Feeling overwhelmed by the demands of administering equity plans? This session is here to help! Drawing on years of best practices from issuers and providers, we’ll explore actionable hacks to streamline your administration workload and reduce stress.
From leveraging data and streamlining processes to fostering cross-departmental collaboration, these insights will challenge your perspective on roles, tools, plan design, and participant communication. Whether you're new to equity administration or a seasoned pro, you'll walk away with strategies to work smarter, not harder.
KEY LEARNING POINTS:
- Learn how clean, accurate data drives every aspect of equity administration, from payroll integration to financial reporting.
- Discover how equity and payroll teams can partner effectively to ensure seamless operations and successful outcomes.
- Explore how simplicity in plan design, processes, and participant communications creates a far-reaching impact for all stakeholders.
Event date
Wednesday, 30 Apr 2025, 12:30 - 13:30
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O