2019-05-21 18:30:00 2019-05-24 13:00:00 America/Phoenix Synergy 2019 Join us for Synergy 2019 for our 10 year anniversary of our client conference! Emerge refreshed and ready to drive your company towards shared success and get the most out of Shareworks to stay ahead of the curve. Hyatt Regency, Scottsdale, AZ Solium event@solium.com May 21 - 24, 2019
Hyatt Regency, Scottsdale, AZ
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Shareworks Client Conference

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Last year’s agenda.


Synergy 2018 featured 4 keynote speakers, 12 Shareworks focused sessions, 12 industry sessions and 32 workshops.

    Agenda Icon Index
  • = This session has prerequisites or additional notes that should be read before registering.
  • = This session is offered throughout the conference, so you can attend on a different day.
  • = You are eligible for either CEP or CPE credits. Expand the session to see which credits you will earn by attending.

Need a good refresher before you take the exam? We’re here to help. During this session we will walk you through a few key topics, share test-taking tips and tricks, and give you the leg up you need to get certified.

Note: The complete Shareworks eLearning modules are included in the Associate Level Exam (the prep course will only focuses on certain topics, not the entire curriculum). You will need your own Wi-Fi enabled laptop with Firefox or Google Chrome browser for this session.

You come to Synergy to learn, share and connect, and now you can add certify to the list. Join this pre-conference sitting to earn your Shareworks Associate or Master Level certification through a 90-minute online, multiple-choice, open-book exam. It's a great way to prove you're a Shareworks Boss!

Note: This session requires a Shareworks Academy account and your own Wi-Fi enabled laptop with Firefox or Google Chrome browser. You can only take one exam at this session. If taking the Master Level, you must have successfully completed the Shareworks Certification Associate Level exam prior to this sitting. Exam candidates are responsible for reviewing all of the required curriculum for their respective exam level prior to the sitting. If you don't have an SRC account or require additional information, please contact your RM.

Join us as we toast to Synergy 2019 and kickoff the conference! Take in spectacular views of the city from our offsite venue, the State Room, while enjoying cocktails and bites. Our themed food stations will give you a taste of Boston with choices inspired by Fenway Park, The North End and Seaport. Our featured brew options will come from the local favorite, The Boston Beer Company.

Join our executive team as they welcome everyone to Boston and kick-off Synergy 2019. 

 

Following, Marcos Lopez, Solium's President and CEO, will share key highlights, insights and a sneak peek of the latest developments launching soon in Shareworks.

Join a panel of Solium Product Managers to catch up on what's new for plan administrators in Shareworks. This session provides an opportunity for open discussion, so feel free to ask questions as we walk through many of the enhancements that were made during the past year.

Session also offered in G2 on Friday, May 18 from 9:30 - 10:45 a.m.

This session is eligible for CPE credits

Analyzing key data points for your equity plans can speak volumes about employee trends and behaviors, as well as show how well your program is meeting its goals. This session explores some of those metrics in an easy-to-use scorecard format, which can help you focus on elements most important to your company. We will show you how to access the necessary data and what to look for. 

This session is eligible for CPE and CEP credits 

Many companies are choosing to stay private longer or not go public at all, which can pose a number of risks to employee recruiting and retention risks for employees. A panel of experts will discuss how companies can help employees realize financial gains and retain long-term equity incentives without an IPO. Learn about the different options and which ones might be best suited for your company.

This session is eligible for CPE and CEP credits

This session is ideal for anyone who is new to financial reporting in Shareworks. Explore the basics of the Shareworks process for valuing your equity awards. We will also cover common terminology and typical processes in a hands-on environment.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in B7 on Wednesday, May 16 from 12:45 - 2:00 p.m. and D5 on Thursday, May 17 from 9:45 - 11:00 a.m.

This session is eligible for CPE credits

You know a restricted stock release is coming, but are you ready? Have you updated your participant demographic information, year-to-date taxes, terminations, and so forth? In this session, we’ll go through the key factors and processes that will help you avoid costly mistakes when processing restricted stock events and transactions.

BYOL: Bring your own laptop for a hands on experience

Session also offered in D6 on Thursday, May 17 from 9:45 - 11:00 a.m.

This session is eligible for CPE credits

Have you ever imported a file perfectly on the first try? If so, you don't need this session. But since most of us are less than perfect, this session will help you understand what common import error messages mean and how to fix them.

BYOL: Bring your own laptop for a hands-on experience

Note: Intermediate. We expect attendees to have some basic knowledge of Shareworks and familiarity with various data fields.

Session also offered in C7 on Wednesday, May 16 from 2:15 - 3:30 p.m. and E6 on Thursday, May 17 from 11:15 - 12:30 p.m.

This session is eligible for CPE credits

Join this roundtable session where the future of financial reporting in Shareworks will be discussed. We will give you a sneak peek of the expense data set overhaul/period-end workflow process that is currently in development. Our goal is to streamline and simplify the data management side of financial reporting. We want your feedback and ideas.

This session is eligible for CPE credits

Did you know your equity plan data might be at risk? Learn about the types of data you have to protect, how thieves can access it, and how that could affect your company. Also learn about the latest developments in cyber security, what providers such as Solium are doing about it, and what your responsibilities are regarding data security.

