Life-changing events can create challenges for global share plan administration, and things become even more complicated when you add in regulatory requirements in numerous locations. Leaves of absence seem to be on the rise around the world and companies are increasingly examining their approach to dealing with leaves for their equity programs. This panel will discuss different philosophies companies have in dealing with leaves of absence for long-term incentive awards like RSUs and options as well as for employee stock purchase programs.

This session will help you identify and avoid potential legal and practical pitfalls in handling leaves of absence for global share plans and offer practical solutions for companies trying to balance administrative challenges while managing compliance risks for a multijurisdictional population. Join us for words of wisdom from two Silicon-Valley based tech companies who have tackled LoA challenges and lived to tell about it!

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

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

For stock plan administrators, one of the biggest dreads is that sudden urgent call from the CFO, Board, Comp Committee etc., looking for specific information from the equity comp plan. And it always seems to be an emergency!

This session aims to ease the dread by covering 5 key figures that administrators should have on hand or know where to quickly find. The discussion will cover key figures relevant for both Private and Public companies and our speakers include an issuer at a fast-growing energy technology company, as well as veteran administration providers serving both public and private issuer clients. For each figure we will cover the definition, who is likely to be interested in the figure and why, and how the figure is derived. Key figures include: Shares Available to Issue, Dilution and Overhang, Run Rate/ Burn Rate, 162(m) calcs, and Compensation "Actually Paid". 

CPE CREDIT HOURS: 1.5*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit:1.25 credits

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

Share plans are vital in corporate takeovers, impacting employees—the most valuable asset of companies. Buyers and sellers strive to achieve the best outcome, recognizing employees' contributions and maintaining motivation. Factors to consider include external regulations for employee communication and commercial pressures for timely deal completion.

In this session, the expert panel explore key themes: communication strategies, technology use, and global legal and tax implications in takeovers. Drawing from real-life experiences, they will share ten top tips for effective planning and execution, ensuring employee engagement and seamless collaboration among stakeholders.

Attendees will learn:

• The legal and tax implications of a takeover on share plans, including accelerated non-vested awards.
• The importance of effective employee communication and explore the use of technology for information dissemination and tracking elections and acceptances.
• The global impact of a transaction on share plans, including non-home jurisdictions and unique considerations for tax-advantaged plans.

Dive into cutting-edge techniques for optimizing your new grant process in this informative session. The expert panel will guide you through best practices and help you navigate potential pitfalls, covering both upstream and downstream issues.

Discover valuable tips and tricks for constructing a robust grant reconciliation process, regardless of the systems you use to manage your new grants. Furthermore, we will share our insights on how recent industry trends are reshaping traditional approaches to stock allocation.

Attendees will learn:

• How to streamline the new grant process through automation techniques for efficiency and accuracy.
• The importance of addressing cross-border considerations and compliance when managing global grant challenges.
• The secrets of effective project management that ensures the smooth execution of global grants.