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1 leading network of employee equity specialists compliance, finance and HR conferences & events news publications policy influence

2 Welcome UK and European employee share ownership has grown dramatically since I founded the Centre over twenty five years ago: today millions of employees and thousands of companies can testify to the benefits - for engagement, performance and wellbeing - when employees are able to enjoy equity stakes in their companies. The Centre is among the foremost advocates for wider and deeper employee share ownership. At the heart of this mission is a commitment to support you and your colleagues in delivering successful share plans that meet core company objectives. Join the Centre for access to expertise and an employee equity network that encompasses secretarial, finance and HR professionals drawn from established FTSE 250 constituents, AIM and other smaller companies and private businesses. The Centre supports this network with industry leading events, news publications and lobbying activities - all available to plan issuer companies without any annual membership fees. Browse this brochure for an overview, and get in touch to find out more about the Centre s upcoming activities. These are challenging but promising times for employee share ownership, and we will all be the stronger with your voice added to the conversation. Malcolm Hurlston CBE founder & chairman

3 The Centre s approach to industry events is simple: create a professional but relaxed atmosphere where members can discuss the specific issues that matter to their share plans. Our learning and networking events cover a wide range of employee equity topics and are delivered in multiple formats to suit your busy schedule. Choose from our full-day conferences, half-day training seminars, breakfast roundtable discussions and evening dinners to: Events network with industry peers troubleshoot with industry experts access expert legal and regulatory briefings share ideas and learn from other companies remain up to date with industry best practice Programme Breakfast roundtables Members dinners These events are suitable for senior leaders as well as colleagues looking to grow their share plan knowledge. Members receive discounted entry to all paid events. The Centre is a non-profit organisation and works hard to keep all charges to a minimum. For more information about upcoming events visit: UK conferences & seminars International conferences Annual awards dinner Webinars Recent Speakers Association of British Insurers BT Capita Computershare Credit Suisse Dept. for Business, Innovation & Skills Deloitte Diageo Equiniti EY FirstGroup Imagination Technologies Kingfisher KPMG Lord Flight Linklaters Norman Lamb MP Marks & Spencer OECD Pearson Prudential Richemont Schneider Electric Smith & Nephew Shearman & Sterling UBS

4 News Newspad Newspad is the Centre s flagship monthly publication, edited by ex- Fleet Street editor Fred Hackworth. Now in its 27th year, newspad has become staple reading for anyone with an interest in employee equities. Its comprehensive reporting covers approved and nonapproved share plans for both employees and executives: legal & regulatory updates policy news market trends industry practice personnel changes members news reports from Centre events international news Newsbrief Newsbrief is the Centre s members only midmonthly update, delivering summaries of the latest share scheme news stories and links to all the best members content from around the web. Research The Centre publishes research reports throughout the year to complement its events and lobbying activities. Exclusive offer Join the Centre and receive a complementary copy of the Centre s latest special report - Employee Share Ownership in the UK - written in partnership with e-reward. The report is ideal for human resources professionals and anyone requiring a comprehensive and accessible overview of employee share plans. Features include: introduction to share options, gifting and share purchases tax treatment of approved and non-approved share plans business case for employee share plans maximising the effectiveness of your employee share plans case studies from IGas, Pearson and Telefonica

5 The Centre draws on more than twenty five years of experience to promote and protect the use of employee share plans. We maintain close relations with UK and EU policymakers to ensure legislative and regulatory changes affecting employee equities reflect our members interests; equally, we take the initiative and propose reforms to widen and deepen employee share ownership. Influence Members are alert to the major policy and industry discussions surrounding the use of employee equity plans and participate proactively in the Centre s lobbying activities. Join with likeminded companies and contribute to consultation responses, attend meetings with policymakers and participate in working groups. Recent successes include: lobbying for SIP and SAYE investment limit increases meeting with the OECD to highlight the impact of international reporting rules on employee equity plans campaigning for a major employee stake in Royal Mail leading the campaign to save the CSOP As a member you will be invited to attend exclusive dinners with leading policy-influencers. The dinners take place in the RAF Club s Mezzanine Suite and provide the ideal setting in which to exchange ideas with leading figures in business and politics. Guests of Honour - members and annual awards dinners Chris Leslie MP, Shadow Chief Secretary to the Treasury David Gauke MP, Exchequer Secretary to the Treasury Jo Swinson MP, Minister for Employment Relations John Redwood MP, Conservative Party John Whiting, Tax Director, Office of Tax Simplification Lord McFall, former chair, Treasury Select Committee Margaret Hodge MP, chair, Public Accounts Committee Otto Thoresen, director-general, Association of British Insurers

6 Joining fees: 620 for quoted companies and 140 for unquoted Membership includes access to all UK activities plus the World Centre for Employee Share Ownership - participate in international share scheme conferences and put your representations to EU and other overseas policymakers Membership is offered on a corporate basis - all colleagues within a member company are entitled to the benefits of Centre membership Contact the Centre using the details below for a membership application form A plan issuer is any listed or private company that offers, or is considering introducing, any type of share plan for its employees and/or executives. Excluded from this definition are any companies that sell employee share plan products or services. Plan issuer membership is renewed automatically at the start of each calendar year. The Centre reserves the right to cancel free memberships at any time. You may also cancel your membership at any time by contacting the Centre. t e esop@esopcentre.com

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