Navigate the complexities of global equity taxation with insights from a distinguished expert panel featuring DoorDash, Inc., Stripe, Inc., and representatives from Deloitte US. Understanding tax implications for equity, especially for global participants, is daunting. Join them as they share solutions crafted through experiences like DoorDash's expansion post-IPO, including a transformative acquisition, and Stripe's shift to globally vesting quarterly across 33 countries. Explore the challenges and successes in delivering an exceptional employee experience, emphasizing education, plan administration, HR integration, and the critical role of prioritizing employee experience in all facets of global equity plans.

KEY LEARNING POINTS:

• Understand the complexities of global equity taxation and filing requirements
• Explore successful strategies from DoorDash and Stripe in prioritizing employee experience and education
• Gain insights into plan administration, HR integration, and the imperative role of prioritizing employee experience in global equity 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.

Engage with a panel of seasoned experts in a revealing session that dissects the intricacies of successfully managing share plans in recently IPO'd companies or those entrenched in the equity industry. Join them as they unveil strategic considerations and actionable insights crucial for navigating the evolving global landscape. Delve into effective measures addressing challenges arising from misalignments with inherited global plan designs.
Discover practical approaches to ensure the sustained relevance of designs amidst global changes. This session offers a unique opportunity to understand design pitfalls and equip yourself to navigate them.
 

KEY LEARNING POINTS:

• Best practices in running share plans in a recently IPO environment
• Striking the right balance between standardized design and local jurisdiction benefits
• Importance of future-proof plan design

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 panel of accounting experts as they demystify ASC 718, offering a comprehensive overview of share-based compensation accounting impacts. Whether you're new to the field or seeking a deeper understanding, this session covers the fundamentals, including valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share. Joining the discussion will empower you to confidently round up the right team members for effective solutions in stock plan management. This insightful session ensures that, armed with a thorough grasp of ASC 718, your future discussions with financial reporting teams will be not only more productive but also informed by a nuanced understanding of share-based compensation accounting.

KEY LEARNING POINTS:

• Gain insights into the key aspects of ASC 718, covering valuations, compensation expense, disclosures, deferred tax assets, and dilutive earnings per share
• Understand how to navigate the complexities of share-based compensation accounting impacts, empowering you to assemble effective stock plan management teams
• Learn how a comprehensive understanding of ASC 718 improves the productivity and effectiveness of discussions with financial reporting teams

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.

A comprehensive exploration led by an expert panel, dissecting the complexities of equity compensation programs across diverse regions. Delve into the influential factors guiding the offering of tax-qualified plans in North America, Europe, the Middle East, and Asia-Pacific. Hear firsthand from two issuing companies as they uncover the regulatory and tax considerations specific to each jurisdiction and share their decision-making processes and strategies for communicating equity compensation programs across countries. Assess the current participation scenario and gain valuable perspectives as the panel discuss future changes they are contemplating.

KEY LEARNING POINTS:

• Explore the factors shaping tax-qualified plan offerings in diverse geographical areas
• Uncover the unique intricacies of regulatory and tax considerations in each jurisdiction
• Gain insights into clients' decision-making processes and explore anticipated future changes in equity compensation 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.

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.

An expert panel, seasoned in navigating corporate transitions, will explore critical considerations of equity plans amid mergers, acquisitions, and spinoffs, such as the post-transaction treatment of outstanding awards, ensuring equity and managing excise tax exposure. Join them in unraveling key accounting and data intricacies, and discover actionable insights to sidestep administrative nightmares.
Don't miss this opportunity to learn from the seasoned experts as they share invaluable strategies for navigating the complex landscape of equity plans in corporate transformations.

KEY LEARNING POINTS:

• Navigate the post-transaction treatment of outstanding equity awards
• Ensure fairness in equity distribution during corporate restructuring
• Manage and mitigate excise tax exposure effectively

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.

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.

A vital exploration of gender pay equity with our expert panel, presenting a joint perspective from Siemens Energy, hkp/// group, and the University of Goettingen. Beyond recognizing the importance of equal pay, our session provides a global and organizational lens, offering practical solutions to bridge gender pay gaps.

Join our panel to delve into the complexities, learn from real-world experiences, and empower yourself with practical strategies for fostering gender pay equity in your organization.

KEY LEARNING POINTS:

• Gain insights into equitable strategies, blending Siemens Energy's internal perspectives and hkp/// group's external expertise.
• Explore challenges in identifying and managing gender-related pay gaps, with a focus on Siemens Energy's detailed case study
• Derive actionable lessons from Siemens Energy's field experiment, offering compensation experts strategies for implementing and sustaining equitable practices

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 in the session as they discover firsthand how Coca-Cola achieved the seemingly elusive goal of simplicity in the intricate process of designing and implementing a new global ESPP. Hear about the challenges they encountered and the tough decisions they had to make throughout the journey. With an impressive 60% take-up rate in the first year, the panel will shed light on how Coca-Cola leveraged their new plan to instill and nurture an ownership mindset within their expansive global workforce.

KEY LEARNING POINTS:

• Discover how to overcome challenges in global ESPP design
• Learn to make strategic decisions for implementation
• Analyze establishing an ownership mindset in a global workforce

CPE CREDIT: 1.0
Field of study: Communication 
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.