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.

Our panel will explore the intricate landscape of compensation and equity management, with a focus on aligning with Diversity and Inclusion (D&I) standards. The panel will discuss the latest trends in D&I across different types of companies, examining specific plan design elements crafted to improve access and facilitate wealth creation for employees at all organizational levels. We will critically examine existing policies and processes, highlighting potential unintended consequences. When faced with unexpected challenges, explore effective strategies to navigate disruptions and realign your compensation and equity strategies seamlessly.

KEY LEARNING POINTS:

• Explore unique plan design elements that could foster inclusivity and wealth creation for employees at every organizational level
• Examine how existing policies and processes may inadvertently lead to unforeseen outcomes in compensation and equity management
• Learn strategies to navigate unforeseen challenges and regain harmony in the dynamic landscape of compensation and equity management

CPE CREDIT: 1.0
Field of study: Personell/HR
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.

Planning to go public amid the dynamic SEC landscape? After a prolonged dry market period, companies are eager to resume IPO efforts, but executives face new regulations and scrutiny. Join our panel as they guide you through the entire IPO timeline – from pre-IPO preparations to lock-up expiration. Gain insights into the challenges posed by an active SEC, changes to Rule 10b5-1, Rule 144, and the shift to T+1 settlement. Join them as they give you a comprehensive playbook to manage expectations and ensure a smooth IPO experience for your executives and key insiders.

KEY LEARNING POINTS:

• Explore stock plan services, regulatory education, communication planning, and pre-liquidity financial planning
• Discuss differences in direct listing and the intricacies of lock-up expiration
• Review updates on Rule 10b5-1, Rule 144, and T+1 settlement, and receive guidance on navigating these new rules

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 Nashville-based all-star panel of equity plan management experts as they share insights from navigating complex equity plans! Delve into the eXponential Stock Performance Plan, an innovative compensation program, and the strategic redesign of a global employer match ESPP. Discover how they elevate employee engagement through targeted education programs for new hires, executives, and employees. 
The session features mini case studies highlighting practical solutions for real-world challenges faced by Axon, Cummins, and Revance. As a bonus, our local insider experts will provide tips on enjoying Nashville like a true local. Leave the touristy cowboy boots behind and join them for an exploration of equity plan mastery and a taste of Nashville living!
 

KEY LEARNING POINTS:

• Discover innovation with the eXponential stock performance plan
• Explore redesigning global employer match ESPPs
• Elevate employee engagement through education programs

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 delve into the vital role of well-designed and implemented broad-based employee share ownership programs in navigating challenging and uncertain times. Discover the significance of broad-based equity, unravel strategies to maximize its impact, and explore the journeys of innovative companies reaping the rewards of their share plans. Understand how these programs, varying in shapes and sizes, attract, motivate, and retain employees effectively. Gain insights into leveraging equity as a long-term incentive to drive strategy, foster desired employee behavior, and stay competitive in the marketplace. The panel will share compelling stories of using broad-based equity for special retention grants, celebration grants, and stock purchase plans, offering solutions for the dynamic talent market.

KEY LEARNING POINTS:

• Importance of broad-based equity in uncertain times
• Strategies for maximizing the impact of share ownership programs
• Real-world results and innovative approaches in share plan journeys

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 this panel of tax and communication experts as they delve into the intricacies of global tax education. This professional session will unveil essential tools, best practices, and effective approaches for educating employees worldwide. Despite the complex landscape, the session provides insights into crafting sophisticated strategies tailored to enlighten diverse audiences on tax matters. Explore how to strike the right balance between comprehensive information and practicality. Attendees will gain valuable knowledge on simplifying the complexities associated with global tax education.

KEY LEARNING POINTS:

• Best practices for implementing global tax education
• Essential tools to streamline complex topics for diverse audiences
• Strategies for effectively educating employees at all levels

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 deep into the intricate world of global compliance with our expert panel. Explore the potential compliance traps stock plan administrators must navigate, from unfavorable tax outcomes for both employees and employers to securities registration hurdles, currency exchange complexities, and disclosure requirements under local law. Uncover the latest legal developments reshaping stock plans, including insights into the new EU-US Data Privacy Framework and proposed EU cybersecurity regulations (DORA). 
Join them for a comprehensive discussion that unveils the intricacies of global compliance, ensuring you're equipped to steer your cross-border stock plans through the regulatory landscape.
 

KEY LEARNING POINTS:

• Uncover identifying compliance traps in cross-border stock plans
• Explore navigating tax, securities, and currency exchange challenges
• Stay informed on recent legal developments

CPE CREDIT: 1.0
Field of study: Business Law
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.