In today’s world of tighter budgets and rising expectations, how can issuers reduce the cost of their share plans without compromising their appeal? This session brings share plan accounting to life, showing that what may seem like a dry, technical topic is actually critical for program success.

Attendees will explore practical strategies to optimize expenses while maintaining eligibility and plan attractiveness. The session will also examine the tension between U.S. trends toward more discretion in performance conditions and the measurement challenges this can create. Participants will leave with actionable insights to make informed decisions, manage costs effectively, and maintain high-performing equity programs.

KEY LEARNING POINTS:

• Learn practical approaches to reduce share plan expenses without impacting employee eligibility or program appeal.
• Understand the challenges and implications of discretionary performance metrics and their effect on measurement and compliance.
• Gain actionable insights for maintaining attractive, high-performing share plans in budget-constrained environments.

The world of equity compensation is evolving rapidly—and some of the most meaningful innovation comes not from new tools or plan designs, but from shared experience and open dialogue. This interactive roundtable brings together industry peers to exchange ideas, compare approaches, and discuss what’s next for equity compensation.

Through candid conversation, participants will explore emerging trends in plan design, communication, and administration, while tackling the real-world challenges stock plan professionals face today. From simplifying complexity to increasing employee engagement, this session is designed to surface practical solutions and fresh perspectives drawn directly from those in the trenches.

KEY LEARNING POINTS:

• Gain insight into the latest developments in equity plan design, communication, and administration.
• Learn strategies to address operational, compliance, and engagement challenges faced by stock plan professionals.
• Exchange real-world experiences and creative approaches with fellow equity compensation practitioners to inspire new solutions.

Equity compensation is one of the most powerful tools for attracting, retaining, and motivating top talent—but not all LTI plans are created equal. In this session, we’ll explore the evolving landscape of LTI design, highlighting innovative strategies that go beyond the basics.

From multi-day pricing models and accelerated vesting schedules to creative retirement eligibility provisions, participants will examine emerging trends and forward-thinking plan features that leading companies are using to stay competitive. Whether you’re building a new program or refining an existing one, you’ll walk away with practical insights, best practices, and creative solutions to make your LTI plan more effective, engaging, and aligned with your workforce goals.

KEY LEARNING POINTS

• Discover the latest approaches in LTI plans, including multi-day pricing, accelerated vesting, and retirement eligibility innovations.
• Learn strategies to make LTIs more motivating and aligned with employee priorities, improving participation and retention.
• Gain actionable tips for designing, launching, or refining LTI programs to maximize strategic impact and workforce alignment.

A well-designed ESPP is more than a benefit—it’s a powerful tool for fostering ownership, engagement, and alignment across your organization. But creating a lasting program requires a strong foundation.
In this session, participants will explore the essential elements of sustainable ESPP design, from aligning with corporate objectives and managing financial trade-offs to navigating compliance and global complexities. Attendees will gain a practical framework for evaluating plan features, modeling participation, and future-proofing their ESPP to meet evolving workforce and market needs. 

Whether you’re refreshing an existing plan or launching a new one, this session provides actionable tools and strategic insights to build an ESPP that endures.
 

KEY LEARNING POINTS:

• Learn how to align your ESPP with corporate goals, financial strategy, and workforce objectives for long-term impact.
• Gain insights into managing regulatory, tax, and operational challenges across multiple jurisdictions.
• Discover strategies for modeling participation, evaluating plan features, and adapting your ESPP to evolving workforce and market needs.

Discover the latest insights on employee ownership and equity compensation in this session led by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing, the global leader in equity research. Drawing on the largest studies ever conducted in the U.S., this session explores how equity is distributed, who participates in these programs, and the impact of employee ownership on both organizational and employee outcomes.
 

Attendees will gain a data-driven perspective on trends in equity participation and the strategic value of employee ownership, along with practical implications for designing and enhancing equity programs.
 

KEY LEARNING POINTS:

• Understand how equity is distributed across organizations and which employees are participating in equity programs.
• Explore the strategic, financial, and cultural effects of employee ownership on workforce engagement and company performance.
• Gain actionable takeaways for structuring and enhancing equity programs based on rigorous research findings.

