In this session, industry experts will unpack the critical art of budgeting and forecasting for employee stock plans. As equity-based compensation remains a cornerstone of talent retention and motivation, companies must balance employee incentives with financial sustainability.

From stock options and RSUs to performance shares and other awards, the discussion will center on how organizations can effectively forecast, budget, and track the costs of their plans. Special focus will be given to incorporating performance conditions such as total shareholder return (TSR), aligning forecasts with internal metrics, and improving long-term financial planning. Attendees will walk away with practical strategies, examples, and tools to strengthen both budgeting accuracy and strategic decision-making.

KEY LEARNING POINTS:

• Learn practical strategies to forecast, budget, and manage the true costs of stock plans.
• Understand the financial impact of performance conditions like TSR on equity compensation.
• Discover how to integrate equity plans into corporate financial planning using technology and data for greater accuracy and transparency.