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.

Discover the critical role of talent and market dynamics in shaping equity compensation strategies. Join us for a deep dive into the latest insights from the Global Equity Insights Survey 2023 (GEIS 2023), focusing on recruitment, retention, inflation, and market volatility. 

Gain a comprehensive understanding of how these factors impact equity compensation and learn how organizations can adapt for success in a constantly changing environment. 

KEY LEARNING POINTS:

• Talent and equity compensation: Understand how equity compensation is a powerful tool for attracting top talent and gaining a competitive advantage in recruitment.
• Equity-based retention: Explore strategies to use equity compensation plans effectively for retaining key employees and reducing turnover.
• Inflation and resilient plans: Grasp the impact of inflation on equity awards and learn how to design compensation plans that are resilient to economic fluctuations.

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.

Equity compensation is in the midst of a profound transformation. This expert panel will uncover the key highlights from the Global Equity Insights Survey 2023 (GEIS 2023) with a laser focus on three pivotal elements: Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), and the integration of Environmental, Social, and Governance (ESG) targets. 

Attend to gain in-depth insights into the transformation of equity compensation and learn how to leverage these key learnings to enhance your organization's compensation strategies. Explore the latest trends, best practices, and real-world applications of these critical aspects of equity compensation.

KEY LEARNING POINTS:

• LTIs unveiled: Discover insights on eligibility and performance, providing a comprehensive understanding of how LTIs are shaping equity compensation strategies.
• SPP dynamics: Explore the employee participation measures designed to boost engagement and effectiveness, revealing the secrets to successful SPP programs.
• ESG integration: Understand and explore the application and importance of ESG metrics in shaping equity-based compensation plans.
   

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.

Today’s rapidly evolving global workforce expects more than just financial rewards to join, stay and succeed at organisations. Recent data shows that employees are 3.5 times more likely to reach their full potential in workplaces where they feel they belong.

In this illuminating discussion between Saint-Gobain and Fidelity, you will discover how leading organizations can connect equity into a comprehensive, human-centric total rewards experience to strengthen the wider employee experience.

You’ll hear about the power of empathic, user experience (UX)-led approaches to shape a full rewards offering – including equity plans, workplace benefits, and retirement strategies - that inspire diverse global workforces.

Join to gain insights into how you can shape your organization's rewards approach in this way – to support a culture of belonging, connection, and performance excellence.

KEY LEARNING POINTS:

• Enhanced engagement and financial wellness: Explore how organizations have strengthened understanding, engagement, and financial well-being among their diverse workforces through holistic rewards strategies.
• Talent attraction, retention, and performance: Learn how companies have leveraged human-centric rewards to attract, retain, and drive high performance among their top talent.
• Fostering stronger connections: Discover strategies employed by organizations to build stronger connections and commitment between employers and employees, fostering a sense of belonging and dedication to the organization.

CPE CREDIT HOURS: 1.0*

Field of study: Personnel/HR 
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.

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.

Discover the evolving landscape of global talent acquisition in this insightful session, where the expert panel unravel the complexities of hiring talent from around the world.

Attendees will access a comprehensive overview of countries where granting equity awards to consultant employees remains particularly challenging. Attend this panel to equip yourself with the knowledge and strategies needed to navigate the global talent landscape effectively, regardless of where your talent is based.

KEY LEARNING POINTS:

• Navigating work arrangements: Understand the shift towards flexible work arrangements, including remote work, consulting, and employment through Professional Employer Organizations/Employers of Record. Learn why even large companies are exploring these options.
• Legal and tax implications: Gain valuable insights into the diverse tax and legal considerations associated with equity awards, depending on the employment arrangement. Explore how multinational companies have successfully managed these challenges.
• Documentation and communication: Delve into the differences in communicating and documenting equity awards based on the specific work arrangement. Get practical guidance on ensuring compliance and clarity in various scenarios.

CPE CREDIT HOURS: 1.0*

Field of study: Personell/HR
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.