Major corporate actions—such as creating new legal entities, reorganizations, rapid scaling, and global expansion—can dramatically reshape companies and create unique challenges for equity operations. From maintaining data accuracy to ensuring effective communication and governance, equity teams must navigate complex transitions while keeping programs resilient and effective.
In this session, cross-industry experts share proven strategies and practical lessons for managing equity during periods of structural change. Attendees will gain actionable insights to adapt equity plans, onboard employees, maintain operational excellence, and ensure governance remains strong—even in fast-moving environments.

KEY LEARNING POINTS:

• Learn strategies to adjust plan structures for new entities, reorganizations, and global expansion.
• Explore best practices for onboarding employees, keeping data accurate, and managing day-to-day administration amid organizational transitions.
• Discover techniques for clear employee and stakeholder communication, while upholding governance standards during periods of transformation.

Broad-based employee ownership (BBEO) isn’t just good for employees—it drives real shareholder value. Work to Own is pioneering the Employee Ownership (EO) Index, using AI to measure and optimize BBEO across 1,500 U.S. public companies. This session explores how data-driven insights link employee ownership to firm performance and provide companies with actionable strategies to scale equity ownership effectively.

Join the experts to learn how AI overcomes data gaps, discover research-backed connections between BBEO and shareholder returns, and see how a quantitative model can help companies design equity programs that boost engagement, retention, and long-term growth.
KEY LEARNING POINTS:

• Learn how AI and analytics create a data-driven standard for employee ownership.
• See research showing companies with higher BBEO outperform peers.
• Use the EO Index and models to design and communicate programs that benefit employees and shareholders alike.

As companies continue to evolve their total rewards strategies, one critical lens is often underexamined: the ROI. This session introduces a fresh, practical framework for evaluating equity compensation through both a business and employee experience perspective.
 

We’ll explore how intentionally linking equity plan design to corporate objectives can drive shareholder value while simultaneously increasing employee engagement, retention, and long-term wealth creation. By combining quantitative metrics with qualitative insights, this session will demonstrate how organizations can better measure, communicate, and enhance the value participants realize from their equity awards.
 

KEY LEARNING POINTS:

• Learn how to connect equity plan design to business objectives while ensuring meaningful value for employees.
• Understand how to assess equity compensation beyond cost and dilution by balancing financial outcomes with participant perception, engagement, and retention.
• Discover practical ways to improve participant understanding, confidence, and realized value through targeted education, communication, and plan enhancements.

Equity compensation programs don’t operate in a vacuum—cultural context plays a critical role in how employees perceive, value, and engage with equity awards. In this interactive panel, issuers from North America, EMEA, and Asia will share firsthand experiences designing and administering equity plans across diverse cultural landscapes. Panelists will explore how regional norms influence plan design choices, communication approaches, participation rates, and employee understanding. Attendees will leave with practical insights on how to tailor equity programs to resonate locally while maintaining a cohesive global strategy.
 

KEY LEARNING POINTS:

• Understand how cultural norms across regions influence employee perception, participation, and overall engagement with equity compensation.
• Learn practical, region-specific approaches to communicating equity awards that improve clarity, adoption, and employee trust.
• Gain actionable best practices for designing equity plans that align with global objectives while accommodating local cultural expectations.

Visa operates in more than 250 countries and territories and supports employees in over 100 countries with equity compensation—truly a global footprint. This panel will take you behind the scenes of Visa’s expansive stock plan programs to explore what it takes to design, implement, and scale equity programs across diverse regions.
 

Join experts from Deloitte and Visa for an in-depth discussion on lessons learned from managing one of the world’s most progressive and far-reaching equity programs. The panel will cover the end-to-end journey of global ESPP expansion, including evaluating feasibility in different countries, designing policies for scale, navigating complex legal and tax considerations, balancing stakeholder priorities, and effectively communicating and engaging employees worldwide.
 

KEY LEARNING POINTS:

• Understand how to evaluate program viability, create scalable policies, and align plans with local and global requirements.
• Learn strategies for balancing priorities across legal, tax, HR, and executive stakeholders while navigating diverse regulatory environments.
• Gain actionable approaches to communicating and engaging employees across regions to maximize participation and program effectiveness.