Developer’s Perspective
Open to download resource.
Open to download resource.
"Over the past several years, artificial intelligence has been the subject of significant discussion across stock plan administration and the broader finance function—but much of the conversation has remained aspirational. This session moves beyond the hype to focus on how AI is actually being implemented today.
Led by Deloitte AI leader, this discussion will explore where AI agents are already delivering real value within stock plan and finance teams. Drawing on hands-on experience building and deploying AI solutions across multiple platforms, these experts will share practical insights into what is working, what is not, and what it truly takes to adopt AI successfully. Attendees will examine real-world AI use cases in stock plan administration and walk through the journey of AI readiness—from data and systems to governance and change management—so they can begin taking meaningful steps now to prepare for what’s ahead.
KEY LEARNING POINTS
• Understand practical, real-world AI use cases already impacting stock plan administration and finance operations.
• Learn the foundational requirements for successful AI adoption, including data readiness, system integration, governance, and team capabilities.
• Identify concrete, near-term actions you can take to prepare your stock plan function for AI adoption and long-term transformation."
7.4 Compensating a Global Board: Navigating Cross-Border Complexity
Open to download resource.
Open to download resource.
"As companies expand globally, boards are increasingly composed of directors who reside outside the company’s home country—introducing new layers of regulatory, tax, and compliance complexity. This panel will explore the critical considerations companies must address when compensating non-resident board members, including securities regulations, taxation, withholding, reporting, and treaty relief.
Drawing on real-world case studies from jurisdictions such as Canada and the UK, panelists will share practical approaches to structuring director compensation, managing multi-jurisdictional tax obligations, and avoiding common pitfalls. Attendees will gain actionable insights to help ensure compliant, efficient, and well-governed outcomes for globally distributed boards.
KEY LEARNING POINTS
• How to evaluate regulatory and securities law requirements for non-resident directors.
• How to determine residency, allocate compensation, and manage cross-border tax obligations.
• How to navigate withholding, reporting, and treaty relief to reduce risk and complexity."
7.5 The Strategic Evolution of the Equity Leader
Open to download resource.
Open to download resource.
"The role of the equity professional is undergoing a fundamental transformation. Once viewed primarily as administrators and technical experts, today’s equity leaders are expected to serve as strategic advisors—educating executives, influencing enterprise-wide decisions, and proactively managing risk in an increasingly complex environment.
In this session, industry experts with decades of hands-on experience will share candid reflections from their professional journeys, offering rare perspective on how the role has evolved and what has remained constant. Drawing on real-world lessons learned at the highest levels, speakers will explore shifting expectations from executives and boards, how to build lasting equity literacy across the company, and what it truly takes to move from execution to influence.
KEY LEARNING POINTS
Gain perspective from seasoned industry leaders on how the equity role has evolved over time and what future equity professionals must understand to remain relevant and influential
Understand changing expectations from executives and boards, and learn practical approaches to building enterprise-wide equity literacy and trust
Learn how to elevate your impact by leveraging data, storytelling, and proactive risk management to influence strategy and strengthen your organizational and career positioning"
7.6 The Architecture of Equity: How to Build an ESPP That Lasts
Open to download resource.
Open to download resource.
"A well-designed ESPP is more than a benefit—it’s a powerful tool for fostering ownership, engagement, and alignment across your organization. But creating a lasting program requires a strong foundation.
In this session, participants will explore the essential elements of sustainable ESPP design, from aligning with corporate objectives and managing financial trade-offs to navigating compliance and global complexities. Attendees will gain a practical framework for evaluating plan features, modeling participation, and future-proofing their ESPP to meet evolving workforce and market needs. Whether you’re refreshing an existing plan or launching a new one, this session provides actionable tools and strategic insights to build an ESPP that endures.
KEY LEARNING POINTS
• Learn how to align your ESPP with corporate goals, financial strategy, and workforce objectives for long-term impact.
• Gain insights into managing regulatory, tax, and operational challenges across multiple jurisdictions.
