THE TAX BUCKET CHALLANGE

SPEAKERS: JOHN HAMMOND AND PAM CHERNOFF, AON

What’s more wishy-washy than a bucket of water dumped over your head? How legal departments want you to explain taxes to participants.

But you know your global employees need information they can easily understand so they have a sense of what their awards mean and their personal responsibilities on getting their taxes right. Where is the line on advice and what are some better options in the world of tax explanation?

Join us for a brief session where we take a closer look at failures and wins and give you some tips on how to move past your company’s past weaknesses and deliver a flood of great info without getting wet.

After our educational session, our sponsor, Aon will be hosting a Happy Hour immediately following.  We hope you will join us for both.

Thank you to our Happy Hour sponsor, Aon.

NAVIGATING THE EVOLVING LANDSCAPE OF EQUITY COMPENSATION

As the equity compensation landscape continues to shift, staying ahead requires both strategic insight and operational agility.

Join us for a dynamic panel discussion featuring industry leaders who will share their experiences, challenges, and best practices in managing equity programs in today’s fast-changing environment. From emerging trends and regulatory developments to practical tips for enhancing participant engagement and plan effectiveness, this session will offer a wealth of knowledge for equity professionals at all levels.

Walk away with actionable takeaways to strengthen your equity strategy and lead with confidence through change.

Thank you to Andrew Barrus, part of the Greater Rockies Chapter Team for hosting at his home.  Following will be a BBQ social with food and drinks being provided. You are invited to bring something as well but there is no obligation to.  

AP EMPLOYEE MOBILITY: ADVANCE MOBILE EMPLOYEE ISSUES AND SOLUTIONS

Join us for an interactive deep dive into the complex world of mobility and its impact on equity plans. This session will explore common mobility-related challenges faced by Stock Plan Administrators—from tax implications and compliance concerns to tracking employee movement across jurisdictions. Come ready to share your experiences, ask questions, and learn from your peers’ best practices. Light refreshments will be served

KEY LEARNING POINTS:

• Identify common mobility challenges that affect stock plan compliance, taxation, and reporting.
• Explore practical solutions and strategies to manage mobile employees across different regions.
• Share and learn best practices through peer discussion and interactive problem-solving.
   

LOCATION
95 S State St
Suite 900
Salt Lake City, UT 84111
 

There is no charge to attend this meeting.  Both members and non-members are welcome to join.