Dive into cutting-edge techniques for optimizing your new grant process in this informative session. The expert panel will guide you through best practices and help you navigate potential pitfalls, covering both upstream and downstream issues.

Discover valuable tips and tricks for constructing a robust grant reconciliation process, regardless of the systems you use to manage your new grants. Furthermore, we will share our insights on how recent industry trends are reshaping traditional approaches to stock allocation.

Attendees will learn:

• How to streamline the new grant process through automation techniques for efficiency and accuracy.
• The importance of addressing cross-border considerations and compliance when managing global grant challenges.
• The secrets of effective project management that ensures the smooth execution of global grants.

Share plans are vital in corporate takeovers, impacting employees—the most valuable asset of companies. Buyers and sellers strive to achieve the best outcome, recognizing employees' contributions and maintaining motivation. Factors to consider include external regulations for employee communication and commercial pressures for timely deal completion.

In this session, the expert panel explore key themes: communication strategies, technology use, and global legal and tax implications in takeovers. Drawing from real-life experiences, they will share ten top tips for effective planning and execution, ensuring employee engagement and seamless collaboration among stakeholders.

Attendees will learn:

• The legal and tax implications of a takeover on share plans, including accelerated non-vested awards.
• The importance of effective employee communication and explore the use of technology for information dissemination and tracking elections and acceptances.
• The global impact of a transaction on share plans, including non-home jurisdictions and unique considerations for tax-advantaged plans.

Public event readiness focuses on the actions leading up to the ‘Big Day’. But what happens after that day comes and goes?

This session provides advice on how to avoid an IPO hangover. The panel of experts will cover the items that tend to get lost in the shuffle or deferred in the frantic run up to the public event.

Attendees will learn:

• The key milestones and steps you can take now to guarantee a pain free transaction
• Which administrative tasks, controls and communications are essential to succeed
• How to identify the key stakeholders and how best to communicate with them

In the face of ongoing stock market uncertainty and persistent high inflation, the perceived value of equity awards for equity plan participants has taken a hit, marking a significant departure from the long-standing upward trend.

This expert panel highlights how employers can play a crucial role in helping plan participants fully comprehend and appreciate the value of their equity compensation and unlock the potential of their equity awards.

Don't miss this enlightening session, where we provide actionable insights that will not only position employers as leaders during these uncertain times but also enable them to attract and retain top-tier talent.

Attendees will learn:

• The importance of employee education in understanding equity compensation.
• Effective communication strategies to convey the value of equity awards.
• How providing access to personalized financial advice is crucial for optimizing equity compensation.

Learn from the IPO experiences of three issuers in this insightful panel discussion who each consider what they would do differently if they had their time again.

Join them as they delve into their valuable insights, tips, and the challenges they encountered throughout their IPO journeys. Through real-life examples, they will explore the lessons learned and mistakes made, providing valuable knowledge to enhance the smooth execution of future IPOs.

Attendees will learn:

• Real-Life IPO Insights: Gain valuable perspectives from prominent business leaders who have undergone the IPO process, sharing their experiences, challenges, and key takeaways.
• Getting Stock Plans IPO-Ready: Discover best practices and strategies for preparing your stock plans for an IPO, ensuring compliance, transparency, and effectiveness during the transition.
• Employee Communication Tips: Learn effective communication strategies to engage and inform employees during the IPO journey, fostering a sense of ownership and understanding.

This session will focus on the challenges faced by listed companies when competing for and negotiating board talent in a global market. As businesses aim to attract and retain leaders who can drive success in a rapidly shifting external landscape, the session will provide insights into the specific challenges encountered in the global market.

Attendees will learn:

• Best practices from a CEO's perspective in attracting and retaining leaders
• Equity's role in negotiating during the hiring process, executive compensation, and senior leader retention
• Investors' expectations of executive compensation and talent

Join industry leaders from DoorDash, Avalara, and Moss Adams as they explore the transformative power of automation in driving operational excellence, starting with payroll reconciliations. In this engaging panel discussion, our expert panelists will share their diverse approaches to reconciliations, accompanied by real-world anecdotes highlighting the challenges they encountered and the successes they achieved along their journey.

Attendees will learn:

• Automation: Streamline reconciliations and beyond with automation. Learn about the impact and efficiency gained from automated tools.
• Scaling Automation: Expand automation efforts for sustained operational excellence across functions.
• Lessons Learned: Gain practical strategies from panelists' experiences to maximize the benefits of automation.

Join this insightful session that delves into the world of broad-based employee equity plans. Through engaging discussions, the expert panel will explore different types of equity plans, and examine other prevalent equity arrangements employed by global companies. In addition to comprehending the inner workings of these plans, the panel will assess participation levels, examine the effects on both employees and employers, and uncover the latest research findings on broad-based employee equity plans.

Attendees will learn:

• About the Exploration of diverse broad-based employee equity plans
• Insights from two North American global companies with distinct ESPPs
• The details of commonly utilized broad-based equity arrangements by global companies

Discover the challenges and solutions associated with the exponential growth of cross-border employees in the mobile equity landscape. Understand your company's mobile equity risk exposure and address the key concerns impacting your mobile equity program.

Join our expert panel as they share real-life case studies, providing actionable insights to tailor your mobile equity program and mitigate risks effectively.

Don't miss this session to gain valuable tools, identify critical risks, and develop a comprehensive plan to address mobile equity risks within your organization.

Attendees will learn:

• How to assess mobile equity risk and gain tools to create a self-assessment score for your company's mobile equity risk profile
• Uncover potential pitfalls, areas of vulnerability and explore key strategies to identify the most significant risks within your mobile equity program
• Discover a step-by-step process for mitigating and eliminating identified risks as well as effective solutions to safeguard your compensation team, company, and employees