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Ledgy's Customer Advisory Board

Ledgy's Customer Advisory Board (CAB) is a selection of Senior Finance, Legal and People leaders from Ledgy ’s key hubs in Europe (Germany, UK and France) and ROW, who will represent more than 3,000 Ledgy customers, and will work closely with us for 12 months.

The CAB plays a central role at Ledgy, providing us with valuable expertise and feedback from our key customers to inform our strategic product roadmap and GTM development.

Meet our current CAB members

Rakesh Patel

VP HR - Total Rewards & Global Mobility, Getir

Markus Harder

CFO, DeepL

Bianca Stewart

Head of Legal, Motorway

Felix Hupfauf

CFO, Frontify

Sebastian Schilling

VP Finance, Taxfix

Andreas Aepli

CFO, Climeworks

Stuart Barnard

VP Finance, Encompass

Damien Basson

Legal, INLO

Claire Dimond

Legal Operations & Assistant Company Secretary, Tide

Trecilla Lobo

Independent Advisor, ex CPO at ComplyAdvantage, Tier Mobility
November 9th, 2023
Agenda

13:00

Arrival & Lunch

13:30

Conference Start & Ledgy Welcome

13:45

Equity Empowerment: Navigating Entrepreneurship, Ownership, and the Calm Revolution

Alex Tew, Co-founder of Calm, the #1 app for sleep and meditation, will discuss his journey as an entrepreneur, the power of equity, and integrating the concept of ownership with mental health

14:20

From Private to Public: Managing Equity Through the Lifecycle

A panel discussion about the biggest opportunities and challenges about managing equity through an IPO & product ambitions and requirements for later stage and public companies. Dr Katalin Kiss from Delivery Hero, Frankie Williams (ex-FARFETCH, ex-King) and Andrew Quayle from CMS UK share their insights.

15:00

Break: Coffee and Networking

15:30

Navigating Talent Mobility: Strategies for Successful Global Equity Plan Implementation

Companies are expanding their operations across borders, resulting in a growing need for well-designed and effectively executed global equity plans. This session delves into the complexities of running global equity plans and how to successfully implement them. Hear from Matthew Crocker, Tax Partner at Deloitte.

16:05

Strategising and Leveraging Equity in Current Times

Many scaleups are currently facing a tougher fundraising climate, confronting downrounds and/or falling valuations. How are the best companies communicating about equity with the team at this time, and how can equity continue to empower employees? Index Ventures’ Dominic Jacquesson, Getir's Rakesh Patel and Tide’s Liza Haskell join us to share their insights.

17:00

Evening Reception (food, fun and drinks)

19:00

Event Ends

13:00

Arrival & Lunch

13:30

Conference start & Ledgy Welcome

13:45

Equity Empowerment: Navigating Entrepreneurship, Ownership, and the Calm Revolution

Alex Tew, Co-founder of Calm, the #1 app for sleep and meditation, will discuss his journey as an entrepreneur, the power of equity, and integrating the concept of ownership with mental health

14:20

From Private To Public: Managing Equity Through the Lifecycle

A panel discussion about the biggest opportunities and challenges about managing equity through an IPO & product ambitions and requirements for later stage and public companies. Dr Katalin Kiss from Delivery Hero, Frankie Williams (ex-FARFETCH, ex-King) and Andrew Quayle from CMS UK share their insights.

15:00

Break: coffee and networking

15:30

Navigating Talent Mobility: Strategies for Successful Global Equity Plan Implementation

Companies are expanding their operations across borders, resulting in a growing need for well-designed and effectively executed global equity plans. This session delves into the complexities of running global equity plans and how to successfully implement them. Hear from Matthew Crocker, Tax Partner at Deloitte.

16:05

Strategising and Leveraging Equity in Current Times

Many scaleups are currently facing a tougher fundraising climate, confronting downrounds and/or falling valuations. How are the best companies communicating about equity with the team at this time, and how can equity continue to empower employees? Index Ventures’ Dominic Jacquesson, Getir's Rakesh Patel and Tide’s Liza Haskell join us to share their insights.

17:00

Evening reception (food, fun and drinks)

19:00

Event ends

We co-create and innovate

Ledgy is committed to customer-centric product development, working as an agile partner for our customers to evolve with them and their needs. Our CAB is central to this strategy, lending their expertise on a regular basis to explore new product possibilities, give feedback on our product roadmap, participate in early beta feature testing, and more.

We believe collaboration is key to spark innovation and deliver the best software and experience for our users. Hear directly from our CAB members on how they use Ledgy to make their equity work:

“Ledgy promised us a HiBob integration three weeks after we signed the contract, and they actually delivered it quicker than intended. It’s the first and only time I’ve seen a software vendor following up on a promise and even outperforming it.”

“I have just completed my EMI return. Last year, it took me a day to compile, manually adding data from various sources. This time, I hit a button. A great improvement – thank you Ledgy.”

Stuart Barnard
VP Finance & Business Operations
Encompass logo

“Since signing with Ledgy, it’s been proven time and time again that the team, and especially the product team, really engages with customers to find ways to improve. I’ve had two-way conversations about how Ledgy can make my life easier. It shows that Ledgy is really focused on building a customer-centric product.”

Bianca Stewart
Head of Legal
Motorway logo
“Since signing with Ledgy, it’s been proven time and time again that the team, and especially the product team, really engages with customers to find ways to improve. I’ve had two-way conversations about how Ledgy can make my life easier. It shows that Ledgy is really focused on building a customer-centric product.”
“The product team released multiple updates in a matter of weeks which materially improved the onboarding process, allowed us to meet our deadlines, and positively impacted our rollout.”
Stuart Barnard
VP Finance & Business Operations
Encompass logo
“Ledgy promised us a HiBob integration three weeks after we signed the contract, and they actually delivered it quicker than intended. It’s the first and only time I’ve seen a software vendor following up on a promise and even outperforming it.”
Sebastian Schilling
VP Finance and internal operations
Taxfix logo
Motorway logo
Encompass logo
Taxfix logo

CAB Meetings & Benefits

The programme consists of quarterly meetings, which take place primarily online. The quarterly online meetings will be supported by a Slack channel, where members are encouraged to stay in contact with each other and our Leadership team, for an opportunity to take a look behind the scenes at Ledgy and to establish business contacts across Europe.

In addition, our CAB members are flown out once per year to meet in person and to participate in an exclusive CAB workshop. During the workshop, strategic developments and current equity trends are discussed. In 2023, the workshop was followed by a half day, customer-facing Ledgy conference, which the CAB members attended.

Want to become a CAB member?

The next CAB starts in Autumn 2024. Register your interest by filling out the form.

We are looking for members with the following profile

  • You have several years of experience in dealing with equity and are in a senior management position within HR/ Finance/ Legal at an internationally oriented company with over 150 employees
  • You think strategically, like to give constructive feedback and are ready for controversial discussions
  • You have an interest in product development
  • You enjoy networking with peers and are open to speaking at event
  • You are fluent in English