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  • 5 Things That Should Be on Your Equity Compensation Radar

    Contains 2 Component(s), Includes Credits

    With Q1 in the rear-view mirror, equity professionals around the world take a deep breath and look ahead. As you make this transition, allow this team of equity practitioners to dig deep into five key items that should absolutely be on your equity compensation radar. They will address how to make your equity programs work harder, an approach to modernizing your measurement of share purchase plans, how to incorporate D&I initiatives into your equity plans, aligning equity compensation with global financial wellness, and building in buffers for grant practices in uncertain times.

    With Q1 in the rear-view mirror, equity professionals around the world take a deep breath and look ahead.  As you make this transition, allow this team of equity practitioners to dig deep into five key items that should absolutely be on your equity compensation radar.  They will address how to make your equity programs work harder, an approach to modernizing your measurement of share purchase plans, how to incorporate D&I initiatives into your equity plans, aligning equity compensation with global financial wellness, and building in buffers for grant practices in uncertain times.

    As a participant you will:
     - Understand specific outcomes for companies and employees when equity compensation is considered in financial planning.
     - Acquire a new understanding of ESPP ROI and impact on other savings programs.
     - Learn specific examples of incorporating D&I goals into performance awards.
     - Explore approaches to grant sizing in a volatile market.

    Emily Cervino, FGE, Fidelity (US)
    Dan Kapinos, FGE, Aon (US)
    Jerald Prince, Celanese (US)
    Billy Vitense,  Starbucks (US)

    CEP Continuing Education (CE) credit: 75 minutes
    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • Remote Work & Taxes in the Post-COVID World

    Contains 2 Component(s), Includes Credits

    With the vaccinations rolling out, there is light at the end of the tunnel for the pandemic to be over. But what will the post-pandemic world be like for corporations, many of which have had their offices closed for the last year? Office shutdowns due to the pandemic led to an unprecedented level of remote work last year; sometimes from a country or state that is not the individual’s employment location. As the world prepares to return to normal, what does this mean for remote working?

    With the vaccinations rolling out, there is light at the end of the tunnel for the pandemic to be over. But what will the post-pandemic world be like for corporations, many of which have had their offices closed for the last year? Office shutdowns due to the pandemic led to an unprecedented level of remote work last year; sometimes from a country or state that is not the individual’s employment location. As the world prepares to return to normal, what does this mean for remote working?

    As the equity team, are you prepared to meet the challenges of payroll compliance for those remote workers with equity compensation including multi-country or multi-state reporting and tax withholding? Does your company have remote work policies? What about appropriate data tracking systems?  Attend this session and learn about telecommuting trends, what the experts are predicting for the future of remote work, how companies are responding and how you should be prepared to stay one step ahead.

    As a participant you will learn about:
     - Trends in remote work
     - Employer payroll tax obligations for remote work
     - Considerations for a remote work policy.

    Yvonne Brazil, Okta, Inc. (US)
    Marlene Zobayan, FGE, Rutlen Associates (US)

    CEP Continuing Education (CE) credit: 75 minutes
    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • A Virtual Tour Around the World of Equity Compliance – 2021 Edition

    Contains 2 Component(s), Includes Credits

    With in-person globe-trotting still on pause, we invite you to satisfy your wanderlust by joining our knowledgeable panel on a virtual tour around the world. In our whirlwind tour, we will visit countries in APAC, EMEA, and LATAM to learn about the most important regulatory and tax developments affecting your share plans.

    With in-person globe-trotting still on pause, we invite you to satisfy your wanderlust by joining our knowledgeable panel on a virtual tour around the world. In our whirlwind tour, we will visit countries in APAC, EMEA, and LATAM to learn about the most important regulatory and tax developments affecting your share plans.

    Experienced equity managers from Amazon, Google, and Uber will share their experiences in dealing with these changes and offer practical tips on things to avoid with regard to these developments and your global plans.

    Whether it is updating your itinerary (employee communications) or exploring new sights (implementing new administration processes), the panel will offer helpful guidance so that your company successfully navigates any obstacles and your employees won't be demanding a refund!

    As a participant you will:
     - Learn about recent tax changes that may impact your global equity plans
     - Become informed about global regulatory updates related to your global share plans
     - Develop strategies for how to communicate key updates to your global plan participants
     - Understand the administrative implications of recent tax/regulatory updates.

    Carolina Ellerker, Alphabet (US)
    Kelley Garrett, Amazon.com (US)
    Jennifer Kirk, Baker McKenzie (US)
    Peter Kontara, Uber Technologies (US)
    Aimee Soodan, Baker McKenzie (US)

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • Global Equity Insights - Past, Present, and Future

    Contains 2 Component(s), Includes Credits

    Established in 2013, the Global Equity Insights Survey (GEIS) has captured the market practice of participants from all over the world for nine years running. GEO is pleased to be joined for this webcast by survey sponsors Computershare, Fidelity, hkp///, SAP, and Siemens Energy for a special look at the evolution of the results over the history of the study.

