Join this session for a comprehensive session on preparing your equity team for a successful start to the New Year.

Learn how to adhere to T+1, ensure data integrity, and foster collaboration among HR, Payroll, and IT to meet deadlines.

The panel will also cover how to review your share plan, set parameters, and conduct essential software testing for a smooth transition into 2025.

KEY LEARNING POINTS:

• Master best practices for preparing your equity team for a strong Q1 start
• Navigate challenges and strategies for tax filings, T+1 adherence, and data integrity
• Understand the importance of interdepartmental communication and centralized software, and learn essential software testing procedures for Q1 audits