11:40-12:30 PDT / 14:40-15:30 EDT / 19:40-20:30 BST / 20:40-21:30 CEST / 02:40-03:30 HKT +1 / 04:40-05:30 AEST +1
Getting ready to go public via an initial public offering (IPO)? Join us for a discussion that might help your accounting team prepare for the upcoming journey. We know that this process can often be overwhelming – to help with this, we will highlight changes to reporting requirements, ways to prepare, and common decision points. This session could help your team make thoughtful decisions, and help streamline the transition to becoming a public company (including success in your new and ongoing reporting needs).
Talking Points:
Nicole Dmitruchina, Morgan Stanley at Work (US)
Sean Kelly, Morgan Stanley at Work (US)
Cassandra Ogle, Morgan Stanley at Work (US)
Disclosure
Tax laws are complex and subject to change. Morgan Stanley at Work, Shareworks by Morgan Stanley, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should always consult with and rely on your own legal and/or tax advisors to understand the tax and legal consequences of any actions.
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3728376 8/2021
Sponsored by
11:40-12:30 PDT / 14:40-15:30 EDT / 19:40-20:30 BST / 20:40-21:30 CEST / 02:40-03:30 HKT +1 / 04:40-05:30 AEST +1
Expanding to new jurisdictions is a huge milestone for most companies, but it also introduces an array of new obligations. That's especially true if you offer equity to employees in multiple states or countries and if they're moving between locations. Whether your company is offering equity awards in new states or countries because of planned growth, or because COVID-19 has made it so your participants ended up in unexpected locations, each state and country have their own tax obligations that apply to equity plans and you shouldn't assume your current plan will be compliant in these jurisdictions.
In this seminar, we will provide a primer on some of the major tax reporting and withholding obligations you might encounter with your global equity plan, and trends we see in the marketplace.
Justin Pon, Morgan Stanley at Work (CA)
Disclosure
Tax laws are complex and subject to change. Morgan Stanley at Work, Shareworks by Morgan Stanley, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should always consult with and rely on your own legal and/or tax advisors to understand the tax and legal consequences of any actions and consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3728324 8/2021
Sponsored by
10:00-11:30 PDT / 13:00-14:30 EDT / 18:00-19:30 BST / 19:00-20:30 CEST / 01:00-02:30 HKT +1 / 03:00-04:30 AEST +1
Discover new ways at GEOvirtual2021 to harness the power of knowledge and networking to accelerate your growth and development.
This year, GEO is creating a unique online event like no other—join us for GEO's signature "Issuer Luncheon." GEO has planned a special event designed specifically so that Issuers can discuss some of the challenges they've faced in recent months, plus provide an opportunity for you to grab your favorite meal and meet your friends and colleagues. While this year has often been filled with challenges, we've all learned to take a step back and examine what's important and how to show up in a way that's best for ourselves, our work, and our community. Learn more about how you can:
Meet Dr. Marc Milstein
Dr. Marc Milstein specializes in taking leading scientific research on health and happiness to deliver powerful presentations that leverage science-based solutions to keep the brain healthy, lower the risk of dementia, enhance productivity, and maximize longevity.
Learn more about Dr. Marc Milstein
Sponsored by
Dr. Milstein has been quoted breaking down and analyzing the latest research in popular press such as USA Today, Huffington Post, and Weight Watchers Magazine. Dr. Milstein has also been featured on TV's "Dr. Oz" show, explaining the latest scientific breakthroughs that improve our lives. Dr. Milstein's upcoming book "Keeping Your Brain Young" will be published in 2022.
11:40-12:30 PDT / 14:40-15:30 EDT / 19:40-20:30 BST / 20:40-21:30 CEST / 02:40-03:30 HKT +1 / 04:40-05:30 AEST +1
Described as the closest thing to a real-life Sherlock Holmes, Cloud's award-winning act will leave your audience inspired, astounded, and mesmerized.
Colin Cloud, The Forensic Mind Reader (UK)
Sponsored by
10:00-10:30 PDT / 13:00-13:30 EDT / 18:00-18:30 BST / 19:00-19:30 CEST / 01:00-01:30 HKT +1 / 03:00-03:30 AEST +1
Join this ground-breaking session for a long-awaited discussion of the impact of coordinated economic and regulatory policies to advance equity compensation as a mechanism to address wealth inequality by employees. Equipped with very recent sample data, attendees will learn about equity compensation in the U.S. population and apply these lessons to other countries in the world. Did you know that more than 75% of all capital ownership and more than 90% of all capital income (capital gains, dividends, and interest) is held by the richest 10% of families in the U.S.? With figures that are comparable for other countries, and real wages for many groups of middle-class earners relatively flat, shares of equity and profit sharing are the only way to expand the middle class. Second, the current policies to advance equity compensation in the U.S. specifically are nearly an entire century old and need updating. Third, with approximately $1 trillion in tax expenditures, subsidies and benefits offered by the U.S. Government every five years, a more comprehensive and determined approach is needed to help expand equity compensation. Make your plans to join in this much needed discussion on economic policy and share plans―and walk away knowing what you can do to make a difference for those who follow!
Dr. Joseph Blasi, Rutgers University (US)
11:40-12:30 PDT / 14:40-15:30 EDT / 19:40-20:30 BST / 20:40-21:30 CEST / 02:40-03:30 HKT +1 / 05:40-06:30 AEDT +1
Gain a wide-ranging understanding of essential stock market operations, from how the stock market really works, the roles of the broker and floor trader to order flow and share settlement.
You'll also hear insights on trade processing, employee education, and why block trading is vital to market optimization for employee stock plans.
David Lanka, Bank of America (US)
Sean O'Brien, Bank of America (US)
Sponsored by
