Automation In Share Plans: A Global Issuer Roundtable Discussion

Automation is revolutionizing how organizations manage share plans, enabling streamlined workflows, improved accuracy, and enhanced participant experiences. But how do you determine where to begin, prioritize effectively, and navigate inevitable challenges along the way?

Join experts from Lyft, Microsoft, and S&P Global, moderated by Google, for an in-depth discussion on share plan automation. This session will explore how leading organizations evaluate existing processes, implement solutions, and involve key stakeholders to ensure success. Gain insights on overcoming hurdles like data migration and employee resistance while balancing efficiency with a personalized participant experience.

KEY LEARNING POINTS:

• Craft a roadmap for automating share plan processes, including evaluation, prioritization, and collaboration with stakeholders.
• Tackle common challenges such as data migration and participant resistance while maintaining a human-centered approach.
• Learn practical strategies for achieving impactful automation on a limited budget and preparing for AI-driven advancements in share plan management.

Dexter Tang, Google (IE) 

Jennie Anderson, Microsoft (US)

Lamont Walker, Lyft (US)

Annemarie Kalsbeek, S&P Global (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.