This session is eligible for CPE and CEP credits

Learn how best to communicate the key information you want your employees to know in the few seconds you have to grab their attention. This panel will share information about mobile tools for the workforces on the go, provide innovative ideas for eye-catching campaigns, and deliver tips on how to use social media, video and humor to get your message across.

This session is eligible for CPE and CEP credits

Some things are inevitable and taxes are at the top of that list. Learn how to reconcile the numbers in your tax forms to the transactions in Shareworks and learn where the numbers come from.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in H6 on Friday, May 18 from 11:00 - 12:15 p.m.

This session is eligible for CPE credits

This session is ideal for anyone who is new to financial reporting in Shareworks. Explore the basics of the Shareworks process for valuing your equity awards. We will also cover common terminology and typical processes in a hands-on environment.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A5 on Wednesday, May 16 from 10:15 - 11:30 a.m. and D5 on Thursday, May 17 from 9:45 - 11:00 a.m.

This session is eligible for CPE credits

Make a splash with your liquidity program. In this session, two Solium private market clients will walk you through the steps necessary to successfully manage a liquidity event within Shareworks.

This session is eligible for CPE credits

Fun and taxation come together in this session. The audience will get to choose the path of the presentation as we start in North America and make our way around the globe discussing various taxation topics. Via polling, you will get to drive the direction of the discussion and learn about the areas that interest you most. 

This session is eligible for CPE and CEP credits

The valuation of an equity award has many stages, ranging from plan design to grant date fair value, and includes financial reporting and award settlement. Discover the many valuation tasks that need to be performed and learn the best practices on how to effectively communicate with stakeholders.

This session is eligible for CPE and CEP credits

In this session, you will learn about revaluing awards. Topics include how to identify when to apply new fair values, why a revaluation may be required, and how to manage the process in Shareworks.

Note: Intermediate. We expect attendees to have introductory level knowledge of Expense Valuation.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in H5 on Friday, May 18 from 11:00 - 12:15 p.m.

This session is eligible for CPE credits

Have you ever imported a file perfectly on the first try? If so, you don't need this session. But since most of us are less than perfect this session will help you understand what common import error messages mean and how to fix them.

Note: Intermediate. We expect attendees to have some basic knowledge of Shareworks and familiarity with various data fields.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A7 on Wednesday, May 16 from 10:15 - 11:30 a.m. and E6 on Thursday, May 17 from 11:15 - 12:30 p.m.

This session is eligible for CPE credits

Take a guided walking tour along the iconic Freedom Trail and see Boston’s history come to life! This 2.5-mile stretch winds from Boston Common to Charlestown and leads to 16 sites that were pivotal to the history of the United States. After, we’ll enjoy some “chowda” and other Boston cuisines at the Union Oyster House, the oldest operating restaurant in the United States, located on the Trail.

Get a collegiate experience and learn about the rich history at one of the most prestigious educational institutions in the world. A guided tour of Harvard University will take you to all the major sights on campus including the Holden Chapel, the first Medical School, Widener Memorial Library, J. Harvard Statue, and Harvard Yard. Did you know John Harvard was also a brewer? Wrap up your evening with beer and bites at the pub named in his honor.

Hear how leading companies continue to creatively grow their equity programs and disrupt the status quo. Several innovators who have either won or were nominated for the prestigious GEO Awards for their outstanding work in the industry or have demonstrated exemplary vision with their incentive plans will share how they approached their challenges using unique ways.

This session is eligible for CPE and CEP credits

Join a panel of Solium Product Managers to catch up on what's new for participants in Shareworks. This session provides an opportunity for open discussion, so feel free to ask questions as we walk through the big changes that have happened in our participant facing web interface and the mobile app during the last year. 

This session is eligible for CPE credits

This session is a must for private companies looking to go public. You’ll hear from the issuer perspective on recent IPO experiences, and from an industry expert who has guided many companies through the IPO process. Find out what they would do differently if they could go back in time.

This session is eligible for CPE and CEP credits

Changing financial markets and industry downturns can impact the effectiveness of your equity plans. Complying with some global regulatory provisions can make issuing equity almost impossible. Is it time to look at adding cash as a component of your overall reward plan? This panel will look at circumstances where adding cash can make sense - or cents!

This session is eligible for CPE and CEP credits

New to ad hoc reporting? This session will introduce you to this powerful Shareworks functionality and show you how to get started by easily building simple reports.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A4 on Wednesday, May 16 from 10:15 - 11:30 a.m., B6 on Wednesday, May 16 from 12:45 - 2:00 p.m. and G4 on Friday, May 18 from 9:30 - 10:45 a.m.

This session is eligible for CPE credits

This session is ideal for anyone who is new to financial reporting in Shareworks. Explore the basics of the Shareworks process for valuing your equity awards. We will also cover common terminology and typical processes in a hands-on environment.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A5 on Wednesday, May 16 from 10:15 - 11:30 a.m. and B7 on Wednesday, May 16 from 12:45 - 2:00 p.m.

