Major corporate actions—such as creating new legal entities, reorganizations, rapid scaling, and global expansion—can dramatically reshape companies and create unique challenges for equity operations. From maintaining data accuracy to ensuring effective communication and governance, equity teams must navigate complex transitions while keeping programs resilient and effective.
In this session, cross-industry experts share proven strategies and practical lessons for managing equity during periods of structural change. Attendees will gain actionable insights to adapt equity plans, onboard employees, maintain operational excellence, and ensure governance remains strong—even in fast-moving environments.
 

KEY LEARNING POINTS:
 

• Learn strategies to adjust plan structures for new entities, reorganizations, and global expansion.
• Explore best practices for onboarding employees, keeping data accurate, and managing day-to-day administration amid organizational transitions.
• Discover techniques for clear employee and stakeholder communication, while upholding governance standards during periods of transformation.

Processing equity compensation through payroll systems can be complex, and even small errors can have significant consequences. This practical session is designed for stock plan administration professionals to explore the intersection of payroll operations and equity management. Using real-world case studies and expert insights, participants will learn how common mistakes happen, why they occur, and, most importantly, how to prevent them. 

The session will cover compliance challenges, risk mitigation strategies, best practices for seamless execution, and the unique complexities of cross-border equity processing, including system limitations, pay code configurations, and manual overrides. Attendees will leave with actionable strategies to safeguard operations, optimize performance, and turn challenges into opportunities for process improvement.
 

KEY LEARNING POINTS:

• Learn where mistakes typically occur in equity processing and practical strategies to prevent them.
• Gain insights into handling global payroll challenges, including system limitations, pay codes, manual adjustments, and compliance requirements.
• Explore best practices for streamlining workflows, ensuring compliance, and reducing operational risk in equity administration.

Asia’s equity landscape is shifting rapidly, with new regulatory reforms, foreign exchange restrictions, and tax developments reshaping how companies design and deliver employee share plans. From China’s evolving SAFE framework to India’s changing exchange control rules and Japan’s flexible securities law exemptions, issuers face both challenges and opportunities as they balance compliance with engagement.
 

This session will provide practical strategies for implementing equity programs across major Asian markets. Panelists will share real-world examples and best practices, highlighting how companies are navigating regulatory complexity while creating culturally resonant, sustainable programs that deliver meaningful employee experiences. Attendees will gain actionable insights to drive compliance, engagement, and efficiency in their global equity operations.
 

KEY LEARNING POINTS:

• How regulatory and tax developments across major Asian markets impact share plan design and delivery.
• Strategies for navigating cross-border compliance while maintaining employee engagement.
• Practical approaches to implementing sustainable and culturally aligned equity programs.

Discover the latest insights on employee ownership and equity compensation in this session led by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, the global leader in equity research. Drawing on the largest studies ever conducted in the U.S., this session explores how equity is distributed, who participates in these programs, and the impact of employee ownership on both organizational and employee outcomes.
 

Attendees will gain a data-driven perspective on trends in equity participation and the strategic value of employee ownership, along with practical implications for designing and enhancing equity programs.
 

KEY LEARNING POINTS:

• Understand how equity is distributed across organizations and which employees are participating in equity programs.
• Explore the strategic, financial, and cultural effects of employee ownership on workforce engagement and company performance.
• Gain actionable takeaways for structuring and enhancing equity programs based on rigorous research findings.

A well-designed ESPP is more than a benefit—it’s a powerful tool for fostering ownership, engagement, and alignment across your organization. But creating a lasting program requires a strong foundation.
In this session, participants will explore the essential elements of sustainable ESPP design, from aligning with corporate objectives and managing financial trade-offs to navigating compliance and global complexities. Attendees will gain a practical framework for evaluating plan features, modeling participation, and future-proofing their ESPP to meet evolving workforce and market needs. 

Whether you’re refreshing an existing plan or launching a new one, this session provides actionable tools and strategic insights to build an ESPP that endures.
 

KEY LEARNING POINTS:

• Learn how to align your ESPP with corporate goals, financial strategy, and workforce objectives for long-term impact.
• Gain insights into managing regulatory, tax, and operational challenges across multiple jurisdictions.
• Discover strategies for modeling participation, evaluating plan features, and adapting your ESPP to evolving workforce and market needs.

What would global equity programs look like if seasoned stock plan professionals were truly “in charge”? This interactive panel brings together highly experienced practitioners to explore the changes they would make—and the decisions they would rethink. 
Drawing on more than 100 years of combined experience, panelists will share candid perspectives on what works, what doesn’t, and what they would redesign if given the opportunity. Attendees can expect an honest, thought-provoking conversation grounded in lived experience and informed by today’s evolving global landscape.
 

KEY LEARNING POINTS:

• Gain insight into how experienced professionals would approach decisions differently if starting with a clean slate.
• Understand where real-world challenges arise between policy, regulation, and day-to-day administration—and how seasoned leaders would address them.
• Take away practical advice, common pitfalls to avoid, and forward-looking recommendations informed by over a century of collective expertise.