    Established in 2013, the Global Equity Insights Survey (GEIS) has captured the market practice of participants from all over the world for nine years running. GEO is pleased to be joined for this webcast by survey sponsors Computershare, Fidelity, hkp///, SAP, and Siemens Energy for a special look at the evolution of the results over the history of the study.
     
    The webcast team will share a recap of the 2020 results, along with notable changes unveiled in comparison to prior study results, addressing the use of equity on a global level and covering important topics such as plan types and design, implementation and administration challenges as well as linkages to company performance and employee satisfaction. The panel will also provide a forecast of 2021 trends, including insight on changes driven from challenges created by COVID-19 as well as findings and suggestions on how best to utilize this information in your own planning.

    Join us as we share the major survey results and hear how these findings might impact your HR and equity compensation strategy in the future.

    As a participant you will:

     - Gain insights to global long term trends and new developments with regards to equity-based compensation
     - Understand best practice design of equity-based compensation and drivers of company performance
     - Learn key differences of market practice between the economic regions of the world, especially North America vs European market practice
     - Receive a sneak peak of results from GEIS 2021 and trends in the aftermath of COVID-19.

    Sheila Frierson, Computershare (US)
    Mitan Patel, Fidelity (UK)
    Sandra Sussman, FGE, SAP (US)
    David Voggeser, hkp/// group (DE)
    Sebastian Wetzel, Siemens Gas and Power (DE)

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • 2021 and the Time for Change: The Latest Private and Public Sector Trends in Pay and Workplace Equity

    Contains 2 Component(s), Includes Credits

    COVID-19 and the economic impact of the global pandemic caused a significant setback in strides toward pay and workplace equity. With vaccine approvals and administration changes, 2021 stands to look very different than 2020. Local and national government agencies are demanding change, and private sector institutions are requiring it. Join this panel of passionate compensation experts as they explore the lasting effects of 2020 on pay and workplace equity, and how 2021 may change the trajectory towards an equitable compensation structure for the future.

    COVID-19 and the economic impact of the global pandemic caused a significant setback in strides toward pay and workplace equity. With vaccine approvals and administration changes, 2021 stands to look very different than 2020. Local and national government agencies are demanding change, and private sector institutions are requiring it.  Join this panel of passionate compensation experts as they explore the lasting effects of 2020 on pay and workplace equity, and how 2021 may change the trajectory towards an equitable compensation structure for the future.
     
    As a participant you will learn more about:
     - The overall impact of COVID-19 on gender equality in the workplace
     - What regulatory and private sector changes are happening and expected in 2021 with regard to corporate gender and diversity
     - How these changes might impact overall executive and equity compensation trends for 2021 and beyond.

    Amanda Benincasa Arena, Aon (US)
    Cherie Curry, FGE, Hilton Worldwide (US)
    Elena Thomas, Plan Management Corporation | OptionTrax (US)

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • Inside the Beltway: Tax Policy, Politics, and Compensation

    Contains 2 Component(s), Includes Credits

    Join us to hear from Deloitte tax strategy and policy leaders as they provide analysis of the current political and economic landscape – what this could mean for tax legislation, and the corresponding impact on compensation strategy, and share plan administration practices.

    Join us to hear from Deloitte tax strategy and policy leaders as they provide analysis of the current political and economic landscape – what this could mean for tax legislation, and the corresponding impact on compensation strategy, and share plan administration practices.
     
    As a participant you will learn more about:
     - President-elect Joe Biden’s key tax policy proposals
     - the likely political dynamics under the incoming Congress and Administration, and
     - potential tax provisions being negotiated in further COVID-19 relief legislation, including the latest proposals regarding remote work across state boundaries.

    Mark Miller, Deloitte (US)
    Storme Sixeas, Deloitte (US)

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • The Continued Importance of a Mobile Strategy

    Contains 2 Component(s), Includes Credits

    Having a clear, established tax mobility tracking strategy is critical, even more so in the face of unexpected changes. A well-crafted strategy, one that includes third-party guidance and expertise, can help support a compliant tax policy for both the corporate issuer and its employees.

    Having a clear, established tax mobility tracking strategy is critical, even more so in the face of unexpected changes. A well-crafted strategy, one that includes third-party guidance and expertise, can help support a compliant tax policy for both the corporate issuer and its employees.
     
    Employees in the pre-COVID world were increasingly mobile, and companies of any type or size had to be mindful of the tax impact of that movement.  Now, with COVID-19 changing many aspects of modern work, many companies are left with many questions, including whether or not their tax mobility strategy is still relevant (or ever will be again).  
    This panel will offer insight and practical guidance on what it looks like to implement a mobility tracking solution, the impact on mobility strategies due to COVID-19, unique challenges and learnings from their recent experience, and application for equity compensation that you can consider for use at your firm today.

