Experience the resurgence of IPOs with companies venturing into the public market, a thrilling yet intricate phase, especially concerning equity plans. Join our expert panel as they guide you through the IPO journey, addressing crucial considerations impacting your equity programs. From engaging a transfer agent to crafting new equity programs and navigating early release lockups, gain insights into the intricacies of this transformative process. Acquire the knowledge to seamlessly transition your equity plan for a successful IPO celebration.

KEY LEARNING POINTS:

• Understand the importance of involving a transfer agent in the IPO process and the role they play in managing equity transitions
• Explore considerations and strategies for creating effective and tailored equity programs during the transition to the public market
• Learn key insights into managing early release lockups and their impact on equity plans post-IPO

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.

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.

Join our esteemed panel of equity compensation experts as they unravel the keys to successful engagement in our session, "Engaging Beyond Boundaries: Strategies for Effective Equity Communication." Delve into the intricacies of crafting and adhering to a multi-channel communications plan, essential for lasting engagement. Explore the imperative need for equity award recipients to have accessible and knowledgeable advisors, fluent in the language of equity compensation and well-versed in country-specific rules. 
In this session, witness the impact of providing digital tools that enable participants to contextualize equity awards within their broader financial context. Additionally, discover the art of setting meaningful benchmarks to gauge the success of your efforts and identify shifts in employee engagement and participation.
 

KEY LEARNING POINTS:

• Discover how to craft an effective multi-channel communications plan
• Explore the importance of providing accessible and knowledgeable equity advisors
• Learn how to empower participants with digital tools for financial context

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.

An interactive educational forum in a roundtable format that will let us dive deep into the complexities of managing a tax compliant process when offering equity to global and mobile employees. Speakers, moderators and participants will discuss best practices and pain points of managing the taxation of a complex international and mobile population, and share the challenges they might have experienced managing these obligations on equity compensation. 
Attendees will leave this session with an enhanced knowledge on options to handle the taxation of complex international and mobile participant populations, the application of these issues to specific countries, and new ideas on how they might transform their process to meet their equity administration responsibilities.

KEY LEARNING POINTS:

•  Best practices for managing a complex international and state mobile population
• Current challenges that our panel has seen in their practices, and ways that these challenges were addressed
• Application of these best practices and challenges when managing tax obligations for equity compensation in select example countries

CPE CREDIT: 1.0
Field of study: Tax
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 session led by a panel of esteemed French and US experts, offering exclusive insights into the intricate landscape of Long-Term Incentive (LTI) plans in France. With over 100,000 French beneficiaries and 100 corporate clients, Banque Transatlantique brings a unique perspective on market trends, complemented by Deloitte's benchmark of 800 European listed companies. Understand the nuances of LTIs, from exotic taxation to market practices and competitor benchmarks. Explore allocation policies, including amount, conditions, and ESG considerations. Gain an overview of the panel demographics and delve into the decision-making process for offering LTIs in alignment with French market trends.

KEY LEARNING POINTS:

• Overview of panel demographics and general figures
• Understanding allocation policies, including amount and ESG factors
• Decision-making considerations for offering LTIs in line with French market trends

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.

Discover the transformative potential of a personalized employee experience in revolutionizing your Long-Term Incentive Plan (LTIP) engagement with insights from Rio Tinto and Deloitte's expert panel. Explore strategies that support understanding and foster connection at every stage of the employee LTIP journey, from grant to vest, thereby cultivating sustained engagement among senior employees and enhancing overall performance outcomes. Uncover the latest trends and best practices in LTIP engagement, showcasing how personalized communications, including animation, can simplify complex concepts like performance measures in an effective and authentic manner. Join them to unlock the power of personalized communications, elevate your LTIP strategy, and propel your incentives to new heights.

KEY LEARNING POINTS:

• Understand how a personalized employee experience can enhance engagement throughout the LTIP journey
• Explore the latest trends and best practices in LTIP engagement, including the use of personalized communications and animation
• Discover how personalized communications can simplify intricate concepts, such as performance measures, fostering a deeper understanding among employees

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.

Dive deep into the intricate world of global compliance with our expert panel. Explore the potential compliance traps stock plan administrators must navigate, from unfavorable tax outcomes for both employees and employers to securities registration hurdles, currency exchange complexities, and disclosure requirements under local law. Uncover the latest legal developments reshaping stock plans, including insights into the new EU-US Data Privacy Framework and proposed EU cybersecurity regulations (DORA). 
Join them for a comprehensive discussion that unveils the intricacies of global compliance, ensuring you're equipped to steer your cross-border stock plans through the regulatory landscape.
 

KEY LEARNING POINTS:

• Uncover identifying compliance traps in cross-border stock plans
• Explore navigating tax, securities, and currency exchange challenges
• Stay informed on recent legal developments

CPE CREDIT: 1.0
Field of study: Business Law
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 of significant shifts in the UK's HMRC guidance, potentially reshaping the corporate landscape with profound implications for companies. Our expert panel will delve into the repercussions of the recent changes in the UK, examining their impact in conjunction with prevailing practices and global developments. Gain invaluable insights into the evolving regulatory landscape and how companies worldwide are navigating these changes to stay ahead in the dynamic business environment.

KEY LEARNING POINTS:

• Understand the specifics and implications of the recent shifts in HMRC guidance in the UK
• Explore how the UK changes align with or differ from current global practices in the corporate domain
• Gain insights into how companies are adapting globally to regulatory developments, ensuring a nuanced understanding of the evolving corporate landscape

CPE CREDIT: 1.0
Field of study: Tax
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 distinctive landscape of equity income in Israel with our expert panel, shedding light on the nuances of qualified plans that many employers institute for their workforce. Delve into the key questions that often arise, addressing the complexities faced by employees and those transitioning into or out of Israel:
Join our expert panel to unravel the intricacies of equity compensation in Israel and equip yourself with practical knowledge for effective employee engagement and compliance.
 

KEY LEARNING POINTS:

• Gain insights into effective strategies for handling employees with equity awards within the unique framework of Israel's approach to equity income
• Explore challenges and solutions when employees move to or from Israel, understanding the implications for equity compensation
• Discover best practices for efficiently managing this population, ensuring compliance, and optimizing the administration of equity plans within the Israeli context

CPE CREDIT: 1.0
Field of study: Tax
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.