• Discover strategies for modeling participation, evaluating plan features, and adapting your ESPP to evolving workforce and market needs."
8.1 Global Equity, Local Rules: Unlocking Tax Deductions Worldwide
Open to download resource.
Open to download resource.
"As companies expand share plans globally, securing corporate tax deductions has become increasingly complex—and increasingly scrutinized. This session focuses on the critical intersection between equity compensation and corporate tax, equipping share plan professionals with the insights they need to effectively partner with internal tax teams to drive tax efficiency and avoid costly missteps.
The discussion will compare approaches across the US, UK, France, and Germany, highlighting where rules align and where they diverge. A dedicated segment will address the latest HMRC position on net-settled awards, including practical arguments and defense strategies when corporate tax deductions are challenged. Drawing on real-world experience, the session will provide actionable guidance for navigating this high-risk, high-impact area of global equity.
KEY LEARNING POINTS
How corporate tax deduction rules differ across key jurisdictions and why those differences matter.
How to collaborate effectively with corporate tax teams to maximize tax efficiency in global share plans.
How to navigate HMRC scrutiny of net-settled awards and prepare defensible corporate tax positions."
8.2 Executive Compensation Under the Microscope: Governance, Activism, and Board Strategy
Open to download resource.
Open to download resource.
"Executive compensation is under increasing scrutiny from investors, proxy advisors, and governance stakeholders—particularly during annual general meetings. This panel brings together experienced practitioners to examine the evolving executive pay landscape, including shareholder activism, board dynamics, and rising expectations around transparency and accountability.
The panel will share practical strategies for engaging boards and compensation committees, aligning equity programs with performance and ESG priorities, and preparing for activist challenges. Attendees will leave with actionable insights to strengthen governance practices and confidently navigate investor and stakeholder expectations.
KEY LEARNING POINTS
• Identify key trends shaping executive compensation, including investor priorities, proxy advisor influence, and emerging regulatory expectations.
• Learn practical approaches for partnering with boards and compensation committees to design equity programs that align with performance goals and governance standards.
• Gain strategies to anticipate, respond to, and manage shareholder activism—particularly in the AGM context—while maintaining credibility and trust."
8.3 Supporting Executives: Bridging Stock Plans and Private Wealth
Open to download resource.
Open to download resource.
"Executives face complex challenges in managing equity compensation, including navigating 10b5-1 plans, Rule 144, blackout windows, and liquidity planning. This session explores how plan administrators can leverage frameworks and best practices used by private wealth advisors to support executives holistically. Lucid Motors will share real-life experiences, highlighting practical applications of these strategies in a corporate setting. Participants will gain insights on aligning administrative operations with executive needs, optimizing equity as part of overall wealth, and supporting transitions, succession planning, and legacy considerations.
KEY LEARNINGS:
Understanding 10b5-1 plans, Rule 144, and blackout windows, and how to support executives effectively.
Leveraging private wealth management tools to align equity administration with executive goals.
Strategies for managing executive equity from grant through succession, including liquidity and legacy planning."
8.4 ESPP Roundup: Design, Impact & Lessons Learned from 3 Different Approaches to ESPP
Open to download resource.
Open to download resource.
"ESPPs may share a name, but their design and impact can vary widely. In this lively, practical session, a panel of ESPP experts will guide you through three distinct plan designs, examining how each influences employee perception, participation rates, company expense, and dilution. Whether you’re launching a new plan or optimizing an existing one, you’ll leave with actionable strategies, creative ideas, and practical tips to make your ESPP successful.
KEY LEARNING POINTS
• Explore how different ESPP structures—from generous discounts to unique offering periods—affect employee participation and perception.
• Learn what motivates employees to take part in ESPPs and identify potential barriers to adoption.
• Discover strategies for designing plans that maximize employee value while maintaining financial sustainability for the company."
8.5 Global Performance Awards: Aligning Strategy, Standards and Shareholder Value
Open to download resource.
Open to download resource.
