Equity awards come with great responsibility—tax obligations, broker account management, and financial health considerations. This interactive session will explore how to design a comprehensive education program that empowers employees to fully understand and appreciate their stock compensation. Learn how a multi-layered approach can enhance engagement with equity awards and foster greater financial wellness across your workforce.

KEY LEARNING POINTS:

• Strategies for developing a multi-layered education program on equity awards.
• How to boost employee appreciation of stock compensation and its long-term benefits.
• Best practices for promoting financial wellness alongside equity plan education.

This session presents a first look of key findings from the Global Equity Insights Survey (GEIS) 2025, offering a comprehensive overview of current trends in global equity compensation. It focuses on Long-Term Incentives (LTIs), Share Purchase Plans (SPPs), Artificial Intelligence (AI) applications, restructuring impacts, and the growing importance of Human Capital Management (HCM) Reporting and Equal Pay initiatives.

KEY LEARNING POINTS:

• Understand how companies are adapting equity programs to remain competitive in a changing market landscape, with a trend towards more flexible designs and expanded employee participation.
• Explore how AI is transforming equity management, from improving planning accuracy to enhancing employee engagement and ensuring regulatory compliance. Is this a repeat of the other session? Perhaps they can focus on other findings?
• Learn how HCM Reporting and Equal Pay initiatives are influencing equity program design, reflecting a broader trend towards greater corporate accountability and fairness.

Stock-based compensation is a powerful tool for attracting and retaining top talent, but are we truly measuring its return on investment through the lens of key talent objectives?

In this first-of-its-kind survey, Deloitte surveyed nearly 1,750 early-career and diverse employees to uncover the personal narratives and demographic identities influencing their participation in these programs. The findings highlight the critical need for employers to align their stock-based compensation offerings with their talent goals and to approach program design with flexibility, acknowledging the diverse backgrounds of early-career and underrepresented employees.

KEY LEARNING POINTS:

• Learn how early-career and diverse employees view stock-based compensation and how these perspectives shape participation.
• Gain actionable insights on how Dell is aligning its compensation programs with specific talent objectives to maximize impact.
• Walk away with practical takeaways on how to adjust your stock-based compensation programs to better meet the needs and preferences of your workforce.

Join senior experts from all the Big 4 accounting firms for an interactive roundtable on managing tax compliance for global equity plans. In this session, speakers, moderators, and participants will explore key considerations in tax mobility, the essential elements of a well-administered global plan, and the challenges faced when managing equity compensation for a mobile workforce.

Attendees will gain practical strategies to enhance their international tax processes and ensure compliance with equity administration responsibilities.

KEY LEARNING POINTS:

• Best practices for tax compliance in global equity plans.
• Lessons learned from managing tax compliance across borders.
• Emerging market trends and future expectations in equity compensation.

Operating a global equity plan in a way that meets the company's incentive and retention goals while complying with a myriad of laws can be challenging, especially when factoring in employment law considerations on a global basis.

This session explores how companies can effectively manage these challenges, both from a legal perspective and in practice, focusing on the latest developments and best practices globally related to termination of employment and retirement, leave of absence, restrictive covenants, clawback enforceability and more.

KEY LEARNING POINTS:

• Learn best practices for managing equity awards during voluntary and involuntary terminations, ensuring compliance and retention goals are met.
• Understand how different types of leave—such as maternity, medical, or military—affect equity compensation and how to adapt plans accordingly.
• Explore strategies for implementing enforceable clawback policies and effectively navigating non-compete and non-solicitation agreements in a global context.

Join expert speakers from Tapestry, HSE (US counsel), Aviva (UK), and Samsara (US) as they discuss their diverse approaches to designing equity compensation plans for a global workforce.

From global matching plans to employee stock purchase plans (ESPP), this session will provide insights into creating effective equity plans that drive employee ownership and engagement across different cultures and regions.

KEY LEARNING POINTS:

• Learn how to design equity compensation plans that work across global workforces.
• Discover innovative approaches to employee ownership and enhancing plan understanding.
• Explore strategies for ensuring compliance and best practices when expanding or exiting from markets.

Acquiring privately-owned and early-stage companies presents unique challenges for corporate issuers. This session explores how equity compensation strategies can help navigate these transactions, retain key talent, and align diverse management goals.
From competing with private equity firms for founder-led businesses to integrating teams with differing cultural norms, attendees will gain practical insights and examples of how tailored equity plans ensure competitive and effective outcomes.

KEY LEARNING POINTS:

• Collaborate on how to structure equity offers that compete with private equity’s leveraged investment plans.
• Share strategies for retaining management post-acquisition and navigating transitions after private equity plans are settled.
• Discuss how equity compensation can help align cultures and behaviors, fostering synergy across teams in post-acquisition environments.

In today’s competitive talent market, understanding the evolving landscape is essential to staying ahead. This session brings together experienced professionals and French companies to share best practices and insights into navigating the complexities of compensation and taxation in France. Gain actionable strategies to attract, retain, and motivate top talent while aligning with corporate social responsibility (CSR) trends and French tax regulations.

KEY LEARNING POINTS:

• Hear and discuss recent changes in French tax laws and how CSR trends influence compensation strategies.
• Share and discuss the most effective compensation tools and how to incorporate them into your talent strategy.
• Exchange best practices for attracting and retaining top talent in a competitive market.

Discover the power of an integrated rewards strategy that goes beyond equity plans to support employee financial wellness and overall well-being during this interactive roundtable. Participants will share experiences and explore how to combine equity, compensation, benefits, and wellness initiatives to attract and retain top talent while addressing the diverse needs of today’s workforce.
Through guided discussions, you’ll uncover actionable insights on creating cohesive total rewards strategies, the role of financial wellness programs in reducing workplace stress, and innovative ways to enhance employee satisfaction and retention.

KEY LEARNING POINTS:

• Explore strategies for integrating compensation, equity, benefits, and non-monetary perks into a cohesive total rewards strategy.
• Explore how financial wellness programs can improve employees' overall well-being and reduce workplace stress.
• Share practical tools and strategies to design rewards programs that meet the diverse needs of a modern workforce, fostering higher satisfaction and retention.