In today's dynamic compensation landscape, performance awards administration is crucial for equity plan professionals. Join our expert panel in an informative session demystifying global performance award management. Explore complexities, responsibilities, and collaborations essential for success. Navigate the nuances of performance awards in a volatile market, backed by real-world issuer examples and actionable steps to streamline equity compensation plans. 
Our goal is to impart practical knowledge, making the process manageable and sparing you from frustration. Don't miss this engaging presentation delivered by industry leaders, leaving you better prepared for global performance award challenges.
 

KEY LEARNING POINTS:

• Unravel complexities in global performance award management
• Understand responsibilities and collaborations crucial for success
• Gain actionable insights for navigating volatile market conditions

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

In the face of tightening settlement time regulations, including the imminent US T+1 requirements, our expert panel, featuring Fidelity, and representatives from Deloitte US and Deloitte Canada, invites you to explore the imperative of establishing an automated and efficient end-to-end processing system for equity transactions. Drawing from their experiences with companies boasting complex remote work policies, mobility programs, and diverse equity awards, the panel unveils insights into challenges, lessons learned, and leading practices in achieving process efficiencies from grant to global payroll instructions. Dive into discussions covering broker and HR systems requirements, data exchange challenges, collaboration with payroll, and the pivotal role of enhancing employee experience.

KEY LEARNING POINTS:

• Understand the challenges posed by evolving regulations, such as the US T+1 requirements and SEC Rule 15c6-2
• Explore strategies employed by Airbnb, Nike, and Fidelity Investments in achieving automated and efficient end-to-end processing of equity transactions
• Gain insights into planning ahead for common surprises and anticipating the impact of upcoming changes in regulations, ensuring a seamless automation process

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

The expert panel will share insights on navigating the complexities of Mergers, Acquisitions, and Divestitures (MAD) in the realm of rewards and equity. While these events bring excitement, they often induce upheaval. Join the discussion to discover how three GEO organizations successfully managed key mergers and divestitures. Gain valuable perspectives on employee and award transitions, leveraging share programs for added value, and ensuring a top-quality participant experience throughout these transformative events.

KEY LEARNING POINTS:

• Understand how organizations effectively transitioned employees and awards during key mergers and divestitures
• Explore how share programs were utilized to deliver additional value during transformative events
• Learn strategies employed by award-winning organizations to maintain a high-quality participant experience throughout M&A and divestiture processes

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Join our panel in an enlightening session on optimizing your new grant process. They will guide you through best practices, helping you navigate potential pitfalls in both upstream and downstream issues. Learn tips and tricks for constructing a robust grant reconciliation process, applicable to various equity management systems. Gain insights into how recent industry trends are transforming traditional approaches to stock allocation. Attend this session for a deep dive into cutting-edge techniques that will reshape your grant process for improved effectiveness.

KEY LEARNING POINTS:

• Streamline your new grant process through automation for enhanced efficiency and accuracy
• Address cross-border considerations and compliance for effective global grant management
• Explore effective project management approaches to ensure the smooth execution of global grants

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Dive into a comprehensive session led by an expert panel, unraveling the intricacies of stock market operations crucial for optimizing employee stock plans. Gain insights into the evolution and functioning of the stock market, demystifying the roles of brokers and floor traders, and understanding order flow and share settlement. Explore the nuances of trade processing, the actual cost of trading shares, and the significance of trade execution. Learn to ask pertinent questions of your stock plan provider and safeguard participants' interests. Understand the impact of recent regulatory updates on trading, including amendments to SEC Rule 10b5-1, changes to Rule 144, and SEC Form 4 filings. Benefit from real-world experiences, including handling large block trading scenarios.

KEY LEARNING POINTS:

• Basics and evolution of the stock market, and its contemporary operation
• Understanding the actual cost of trading and its implications for participants
• Navigating recent regulatory updates and their impact on employee stock plans

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Efficiently managing your organization's equity plan is essential for driving employee engagement, ensuring regulatory compliance, optimizing resource allocation, and safeguarding data security.

In this session, our experts will tackle five vital questions that administrators should routinely consider to maintain top-notch programs. Additionally, we'll explore strategies to boost the effectiveness of stock plan administration and streamline related processes.

Join us for this insightful session to bolster your stock plan administration skills and drive greater efficiency in your organization's equity programs.

KEY LEARNING POINTS:

• Critical self-assessment: Learn the five key questions that administrators should regularly ask themselves to assess the health of their equity programs.
• Enhancing effectiveness: Discover strategies to elevate the overall effectiveness of stock plan administration, ensuring alignment with organizational goals.
• Efficiency optimization: Explore methods to streamline processes related to equity plan management, ultimately saving time and resources.

Looking for nuggets of wisdom to help improve the performance of your global equity program? This illuminating session explores the profound influence of advice on personal and professional growth.

Featuring a diverse panel of accomplished individuals who have both offered and received life-changing guidance, our experts recount the pivotal moments when they received or provided advice that led to transformative outcomes.

You will leave with a treasure trove of insights and actionable takeaways that aid a deeper understanding of the power of guidance and the lasting impact it can have on your journey to success.

KEY LEARNING POINTS:

• Transformative guidance: Discover the most impactful advice shared by our panelists and how it has shaped their careers and personal development.
• Decision-making insights: Learn how pivotal advice moments have influenced critical decisions, providing you with valuable perspectives for your own journey.
• Actionable takeaways: Whether you're a seasoned pro or a budding talent, gain actionable insights to enhance your path to success. Explore the enduring power of guidance and its potential to shape your trajectory.

CPE CREDIT HOURS: 1.0*

Field of study: Specialized Knowledge
Levels: O
Delivery method: Group live
Advanced preparation: None

CEP Continuing Education (CE) credit: 1.0 credits

Please visit our Continuing Education and Event Policies pages for more information.

While rising stock values are generally seen as positive, companies that have high stock prices and offer broad equity to their employees may face certain challenges. One such challenge arises during sell-to-cover tax withholding at vesting events, where participants are typically required to sell a whole share on the market to generate cash for tax payment, with the remaining amount being paid to the employee. However, many employees would prefer to keep the remaining value in company shares instead of receiving cash for the difference.

Hear experts from Amazon, Microsoft, and Moss Adams share their insights and describe the journey towards implementing a fractional share at vest offering. Their innovative approaches allow participants to sell only a portion of a share to cover their tax obligations at vesting, enabling employees to retain a higher ownership stake in the company. This strategic shift offers numerous advantages to employees, empowering them to benefit from increased company ownership while effectively managing their tax liabilities.

Attendees will learn:

• The rationale for allowing Fractional Shares at vesting
• The journey to implementing Fractional Shares at vesting
• Lessons learned and initial perspectives on the implementation process

Dive into cutting-edge techniques for optimizing your new grant process in this informative session. The expert panel will guide you through best practices and help you navigate potential pitfalls, covering both upstream and downstream issues.

Discover valuable tips and tricks for constructing a robust grant reconciliation process, regardless of the systems you use to manage your new grants. Furthermore, we will share our insights on how recent industry trends are reshaping traditional approaches to stock allocation.

Attendees will learn:

• How to streamline the new grant process through automation techniques for efficiency and accuracy.
• The importance of addressing cross-border considerations and compliance when managing global grant challenges.
• The secrets of effective project management that ensures the smooth execution of global grants.