"Designing global performance awards is both an art and a science. From fluctuating foreign exchange rates to evolving disclosure requirements, creating effective performance-based equity programs requires careful calibration and technical precision. This deep-dive session explores the architecture of successful global performance awards, covering metric selection, peer benchmarking, multi-currency valuation, and alignment with local tax rules.
Ideal for professionals in plan design, accounting, or global mobility, attendees will gain actionable insights to elevate their performance equity programs from simply compliant to strategically cutting-edge.
KEY LEARNING POINTS
• Learn how to calibrate performance metrics and benchmark against peers to drive meaningful, measurable outcomes.
• Explore strategies for navigating FX fluctuations, multi-currency valuation, and local tax and compliance requirements.
• Gain practical approaches to transform your programs from compliant structures to innovative, workforce-engaging solutions."
8.6 Navigating Growth: Innovative Equity Strategies for Agile Private Companies
Open to download resource.
Open to download resource.
"This interactive session dives into innovative equity compensation strategies for private and early-stage companies navigating rapid growth, market volatility, and evolving regulatory demands. Using real-world case studies, participants will explore practical solutions for designing high-impact equity programs that align with strategic goals while staying cost-efficient and operationally manageable.
Topics include creating effective equity purchase and performance share plans on limited budgets, leveraging data-driven tools such as 90-day VWAP and ESG-linked plans, managing liquidity and cap tables through growth to IPO, and optimizing operational efficiency with HRIS platforms and automation.
KEY LEARNING POINTS
• Learn how to create equity purchase and performance share plans that align with company goals, ESG targets, and growth objectives, even on limited budgets.
• Discover how to leverage HRIS platforms, third-party administrators, and automated processes to streamline plan administration and minimize complexity.
• Gain practical insights into navigating liquidity events, cap tables, carve-outs, and employee engagement while scaling plans from early-stage to IPO or group-wide programs."
9.2 Equity Vesting Trends: Insights for Strategy and Engagement
Open to download resource.
Open to download resource.
9.2 Equity Vesting Trends: Insights for Strategy and Engagement "In today’s competitive talent market, companies are rethinking equity compensation structures to attract and retain top performers while supporting long-term business goals. While the traditional four-year vesting model remains common, companies are increasingly experimenting with shorter vesting periods and more frequent vesting intervals.
This session explores the latest trends in equity vesting schedules and highlights some surprising outcomes from these shifts. Participants will gain insights into what’s driving these changes, the impact on both employees and employers, and the tax and operational considerations companies should weigh when designing an effective equity strategy.
KEY LEARNING POINTS
• Discover why companies are adopting shorter or more frequent vesting intervals and how these changes affect retention and engagement.
• Understand the benefits and potential challenges of evolving vesting strategies for workforce motivation, cost management, and long-term business objectives.
• Explore tax, administrative, and compliance implications, and learn what to consider when designing a modern, effective equity compensation strategy."
9.3 Tax Withholding Showdown: The Great ASC 718 Debate
Open to download resource.
Open to download resource.
"Back in 2016, the ASC 718 updates transformed stock plan administration—allowing companies to use the highest marginal tax withholding rate on net-settled awards without the previous accounting headaches. Stock admins and payroll teams celebrated hours of work saved… yet nearly a decade later, some companies are still debating whether to stick with the highest marginal rate or revert to actual payroll rates.
This lively, debate-style session brings together a panel of experts to go head-to-head on the best approach to tax withholding under ASC 718. Expect candid opinions, real-world examples, and practical guidance to help your company decide the right path—without the guesswork.
KEY LEARNING POINTS
• Get clarity on how the highest marginal rate works versus using actual payroll rates, and the accounting implications of each approach.
• Learn the operational and administrative considerations for stock plan admins and payroll teams, including efficiency and compliance benefits.
• Gain actionable guidance on choosing the right withholding method for your organization, backed by real-world examples and expert debate."
9.4 EuroScope 2026: Trending Share Plan Topics Across Europe
Open to download resource.
Open to download resource.
