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3.5 The State of Global Equity in 2026: Trends, Risks, and What’s Next

As global equity programs continue to evolve amid regulatory change, workforce mobility, and rapid advances in technology, staying ahead of what’s coming next has never been more critical. This forward-looking session provides a global snapshot of where equity compensation stands in 2026—and what companies should be preparing for now.
 

These global industry experts from Australia, Hong Kong, Singapore, Israel, and the US, will explore key regulatory developments across major regions, shifting talent mobility and retention dynamics, and the growing influence of technology and AI on equity administration. Designed to help global equity leaders navigate uncertainty with confidence, this session will combine strategic insights with practical considerations to support informed decision-making in an increasingly complex environment.
 

KEY LEARNING POINTS:

  • Identify key regulatory trends and emerging risks across major global markets and how they may impact equity plan design and administration.
  • Explore how changing workforce patterns—including cross-border mobility and remote work—are reshaping global equity strategies.
  • Learn how technology and AI are transforming equity operations, from compliance and reporting to data management and decision support.
     
Speaker/Author

Amit Majumder, Qapita (IN)
Cherry Mo, WiseTech Global (AU)
Dikla Reznik-Erez, ESOP (IS)
Soren Klausen, Iuno Law (DK)
Diane Atteberry, Morgan Stanley at Work (US)

Event date
Wednesday, 22 Apr 2026, 10:45 - 11:45
Breakout series
Location
JW Grand Salon 5
Field of Study
Specialized Knowledge
Level
O

2.6 A Tax-Qualified Trio: Benefits and Tradeoffs of Tax-Advantaged Plans in the UK, Israel, and France

Tax-qualified equity plans can feel daunting to implement and manage across different countries—but when used strategically, they can offer meaningful advantages for both employers and employees. In this session, local experts from France, Israel, and the UK will share practical insights into the benefits, challenges, and success factors of tax-advantaged equity plans in their respective regions.
 

Recognizing that tax-qualified plans aren’t always the right fit, the discussion will also explore alternative approaches to encouraging employee equity participation when these plans are not viable. Attendees will gain a balanced, real-world perspective on how to evaluate options, manage complexity, and design equity programs that align with local regulations and workforce needs.
 

KEY LEARNING POINTS:

  • Learn the key benefits, structures, and compliance considerations for tax-advantaged equity plans in France, Israel, and the UK.
  • Identify scenarios where tax-qualified plans may not be appropriate and explore alternative strategies to promote employee equity participation.
  • Gain practical strategies for navigating tax and legal risks, working across cultures and time zones, and ensuring compliance in European and global equity programs.
Speaker/Author

Hannah Needle, FGE, Tapestry (UK)
Alexis Despres, Banque Transatlantique (FR)
Odelia Pollak, IBI Capital (IS)
 

Event date
Tuesday, 21 Apr 2026, 14:45 - 15:35
Breakout series
Location
401
Field of Study
Tax
Level
I

1.2 Global Share Plans in Motion: What’s New, What’s Risky, and What to Watch

Global share plan compliance continues to evolve—sometimes in helpful ways, sometimes in unexpected (and challenging) ones. This session delivers a fast-paced update on recent legal, tax, and regulatory developments across key jurisdictions, including Argentina, China, Denmark, Israel, Japan, Singapore, the United Kingdom, the United States, and Vietnam.

Experienced issuer leaders and a global share plan advisor will share how these changes are affecting real-world equity programs, highlighting where companies are adjusting plan design, administration, and compliance strategies. The discussion will focus on practical approaches for monitoring global developments, responding to regulatory change, and maintaining compliant share plans across diverse jurisdictions.

KEY LEARNING POINTS:

  • Key global regulatory and tax developments impacting share plans across major jurisdictions.
  • How companies are adapting plan design and compliance strategies in response to change.
  • Practical methods for staying ahead of global developments without overburdening internal teams.
Speaker/Author

Barbara Klementz, Baker McKenzie (US)
Mike Browning, Equinix (US)
Andrea Kagan, NVIDIA (US)
Cherie Curry, FGE, FGS Global (US)
Sepehr Samari, Microsoft (US)

Event date
Tuesday, 21 Apr 2026, 13:30 - 14:30
Breakout series
Location
JW Grand Salon 2
Field of Study
Tax
Level
I
IN-PERSON CHAPTER EVENT
8 September 2025, 9:30am - 12:30pm IDT
ISRAEL CHAPTER MEETING
israel september 8

Tel Aviv

All plan types
Israel

INDUSTRY PRACTICAL INSIGHTS

Save the date for 8 Sept - this is a day you won't want to miss!

Join us for an engaging event hosted by Microsoft Reactor, where a distinguished panel of experts will delve into the intricacies of equity share plans and their profound impact on the Israeli landscape, especially during these trying times.

In anticipation of providing the most impactful content, we invite you to help us shape the agenda, tailored to the subjects important to you - Complete the Survey

We look forward to seeing you there! 

LIVE WEBCAST
15 July 2025, 1 - 2pm EDT
CRACKING THE CODE: A PRACTICAL GUIDE TO EQUITY IN ISRAEL
july

Odelia Pollak, Independent Consultant
Yael Elbaz Roiter, FGE, Infinite Equity

Finance, tax and accounting
All plan types
Israel

Thinking about offering equity in Israel? This session breaks down the fundamentals of Section 102 of the Israeli Tax Ordinance and offers a clear roadmap for getting started. From aligning with local cultural expectations to managing administration and navigating recent regulatory updates, you’ll gain actionable insights tailored to this unique market.
 

KEY LEARNING POINTS:

  • Understand the core requirements and tax benefits of Section 102.
  • Learn how to identify and coordinate with key stakeholders in the process.
  • Stay informed on the latest regulatory changes and discover best practices tailored to the Israeli market.

     

 CPE CREDIT HOURS: 1.0*

 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.