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Thursday, 15 October 2020
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Breakout Series XIV
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14.3 Meet Your Match! Why Non-Qualified ESPPs Could Take Over the World!

ESPPs are a favorite way to share ownership on a broad basis and provide a great benefit to employees. In the US, the almighty Section 423 tempts most issuers with the promise of possible tax qualification. Yet, the humble Non-Qualified (NQ) ESPP can be the real hero in many cases. When possible tax qualification isn’t in the cards, with a NQ ESPP you are liberated from the constraints of Section 423 and can explore all kinds of creative and unique designs that may better meet the needs of both participants and plan sponsors, while offering a truly consistent benefit around the globe. Join this panel of well-known ESPPs advocates for a peek into the wonderful world of NQ ESPP, including how both a US company and non-US company fell in love with this innovative approach to ESPPs!
Emily Cervino, FGE, Fidelity (US)
Matthew Connor, trivago (DE)
Barbara Klementz, Baker McKenzie (US)
Kathleen Martell, Ball Corporation (US)
CPE Credit: 1.0
Field of Study: Specialized Knowledge
Level: II, III