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Breakout Series IX
Tuesday, 28 September 2021
11:30-12:10 PDT
14:30-15:10 EDT
19:30-20:10 BST
20:30-21:10 CEST
02:30-03:10 HKT +1
04:30-05:10 AEST +1
 

9.2 Corporate Tips for Corporate Actions

The term 'corporate action' strikes terror into the heart of most equity plan managers! But it doesn't always have to be a terrifying experience. There are a million and one things to consider, and many stakeholders involved, but there are ways to plan ahead and approach things differently. Whether you are looking at stock splits, dividends, mergers and acquisitions, rights issues or spin-offs…there are ways to approach your corporate action that make things a little easier. Join this panel of experts to hear some insightful tips from those that have recently completed corporate actions; and an equity administrator who supports numerous clients annually to make changes to their global company equity plans. Whether focusing on migrating another company with a different employee culture and needs; or managing across global stakeholders, not every corporate action needs to end in burnout. Attend this session to hear the lessons learned to make your experience the best it can be!
 
Amanda Benincasa, Aon (US)
Sarah Conrad, Fidelity (US)
Aftab Ibrahim, T-Mobile US (US)
Eileen Lacamera, Pfizer (US)
 
Program Management
CPE Credit:
Field of Study: Specialized Knowledge
Level: III