Tax implications of awards and share plan compliance may not seem like the most exciting topics—but they have a direct impact on employees’ financial futures. This session will explore how global equity leaders can turn complex, technical issues into engaging conversations that drive understanding and action. Through a case study on dividend withholding tax, we’ll highlight behavioural insights, communication tactics, and education strategies that bring clarity and relevance to employees across borders. Attendees will leave with practical tools to close the “engagement gap” and connect financial compliance with overall wellbeing.

KEY LEARNINGS:

• How to simplify and humanize complex topics like tax and compliance through storytelling, personalization, and creative communication. 
• Practical tactics—such as gamification, micro-learning, and timely nudges—that effectively engage employees in their financial education. 
• A framework for linking tax education and share plan compliance to broader financial wellbeing strategies.