Intro to ESO Workshop Agenda
An Introduction to Employee Share Plans (Virtual – Technical)
Agenda
| Time | Session | Presenter |
| 10:00 | Virtual Registration/Check in | |
| 10:10 | Welcome, introductions and background | Murray Tompsett Head of ProShare |
| 10:20 | Why companies offer share plans | PwC |
| 10:30 | SAYE (Sharesave) • Design features • Tax treatment |
PwC |
| 11:05 | (15 minute) Stretch Break | |
| 11:20 | Share Incentive Plan (SIP) • Design features • Tax treatment |
PwC |
| 12:00 | Questions and Answers | PwC |
| 12:15 | Lunch Break | |
| 13:15 | Discretionary Share Plans • CSOP • EMI |
David Ogden - BDO |
| 14:15 | (15 minute) Stretch Break | |
| 14:30 | • Non-tax-advantaged arrangements | David Ogden - BDO |
| 15:15 | Questions and Answers | David Ogden - BDO |
| 15:30 | Closing Comments | Murray Tompsett Head of ProShare |