CompIntelligence will be at Synergy 2020, presented by Shareworks by Morgan Stanley. The event will be taking place in Austin, Texas on May 26-29, 2020 and will feature new ways to get the most out of Shareworks, engage your employees, and inspire ownership throughout your organization.
We are proud to have our Director of Stock Administration & Consulting, Michelle Tomassetti, presenting on a panel with other industry experts. Session details can be found below.
7 Habits of Successful Employee Stock Purchase Plans
Thinking about a new ESPP? Join our session focusing on what makes purchase plans tick. We’ll take you through proven strategies for US tax-qualified plans and non-US-based programs, as well as elements like matching considerations, vesting restrictions, and withdrawal and contribution allowances. With these tips, you’ll have a gold medal ESPP in no time!
To register or learn more, visit the Synergy 2020 website.