The turbulence of recent years has placed equity plan administrators at the center of economic and organizational challenges—from market volatility to corporate restructuring. This interactive roundtable will feature administrators who have successfully navigated diverse disruptions, sharing real-world experiences, lessons learned, and strategies for staying prepared. Participants will explore practical preparation checklists for handling market down-cycles, regulation changes, plan amendments, M&A, and restructuring, ensuring that the next wave of turbulence doesn’t catch them off guard.

KEY LEARNINGS:

  • Proven strategies administrators have used to navigate volatility, corporate actions, and regulatory change. 
  • How to prepare for and respond to disruptive events with actionable checklists. 
  • Lessons learned from real-world case studies to build resilience into equity plan administration.
Speaker/Author

Elena Thomas, Empower
James Couchman, BMS Group

Event date
Wednesday, 12 Nov 2025, 11:45 - 12:30
Breakout series
Location
Fenchurch