Shareworks User Group Conference

19/11/2013 Printable agenda

9:00 am - 9:30 am	Registration Watergate Room, Charing Cross Hotel During the registration process you'll have the opportunity to network with your industry peers. Tea, coffee and cheese croissants will be served.
9:30 am - 10:00 am	Welcome to the Shareworks User Group Conference: London 2013 Thames Room, Charing Cross Hotel Brian Craig, Managing Director & UK Country Head, Solium Richard Phelps, Managing Director, Corporate & Employer Solutions, Barclays Opening speech and remarks for Solium’s inaugural 2013 Shareworks User Group Conference.
10:00 am - 11:15 am	Stream 1 - Insights: Share plan compliance: Foe to friend Thames Room, Charing Cross Hotel June Davenport, Executive Director, Corporate Services, Solium Kevin Lim, UK Channel Relationship Director, Solium Mike Pewton, CEO, GlobalSharePlans In today's world of share plan management, the impact of compliance affects your role and relationship with multiple internal stakeholders. From taxation and trading to financial reporting and compensation planning, this session discusses how Shareworks can help you to: Engage the key stakeholders into the share plan administration ecosystem Identify the key areas of risk Mitigate against risk Improve efficiencies Develop a holistic share plan administration strategy across your entire organisation	Stream 2 - Introductory learning: IFRS2 for non-finance professionals Nelson Room, Charing Cross Hotel Don Drybrough, Vice President, Corporate Solutions, Solium Jemma Kovacs, Relationship Manager, Solium Laura Verri CEP, Financial Reporting Manager, Solium This session provides practical insights on: Expensing dataset Fair Value calculator Equity & Liability accounting Expensing snapshot and data management
11:15 am - 11:30 am	Coffee break Watergate Room, Charing Cross Hotel A 15 minute break where tea, coffee and blueberry muffins will be served.
11:30 am - 12:45 pm	Stream 1 - Insights: A comprehensive demonstration of Shareworks Thames Room, Charing Cross Hotel Don Drybrough, Vice President, Corporate Solutions, Solium Richard Scorer, Special Projects and Implementation Manager, Solium Discover how Shareworks can help you with the following issues: AdHoc reporting IFRS2 accounting Global tax & mobility Shareworks tax administration Multi-jurisdictional support Sourcing tax data Mobility administration The session includes an overview of the platform for both Participants and Administrators.	Stream 2 - Advanced learning: AdHoc & global reporting Nelson Room, Charing Cross Hotel Chi Hoang, Chief Architect, Solium Marcos Lopez, Managing Director, Solium A review of Data Sources within AdHoc reporting relating to: Multi-jurisdictional roll-up and reporting Protection/suppression of privacy data Employee Groups and their role in security and mobility administration Report automation and scheduling Look-up tables
12:45 pm - 1:45 pm	Lunch Watergate Room, Charing Cross Hotel The Shareworks User Group Conference will break for lunch and a fork buffet with both hot and cold food will be served.
1:45 pm - 3:00 pm	Stream 1 - Advanced Learning: Shareworks and global taxation & mobility Thames Room, Charing Cross Hotel Don Drybrough, Vice President, Corporate Solutions, Solium Mike Pewton, CEO, GlobalSharePlans This session covers Shareworks and Global Taxation & Mobility, focusing on how to: Use tax tables to store multi-jurisdictional tax data Build adhoc reports The presentation includes a practical example with GlobalSharePlans using their tax data across multiple jurisdictions.	Stream 2 - Insights: FATCA and the expansion of Foreign Asset Reporting Obligations Nelson Room, Charing Cross Hotel June Davenport, Executive Director, Corporate Services, Solium Jeremy Edwards, Partner, Baker & McKenzie This session covers: An update on FATCA A global update on Foreign Asset Reporting: Who has implemented regulation? Who is contemplating regulation? Challenges for compliance & impact of non-compliance The impact on share plans Recommendations and considerations for Issuers
3:00 pm - 3:45 pm	Stream 1 - Insights: A case study by Standard Chartered Bank Thames Room, Charing Cross Hotel Don Drybrough, Vice President, Corporate Solutions, Solium Chris Lindner, CFO, Human Resources and Corporate Affairs, Standard Chartered Bank A case study on the implementation of Shareworks covering: Why the need for change Preparation for change Migration to Shareworks Data validation Expense (IFRS2) & True-up Proof of concept Validation of calculations Reconciliation Handling of delta's Process definition Execution	Stream 2 - Insights: Talking About My Generation: Exploring the Benefit Engagement Challenge Nelson Room, Charing Cross Hotel Katharine Photiou, Director, Corporate & Employer Solutions, Barclays For the first time in history, we are witnessing up to five generations working alongside each other in the workplace. These generations share the same managers, rub shoulders in the same spaces and collaborate on the same projects – but this is where the similarities end. Katharine Photiou will provide an outline of the five generations, how they struggle to work with each other and the management challenges of dealing with them.
3:45 pm - 4:00 pm	Coffee break Watergate Room, Charing Cross Hotel A 15 minute break where tea, coffee and cookies will be served.
4:00 pm - 5:00 pm	The Shareworks roadmap Thames Room, Charing Cross Hotel Marcos Lopez, Managing Director, Solium A glimpse of what’s in the lab, how the platform will evolve and closing remarks.
5:00 pm - 6:30 pm	Drinks reception Canterbury Room, Charing Cross Hotel Join us in the Canterbury room for drinks and hors d’oeuvres. The prize draw for the Apple MacBook Air will take place at 6:00 pm.