Why You Should Offer an ESPP

We start the day with a look at the top reasons why you should offer an ESPP and the stats that back it up.

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ESPP Fundamentals

Learn the differences between a Section 423 tax qualified plan and a non-qualified plan, review plan terms and definitions, tax considerations and more.

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Designing an ESPP

This session will take a deep dive into ESPP design. Discover the thought process to undertake when deciding to implement a new plan or update an existing plan.

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Day 1 Q&A / Open Discussion

We'll wrap up day one with questions and discussion with today's speakers.

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The Road to ESPP Launch

Ready to implement your company’s ESPP? This get started session will provide attendees practical steps and tips on how to launch your newly designed ESPP.

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How to Make it All Work? Ongoing Administration of an ESPP

Once your ESPP has launched, there will be important ongoing administration duties required by you and your trusted vendor.

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Day 2 Live Q&A/Open Discussion

We'll wrap up the day with questions and discussion with today's speakers.

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Considerations When Offering a Global ESPP

Offering an ESPP can be a great benefit that allows everyone around the world to participate equally. But launching such a plan has its own challenges.

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Accounting and Financial Reporting for your ESPP

This session will provide an overview of what you need to know about accounting and financial reporting for ESPPs

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Day 3 Live Q&A / Open Discussion

We'll wrap up the day with questions and discussion with today's speakers.

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Communicating Your ESPP to Get Results

This session will cast a critical eye on the old and examine the opportunities for “different” with participant communications.

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ESPP Effectiveness

We'll discuss ways to determine the effectiveness of your ESPP, including understanding the basic information needed to analyze your plan, and more.

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Final Live Q&A and ESPP Week Wrap Up

We'll wrap up the final day of ESPP Week with questions for today's presenters and some closing thoughts on the week.

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