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Webinars

Upcoming

Best Practices for Accurate and Efficient Year-End Reporting
December 12, 2024, 10:30 AM - 11:45 AM

Navigate the complexities of year-end equity reporting and set yourself up for success with your company’s public filings.
AI and the Future of Equity Plan Administration
January 15, 2025, 10:30 AM - 11:45 AM

Learn how AI could change stock plan administration over the next five years.

On-Demand

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!
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
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
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
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
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
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
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
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
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.
The Power of Choice
April 18, 2018, 1:00 PM

Equity awards are a great incentive for employees—what if employees could actually choose between different types of awards and even elect cash bonuses? What better way to get employees invested in their equity compensation than allowing them to choose their own awards? This panel of experts will discuss various aspects to consider when offering a choice plan, potential advantages, as well as challenges presented with offering this benefit to employees.
Around the World in 90 Minutes
March 13, 2018, 1:00 PM

Make sure you are keeping up with key international developments!
Ask the Experts: Performance Awards
February 16, 2017, 1:00 PM

Submit your challenges with performance awards for this panel of experts to address!
The Rules Are In! ASC 718 Simplified...Sort Of?
January 24, 2017, 1:00 PM

The amendments to ASC 718 are final; if you haven't already adopted ASU 2016-09, chances are you soon will. Calendar-year public companies will be adopting the standard effective January 2017 and other public companies will follow suit when their next fiscal year begins. It's time to determine exactly how your company will implement the changes and define best practices for a smooth transition. This webcast will focus on the revisions to the tax accounting model and share-withholding policies, including actionable ideas such as using tax settlement forecasting to reduce P&L volatility and how to respond to requests to customize the withholding rate.