Afternoon of 29th September 2021
13.00
Networking, check your technology and visit sponsor booths
13.30
Welcome from ProShare
Speaker:
Murray Tompsett, Head of ProShare
13.40
Computershare Plenary: The Future of Reward
The working environment is undergoing a fast evolution with employees wanting to take control over their benefits packages. As businesses navigate this change, what are the legal and regulatory implications and what does this mean for employees in a share plan, from the ‘gig economy’ to the definition of ‘who is an employee’?
Speakers:
James Robertson – Associate Director, Client Management, Computershare
Liz Pierson – Partner, Deloitte
David Edwards – Head of Share Plans, NatWest Group
Stephanie Birner – Head of product impact, Computershare
14.10
Stretch break
14.15
Breakout sessions:
Visualising value: how Rio Tinto marries data with personalised animation to bring their share plans to life.
Rio Tinto, working with Stitch, takes on the challenge of helping 20,000+ share plan participants in 30 countries understand the value they receive, in a fun and personalised way. We are introducing personalised videos, released quarterly, which takes their actual position to show what happens to their investment. And if it’s successful, we may well expand to our discretionary plans. We want to share our story.Speakers:
Toby Morrow, Senior Manager, Share Plans, Rio Tinto
Pat Sims, Principal Adviser, Share Plans, Rio Tinto
Sophie Howell, Senior Account Manager, Stitch
Or
Change through uncertainty
The disruption of COVID-19 to our everyday lives has been instrumental in a variety of core changes that have taken place. Nowhere has been untouched by this global pandemic, including equity compensation and the share plan industry. This discussion shines a spotlight on issuers who’ve experienced change for better or worse during the global pandemic and the challenges they've had to overcome as a result.Speakers:
June Davenport, Head, EMEA Trust & Nominee Services, Shareworks by Morgan Stanley
Melanie Keegan, Global Share Plans Manager, Ocado
Helen Baker, Head of Secretariat, Coca-Cola Europacific Partners
14.45
Networking break and roundtable discussions with our sponsorsGlobal Share Roundtable: Engaging you in Employee Ownership. Get interactive with a Global Shares quiz.
As an employee owned company, you can be sure that we understand the importance of getting equity compensation right. We’re not only passionate about what we do, but also in communicating how share plans are often the best way to recruit, reward and retain employees. Come, join us at our Roundtable Session with a difference, where we’ll keep you on your toes with an fun and interactive quiz. We work with some of the most exciting startups, tech unicorns and enterprise brands across the globe and will take you through some engaging ways of finding equity management solutions to suit your needs, in a unique and educational way.
Speaker:
Darren Smith, Business Development Director, Global Shares
ComputerShare Roundtable: Why is everyone talking about broad based plans?
It seems that both the pandemic and the growing wider ESG agenda has made many organisations consider the value of delivery equity across all levels in their workforce, leading many to energise existing schemes, launch new arrangements or contemplate a future where access to acquire company shares is available to all in a fair and easily accessible manner. In the roundtable discussion Marcus McEvoy (Computershare), Nick Hipwell (DLA Piper), Sarah Christian (Handlesbanken) share their thoughts on current industry trends and key considerations in relation to broad based plans, while also sharing the specific experiences and challenges encountered by Handlesbanken when they successfully implemented a UK SIP in the summer of 2021.
Speakers:
Sarah Christian, Head of Reward, HR Systems & Support - Handlesbanken
Marcus McEvoy, EMEA Business Development Director > Employee Share Plans - Computershare
Nick Hipwell, Partner – DLA Piper
15.15
Breakout sessions:
Understanding the participation decision for contributory plans
If you offer an ESPP or some other type of contributory plan, the key to its success is high participation. And the key to getting high participation is understanding what drives that decision for employees. Drawing upon new research conducted by Computershare, this webinar will look at what the key factors are that affect an employee's decision to participate. You’ll also get real-world tips on what you can do to drive better participation in your own plans.
Speakers:
Ritu Gupta, Senior Relationship Manager, Employee Share Plans, Canada Computershare
Or
Helping private equity firms make the most of incentivisation
Private Equity firms are an important generator of equity growth in the UK – the majority of the companies PE firms invest in will often have both a management equity and all employee incentive schemes. PE firms also have their own incentive plans primarily through carry and co-investment plans. In this session we discuss how these operate and the structures used to deliver the plans including the challenges and opportunities they present to the share plan industry.
Speakers:
Gemma, Phillips, Partner, Addleshaw Goddard LLP
Elaine Graham, Director, ZEDRA
15.45
Stretch break
16.00
Breakout Sessions:
To SIP or to (share)save: re-shaping for the future
How can (and should) offers under Sharesave and SIP plans change post-pandemic? Join Tapestry, Howdens and London Stock Exchange Group as they take a detailed look at SIP and SAYE in this context. Drawing on their experiences, they will consider how offers under these plans can be shaped to ensure these plans remain valuable tools for enhancing employee engagement, productivity and long-term company success.
Speakers:
Chris Fallon, Legal Director, Tapestry Compliance
Emma Parker, Managing Associate, Tapestry Compliance
Forbes McNaughton, Company Secretary, Howden Joinery Group plc
Caitlin Slatter,Senior Assistant Company Secretary, Howden Joinery Group plc
Charlotte Strouts, Director, Global Share Plans, LSEG
Or
Hiring and firing – a checklist for getting it right
Board changes can be challenging. Getting the treatment of the share incentives right is vital. In this session we will look at our checklist for getting it right. The checklist will include: dealing with share incentives; buy-out awards – how to grant them and the Listing Rules; what to do with post-employment shareholding requirements; disclosure requirements; payments to past directors and considerations for financial services firms.
Speakers:
Bradley Richardson, Partner, Linklaters
Hanaan Ullah, Associate, Linklaters
16.30
Stretch break
16.35
Breakout sessions:
Environmental, social, and corporate governance: company strategy and compensation
More and more frequently we are hearing about Environmental, Social and Governance (ESG) cultures within companies. So, what is ESG and why is it important to our industry? Join us to learn more about these three key factors that measure sustainability and ethical responsibility of a business; and what ties this to equity incentives. As ESG becomes part of the ‘new normal’ in the business world, we will discuss what is in place already, to tie these organisational goals to a rewards strategy and equity. And what is the directional approach and thought process we are seeing corporate issuers considering as this topic continues evolve in the future.
Speakers:
Frances Mancktelow, Director, Client Relationships, Fidelity
Kevin O'Hare, Manager, Share Plans, Shell
Or
FTSE100 in review
This session presented by expert speakers from Aon & Baker McKenzie will review the FTSE 100 report produced by Aon & Baker McKenzie in 2021, we will be looking at remuneration trends within the FTSE 100 over the 2020/21 Financial year. We will look at the impact that Covid has had on incentive methodology, share plan performance metrics and how prevalent ESG and other non-financial metrics have become over the last year.
Speakers:
Jeremy Edwards, Partner, Baker McKenzie
Victoria Kirsch, Associate, Baker McKenzie
Joe Fomenky, Senior Associate Consultant, Aon
Michael Turner, Senior Consultant, Aon
17.05
Closing remarks and summary17.10
Zoom after-party and networking rooms