Presented By:
Elevate your expertise in Employee Stock Purchase Plans (ESPPs) with this advanced masterclass designed for professionals seeking deeper insights into the complexities of ESPP strategy, administration, and compliance.
While ESPPs are a valuable tool for attracting and retaining talent, they come with critical downstream impacts that are often overlooked. This session will provide practical, technical solutions to help you optimize plan design, enhance global implementation, and navigate complex tax and accounting considerations.
Key Topics Covered:
- Strategic Plan Design: Explore the differences between Qualified vs. Non-Qualified ESPPs, assess the appeal of "Cadillac plans," and balance practicality with employee benefits.
- Global Implementation: Understand regulatory challenges and best practices for expanding ESPPs internationally.
- Operational Excellence: Address administrative pain points, including share transfers, payroll strain, and the $25K limit.
- Accounting & Tax Implications: Evaluate the financial impact of different plan structures and navigate critical tax considerations for both companies and employees.
Who Should Attend?
This session is ideal for professionals involved in equity compensation, HR, finance, and legal teams responsible for designing and managing ESPPs.
Register Now to Join the Masterclass
February 26, 2025
11am Pacific | 2pm Eastern
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Panelists

Liz Stoudt
Partner, Infinite Equity

Jen Tardif
Director of Stock Plan Administration, Infinite Equity