The Top 10 Best and Worst of International Stock Plans

Global equity compensation is one of the most complex areas of compensation. In some countries the rules are rigid and complex, in others they are fluid and evolving. Tax, legal, accounting, administration and communication issues make international equity a hot bed for common and not so common great and terrible practices.

You probably understand the general processes you should follow but do you really follow every process from Offer to Settlement? Skip one crucial step and you can end up with securities penalties, accounting restatements, employee settlement, tax penalties or a plan that fails to meet its purpose. Add certain checkpoints and increase plan effectiveness while reducing cost and risk. Through the use of entertaining stories, media citations and other examples our presenters will share their list of Top 10 Best and Worst for International stock plans based on over 40 years of combined stock plan experience.

Topics covered will include:

• Why designing a plan from the perspective of US rules can get you in hot water with your employees and regulators
• Why there is no such thing as “one size fits all” and methods for shaping grant sizes to meet international needs
• Why offer letters and employment agreements should leave equity out of the mix
• Why your US grant documents may not be the best idea for employees who live their “own” countries
• Why your plans won’t work if you choose to ignore the income and tax rules in international locations
• Why payroll is a far more critical partner in global plans than most companies give credit
• Why no amount of communication is enough, and how English-only communication can wipe away any engagement that your plans might try and create
• And much more…

Directors of Human Resources, Compensation professionals, stock administrators, global payroll professionals, expatriate professionals and anyone involved in designing, communicating or administering an international stock plan or share scheme.

You will learn how companies have succeeded and failed regarding critical issues in international equity compensation. You will also learn why the term "global" can work as a description of your plans, but it will never work for the processes and communication of your plans. You will also learn about common misconceptions and limitations that every company must address and best practices for making these important aspects of your plan work better.

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		Dan Walter Performensation View Profile

		Marlene Zobayan Rutlen Associates View Profile