NAVIGATING EQUITY COMPENSATION IN THE ERA OF T+1/0 SETTLEMENT

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Join us for an insightful session delving into the implications of T+1 and the forthcoming T+0 settlement processes on equity compensation practices. As data corrections become impossible prior to settlement and payment of proceeds or taxes. Uncover valuable insights and best practices to navigate the evolving landscape.

KEY LEARNING POINTS:

  • Understand the challenges and strategies involved in managing tax adjustments before vesting and navigating option exercises within the T+1/0 framework
  • Explore the impact of mobility on equity compensation, considering implications at both country and state levels
  • Learn effective strategies for educating employees, award recipients, and stakeholder colleagues about the implications and processes of T+1/0 settlement, ensuring clarity and alignment across the organization


Chris Dohrmann, FGE, J.P. Morgan (US)

Tara Hagen, FGE, Global Tax Network (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.

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