Dear EOA Subscriber,

We are delighted to welcome Dheeraj Lalwani, Head of Equity Plans at Link Market Services, Marie-Louise Czech, Board member of Employee Ownership Australia and Marc Bosotti, Partner at Vialto Partners to our next EOA Experts Panel webinar to present on the topic of the Benefits of a Broad-based Employee Share Plan.

Our panel of experts will discuss the key features of  Broad-based Employee Share Plans with a focus on salary sacrifice plan design, employee engagement strategies and insights into implementing a broad-based plan in a company setting. Highlighted also will be tax considerations for Australian and Global employee share plans.

This webinar will be held on Wednesday, 20 September 2023 at 10 AM (AEST).

After registering, you will receive a confirmation email with information on how to join the webinar.

Registration link: https://us06web.zoom.us/webinar/register/WN_2ms9xTwkQUKe0t7u-KuILg

More info

A good number of companies in Australia have now implemented broad based employee share plans. These plans are designed to (i) improve employee engagement, (ii) drive employee motivation and retention and (iii)  provide employees with an opportunity to invest in their employer.

The webinar will explore the different plan designs, implementation processes and employee engagement strategies involved, while providing an insight into global tax considerations for such plans in large companies.

About the speakers

Dheeraj Lalwani is Head of Client Relationships of Link’s Employee Equity Plan Solutions division. Dheeraj manages the client relationships team which provides comprehensive end-to-end services to Link’s equity plan clients across the full spectrum of the employee share plan lifecycle, including administration, consulting, legal and taxation services. He has worked across registry and employee share plans for over a decade, where he provided valuable assistance, and is an expert at sharing and implementing best practice throughout the organisation.

Marie-Louise Czech is a HR Professional and Reward Lead working for a multinational company managing all aspects of employee compensation and benefits including share plan design and implementation. With over 25 years’ experience in Remuneration and Benefits program management she has partnered with Legal, Tax and Share Plan administrator teams to deliver efficient employee share plan execution and to meet tax compliance and associated legislative employee equity requirements.

Marc Bosotti has over 20 years of experience advising organisations on reward and performance, global mobility and taxation matters. Marc specialises in helping companies design, implement and administer reward and compensation structures that create alignment with the organisation’s business and people strategy. He has significant experience with employee equity arrangements in listed, unlisted and private equity environments. Marc sits on the Board of Directors of Employee Ownership Australia (EOA) and is Chair of EOA’s Experts Panel.

We look forward to exploring the webinar topics with you.

Latest news

You can also check out our latest blog pieces, as follows:

Employee Ownership – A ‘Voice’ For Employees In Their Workplace, July 9, 2023 

Fit for Work? Health and Well Being of Employees in Employee owned Business, June 1, 2023

Watch the recording of our previous EOA Experts Panel Webinar

Also, you can watch the recording of our last Experts Panel Webinar in May – ‘Employee Ownership – So What? What it means for employees to be owners’  - with Simon Lincoln from Make Architects and Janna DeVylder from Meld Studios (both companies being employee owned via ‘employee ownership trusts’ (EOTs) in Sydney).

Share your story with EOA!

EOA is looking to publish more stories about employee share ownership schemes in 2023. If you manage or are involved in an employee ownership project we'd love to hear from you! Questions for the publication will include why the specific scheme was launched, whether the main objectives were achieved, whether the scheme has been successful and what the average employee participation rate is. If you would like to be involved, please email EOA Communications Officer at info@employeeownership.com.au