This session will demonstrate how generative AI can make share plans smarter and more efficient. You’ll see a live demo of the tools already in use to improve the experience for plan participants, compensation committees, shareholders, and administrators alike.

Practical examples will cover how AI can assist in plan design, communication, disclosure, and more. Discover how generative AI tools can generate ideas, improve clarity, and offer instant expertise. We’ll also discuss how to address privacy and confidentiality concerns when using AI tools.

The session will feature Clarita, the internal chatbot of specialty chemicals manufacturer Clariant. Launched in 2023, Clarita has become an invaluable resource, used daily by over 1,000 employees.

KEY LEARNING POINTS:

• Explore how generative AI can streamline share plan design and communication to improve efficiency.
• Discuss real-world applications of AI tools to enhance clarity, reduce complexity, and drive engagement in share plans.
• Share best practices for managing privacy and confidentiality when integrating AI tools into equity compensation processes.

Join industry leaders from DoorDash, S&P Global, Bank of America, Infinite Equity, and Moss Adams for an insightful session on how technology and purpose-built software tools can revolutionize stock plan administration.

This session will showcase real-world examples where automation, AI, and emerging tools streamline participant communications, enhance payroll reconciliation, and improve error detection. Learn how these innovations reduce manual effort, improve accuracy, and elevate the participant experience.

KEY LEARNING POINTS:

• Discover how to streamline participant communications and support with AI-driven tools.
• Understand solving payroll reconciliation challenges with advanced equity platform integrations.
• Delve into enhancing error detection in grants, vests, and releases using AI and machine learning.

Administering equity plans extends far beyond initial design, with every choice made having downstream effects on compliance, data management, and daily operations. These decisions impact a broad range of stakeholders, including employees, employers, shareholders, and service providers. Balancing these needs against operational complexities such as cross-border compliance and regulatory requirements is a constant challenge for equity plan administrators.

This roundtable session will explore the critical interplay between plan design and administration, offering practical strategies and tools—such as checklists and matrices—to help anticipate and manage these downstream effects.

KEY LEARNING POINTS:

• Share insights and challenges around differing regulatory requirements across jurisdictions and how they shape plan design.
• Discuss the ripple effects of plan design on data management, exploring collaborative solutions for maintaining accuracy and security in scalable systems.
• Consider practical strategies for balancing the diverse needs of employees, employers, and shareholders with administrative processes.

Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field.

Join this roundtable session as equity compensation experts critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

• Evaluate ChatGPT’s capabilities in equity compensation, identifying its strengths and limitations through live demonstrations.
• Exchange insights on practical applications of AI in managing stock options, restricted stock units, and performance shares, drawing from shared experiences.
• Discuss the future of AI in finance and compensation roles, exploring how it might reshape the equity compensation landscape and influence professional practices.

As global stock plan administration grows more complex, advanced technologies like artificial intelligence (AI) and automation are becoming essential tools for enhancing efficiency, reducing errors, and maintaining compliance. This session will delve into practical applications of AI-driven tools and automation, focusing on real-world experiences from leading issuers.

Attendees will gain actionable insights into streamlining stock plan administration, improving both corporate and employee experiences, and preparing their operations for the future.

KEY LEARNING POINTS:

• Collaborate with peers to uncover practical strategies for leveraging AI and automation to simplify stock plan administration.
• Exchange ideas on how to effectively integrate automation tools into existing frameworks and address potential challenges.
• Discuss emerging trends in AI and automation and brainstorm innovative ways to prepare for the future of stock plan management.

Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team, Ben McCarthy from Linklaters and Rob Lyons from M&S as they share their extensive experience in this area.  They’ll cover current trends in sourcing shares, looking at new issue or market purchase, along with key considerations for an issuer and their finance team.  Discover strategies for hedging, managing large share sales and using the Employee Benefit Trust to your advantage. There will be focus on the recent changes to dilution limits in the Investment Association’s Principles of Remuneration.

KEY LEARNINGS:

• Learn strategies for sourcing shares, planning in advance for your share plan vesting whilst managing headroom and dilution limits.
• Understand how an issuer can use various approaches across their share plan grants to keep their finance team and employees happy.
• Discover effective liquidity management techniques to ensure an orderly market at vesting.