As global stock plan administration grows more complex, advanced technologies like artificial intelligence (AI) and automation are becoming essential tools for enhancing efficiency, reducing errors, and maintaining compliance. This session will delve into practical applications of AI-driven tools and automation, focusing on real-world experiences from leading issuers.

Attendees will gain actionable insights into streamlining stock plan administration, improving both corporate and employee experiences, and preparing their operations for the future.

KEY LEARNING POINTS:

- Discover how issuers are leveraging AI and automation to simplify stock plan processes and ensure compliance.

- Learn practical tips for integrating automation tools into existing stock plan frameworks based on issuer experiences.

- Explore emerging trends in AI and automation and their potential to transform stock plan administration.

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 this roundtable session as equity compensation experts 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

As a Global Stock Plan Administrator, you're at the heart of financial and disclosure reporting. Many stock admins feel more like contributors than owners of the reporting process, which can lead to stress and frustration, especially when managing global plans with multiple reporting cycles. It's time to change that! In this hands-on workshop, we'll explore how Stock Plan Administrators can build sustainable, efficient processes that transform financial reporting from a painful task to a streamlined experience.

Drawing on insights from issuers and practitioners who’ve successfully navigated these challenges, you'll leave with a roadmap of key tasks, processes, and collaborations to simplify your reporting duties.

KEY LEARNING POINTS:

- Develop sustainable processes to streamline global stock plan financial reporting.

- Learn from real-world examples of stock admin practices that drive efficiency and collaboration.

- Build a framework for managing complex reporting cycles without the stress.

This roundtable session will explore the critical interplay between plan design and administration, offering practical strategies and tools—such as checklists and matrices—to help anticipate and manage these downstream effects.

KEY LEARNING POINTS:

- Understand how regulatory requirements across jurisdictions influence plan design and administration.

- Explore the ripple effects of plan design on data management, focusing on maintaining accuracy and security in scalable systems.

- Learn practical strategies for aligning the diverse needs of employees, employers, and shareholders while optimising administrative processes.

Designing an Executive LTI program requires balancing leadership rewards with key considerations such as cost, tax, global compliance, and recruitment. This panel will examine the complexities of navigating diverse stakeholder requirements, including those of Boards, Compensation Committees, Audit Committees, and external advisors like ISS and Glass Lewis, which often vary across jurisdictions.

The session will focus on the challenges faced by companies in the EU/UK compared to their U.S. counterparts, exploring how to balance incentive effectiveness with increasing scrutiny.

KEY LEARNING POINTS:

- Strategies for aligning executive LTI programs with the expectations of Compensation Committees, proxy advisors, and other stakeholders.

- Designing programs that balance long-term performance objectives with retention strategies.

- Managing costs and global compliance requirements while preserving program integrity.