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  • 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
  • Value and Volatility: How to Deliver Value to Broad-Based Populations in a Volatile Market

    Contains 2 Component(s), Includes Credits

    Join this session to explore how companies are using equity compensation to deliver value to broad-based employees within a volatile market. You'll also get an update on the latest stock plan data and learn about a new framework for educating your global workforce.

    Join this session to explore how companies are using equity compensation to deliver value to broad-based employees within a volatile market. You'll also get an update on the latest stock plan data and learn about a new framework for educating your global workforce.

    Terry Adamson, FGE, BDO (US)
    Aaron Shapiro, Carver Edison (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
  • Financial Wellness – One Size Doesn’t Fit All

    Contains 2 Component(s), Includes Credits

    As our world looks vastly different from a few months ago, financial wellness is proving to be increasingly important given the many uncertainties around us. Join us for a chat with Sudhir Tauro from UBS and hear about the evolution of "financial wellness", the current competitive landscape, and why you should consider offering a financial wellness benefit to your employees. Sudhir will also share interesting insights from recent research which showed that financial wellness goes beyond checklists, numbers, and calculators. Tune in to find out more.

    As our world looks vastly different from a few months ago, financial wellness is proving to be increasingly important given the many uncertainties around us. Join us for a chat with Sudhir Tauro from UBS and hear about the evolution of "financial wellness", the current competitive landscape, and why you should consider offering a financial wellness benefit to your employees. Sudhir will also share interesting insights from recent research which showed that financial wellness goes beyond checklists, numbers, and calculators. Tune in to find out more.

    Sudhir Tauro, UBS (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
  • Equity Compensation Challenges and Solutions in the Face of Market Uncertainty

    Contains 2 Component(s), Includes Credits

    Equity compensation has been significantly impacted by the market uncertainty caused by COVID-19. While the current situation is unprecedented, experience from periods of prior market volatility and new design ideas can be utilised as valuable tools for evaluating your programs in today’s environment. Join our experts for the next webcast in GEO’s series on the current environment's influence on your company's global equity and executive compensation plans, as they discuss challenges and solutions regarding key decisions related to your employees’ equity, including award sizing methodology, dilution concerns, and plan design considerations for stock options, RSUs, PSUs and ESPPs. As you assess what actions are appropriate for your company’s equity programs, it is critical to have a comprehensive understanding of alternatives and implications.

    Equity compensation has been significantly impacted by the market uncertainty caused by COVID-19. While the current situation is unprecedented, experience from periods of prior market volatility and new design ideas can be utilised as valuable tools for evaluating your programs in today’s environment. Join our experts for the next webcast in GEO’s series on the current environment's influence on your company's global equity and executive compensation plans, as they discuss challenges and solutions regarding key decisions related to your employees’ equity, including award sizing methodology, dilution concerns, and plan design considerations for stock options, RSUs, PSUs and ESPPs. As you assess what actions are appropriate for your company’s equity programs, it is critical to have a comprehensive understanding of alternatives and implications.

    Jon Burg, Infinite Equity (US)
    Ritu Gupta, Computershare (CA)
    Robyn Shutak, Computershare (US)
    Liz Stoudt, Infinite Equity (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
  • COVID-19: Impact on Mobility and Taxes

    Contains 2 Component(s), Includes Credits

    Join us for the next webcast in GEO’s series on the current environment's influence on your company's global equity and executive compensation plans. COVID-19 has already had a profound impact on our lives, but did you know it can also have an impact on your participants' taxes? This presentation will focus on three areas impacted by the current pandemic and the resulting fall in share prices. Firstly, the, somewhat ironic, impact on mobility taxation due to shelter in place rules including tax issues for employees who cannot relocate as planned and those that may even break residency rules as a result of extended stays. Then the panel will cover what the tax authorities are doing to help, including delays in tax filing and tax payment deadlines, not just in the U.S. but beyond. Finally, the panel will look at the problem of participants who have tax losses due to falling share prices.

    Join us for the next webcast in GEO’s series on the current environment's influence on your company's global equity and executive compensation plans. COVID-19 has already had a profound impact on our lives, but did you know it can also have an impact on your participants' taxes? This presentation will focus on three areas impacted by the current pandemic and the resulting fall in share prices. Firstly, the, somewhat ironic, impact on mobility taxation due to shelter in place rules including tax issues for employees who cannot relocate as planned and those that may even break residency rules as a result of extended stays. Then the panel will cover what the tax authorities are doing to help, including delays in tax filing and tax payment deadlines, not just in the U.S. but beyond. Finally, the panel will look at the problem of participants who have tax losses due to falling share prices.

    Jule Torre, Applied Materials (US)
    Marlene Zobayan, Rutlen Associates (US)
     

    Field of Study: Specialized Knowledge
    Level: I, II, III
    CEP Continuing Education (CE) credit: 1.5 hours

    • 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
  • ESPP Vision: 20/20 in 2020

    Contains 1 Component(s)

    At the start of a new decade, perfect ESPP vision is within reach for all. Fidelity’s 2020 ESPP Data Analysis is hot off the press and offers more slices than a New York City pizzeria. Slices of data that is! Join these ESPP aficionados for a deep dive into today’s ESPPs, what drives participation, and tips and tricks for making the most of your ESPP. Whether you are considering an ESPP, looking to benchmark your current ESPP, or hoping to get more out of your ESPP, this session is custom made for you and will leave you with the clearest ESPP vision.

    At the start of a new decade, perfect ESPP vision is within reach for all. Fidelity’s 2020 ESPP Data Analysis is hot off the press and offers more slices than a New York City pizzeria.  Slices of data that is!  Join these ESPP aficionados for a deep dive into today’s ESPPs, what drives participation, and tips and tricks for making the most of your ESPP.  Whether you are considering an ESPP, looking to benchmark your current ESPP, or hoping to get more out of your ESPP, this session is custom made for you and will leave you with the clearest ESPP vision.

    Amanda Benincasa Arena, Aon (US) 
    Emily Cervino, FGE, Fidelity (US)
    Carrie Kane, Novocure (US)

    Field of Study: Specialized Knowledge
    Level: I, II, III
    CEP Continuing Education (CE) credit:  1.5 hours

    • 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