One of the benefits of your ProShare membership is access for you and your team to our member-only focus groups. All focus groups are led by industry experts and provide a relaxed and friendly environment where updates are provided, insights shared, hot topics - relevant to each group - are discussed, and best practices and new ideas are explored. We also like to hear from members on any topics, questions, or updates they might have - so please do let us know if you have anything to be considered for inclusion on any of our agendas.
Focus Groups
Chairs: David Edwards - Natwest & Jennifer Rudman - Equiniti
Upcoming: Thursday 7th May (In collaboration with FS) - Kindly hosted by MUFG in London
Format: Hybrid - MUFG Corporate Markets, London Offices - 51 Lime Street, London EC3M 7DQ
Time: In person attendee 3:30pm, Virtual Joiners 4.00pm
Generously hosted by MUFG Corporate Markets
Agenda
Joint Financial Services & Tax Advantaged Plan Focus Group
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Financial Services Updates:
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Tax Advantaged Plan Updates:
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Other Updates:
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MUFG Corporate Markets (MUFG CM), a division of MUFG Pension & Market Services, connects issuers with their stakeholders through technology enabled solutions across share registry, investor relations and employee share plans. We support boards as they navigate evolving regulation, governance and shareholder engagement.
Employees are at the heart of every business, and tax advantaged share plans remain one of the most effective ways for employees to share in long term success. Whether all employee or executive, we start by listening, then tailor our services to reflect each client’s culture, values and strategy.
The Next Tax Advantaged Share Plans Focus Group: Monday 30th November (In collaboration with SME) *Hosting opportunity available!
Chairs: Mathew Hunter - Tapestry Compliance & Andrew Patterson - Clifford Chance
Upcoming: Thursday 7th May (In collaboration with FS) - Kindly hosted by MUFG in London
Format: Hybrid - MUFG Corporate Markets, London Offices - 51 Lime Street, London EC3M 7DQ
Time: In person attendee 3:30pm, Virtual Joiners 4.00pm
Generously hosted by MUFG Corporate Markets
Agenda
Joint Financial Services & Tax Advantaged Plan Focus Group
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Financial Services Updates:
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Tax Advantaged Plan Updates:
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Other Updates:
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MUFG Corporate Markets (MUFG CM), a division of MUFG Pension & Market Services, connects issuers with their stakeholders through technology enabled solutions across share registry, investor relations and employee share plans. We support boards as they navigate evolving regulation, governance and shareholder engagement.
Employees are at the heart of every business, and tax advantaged share plans remain one of the most effective ways for employees to share in long term success. Whether all employee or executive, we start by listening, then tailor our services to reflect each client’s culture, values and strategy.
Next Financial Services Focus Group Date: Thursday 1st October *Hosting opportunity available!
Format: Hybrid
Time: 4.00pm
Agenda TBC
Chairs: Alexy Armitage - Howden & Julie Shepherd - Sage
Upcoming: (Open to non members) Thursday 21st May - Kindly hosted by CMS in London
Speakers: Alexy Armitage - Howden & Julie Shepherd - Sage
Format: Hybrid - CMS Cameron McKenna Nabarro Olswang LLP, Cannon Place, 78 Cannon Street, London EC4N 6AF
Time: In person attendees 3:30pm, Virtual Joiners 4.00pm
For this session, we are pleased to welcome non‑members to join the discussion! It’s a great opportunity to experience first‑hand the quality of insight, peer exchange and expert‑led discussion that ProShare members benefit from throughout the year. All sessions are led by industry experts from both companies and vendors.
Generously hosted by CMS Cameron McKenna Nabarro Olswang LLP
Agenda
Global Issues Focus Group and Share Plan book signing - Hybrid - OPEN TO NON MEMBERS
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Legal Updates:
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Tax Updates:
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Administrator Updates:
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Plan Issuer Viewpoint: practical trends, key jurisdictions and hot topics in-house, points of interest from the Legal, Tax and Administrator updates, thoughts on potential impact on share plans arising from the current global political and economic climate
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ProShare Updates
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SPECIAL EVENT: Book Launch Q&A and Signing of '(In)vested'
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Followed by drinks and networking hosted by CMS |
Based in London, we are a team of three partners and 11 other advisers, all of whom are dedicated equity plan specialists – making us one of the largest teams with this specialism to be found in any UK full-service law firm. Our team is highly experienced in advising clients on the legal, tax, regulatory and compliance aspects of global equity plans from all employee purchase plans through to bespoke arrangements for senior executives, including tax advantaged arrangements both in the UK and overseas. This experience allows us to share market practice to augment our legal and tax advice to help clients develop a practical and commercial way forward.
We are agile and respond to our clients’ needs, understanding that there is no ‘one size fits all’ approach and so are well placed to offer support, whether that is in respect of the design and launch of a new plan, a roll out to a new jurisdiction or a corporate event impacting global employees. We work with our network of equity plan specialists in over 110 counties (including CMS offices in over 50 jurisdictions), giving us a global reach that is second to none.
Next Date: Thursday 15th October *Hosting opportunity available!
Format: Hybrid
Time: 4.00pm
Agenda TBC
Chairs: Helen Baker - Hn06 & Becky Moore - Clifford Chance
Upcoming: Tuesday 26th May
Format: Hybrid - Clifford Chance, London Offices - 10 Upper Bank Street, London, E14 5JJ
Time: In person attendee 3:30pm, Virtual Joiners 4.00pm
Generously hosted by Clifford Chance
Agenda
Corporate Governance Focus Group
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Remuneration Updates
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Post AGM Season Highlights
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Hot Topics: The use of AI in Rewards
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ProShare Updates |
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Followed by networking generously hosted by Clifford Chance |
Clifford Chance’s Incentives team works with public and private companies worldwide to help them design and deliver remuneration and incentive arrangements that work for both organisations and their people. We advise boards and senior leaders on complex and sensitive remuneration issues, including policy, incentive design, governance, regulatory requirements, disclosure and senior executive hires and exits.
Our advice spans the full range of share based, cash or other incentives, from all employee plans to bespoke executive arrangements. We support clients both on day to day advisory matters and through major transactions, including M&A, IPOs and other transformational events, bringing a global perspective on evolving market practice.
Next Corporate Governance Focus Group Date: Tuesday 3rd November *Hosting opportunity available!
Format: Hybrid
Time: 4.00pm
Agenda TBC
Chairs: Elena Petrou - Aviva, Jane Darlington - Stitch, Chrissie Davis - Eximia & Sarah Long - Wealth at Work
Dates: Tuesday 16th June *Hosting opportunity available!
Thursday 10th December *Hosting opportunity available!
Format: Hybrid
Time: 4.00pm
Agenda TBC
Chairs: Jonathan Crookham - RM2 & Amy Reynolds - Forvis Mazars
Dates: Tuesday 2nd June *Hosting opportunity available!
Monday 30th November ,(In collaboration with Tax Advantaged share plans) *Hosting opportunity available!
Format: Hybrid
Time: 4.00pm
Agenda TBC