Upcoming industry events

Equity Masterclass: Guiding Your Participants Past Potential Pitfalls and Critical Mistakes

Wednesday, September 27, 1:05 – 1:35 p.m.

Equity compensation is like an intricate dance - dazzling but tricky! Even the best intentions can sometimes land your participants in hot water. This session offers insights from experts who interact daily with plan participants to answer their most challenging questions. Join us and equip yourself with the tools and insights needed to ensure your participants not only harness the full potential of their equity awards but also sidestep the common pitfalls and blunders that often lie in wait.

A Communications Toolkit to Empower Employees

Thursday, September 28, 9:45 – 10:15 a.m.

How your message gets communicated is just as important as the message itself. Explore creative, strategic, and innovative tactics to amplify the impact of your employee benefit communications and ensure employees at all levels are focused on what really matters.

IPO Readiness—Find that “IPO State of Mind” Before it’s Too Late!

Thursday, September 28, 1:20 – 1:50 p.m.

Share plans can play an important role in the transition of a company from private to public, and the speed at which the process moves can sometimes seem untenable. Rather than having to jump from the proverbial frying pan straight into the fire, if your company is likely to move down the path to IPO, the time to prepare is now! Join this session for a frank discussion on what it takes to prepare your company, your processes, and your employees for that ever-important day.

How to Ensure your Plan Administration Processes Can Handle Complexity

PANEL - Thursday, September 28, 2:00 - 3:00 p.m.

Do you find that canned reports and standardized processes don’t meet your needs but your manual workarounds are burdensome and inefficient? Learn how to optimize your processes to achieve the results you are looking for when it comes to vesting events and adjustments, tax rates, period close, performance awards, employee mobility, retirees, and more.

Executive Services with a Flair: How to Meet the Needs of Your Executives

LEARNING LAB - Friday, September 29, 8:30 - 9:45 a.m.

Get best practices for how stock plan teams can deliver operational excellence to their executives, including a review of critical updates to 10b5-1 plans, Rule 144, and Section 16 filings. You’ll also gain helpful insights into order flow and other factors that affect trade execution and market optimization.

Optimizing Your LDI Strategy: From Traditional to the Next Gen Techniques

PANEL – Wednesday, October 11, 11:30 a.m. – 12:15 p.m.

Liability-driven investing (LDI) portfolios today and key areas of focus, Examining risk analysis and portfolio management, Examining LDI implementation approaches, Reassessing your glide path – when is it time for a change?