The equity compensation industry is facing a critical talent shortage—with more than 60% of finance teams struggling to hire qualified professionals and a shrinking pool of experienced talent creating long-term risks for business continuity. This timely webinar explores how organizations can proactively address this challenge by developing scalable strategies to attract, grow, and retain top equity talent.

Join us to discover how strategic career development, succession planning, and emerging technologies can future-proof your equity programs and ensure long-term success. Whether you're leading a team or building one, walk away with proven approaches to elevate your equity function in a competitive market.
 

KEY LEARNING POINTS:

• Understand the root causes of the talent gap and how it's impacting equity functions across industries
• Explore practical strategies for attracting, developing, and retaining skilled equity professionals
• Learn how to leverage automation and technology to optimize workflows and reduce dependency on hard-to-fill roles

 CPE CREDIT HOURS: 1.0*
 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

Artificial intelligence is reshaping the way we work—but what does that really mean for today’s business landscape? This session provides a clear, accessible overview of AI, including the current state of the technology, real-world examples of generative AI and machine learning in action, and the challenges organizations face in adopting it. We'll also explore internal roadblocks, such as resistance to change and data concerns, and take a realistic look at AI’s current limitations. Whether you’re new to the conversation or navigating AI integration within your organization, this session will leave you better equipped to evaluate its potential and prepare for what’s next.

KEY LEARNING POINTS:

• Gain a foundational understanding of the current AI landscape and how it’s evolving.
• Explore practical examples of generative AI and machine learning use cases in business.
• Identify common internal challenges and limitations when implementing AI-driven solutions.

 
CPE CREDIT HOURS: 1.0*
Field of study: Specialized Knowledge
Levels: O
Delivery method: Group Internet-Based
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits 
*CPE credits are provided for live webcasts only.

ATTENDEE COST:
Members: $0
Non-Members - $85

Please visit our Continuing Education and Event Policies pages for more information.

Your cap table is more than rows and columns — it’s the single source of truth that drives investor trust, internal alignment, and your company’s long-term success.

In this essential session, equity experts break down why maintaining a clean, compliant, and up-to-date cap table is critical at every stage of growth. From due diligence and fundraising to expansion into new markets, you will uncover the most common mistakes that can stall momentum — and learn how to avoid them.

Hear real-world cautionary tales of cap table missteps that derailed deals, diluted founders, or caused unnecessary complexity. Then walk away with practical tools and proven best practices to get — and keep — your cap table in top shape.
 

KEY LEARNING POINTS:

• Why transparency, ownership clarity, and consistency inspire investor confidence and streamline fundraising.
• How to identify and fix common red flags — from founder over-dilution to “dead equity” and undocumented equity promises.
• Actionable insights to clean up and future-proof your cap table before it costs you time, capital, or opportunity.

CPE CREDIT HOURS: 1.0*

 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.