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Webinars

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 Upcoming

  • Cap Tables
    Solutions Showcase: Cap Tables

    May 22, 2024, 10:30 AM - 12:00 PM

    Take advantage of this unique opportunity to experience 12 best-in-class cap table solution demos to ensure you’re making the best choice for your specific needs, budget, and growth stage.
  • Thumb - Webinar - Global Payroll
    Global Payroll: Taxation and Reporting Challenges

    June 26, 2024, 10:30 AM - 12:30 PM

    Learn how to solve the challenges faced by global payroll teams in relation to equity compensation reporting and taxation.


On-Demand

  • What's Next for Equity Compensation in 2021
    What's Next for Equity Compensation in 2021

    January 20, 2021, 1:00 PM

    2021 promises new trends, emerging flashpoints, and inevitable curveballs in the administration, design, and legislation of equity compensation. Curious what impact the 2021 election, the ongoing COVID-19 pandemic, and anticipated SEC regulations will have?
  • Rethinking Next Year’s Equity Awards
    Rethinking Next Year’s Equity Awards

    December 09, 2020, 1:00 PM

    2020 has been a game-changer for equity compensation. With no clear end in sight for the COVID-19 pandemic and the uncertainty it has brought to the global economy, it’s time to rethink how you grant equity. In this webinar, we’ll explore key strategies to consider for next year’s annual equity awards.
  • The Three Ts of State Mobility
    The Three Ts of State Mobility

    May 20, 2020, 1:00 PM

    Do you fully understand US state tax regulations for domestic mobility to avoid non-compliance nightmares? Experts cover the three Ts of state mobility—transfers, telecommuters, and travelers—as they apply to residency, equity taxation, mitigating double taxation, and more.
  • Virus, Volatility and Variables
    Virus, Volatility and Variables

    April 22, 2020, 1:00 PM

    As the market continues to be volatile as a result of COVID-19, companies are facing challenges with incentive awards that have lost their incentive, a changing workforce with furloughed employees and employees on leaves of absence, and underwater stock options.
  • Complex Legal & Accounting Issues
    Complex Legal and Accounting Issues

    April 15, 2020, 1:00 PM

    Explore tricky areas in accounting and legal practices where issuers spend a disproportionate amount of time. Topics include Form S-8, accounting on a gross vs. net method, non-compete provisions, inducement grants, complex ESPP accounting, pay equity, net exercise/net withholding and cash-settled awards.
  • Retirement Eligibility Survival Guide
    Retirement Eligibility Survival Guide

    March 18, 2020, 1:00 PM

    Take a detailed dive into the many challenges facing issuers when it comes to a retirement eligible population. Hear real-life, nitty-gritty examples involving challenges in administration, taxation, financial reporting, and employee engagement, and learn how to avoid potential pitfalls.
  • Ready or Not, Here Comes the Annual Audit!
    Ready or Not, Here Comes the Annual Audit!

    November 05, 2019, 1:00 PM

    Expert speakers will present practical tips for global stock plan administrators to utilize when prepping for the annual audit and will review why SOX continues to be important. Gain insight on how to effectively work with internal and external auditors, avoid some pitfalls, and solve for potential challenges.
  • Ten Global Gotchas
    Ten Global Gotchas

    June 12, 2019, 1:00 PM

    Global developments are consistently impacting employee equity awards for companies with non-US participants. Are you keeping up with these changes and setting yourself up for success? From taxation changes to onerous filing requirements, learn the top ten most common “gotcha” errors and misconceptions that your company may be making right now - and how you can build processes and practices to help avoid these critical missteps.
  • Equity Values of a Different Flavor
    Equity Values of a Different Flavor

    May 22, 2019, 1:00 PM

    Do you find the multiple approaches for valuation of awards across compensation planning, grant guidelines, accounting, and other purposes to be challenging? You’re not alone. The differences in these sensitive valuation approaches can be significant, and lead to confusing and conflicting presentations to your Board, shareholders, and employees. Get a data-driven overview of current techniques and best practices for valuing your awards that will help you determine which may be best for you.
  • Change Service Providers Like a Pro
    Change Service Providers Like a Pro

    April 25, 2019, 1:00 PM

    Best practices for a successful transition to a new stock plan administration recordkeeping provider and solution.
  • Build Your Mobility Tax Compliance Program
    Build Your Mobility Tax Compliance Program

    March 13, 2019, 1:00 PM

    Join industry experts as they guide you through building or expanding your income sourcing program. Both US and global plans will be covered. Discover strategies to best assess risk exposure, secure people resources to define tax policies, and utilize system resources to manage mobile taxation in the face of varying legislation.
  • 5 Equity Plan Numbers to Have at Your Fingertips
    5 Equity Plan Numbers to Have at Your Fingertips

    February 20, 2019, 1:00 PM

    Vital equity plan numbers to keep up to date at all times
  • Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68
    Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68

    October 24, 2018, 1:00 PM

    This panel, featuring two IRS executives, including the principal author of IRS Notice 2018-68, will help you navigate the changing landscape for equity plans and award agreements after the Tax Cuts and Jobs Act. The group will focus on the recent guidance in Notice 2018-68, as well as key tax issues, opportunities, and pitfalls when designing or modifying an equity plan or award agreement from government, legal, and accounting perspectives.
  • Equity Compensation and Financial Wellness
    Equity Compensation and Financial Wellness

    June 06, 2018, 1:00 PM

    Get insight into how and why companies are taking a proactive approach to helping their employees save and prepare for retirement and how equity compensation can be incorporated into this objective. Learn how to help your employees maximize their benefits to prepare for their future and improve their overall financial health.
  • Mobility & Equity - The Deep Dive
    Mobility & Equity - The Deep Dive

    May 23, 2018, 1:00 PM

    The growing definition of mobility, along with increased scrutiny and sophistication of global tax authorities has created unique and complex compliance issues for both employers and individuals. Our panelists will address the tough questions and help you understand equity-related issues associated with payroll transfers, long and short-term assignees and other movers. Additionally, they will present real examples of country-specific differences in treatment for South America, Europe and Asia.

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