"Join members of the GEO chapter leadership teams from Belgium, the Nordics, and the UK for a fast-paced and practical exploration of the most important developments shaping equity and share plans across Europe. Designed for global practitioners managing cross-border programs, this session moves beyond fundamentals to focus on what’s changing now — and what issuers need to be preparing for next.
From evolving tax frameworks and regulatory shifts to innovative plan structures and solutions for increasingly mobile and hybrid workforces, our panelists will share regional insights and real-world examples. Learn how companies are adapting to local capital gains considerations, redesigning plans to stay competitive in tight talent markets, and balancing compliance with participant experience across diverse jurisdictions.
KEY LEARNING POINTS:
• Understand the latest regulatory, tax, and compliance trends across key European markets and how they influence plan design and administration.
• Identify innovative approaches European issuers are using to drive participation, retention, and cultural alignment.
• Navigate cross-border challenges including mobility, participant education, and operational complexity with greater confidence."
9.5 From Plan to Culture: How Allianz Scaled a Global ESPP Across 48 Countries
Open to download resource.
Open to download resource.
"Join this session to learn how Allianz, EY, and Equatex have partnered since 2018 to design and scale a truly global ESPP—driving employee ownership at Allianz from 9% to an impressive 79%, representing more than €1.5 billion in assets under management.
This session will explore how Allianz evolved from simply offering an ESPP to cultivating a holistic, enterprise-wide culture of employee share ownership. By combining thoughtful plan design, tax-efficient strategies, and a strong focus on employee experience, Allianz has successfully engaged its global workforce across 48 countries.
This is a practical, end-to-end case study on the power of partnership, innovation, and execution in building sustainable global employee ownership.
KEY LEARNING POINTS
Learn how Allianz transformed its ESPP into a holistic employee shareholder program spanning 48 countries and dramatically increased participation across its workforce.
Gain insights from EY on managing diverse tax and legal frameworks while maintaining global consistency, compliance, and tax efficiency.
Discover how Equatex optimized the employee journey and centralized communications to boost engagement and participation worldwide."
9.6 From Hospitality to Holdings: Driving ESPP Demand Through Human Psychology
Open to download resource.
Open to download resource.
"What does the hospitality industry—restaurants, hotels, and other service-led brands—have in common with your ESPP? One shared challenge: creating demand in a crowded, high-choice environment.
In this focus session, these experts will draw on their unique experience across both equity compensation and hospitality to share five proven, people-driven lessons that can be directly applied to ESPP design and communication. Borrowing from the hospitality playbook, this session focuses on how perceived value, accessibility, messaging, and social influence shape participation decisions.
KEY LEARNING POINTS
• Apply hospitality-inspired thinking to ESPP design, including how employees perceive discounts, matches, and overall value.
• Learn how hospitality reduces friction and stays top of mind—and how those tactics translate to cash vs. cashless ESPPs and ongoing communication.
• Leverage messaging, exclusivity, and peer influence to boost awareness, enrollment, and sustained ESPP participation."
10.2 Making Tax Less Taxing for Share Plan Participants
Open to download resource.
Open to download resource.
"Tax complexity can be a major barrier to employee participation and perceived value in share plans. When participants struggle to understand their tax obligations, confidence drops—and engagement often follows. Leading organizations are rethinking how they support employees through clearer guidance and practical, user-friendly tools.
In this session, NatWest shares how it has taken an innovative approach to employee tax education, including the development of a bespoke Capital Gains Tax (CGT) base cost calculator that simplifies UK tax calculations across multiple share plans while reinforcing learning.
KEY LEARNING POINTS
Understand why proactive, practical tax support is critical to improving participation, trust, and perceived value in share plans.
Learn how tools and education—such as NatWest’s CGT base cost calculator—can simplify complex country-specific tax obligations while building employee confidence.
Take away global best practices for turning tax compliance from a pain point into a positive, engaging part of the employee equity experience."
10.3 Equity at the Transaction Table: Lessons from Real Deals
Open to download resource.
Open to download resource.
