Join the Colorado Chapter for an engaging two-session event exploring practical ways to modernize your equity compensation program, followed by a networking reception.
SPEAKERS: Andrew Gorder, Baker Tilly | Matt McKittrick, Baker Tilly | Michael Jacobson, Atlassian
Discover how real-time market pricing can optimize RSU sell-to-cover transactions to maximize employee share retention, then go behind the scenes with Atlassian to learn how its custom AI Equity Agent, Vestie, is transforming equity administration by streamlining workflows, reducing operational risk, and improving data quality.
SESSION ONE: Making Waves in Employee Ownership: Maximize Net Shares with Sell-to-Cover
Traditional Restricted Stock Unit (RSU) sell-to-cover processes often rely on outdated withholding methods that can result in unnecessary share sales, over-withholding, and a less-than-optimal experience for both employees and equity administrators.
This session explores how leveraging real-time market pricing can optimize tax withholding, maximize post-tax share retention, and help organizations deliver greater value from their equity compensation programs.
KEY LEARNING POINTS
- Examine the limitations of traditional RSU sell-to-cover tax withholding methods and their impact on employees and administrators.
- Explore how real-time market pricing can optimize share sales and maximize post-tax share retention.
- Analyze a real-world case study demonstrating a more efficient and employee-friendly vesting experience.
SESSION TWO: Atlassian: An Example of AI Journey in Equity Compensation
Go behind the scenes with Atlassian's Equity Team to explore its AI transformation journey. Learn how the team developed and deployed Vestie, its custom AI Equity Agent, to automate routine inquiries, streamline manual processes, reduce operational risk, and improve the quality and consistency of equity data.
Whether you're just beginning to explore AI or looking to expand its use within your equity program, this session offers practical insights and lessons learned from a real-world implementation.
KEY LEARNING POINTS
- Analyze the key stages involved in developing and deploying a custom AI equity agent.
- Identify opportunities to use AI to streamline equity administration, reduce operational risk, and improve data quality.
- Evaluate practical lessons from Atlassian's AI journey to help inform your organization's AI adoption strategy.
LOCATION:
6400 S Fiddler's Green Circle
Greenwood Village, CO 80111
COST:
Members and non-members are welcome to attend. Registration is free.
View the event attendee terms and conditions.
