Transitioning to a public company is a defining moment—particularly when equity programs must scale quickly across multiple countries. For newly public organizations, the real challenge begins after the bell rings: building equity plans that meet heightened governance expectations while supporting a growing, global workforce.
 

Drawing on lessons learned from recent IPOs, this session explores critical post-IPO considerations including Day 1 trading readiness for officers and executive leadership roles (ELRs), scalable equity operations, and the realities of managing cross-border tax, compliance, and award administration. Through real-world examples, speakers will share how companies have balanced control and flexibility—creating equity programs that are resilient, compliant, and built for international growth.
 

KEY LEARNING OBJECTIVES:

  • Understand post-IPO equity requirements, including trading readiness for officers and executives.
  • Learn how to build equity processes that adapt to regional expansion, operational growth, and evolving governance needs.
  • Gain practical strategies for handling tax withholding, award modifications, and local compliance across jurisdictions.
Speaker/Author

Sara Shoaf, Charles Schwab (US)
Randy Murphy, Instacart (US)
Rees Franklin III, Affirm  (US)
Brooke Anderson, Charles Schwab  (US)

Event date
Wednesday, 22 Apr 2026, 10:45 - 11:45
Country
Breakout series
Location
JW Grand Salon 4
Field of Study
Specialized Knowledge
Level
O