In the rapidly evolving business landscape, managing equity plans can be complex and time-consuming. Outsourcing Equity Administration can be a strategic move that allows businesses to focus on their core competencies while ensuring efficient and effective management of their equity plans. This approach is especially advantageous for businesses lacking dedicated resources for Equity Administration, where the administrative burden can be particularly pronounced.

KEY LEARNING POINTS:

• Leveraging professional expertise for streamlined equity administration
• Achieving cost efficiency and regulatory compliance through outsourcing
• Empowering your business with cutting-edge technology
• End-to-end managed and/or optimization service

An interactive educational forum in a roundtable format that will let us dive deep into the complexities of managing a tax compliant process when offering equity to global and mobile employees. Speakers, moderators and participants will discuss best practices and pain points of managing the taxation of a complex international and mobile population, and share the challenges they might have experienced managing these obligations on equity compensation. 
Attendees will leave this session with an enhanced knowledge on options to handle the taxation of complex international and mobile participant populations, the application of these issues to specific countries, and new ideas on how they might transform their process to meet their equity administration responsibilities.

KEY LEARNING POINTS:

•  Best practices for managing a complex international and state mobile population
• Current challenges that our panel has seen in their practices, and ways that these challenges were addressed
• Application of these best practices and challenges when managing tax obligations for equity compensation in select example countries

CPE CREDIT: 1.0
Field of study: Tax
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Explore the intricate landscape of equity grants to non-employee service providers in our expert panel session. Uncover the unique challenges that global issuers encounter when extending equity grants to independent contractors, PEO/EOR-engaged individuals, and more. Dive into the multifaceted considerations encompassing corporate governance, local securities, foreign exchange, and tax laws worldwide. 
Hear firsthand about Marriott International, Inc.'s triumphs in managing its global equity compensation program, addressing the challenges encountered.
 

KEY LEARNING POINTS:

• Identify securities law, foreign exchange, and tax risks in non-employee equity grants
• Exploring best practices for compliance with local laws
• Understanding Marriott International, Inc.'s strategies for managing non-employee equity compensation on a global scale

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

As workplaces become increasingly geographically diverse, achieving not just pay parity but also benefit parity poses significant challenges. With variations in tax, labor laws, and social systems across countries, coupled with distinct corporate cultures, aligning benefits such as retirement and equity compensation becomes a complex task. Join our expert panel as they delve into the intricacies of global benefits harmonization, sharing insights on overcoming these hurdles. Join them in unraveling the complexities of global equity and benefit strategies in the modern, diverse workplace.

KEY LEARNING POINTS:

• Navigate the challenges posed by diverse tax, labor, and social systems
• Address variations in corporate culture impacting benefit alignment
• Gain insights into successful strategies employed by companies to harmonize global benefits

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

A comprehensive exploration of significant shifts in the UK's HMRC guidance, potentially reshaping the corporate landscape with profound implications for companies. Our expert panel will delve into the repercussions of the recent changes in the UK, examining their impact in conjunction with prevailing practices and global developments. Gain invaluable insights into the evolving regulatory landscape and how companies worldwide are navigating these changes to stay ahead in the dynamic business environment.

KEY LEARNING POINTS:

• Understand the specifics and implications of the recent shifts in HMRC guidance in the UK
• Explore how the UK changes align with or differ from current global practices in the corporate domain
• Gain insights into how companies are adapting globally to regulatory developments, ensuring a nuanced understanding of the evolving corporate landscape

CPE CREDIT: 1.0
Field of study: Tax
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Amidst the transformative landscape of work, where flexibility is the new currency, join our expert panel to navigate the intricate intersections of emerging hybrid and remote working models with equity-based compensation. As these models redefine the post-pandemic workforce, it's crucial to grasp their impact while mitigating potential tax compliance risks and red flags. Delve into a general overview and comparison of evolving working models, including GEOs, PEOs, and remote/hybrid arrangements. Take a deeper dive into Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR). Uncover equity-related risks associated with each model and gain practical insights into implementing remote work policies, achieving a delicate balance between risk, employee experience, and administrative efficiency.

KEY LEARNING POINTS:

• Gain insights into the general overview and comparison of evolving working models, such as GEOs, PEOs, and remote/hybrid arrangements
• Take a deeper dive into the concepts of Global Employment Organizations (GEOs) and People Employment Organizations (PEOs)/Employer of Record (EOR)
• Uncover red flags and risks associated with each employment model, ensuring a comprehensive understanding of potential challenges in equity-based compensation

CPE CREDIT: 1.0
Field of study: Tax
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Are you grappling with how to effectively engage your employees in financial literacy? Join four esteemed Fellows of Global Equity, representing diverse issuers from Pre-IPO to mature large cap companies, as they share invaluable perspectives. Delve into key considerations:
Discover answers to critical questions such as the appropriate engagement level, measuring success, why financial literacy is an equity team's concern, and how to create lifecycle-aligned programs. Join them for a profound exploration of employee financial literacy from the experts who understand the nuances of diverse corporate landscapes.

KEY LEARNING POINTS:

• Strategies to engage employees at various levels of financial wellness
• Understand the issuer's role in fostering financial literacy
• Navigate the fine line between providing information and giving advice

CPE CREDIT: 1.0
Field of study: Communication 
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.