The numerous and unique world events that have occurred over the last few years have led to an unpredictable business climate, but one that has presented a myriad of opportunities, particularly for the equity industry.

In this moderated session, we will take a deep dive into how equity can be used as a tool to adapt, and even counteract, many of the phenomena currently happening in the market and in the workplace with a focus on inflation and quiet quitting.

• Access industry research that underpins best practices in the creative use of equity to retain and motivate top talent and help participants hedge against broader market and governmental forces
• Hear how specific issue and administrator communication strategies can help equity to combat market forces
• Understand the role that demographics such as age and gender can significantly shift the ways in which equity should be deployed as a tool

Now in its 11th consecutive year, the Global Equity Insights Survey is the longest standing survey of global equity plans with participation of nearly 200 companies worldwide annually.

Join this session in 2023 to learn about the latest developments in equity plans from an administration and communications perspective for both Long-term Incentives and Share Purchase Plans. Each year, new focus topics based on market developments are added, so don't miss out on the latest insights regarding the war for talent and a clear focus on developing capital markets, including inflation, the energy crisis, and other economic drivers.

The session will touch upon the following key areas:

• Long-term incentive design
• Share purchase plans
• Focus on talent
• Focus on capital markets including inflation and other economic drivers

The SER has announced that the final rule changes to 10b5-1 will be released this April. Don’t let this long-awaited, and long-anticipated, rule change catch you, and your company’s employees, unaware.

Join this session for a timely and thought-provoking discussion that will prepare you for the changes.

• Hear details of the proposed amendments from the experts
• Understand how the changes might affect your company and executives
• Come away with the knowledge and tools to take action

To grow and compete for top talent, many companies are expanding their employee stock purchase plans (ESPPs) globally.

A panel of senior-level representatives from Cummins, Snowflake, and SAP will share tips and lessons learned from their experience of designing and managing large global ESPPs that include insights around optimal plan design, expanding ESPPs to new countries, regulatory issues, employee engagement, communications, and measures of success.

• Hear three global issuer case studies that demonstrate best-in-class ESPPs
• Get information and guidance that will improve your global ESPP offering
• Post your questions to the panel through an interactive Q&A and audience polls.

How does your company determine who is mobile? With work arrangements ever-changing, employees working anywhere, remote, hybrid, moving locations or back in the office; mobility matters.

These companies have focused processes and efforts around compliance, process and operational effectiveness that scales the mobility population and global footprint growth. With limited resources and shortened turnaround times, collaborating with your service providers and local stakeholders becomes paramount.

This panel explores how these companies have defined mobility, what is on the horizon and how they are tightening up processes to scale and address shorter turns.

• Understand how companies are defining mobility and scaling their equity rewards
• Get a global, EU and US perspective on how best to scale up
• Hear lessons learned from both corporate issuers and service providers

The war for talent is a pressing topic for many organizations, as they look to attract and retain the right talent to take their business forward. Increasing globalisation has widened the talent marketplace in recent years, and this together with the challenges of cost-of-living crisis, post-pandemic recovery and the ongoing conflict in the Ukraine, has created an environment where the workforce is re-evaluating priorities, and we see trends such as the widely reported ‘Great Resignation’ emerge.

In this session, we hear from two companies who have recently introduced new broad-based employee share plans, designed to reward employees for their input in driving growth, and incentivise all to play a part in increasing share value.

• Hear how plan structures can form a key part of the recruitment and retention employee value proposition
• Discover how share plans create a sense of corporate community for a global employee-base for which remote and hybrid working patterns are becoming the ‘norm’
• Consider the place of contributory share plans in the current economic climate, sharing views on how to balance short-term cashflow needs and longer-term financial wellbeing

Join this dynamic foursome as they unravel the complexities of equity compensation in a fun and interactive talk show format. These expert hosts will share their invaluable advice on best practices and emerging trends in equity compensation while providing insights into future challenges.

With their freewheeling style and extensive expertise, the panel are known for tackling challenging problems, sourcing elusive data, and engaging in lively debates on various equity practices.

Don't miss this engaging talk show experience, where you'll gain valuable insights, practical advice, and thought-provoking discussions on the ever-evolving world of equity compensation.

Attendees will learn:

• The impact of market volatility and economic downturns on equity plans and gain a deeper understanding of how to navigate these variables effectively.
• More about the evolving landscape of equity compensation and the pressing issue of pay equity, staying informed on the latest developments and exploring strategies to ensure fairness and equality.
• The significance of vesting periods and the emerging role of social media in connecting employees with their equity awards while discovering innovative ways to engage and motivate their workforce.

The world in which we live and work is full of transitions, endings, new beginnings and everything in between. From getting a big promotion and working out how we want to respond to rebuilding after losing our job, to moving back to working in the office: transitions that happen in our business and personal lives can test our sense of self. Whatever the transition, rarely does the workplace offer the space to explore their impact of the transitions in a way that enables us to navigate them and emerge stronger.

In this interactive and immersive session, there will be room to discuss and reflect on transitions that you may encounter.

Attendees will learn:

• The difference between a change and transition in the workplace using the Transition Coaching Method.
• What their natural response is to transitions.
• How to navigate transitions and develop tools that can be taken back into the workplace.

Join industry leaders from DoorDash, Avalara, and Moss Adams as they explore the transformative power of automation in driving operational excellence, starting with payroll reconciliations. In this engaging panel discussion, our expert panelists will share their diverse approaches to reconciliations, accompanied by real-world anecdotes highlighting the challenges they encountered and the successes they achieved along their journey.

Attendees will learn:

• Automation: Streamline reconciliations and beyond with automation. Learn about the impact and efficiency gained from automated tools.
• Scaling Automation: Expand automation efforts for sustained operational excellence across functions.
• Lessons Learned: Gain practical strategies from panelists' experiences to maximize the benefits of automation.

Learn from the IPO experiences of three issuers in this insightful panel discussion who each consider what they would do differently if they had their time again.

Join them as they delve into their valuable insights, tips, and the challenges they encountered throughout their IPO journeys. Through real-life examples, they will explore the lessons learned and mistakes made, providing valuable knowledge to enhance the smooth execution of future IPOs.

Attendees will learn:

• Real-Life IPO Insights: Gain valuable perspectives from prominent business leaders who have undergone the IPO process, sharing their experiences, challenges, and key takeaways.
• Getting Stock Plans IPO-Ready: Discover best practices and strategies for preparing your stock plans for an IPO, ensuring compliance, transparency, and effectiveness during the transition.
• Employee Communication Tips: Learn effective communication strategies to engage and inform employees during the IPO journey, fostering a sense of ownership and understanding.