"Equity compensation is often one of the most complex and sensitive aspects of mergers, acquisitions, and spin-outs. When a transaction occurs, decisions around vesting, acceleration, and award treatment can significantly affect deal outcomes, retention, and employee morale.
This session offers a practical overview of the key equity compensation issues that arise in M&A transactions, illustrated through two contrasting case studies: Rentokil’s £4.5bn merger with U.S.-listed Terminix and Magnum Ice Cream’s spin-out from Unilever. The discussion will focus on how companies approach equity plan mechanics, manage conflicting provisions, and navigate tax and regulatory constraints.
KEY LEARNING POINTS
Understand how vesting, acceleration, and change-in-control provisions are applied, and when cash-out, rollover, or top-up structures may be appropriate.
Learn how to address conflicting plan terms and navigate key tax, accounting, and securities considerations that shape equity outcomes.
Explore practical approaches to motivating employees and aligning incentives during and after M&A activity."
10.4 Operating Equity Programs in India’s Regulatory Landscape
Open to download resource.
Open to download resource.
"India’s equity compensation landscape combines unique regulatory, tax, and operational requirements that global companies must navigate carefully. While Category I Merchant Banker valuations are a critical compliance element, they exist within a broader framework that includes FEMA (Foreign Exchange Manangement Act), securities regulations, and cross-border tax considerations.
This session will provide a practical overview of how multinational companies—and Indian companies expanding globally—structure and administer equity programs in India. Drawing on real-world experience, the discussion will highlight common regulatory challenges, valuation considerations, while also touching on how companies drive employee understanding and participation within this complex environment.
KEY LEARNING POINTS
Learn when Category I Merchant Banker valuations are required, how they differ from 409A and accounting valuations, and how they fit within India’s broader regulatory framework.
Explore practical approaches to handling FEMA requirements, tax withholding, remittances, and securities considerations for Indian participants and global equity programs.
Gain insights into how companies support participation and governance—particularly within Global Capability Centers—while maintaining clarity and compliance."
10.5 Aligning SIPs and ESPPs Across Borders
Open to download resource.
Open to download resource.
"UK Share Incentive Plans (SIPs) and US ESPPs are both designed to promote broad-based employee ownership—but meaningful differences in structure, taxation, and administration can create challenges for global companies seeking consistency. As employee expectations evolve, many companies are exploring ways to modernize SIPs to feel more ESPP-like, without compromising UK compliance.
This session will examine how companies are bridging the gap between SIPs and ESPPs by introducing greater flexibility, improving the participant experience, and aligning plan design across jurisdictions. Through practical examples, we’ll explore the legal, tax, operational, and communication considerations that come into play when adapting SIP features for a global workforce.
KEY LEARNING POINTS
Understand the core structural, tax, and operational differences between SIPs and ESPPs—and why companies are increasingly seeking alignment between the two.
Learn practical design strategies for creating a more flexible, ESPP-like participant experience within the constraints of UK SIP regulations.
Explore real-world operational and communication approaches used by global organizations to deliver a seamless employee experience across the UK and US."
10.6 Issuer POV Roundtable: Navigating the Full Equity Lifecycle
Open to download resource.
Open to download resource.
"Equity compensation leaders sit at the center of some of the most complex moments in a company’s lifecycle. From managing the day-to-day administration of equity plans to navigating major corporate events and governance requirements, issuers must balance strategy, compliance, and execution.
This interactive roundtable brings together issuer-side professionals to share perspectives on the real-world challenges shaping equity programs today. Discussion topics will span the full equity lifecycle—from operational administration and Board of Directors for equity onboarding to navigating corporate actions such as mergers, acquisitions, spinoffs, and global mobility considerations. Participants will also explore governance and regulatory aspects, including Section 16 compliance and evolving oversight expectations.
KEY LEARNING POINTS
Discuss day-to-day equity administration alongside complex events such as mergers, acquisitions, spinoffs, and executive equity oversight.
Share perspectives on Board of Directors onboarding, new equity grants, and compliance topics.
Gain insight into how companies manage mobility, corporate transactions, and evolving equity program demands in real-world settings."