Get ready for a fresh, interactive take on the ever-evolving world of global stock plan administration. This high-energy session blends valuable learning with fast-paced fun and a little friendly competition. Participants will explore the latest updates and trends in global equity while testing their knowledge through a lively trivia challenge with fellow equity professionals. Along the way, you’ll tackle real-world scenarios, gain insights on topics ranging from global mobility strategies and ESPPs to 10b5-1 planning, Section 16 & Rule 144 filings, tax withholding, payroll optimization, 409A valuations, and financial reporting best practices. Expect practical learning, peer connection, and maybe even a prize—plus bragging rights for the trivia champs.
 

KEY LEARNINGS:

  • Stay current on emerging trends, regulatory changes, and best practices in global equity.
  • Strengthen technical knowledge across compliance, administration, and reporting.
  • Apply learning in real-time through an interactive, game-based trivia format.
Speaker/Author

Rob Miceli, Bank of America
David Lanka, Bank of America
Susan Ford, Cytel
Tara Hagen, FGE, Aon
Shantale Greenson, Alkermes

Event date
Wednesday, 10 Dec 2025, 16:25 - 17:15
Plan type
Country
Breakout series
Location
Park A/B