Explore the intersection of artificial intelligence and equity compensation in this engaging session. As ChatGPT evolves, this session questions whether AI can match human expertise in this field.

Join our panel of equity compensation experts as they critique ChatGPT's responses, examining its handling of scenarios like stock options, restricted stock units, and performance shares through live demonstrations and discussions.

KEY LEARNING POINTS:

• Assess the strengths and limitations of ChatGPT in equity compensation compared to expert knowledge
• Explore practical AI applications in equity compensation, including stock options and performance shares
• Discuss AI's future impact on finance and compensation roles, and its potential to reshape financial advisory and equity compensation professions

Innovative plan designs can lead to administrative challenges, but there are ways to streamline operations while keeping everyone satisfied.

Join this session to uncover hacks and best practices for smooth administration, including managing RSU acceptance, handling leaves of absence, addressing expiring options, and optimizing ESPP tax deductions.

Learn how to set reasonable deadlines and align equity awards with employees' risk tolerance to enhance overall satisfaction.

KEY LEARNING POINTS:

• Implement practical solutions for administrative challenges, such as RSU acceptance and managing leaves of absence
• Reduce issues with expiring options, set reasonable deadlines, and align equity awards with employees’ risk tolerance
• Maximize tax deductions and minimize administrative headaches for ESPPs, benefiting both the company and employees

Join S&P Global and Moss Adams for an insightful session on leveraging technology and specialized software to enhance corporate stock plan administration. Learn how these tools can reduce manual efforts, boost accuracy and efficiency, and improve the participant experience.

The session will cover business drivers for these technological investments and provide specific examples of how advancements are transforming stock plan management.

KEY LEARNING POINTS:

• Explore advanced equity platform-to-payroll reconciliation tools, including open-source and purpose-built applications that surpass manual spreadsheets.
• See how Generative AI can accurately and swiftly address participant questions, ensuring error-free information.
• Understand how AI and machine learning enhance error detection, improving the reliability of stock plan administration.

Join this session for a comprehensive session on preparing your equity team for a successful start to the New Year.

Learn how to adhere to T+1, ensure data integrity, and foster collaboration among HR, Payroll, and IT to meet deadlines.

The panel will also cover how to review your share plan, set parameters, and conduct essential software testing for a smooth transition into 2025.

KEY LEARNING POINTS:

• Master best practices for preparing your equity team for a strong Q1 start
• Navigate challenges and strategies for tax filings, T+1 adherence, and data integrity
• Understand the importance of interdepartmental communication and centralized software, and learn essential software testing procedures for Q1 audits

Get ready for an engaging update from the world of global stock plan administration! This session combines learning with friendly competition, offering a chance to explore the latest trends in global equity through an interactive trivia game.

Compete with fellow equity administrators in a fun, thought-provoking challenge.

Test your knowledge on key topics, stay ahead of industry changes, and refine your strategies—all while enjoying the contest and competing for prizes and bragging rights!

KEY LEARNING POINTS:

• Global tax, mobility management and compliance essentials
• Touch on valuable GEO resources including the Global Share Plans Ranking Study and the 2024 Global Equity Insights Study
• Delve into tax withholding practices, new country-specific regulation, 83(b) elections,accounting nuances, valuation and financial reporting strategies