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.

Join our Nashville-based all-star panel of equity plan management experts as they share insights from navigating complex equity plans! Delve into the eXponential Stock Performance Plan, an innovative compensation program, and the strategic redesign of a global employer match ESPP. Discover how they elevate employee engagement through targeted education programs for new hires, executives, and employees. 
The session features mini case studies highlighting practical solutions for real-world challenges faced by Axon, Cummins, and Revance. As a bonus, our local insider experts will provide tips on enjoying Nashville like a true local. Leave the touristy cowboy boots behind and join them for an exploration of equity plan mastery and a taste of Nashville living!
 

KEY LEARNING POINTS:

• Discover innovation with the eXponential stock performance plan
• Explore redesigning global employer match ESPPs
• Elevate employee engagement through education programs

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 this panel of tax and communication experts as they delve into the intricacies of global tax education. This professional session will unveil essential tools, best practices, and effective approaches for educating employees worldwide. Despite the complex landscape, the session provides insights into crafting sophisticated strategies tailored to enlighten diverse audiences on tax matters. Explore how to strike the right balance between comprehensive information and practicality. Attendees will gain valuable knowledge on simplifying the complexities associated with global tax education.

KEY LEARNING POINTS:

• Best practices for implementing global tax education
• Essential tools to streamline complex topics for diverse audiences
• Strategies for effectively educating employees at all levels

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.

Explore the distinctive landscape of equity income in Israel with our expert panel, shedding light on the nuances of qualified plans that many employers institute for their workforce. Delve into the key questions that often arise, addressing the complexities faced by employees and those transitioning into or out of Israel:
Join our expert panel to unravel the intricacies of equity compensation in Israel and equip yourself with practical knowledge for effective employee engagement and compliance.
 

KEY LEARNING POINTS:

• Gain insights into effective strategies for handling employees with equity awards within the unique framework of Israel's approach to equity income
• Explore challenges and solutions when employees move to or from Israel, understanding the implications for equity compensation
• Discover best practices for efficiently managing this population, ensuring compliance, and optimizing the administration of equity plans within the Israeli context

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.

Dive deep into the intricate world of global compliance with our expert panel. Explore the potential compliance traps stock plan administrators must navigate, from unfavorable tax outcomes for both employees and employers to securities registration hurdles, currency exchange complexities, and disclosure requirements under local law. Uncover the latest legal developments reshaping stock plans, including insights into the new EU-US Data Privacy Framework and proposed EU cybersecurity regulations (DORA). 
Join them for a comprehensive discussion that unveils the intricacies of global compliance, ensuring you're equipped to steer your cross-border stock plans through the regulatory landscape.
 

KEY LEARNING POINTS:

• Uncover identifying compliance traps in cross-border stock plans
• Explore navigating tax, securities, and currency exchange challenges
• Stay informed on recent legal developments

CPE CREDIT: 1.0
Field of study: Business Law
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 transformative potential of a personalized employee experience in revolutionizing your Long-Term Incentive Plan (LTIP) engagement with insights from Rio Tinto and Deloitte's expert panel. Explore strategies that support understanding and foster connection at every stage of the employee LTIP journey, from grant to vest, thereby cultivating sustained engagement among senior employees and enhancing overall performance outcomes. Uncover the latest trends and best practices in LTIP engagement, showcasing how personalized communications, including animation, can simplify complex concepts like performance measures in an effective and authentic manner. Join them to unlock the power of personalized communications, elevate your LTIP strategy, and propel your incentives to new heights.

KEY LEARNING POINTS:

• Understand how a personalized employee experience can enhance engagement throughout the LTIP journey
• Explore the latest trends and best practices in LTIP engagement, including the use of personalized communications and animation
• Discover how personalized communications can simplify intricate concepts, such as performance measures, fostering a deeper understanding among employees

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.

A comprehensive session led by a panel of esteemed French and US experts, offering exclusive insights into the intricate landscape of Long-Term Incentive (LTI) plans in France. With over 100,000 French beneficiaries and 100 corporate clients, Banque Transatlantique brings a unique perspective on market trends, complemented by Deloitte's benchmark of 800 European listed companies. Understand the nuances of LTIs, from exotic taxation to market practices and competitor benchmarks. Explore allocation policies, including amount, conditions, and ESG considerations. Gain an overview of the panel demographics and delve into the decision-making process for offering LTIs in alignment with French market trends.

KEY LEARNING POINTS:

• Overview of panel demographics and general figures
• Understanding allocation policies, including amount and ESG factors
• Decision-making considerations for offering LTIs in line with French market trends

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.

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.