As companies expand globally, equity plans must do more than scale—they must resonate with employees across diverse markets while staying aligned with business objectives. This panel takes attendees beyond the mechanics of grants and vesting to explore how thoughtful design, regional adaptability, and market dynamics shape successful global equity programs.

Panelists will share practical strategies for launching or expanding broad-based equity, fostering a culture of ownership, and managing cost and complexity. Attendees will gain insight into balancing tax, regulatory, and cultural considerations with compliance and administrative efficiency, while also examining how market forces such as ownership norms, trading environments, and transaction costs influence employee engagement and perception of equity compensation.

KEY LEARNING POINTS:

  • Learn how to scale equity across regions while fostering a culture of ownership and aligning programs with strategic business goals.
  • Understand how tax, regulatory, and cultural factors influence plan design and participation—and how to adapt without overcomplicating administration.
  • Identify the right metrics to assess engagement, retention, and program effectiveness, ensuring global equity remains a long-term driver of value.
Speaker/Author

Dave Lanka, Bank of America (US)
Cory Anderson, KPMG (US)
Rachel Ulep, eBay (US)
Jessica Page, Zebra Technologies (US)

Event date
Thursday, 23 Apr 2026, 09:30 - 10:20
Country
Breakout series
Location
JW Grand Salon 2
Field of Study
Specialized Knowledge
Level
O