Navigate the complexities of global equity taxation with insights from a distinguished expert panel featuring DoorDash, Inc., Stripe, Inc., and representatives from Deloitte US. Understanding tax implications for equity, especially for global participants, is daunting. Join them as they share solutions crafted through experiences like DoorDash's expansion post-IPO, including a transformative acquisition, and Stripe's shift to globally vesting quarterly across 33 countries. Explore the challenges and successes in delivering an exceptional employee experience, emphasizing education, plan administration, HR integration, and the critical role of prioritizing employee experience in all facets of global equity plans.

KEY LEARNING POINTS:

• Understand the complexities of global equity taxation and filing requirements
• Explore successful strategies from DoorDash and Stripe in prioritizing employee experience and education
• Gain insights into plan administration, HR integration, and the imperative role of prioritizing employee experience in global equity processes

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.

Experience the resurgence of IPOs with companies venturing into the public market, a thrilling yet intricate phase, especially concerning equity plans. Join our expert panel as they guide you through the IPO journey, addressing crucial considerations impacting your equity programs. From engaging a transfer agent to crafting new equity programs and navigating early release lockups, gain insights into the intricacies of this transformative process. Acquire the knowledge to seamlessly transition your equity plan for a successful IPO celebration.

KEY LEARNING POINTS:

• Understand the importance of involving a transfer agent in the IPO process and the role they play in managing equity transitions
• Explore considerations and strategies for creating effective and tailored equity programs during the transition to the public market
• Learn key insights into managing early release lockups and their impact on equity plans post-IPO

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.

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

• Best practices in running share plans in a recently IPO environment
• Striking the right balance between standardized design and local jurisdiction benefits
• Importance of future-proof plan design

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.

Join a panel of accounting experts as they demystify ASC 718, offering a comprehensive overview of share-based compensation accounting impacts. Whether you're new to the field or seeking a deeper understanding, this session covers the fundamentals, including valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share. Joining the discussion will empower you to confidently round up the right team members for effective solutions in stock plan management. This insightful session ensures that, armed with a thorough grasp of ASC 718, your future discussions with financial reporting teams will be not only more productive but also informed by a nuanced understanding of share-based compensation accounting.

KEY LEARNING POINTS:

• Gain insights into the key aspects of ASC 718, covering valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share
• Understand how to navigate the complexities of share-based compensation accounting impacts, empowering you to assemble effective stock plan management teams
• Learn how a comprehensive understanding of ASC 718 improves the productivity and effectiveness of discussions with financial reporting teams

CPE CREDIT: 1.0
Field of study: Accounting 
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 companies intensify their focus on workforce diversity, achieving equal opportunity and equitable compensation poses ongoing challenges. Join our panel in a session exploring the nexus of diversity, inclusion, and equity compensation. Attend this session to unravel the complexities of fostering diversity, promoting equal access, and crafting inclusive equity compensation plans in the modern workplace.

KEY LEARNING POINTS:

• Understand the significance of Diversity and Inclusion (D&I) and explore processes for determining D&I priorities within organizations
• Learn how panelists leverage engagement tactics and equity compensation platforms to enhance understanding of D&I priorities, fostering diversity and inclusion
• Explore how HR decision makers can provide targeted financial health benefits for diverse demographics within their employee base

CPE CREDIT: 1.0
Field of study: Personell/HR
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.

Discover the challenges and solutions associated with the exponential growth of cross-border employees in the mobile equity landscape. Understand your company's mobile equity risk exposure and address the key concerns impacting your mobile equity program.

Join our expert panel as they share real-life case studies, providing actionable insights to tailor your mobile equity program and mitigate risks effectively.

Don't miss this session to gain valuable tools, identify critical risks, and develop a comprehensive plan to address mobile equity risks within your organization.

Attendees will learn:

• How to assess mobile equity risk and gain tools to create a self-assessment score for your company's mobile equity risk profile
• Uncover potential pitfalls, areas of vulnerability and explore key strategies to identify the most significant risks within your mobile equity program
• Discover a step-by-step process for mitigating and eliminating identified risks as well as effective solutions to safeguard your compensation team, company, and employees

Join this insightful session that delves into the world of broad-based employee equity plans. Through engaging discussions, the expert panel will explore different types of equity plans, and examine other prevalent equity arrangements employed by global companies. In addition to comprehending the inner workings of these plans, the panel will assess participation levels, examine the effects on both employees and employers, and uncover the latest research findings on broad-based employee equity plans.

Attendees will learn:

• About the Exploration of diverse broad-based employee equity plans
• Insights from two North American global companies with distinct ESPPs
• The details of commonly utilized broad-based equity arrangements by global companies