An Introduction to Employee Share Plans and Share Ownership

Our first Introduction to Employee Share Plans and Share Ownership workshop away from London takes place on Thursday 27th June at the Tapestry offices in Leeds.

This ever-popular full-day workshop covers a range of all-employee plans in the morning, led by share plan expert Karen Parkinson from PwC, whilst the afternoon covers a variety of discretionary and Executive share plans, led by experts Suzannah Crookes and Tom Parker from Tapestry Compliance . Darren Smith from Global Shares will provide a crash-course on the importance of networking, Martha Parkhurst from Eximia wraps things up with an overview of why communicating your employee share plans well is so important.

This workshop provides 5 hours of Continuing Professional Development (CPD). CPD Certificates can be provided to delegates who require them.

ProShare’s Gold members all receive one free attendee place at every workshop we run!

You can reserve your place, or find out more, by contacting us at team@proshare.org.

Agenda for the day

Time	Session	Presenter
09:30	Registration
10:00	Welcome, introductions and background	Murray Tompsett – Head of ProShare
10:25	Why companies offer share plans	PwC
10:35	SAYE (Sharesave) Design features Tax treatment Q&A	PwC
11:20	Stretch Break and Refreshments
11:40	Share Incentive Plan (SIP) Design features Tax treatment Q&A	PwC
12.30	Lunch Break
13.30	Discretionary Share Plans (e.g., LTIP, PSP, Deferred share bonus arrangements) Design features Tax treatment Q&A	Tapestry Compliance
14.40	Stretch Break and Refreshments
15.00	Tax-advantaged discretionary arrangements Company Share Option Plan (CSOP) Enterprise Management Incentives (EMI) Q&A	Tapestry Compliance
15.55	The Importance of Effective Share Plan Communications	Eximia
16.25	Closing Comments	Murray Tompsett
16.30	Networking and drinks (optional)	All