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.

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.

The expert panel will unravel the intricacies of Employee Stock Purchase Plans (ESPP), addressing the most confusing and commonly asked questions. Gain actionable insights on employing effective education and resources to minimize employee confusion, empower your workforce, and reclaim valuable time for administrators.

KEY LEARNING POINTS:

•  Identifying and addressing the most perplexing ESPP topics
•  Implementing strategies for poignant education to reduce employee confusion
•  Empowering employees and optimizing administrator efficiency

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 our expert panel of industry leaders for a comprehensive discussion on the most formidable issuer challenges we've encountered in the equity realm. Dive into the "biggest and baddest" issues encompassing our firsthand experiences, participant perspectives, and optimal vendor response strategies when offering feedback. With diverse backgrounds spanning various business segments and extensive dealings with administration platforms, Transfer Agents, brokers, education resources, legal, payroll, valuation, and more, our panel provides a broad perspective. Gain insights into pain points encountered with domestic, international, and mobile populations.
 

KEY LEARNING POINTS:

• Explore challenges and best practices across various vendors, including administration platforms, Transfer Agents, brokers, and more
•  Benefit from a wide-ranging perspective with experiences from different business segments and   interactions with domestic, international, and mobile populations
• Learn how to provide constructive feedback to vendors, optimizing their response and enhancing overall issuer/vendor relationships

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.

Over the past two years, we've experienced the Great Resignation and the Great Reset due to COVID-19. Now, companies are focused on the challenges and opportunities of AI, hybrid working, and skills shortages.

This session considers whether UK-based and global companies are looking for alternative sources of labor as they plan for the future.

Attendees will learn:

• The impact of inflation and cost of living crisis on global equity plans
• What the best employers are doing to attract, retain, incentivize and reward talent
• What the future of work looks like including the impact of AI on the labour market and employer proposition to employees