Embark on a global road trip with our expert panel as they pitch essential legal, tax, and regulatory changes worldwide, covering topics like the new Irish tax withholding changes impacting stock options and the lessons to learn from a recent legal case in Denmark concerning share plan leaver provisions.

The panel will explore market developments on complex issues like the South Korean foreign exchange requirements and will show you how (and why!) to stay informed of changes happening around the world!

With diverse experience from issuer and advisory backgrounds, this panel unveils the full compliance picture. Also hear first-hand how Lucid Motors navigates the ever-changing flux of global compliance requirements.

KEY LEARNING POINTS:

• Discover essential global legal, tax, and regulatory changes
• Analyze market developments on complex topics
• Explore emerging trends impacting global share plan operation

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.

A transformative exploration of Artificial Intelligence's (AI) impact on pay decisions and equity awards, guided by insights from our expert panel. Discover the current global AI landscape and its evolution, differentiating between Traditional and Generative AI. Delve into how algorithms are reshaping decision-making for HR and Equity Comp professionals, illustrated through practical case studies like Moog. Uncover the collaborative benefits of human-AI interaction, understanding AI as a support mechanism that reduces administrative burdens and provides crucial data insights, thereby elevating stock plan administrators and enhancing overall user experience.

KEY LEARNING POINTS:

• Gain insights into the current global AI landscape and its evolution
• Explore the practical application of algorithms in reshaping decision-making processes
• Understand the collaborative benefits of human-AI interaction, reducing administrative burdens and providing valuable data insights

CPE CREDIT: 1.0
Field of study: Information Technology
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 expert panel, which includes GEO Award winner panellists from Atlassian (2019 Most Creative Solution, 2022 Best Plan Communication and 2023 Best Use of Employee Share Plans in a Corporate Action) and GlobalFoundries (2022 Most Innovative and Creative Plan Design) as they delve into the post-award journey of acclaimed equity compensation programs. Discover the ongoing success of these programs beyond their initial recognition, exploring their resilience, challenges faced, and innovative adaptations over time. In this exclusive session, our panel will unravel the evolution of these celebrated equity compensation initiatives, providing valuable insights into their sustained triumph.

KEY LEARNING POINTS:

• Navigate the complexities of post-award equity compensation strategies
• Analyze the challenges and triumphs of acclaimed programs over time
• Explore innovative approaches embraced by successful equity compensation initiatives

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.

Get acquainted with the complexities of merging large publicly listed companies with our expert panel, featuring seasoned professionals with firsthand integration experience. Uncover the strategic importance of equity-based compensation, exploring real-world challenges and innovative solutions through case studies. The session addresses administrative intricacies, harmonizing diverse equity structures, and emphasizes actionable strategies for talent retention and culture amalgamation post-merger. Join us for a riveting discussion that blends theory with real-world application, equipping attendees with insights and practical narratives for successful corporate integrations.

KEY LEARNING POINTS:

• Grasp the crucial role of equity-based compensation in large-scale corporate mergers
• Learn from real-world challenges and effective strategies employed in past mergers
• Understand the complexities involved in merging and harmonizing diverse equity compensation structures

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.

Delve into a strategic exploration of evolving equity compensation practices, where the dynamic landscape necessitates rethinking plans to align with employee preferences and overall compensation philosophies. Our expert panel will guide you through innovative solutions, emphasizing the importance of thoughtful adjustments rather than reactive responses to trends. Examples include the shift from standard 5-year cliff vesting to shorter schedules, retaining unvested shares post-employment, and exploring alternative profit-sharing mechanisms like Cryptocurrency. Discover the integration of equity compensation into broader financial wellness initiatives, incorporating ESG and DEI goals, and addressing share pool challenges amidst market volatility.

KEY LEARNING POINTS:

• Explore the benefits and considerations of shorter equity vesting schedules, moving beyond the traditional 5-year cliff vest
• Understand the advantages of allowing employees to retain unvested shares post-employment, extending beyond the limitations of death or disability
• Explore alternative profit-sharing schemes like Equity Choice and even Cryptocurrency, broadening the scope of compensation offerings

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.

Explore the transformative impact of Artificial Intelligence (AI) on equity compensation strategies in this session featuring cutting-edge findings from the Global Equity Insights Survey 2024 (GEIS 2024). Our expert panel delves into the intersection of AI and equity compensation, providing comprehensive insights into the latest trends, best practices, and real-world applications.
Join them to gain a deep understanding of the AI-driven transformation of equity compensation strategies, exploring practical applications and ensuring compliance in the evolving landscape of corporate compensation strategies.
 

KEY LEARNING POINTS:

• AI-powered equity compensation: Reshaping traditional practices and understanding its significance
• AI algorithms for equity management: Enhancing planning and execution through advanced algorithms
• AI-driven employee insights: Leveraging AI for informed decision-making and employee understanding

CPE CREDIT: 1.0
Field of study: Information Technology
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.

Engage with our expert panel in a comprehensive session covering essential aspects of Employee Stock Purchase Plans (ESPP). Explore intricacies such as tax withholding for international employees, including methods like "Sell to Cover" and withholding through paychecks. Delve into determining the correct withholding rate for international participants, navigating beyond the maximum tax rate, and effectively communicating these nuances without providing tax advice. Uncover strategies to overcome language barriers and address global assumptions when promoting your ESPP.

KEY LEARNING POINTS:

• Tax withholding methods for international employees and paycheck withholding
• Determining the correct withholding rate for international participants
• Strategies for overcoming language barriers and promoting ESPP globally

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.

Join a distinguished panel of experts for an illuminating session on navigating the nuanced choice between cash and equity awards in global equity compensation programs. Delve into the intricacies that drive companies to opt for cash awards over equity and vice versa. The panel, featuring representatives from WTW, Baker & McKenzie, and CAP, will explore the multifaceted landscape of tax considerations, labor law implications, regulatory compliance, and corporate governance issues associated with cash awards compared to equity. Uncover administrative considerations and effective solutions for implementing cash awards, including communication strategies. Gain a comprehensive understanding of the factors influencing the inclusion of cash awards in a global equity compensation program.

KEY LEARNING POINTS:

• Factors influencing the choice between cash and equity awards
• Addressing tax, labor law, regulatory, and corporate governance issues
• Administrative considerations and communication strategies for cash awards

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 expert panel of financial reporting specialists as they dissect the nuanced landscape of equity compensation plan accounting. While the basics are rules-driven, complexities arise when managing global plans with dual reporting, diverse awards with cash and equity settlement options, varied performance conditions, participant movements impacting cost centers, and navigating tight reporting deadlines amidst multiple stakeholders. In this workshop, delve into the functional and practical processes employed by financial reporting specialists throughout the year. Uncover the top challenges in stock plan accounting and gain actionable insights into navigating these complexities effectively.

KEY LEARNING POINTS:

• Explore strategies for dual reporting in global equity plans
• Understand practical approaches for handling multiple awards with cash and equity settlement options, each with unique performance conditions
• Learn practical ways to streamline reporting processes, ensuring accuracy and meeting tight deadlines in the midst of multi-stakeholder dynamics

CPE CREDIT: 1.0
Field of study: Accounting 
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.