A PRACTICAL INTRODUCTION TO GLOBAL SHARE PLANS

29, 30 MAY and 5, 6, 12 JUNE 2024

Tailored for newcomers to the equity compensation industry, this comprehensive four-part educational program features experts from accounting, tax, legal, and administrative fields collaborating with issuer colleagues. Together, they deliver a globally-focused starter pack comprising core concepts and real-life case studies.

Ideal candidates are taking their first steps into their equity compensation career or those in related fields who are interested a ‘big picture’ basic overview of our industry.

Online classes are intentionally kept small to encourage interactive dialogues, allowing you to learn from both your peers and expert tutors.

Whatever your level of experience, there is something for everyone!

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WHAT TO EXPECT

Each topic covered by our presenters focuses on both the global perspective and the practical application of the concepts covered.

Each session is presented by an industry expert in a specific field of discipline and, when appropriate, co-presented with a peer Issuer to provide case study perspective.

Sessions are conducted live, allowing you to ask questions in real-time, and they're also recorded for your convenience. Whether you need to catch up on missed sessions or revisit key points, the recordings are there for you.

Additionally, our expert tutors are available to address any enquiries outside of course hours.

 

SUBJECT AREAS INCLUDE:

  • Pre-work: introduction to global share plans (video) and Bootcamp prep questionnaire
  • Overview of global share plans compliance Introduction to executive compensation
  • Taxation basics Introduction to mobility
  • Core concepts in accounting and reporting for stock-based compensation
  • Perceived value through communications and education
  • Introduction to plan design and Global Equity Insights Study (GEIS) survey trends
  • Bootcamp recap
  • Excel essentials for share plan professionals

 

Read our event attendee policy.