Scaling Mobility
Aligning mobility with your long-term incentive plan is crucial to global payroll compliance and maximizing the employee experience. But what happens when your organization’s definition of mobility grows, either through M&A activity, new policy types, new locations or just an increase in movement? This session will look at how to prepare and react when mobility changes impact equity.
• Tracking Mobility
• Mobility Trends
• How to scale up your mobility
• Aligning Mobility and Equity
• Mobile Equity Challenges
• Case Study
Presented by: Ryan Borgmann, Senior Manager in the KPMG’s Global Reward Services practice based in Chicago. For the past 9 years, Ryan has helped companies large and small manage their global equity administration and payroll compliance and has previously been featured as a speaker at NASPP’s national conference. In addition to his work, Ryan is an active participant in KPMG’s Family for Literacy program, including donning the suit of Kiffle the Kangaroo, the official mascot of KFFL. Prior to joining KPMG, Ryan worked for 10 years as a tax and business attorney. He has a JD and LLM in Tax Law.
Equity Compensation Landscape
Aon will present on the current equity compensation landscape for public issuers highlighting some of the following topics:
• 2023 proxy season trends in say-on-pay and equity compensation plan proposals;
• Best practices in equity plan design, management and share pool increase approach;
• How to succeed in a changing market and human capital environment with equity compensation; and
• Looking ahead to 2024 and beyond and how best to manage your human capital management strategy
Presented by:
Laura Wanlass is a Partner and a Leader within Aon’s Human Sustainability practice, providing strategic consulting to boards and executive leadership teams across the globe, on data led approaches to the oversight, strategy, and execution of ESG, Human Capital Management, Diversity, Equity, and Inclusion, and Human Sustainability initiatives pertaining to the workforce, leadership, and board members. Key consulting includes assistance in benchmarking key datapoints, creating external communication strategy (regulatory filings, ESG reporting, corporate website and more), creating board and c-suite level reporting and dashboards, conducting board and c-suite level education sessions, and helping companies to implement and track the sustainability of their teams through the use of Aon’s award winning Human Sustainability Index (HSI).
Laura co-created the Digital Business Insights (DBI) platform, which is an innovative-solutions that gets key real-time information, data and insights into the hands of top leadership to manage risk (at the organization level and employee sentiment level), ESG ratings, financial stakeholder policies (proxy voting team guidelines, proxy advisory firm guidelines, and leading insurance companies), and shareholder voting patterns (on say-on-pay and ESG proposals).
Prior to leading the Human Sustainability practice, Laura led the Global Corporate Governance practice for the past 15 years, providing strategic consulting on proxy ballot items (including say-on-pay, equity compensation plans and more), shareholder engagement assistance (including talking points, investor intelligence), proxy advisory firm policies (including ISS and Glass Lewis policy application and predictive modeling), and legal and regulatory assistance (including drafting and reviewing of executive agreements and stock plans, SEC and tax compliance).
Laura received a J.D. from the Lewis and Clark Law School and a B.S. in economics from the University of Utah. Laura is a frequent industry speaker and writer on corporate governance, human capital management and ESG. Laura is also the Vice President of the Phoenix Chapter of the National Association of Stock Plan Professionals (NASPP). And in her spare time, Laura is a 5x competitor in the Rebelle Rally, and an official off-road driving and navigation instructor for Rebelle U.
Spencer Gibson is a Director at Aon plc, Human Capital Solutions. Prior to leading Aon’s equity plan proposal solutions team, Spencer worked at the proxy advisor firm, Glass Lewis, where he was a Senior Research Analyst on the company’s executive compensation team. His expertise and strengths include the following: (i) Glass Lewis’ and ISS’ compensation policies, voting guidelines, and research approach; (ii) strategic process of requesting shares and obtaining majority support for equity compensation plans; (iii) ISS and Glass Lewis share request analysis; (iv) Compensation, Discussion and Analysis disclosure strategy; (v) Glass Lewis’ pay-and-performance techniques; and (vi) governance engagement process of public companies.