ESPPs are the most common way to share ownership, yet these plans can be surprisingly complex—and equally fascinating. Join this session to explore the top questions every equity professional should have on their radar: Are qualifying dispositions worth the wait? Can non-qualified plans be compelling and efficient? How generous should your ESPP be? How do ESPPs impact other voluntary programs? Do ESPPs really move the needle on company performance? Can an ESPP be offered globally? Attendees will leave with fresh insights and new perspectives that could reshape how they think about ESPPs.

KEY LEARNINGS:

  • Understand the impact of qualifying dispositions and timing strategies.
  • Evaluate the efficiency and appeal of non-qualified ESPPs.
  • Explore considerations for offering ESPPs to a global workforce.
Speaker/Author

Emily Cervino, FGE, Fidelity
Lindsay Minnis, Baker McKenzie
Anne Baldrige, MKS Instruments
 

Event date
Wednesday, 10 Dec 2025, 14:20 - 15:10
Country
Breakout series
Location
Park A/B