    As a participant you will:
       - learn practical steps to follow when implementing a mobility tracking solution   and what challenges to look out for
       - gain an understanding of COVID-19 related challenges to mobility strategies
       - obtain guidance on the application and use of mobility

    June Davenport, Shareworks by Morgan Stanley (ES)
    Andrea Kagan, NVIDIA Corporation (US)
    Jennifer Link, KPMG (US)
    June Liu, Chevron (US)

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • Mobility 2.0 - Mobile Employee Taxation Advanced Topics

    Contains 2 Component(s), Includes Credits

    So you think you’ve got mobile employee equity taxation figured out? Are you sure…? If you are looking for a fresh perspective on global mobility, then this presentation is for you. We’ll go beyond the basics, focusing our time on some of the more advanced taxation and data challenges that can catch even the most experienced practitioner by surprise. This team of seasoned experts will discuss some of the common, but sometimes surprising issues they have encountered after sourcing solutions for mobile employee equity taxation, along with practical recommendations on how to manage them. Discussion topics will include tax equalization, tax-qualified plans, major countries with unusual or surprising sourcing rules, pre-grant vesting commencement, payroll functional requirements, and more. If you deal with mobility, you won’t want to miss this presentation!

    So you think you’ve got mobile employee equity taxation figured out? Are you sure…? If you are looking for a fresh perspective on global mobility, then this presentation is for you. We’ll go beyond the basics, focusing our time on some of the more advanced taxation and data challenges that can catch even the most experienced practitioner by surprise. This team of seasoned experts will discuss some of the common, but sometimes surprising issues they have encountered after sourcing solutions for mobile employee equity taxation, along with practical recommendations on how to manage them. Discussion topics will include tax equalization, tax-qualified plans, major countries with unusual or surprising sourcing rules, pre-grant vesting commencement, payroll functional requirements, and more. If you deal with mobility, you won’t want to miss this presentation!

    Gemma Ludwig, PwC (US)
    Keith Pietrzak, E*TRADE Corporate Services (US)
    Wendy Spears, Adobe Inc. (US)
    Jewon Wee, ISP Advisors (US) 

    CEP Continuing Education (CE) credit: 75 minutes
    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • A Tale of Two Extremes: The Impact of Volatility and COVID-19 on Both Ends of the Spectrum

    Contains 2 Component(s), Includes Credits

    The whiplash movement of the market through 2020 has created a wild ride for equity compensation professionals and the plans they manage. Extreme volatility impacts all companies, including those whose stock performs well through the volatility, and those whose stock doesn’t perform as well. Join this panel as they unpack the story of 2020 volatility, the specific impacts on equity compensation grants, how companies are addressing the resulting situation, and how employees are responding. In addition, they will share their own views from the frontline and lessons learned that can apply to all companies.

    The whiplash movement of the market through 2020 has created a wild ride for equity compensation professionals and the plans they manage.  Extreme volatility impacts all companies, including those whose stock performs well through the volatility, and those whose stock doesn’t perform as well. Join this panel as they unpack the story of 2020 volatility, the specific impacts on equity compensation grants, how companies are addressing the resulting situation, and how employees are responding. In addition, they will share their own views from the frontline and lessons learned that can apply to all companies.

    Emily Cervino, FGE, Fidelity (US)
    Cherie Curry, Hilton (US)
    Ceri Ross, EY (UK)
    Scott Sander, Amazon.com (US) 

    CEP Continuing Education (CE) credit: 75 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information
  • As the World Turns, Updates from Around the Globe!

    Contains 2 Component(s), Includes Credits

    Please join us for this webcast covering updates and new developments affecting companies offering global employee equity plans. The discussion will include the complexities with stay-at-home workforces globally, tax relief and reform related to COVID-19 that could impact equity plans, Brexit, and tax and regulatory changes. We will provide you with the information you need to know and also share with you best practices and creative ideas for how these changes and challenges are best addressed. Stay safe and dial-in for this informative webcast!

    Please join us for this webcast covering updates and new developments affecting companies offering global employee equity plans.  The discussion will include the complexities with stay-at-home workforces globally, tax relief and reform related to COVID-19 that could impact equity plans, Brexit, and tax and regulatory changes.  We will provide you with the information you need to know and also share with you best practices and creative ideas for how these changes and challenges are best addressed.  Stay safe and dial-in for this informative webcast!

    AmyLynn Flood, PwC (US)
    Jennifer George, PwC (US)
     
    CEP Continuing Education (CE) credit: 60 minutes

    CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

    • Register
      • Issuer Member - Free!
      • Issuer Non-Member - $85
      • Provider/Advisor Member - Free!
      • Provider/Advisor Non-Member - $85
      • Academic/Government Member - Free!
      • Academic/Government Non-Member - $85
      • Staff Member - Free!
      • Non-member - $85
    • More Information