Designing equity programs across multiple regions can be challenging, particularly when balancing U.S. and European practices. This session explores the similarities, differences, and nuances of equity plan design on both sides of the Atlantic. Participants will gain insights into how cultural, regulatory, and market factors shape plan structures, participant communications, and overall program effectiveness. 

Through practical examples and lessons learned from multinational companies, attendees will leave with strategies to harmonize their equity programs while addressing local requirements and maintaining global consistency.

KEY LEARNING POINTS:

• Compare key design features, regulatory considerations, and cultural influences between U.S. and European equity plans.
• Learn strategies for harmonizing plan structures and participant experiences across regions while respecting local rules and expectations.
• Gain actionable tips for managing cross-border tax, compliance, and administrative complexities, ensuring smooth program execution worldwide.

In today’s competitive talent market, companies are rethinking equity compensation structures to attract and retain top performers while supporting long-term business goals. While the traditional four-year vesting model remains common, companies are increasingly experimenting with shorter vesting periods and more frequent vesting intervals.
This session explores the latest trends in equity vesting schedules and highlights some surprising outcomes from these shifts. Participants will gain insights into what’s driving these changes, the impact on both employees and employers, and the tax and operational considerations companies should weigh when designing an effective equity strategy.
 

KEY LEARNING POINTS:

• Discover why companies are adopting shorter or more frequent vesting intervals and how these changes affect retention and engagement.
• Understand the benefits and potential challenges of evolving vesting strategies for workforce motivation, cost management, and long-term business objectives.
• Explore tax, administrative, and compliance implications, and learn what to consider when designing a modern, effective equity compensation strategy.

Back in 2016, the ASC 718 updates transformed stock plan administration—allowing companies to use the highest marginal tax withholding rate on net-settled awards without the previous accounting headaches. Stock admins and payroll teams celebrated hours of work saved… yet nearly a decade later, some companies are still debating whether to stick with the highest marginal rate or revert to actual payroll rates.

This lively, debate-style session brings together a panel of experts to go head-to-head on the best approach to tax withholding under ASC 718. Expect candid opinions, real-world examples, and practical guidance to help your company decide the right path—without the guesswork.

KEY LEARNING POINTS:

• Get clarity on how the highest marginal rate works versus using actual payroll rates, and the accounting implications of each approach.
• Learn the operational and administrative considerations for stock plan admins and payroll teams, including efficiency and compliance benefits.
• Gain actionable guidance on choosing the right withholding method for your organization, backed by real-world examples and expert debate.

Join Wealthlane and its client, [TK], for a candid, real-world conversation on what it actually takes to implement AI that is natively embedded within an equity management platform. Moving beyond copilots and bolt-on analytics, this session explores how deeply integrated AI can reshape day-to-day equity administration—streamlining workflows, reducing manual effort, and enabling more proactive operations.

Rather than a product demo, this discussion is anchored in firsthand client experience. [TK] will share practical lessons learned, unexpected challenges, and tangible outcomes from adopting AI-driven automation within a real equity administration environment.

KEY LEARNING POINTS:

• Understand the difference between “add-on” AI and AI that is natively embedded in equity platforms—and why that distinction matters operationally.
• Learn from real-world client experience what it takes to successfully implement AI, including change management, readiness, and adoption considerations.
• Identify practical ways AI can improve efficiency, accuracy, and scalability in equity administration today—not just in theory.

Join this session to learn how Allianz, EY, and Equatex have partnered since 2018 to design and scale a truly global ESPP—driving employee ownership at Allianz from 9% to an impressive 79%, representing more than €1.5 billion in assets under management.

This session will explore how Allianz evolved from simply offering an ESPP to cultivating a holistic, enterprise-wide culture of employee share ownership. By combining thoughtful plan design, tax-efficient strategies, and a strong focus on employee experience, Allianz has successfully engaged its global workforce across 48 countries.

This is a practical, end-to-end case study on the power of partnership, innovation, and execution in building sustainable global employee ownership.

KEY LEARNING POINTS:

• Learn how Allianz transformed its ESPP into a holistic employee shareholder program spanning 48 countries and dramatically increased participation across its workforce.
• Gain insights from EY on managing diverse tax and legal frameworks while maintaining global consistency, compliance, and tax efficiency.
• Discover how Equatex optimized the employee journey and centralized communications to boost engagement and participation worldwide.

What does the hospitality industry—restaurants, hotels, and other service-led brands—have in common with your ESPP? One shared challenge: creating demand in a crowded, high-choice environment.

In this focus session, these experts will draw on their unique experience across both equity compensation and hospitality to share five proven, people-driven lessons that can be directly applied to ESPP design and communication. Borrowing from the hospitality playbook, this session focuses on how perceived value, accessibility, messaging, and social influence shape participation decisions.

KEY LEARNING POINTS:

• Apply hospitality-inspired thinking to ESPP design, including how employees perceive discounts, matches, and overall value.
• Learn how hospitality reduces friction and stays top of mind—and how those tactics translate to cash vs. cashless ESPPs and ongoing communication.
• Leverage messaging, exclusivity, and peer influence to boost awareness, enrollment, and sustained ESPP participation.