Major corporate actions—such as creating new legal entities, reorganizations, rapid scaling, and global expansion—can dramatically reshape companies and create unique challenges for equity operations. From maintaining data accuracy to ensuring effective communication and governance, equity teams must navigate complex transitions while keeping programs resilient and effective.
In this session, cross-industry experts share proven strategies and practical lessons for managing equity during periods of structural change. Attendees will gain actionable insights to adapt equity plans, onboard employees, maintain operational excellence, and ensure governance remains strong—even in fast-moving environments.
 

KEY LEARNING POINTS:
 

  • Learn strategies to adjust plan structures for new entities, reorganizations, and global expansion.
  • Explore best practices for onboarding employees, keeping data accurate, and managing day-to-day administration amid organizational transitions.
  • Discover techniques for clear employee and stakeholder communication, while upholding governance standards during periods of transformation.
Speaker/Author

Tami Phillips, J.P. Morgan Workplace Solutions (US)
Georgina Lai, Alation (US)
Cherie Curry, FGE, FGS Global (US)

Event date
Wednesday, 22 Apr 2026, 14:00 - 15:00
Country
Breakout series
Location
JW Grand Salon 1
Field of Study
Specialized Knowledge
Level
O