This session is eligible for CPE credits

You know a restricted stock release is coming, but are you ready? Have you updated your participant demographic information, year-to-date taxes, terminations, and so forth? In this session, we’ll go through the key factors and processes that will help you avoid costly mistakes when processing restricted stock events and transactions.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A6 on Wednesday, May 16 from 10:15 - 11:30 a.m.

This session is eligible for CPE credits

This hands-on session will help you become a true ad hoc reporting expert. Learn how to apply formulas, use look-up tables and expressions, and reduce the amount of time you spend in Excel. Our panel of experts will guide you through Shareworks’ powerful features and show you how to transform your ad hoc reports.

Note: Advanced. Attendees should have attended as a minimum, the intermediate ad hoc reporting session or have a very good working knowledge of how to create ad hoc reports.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in B4 on Wednesday, May 16 from 12:45 - 2:00 p.m. and G5 on Friday, May 18 from 9:30 - 10:45 a.m.

This session is eligible for CPE credits

Learn how Shareworks streamlines the pre-clearance process with an automated solution that combines full compliance with a perfectly streamlined participant experience. In this session, we will introduce this exciting functionality and also provide key updates on Shareworks US Forms Filing and automated trading modules.

This session is eligible for CPE credits

Join this fun, interactive session to test your knowledge of tax and legal requirements around the world. Team up with fellow Synergy attendees to guess where our mysterious Mr. Smith is hiding based on the provided regulatory clues. You may be surprised at what you know (or don't know) and might even win prizes for your global knowledge.

This session is eligible for CPE and CEP credits

Designing and maintaining an equity compensation plan is as complicated as ever. Learn how companies can balance their needs against proxy advisory firm standards, common plaintiff's law firm demands, shareholder expectations, and tax and regulatory requirements. We’ll also explore key drafting considerations and administration errors that should be avoided.

Note: This session is specific to U.S. based plans

This session is eligible for CPE and CEP credits

Learn how to reconcile Shareworks with your internal ledgers after your events and transactions are completed and processed. We’ll guide you through a list of reconciliation activities, such as confirmation that wires are received, payroll has the required information, and shares have been delivered. This session applies to stock option and restricted stock transactions.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in F7 on Thursday, May 17 from 2:00 - 3:15 p.m. and H7 on Friday, May 18 from 11:00 - 12:15 p.m.

This session is eligible for CPE credits

Have you ever imported a file perfectly on the first try? If so, you don't need this session. But since most of us are less than perfect this session will help you understand what common import error messages mean and how to fix them.

Note: Intermediate. We expect attendees to have some basic knowledge of Shareworks and familiarity with various data fields.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A7 on Wednesday, May 16 from 10:15 - 11:30 a.m. and C7 on Wednesday, May 16 from 2:15 - 3:30 p.m.

This session is eligible for CPE credits

Review best practices for setting up performance awards to ensure your administration and financial reporting activities produce the results you are expecting.

Note: Intermediate. Attendees should have an introductory level knowledge of entering grant information, vesting schedules and expensing.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in C6 on Wednesday, May 16 from 2:15 - 3:30 p.m.

This session is eligible for CPE credits

In this interactive roundtable session, you will learn what we have planned for the participant experience on the web, mobile, and email. We will show you some system prototypes and mock-ups to solicit your input and gain insight into the ways participants interact with their equity through Shareworks.

This session is eligible for CPE credits

ESPPs are making a big comeback as companies look for additional ways to keep employees engaged. This session will help companies that are looking to implement new plans or tweak existing plans by identifying the key parameters that drive participation and plan satisfaction.

This session is eligible for CPE and CEP credits

Performance equity is everywhere, but is your performance plan living up to the hype? We will look at the design criteria that can impact the success of a program, including how to appease key stakeholders and how to determine the most appropriate metrics to asses your program (including TSR). You’ll also learn what do to if your plan needs a boost to achieve its goals.

Note: This session is specific to U.S. based plans

This session is eligible for CPE and CEP credits

Finance users, this session is for you. See some of the amazing analytics you can do with Shareworks ad hoc reporting. Have you ever wanted to view previous expenses by month, quarter or year? Come to this session and we'll show you how.

Note: Advanced. Attendees should have attended as a minimum the intermediate ad hoc reporting session or have a very good working knowledge of how to create ad hoc reports and run expense reports.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in G6 on Friday, May 18 from 9:30 - 10:45 a.m.

This session is eligible for CPE credits

Learn the mechanics behind some of your most popular financial reports to help you speak confidently with your auditors.

Note: Introductory and Intermediate. Attendees should have a basic knowledge of running reports in Shareworks.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in G7 on Friday, May 18 from 9:30 - 10:45 a.m.

This session is eligible for CPE credits

Take your ad hoc reporting knowledge to a new level. Our panel of experts will peel back the layers to further show you this powerful functionality. Tips will be provided to help you better utilize this tool. 

Note: Intermediate. We expect attendees to have an introductory knowledge of ad hoc reporting or have attended the Introductory Ad Hoc Reporting Workshop.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in C4 on Wednesday, May 16 from 2:15 - 3:30 p.m., E4 on Thursday, May 17 from 11:15 - 12:30 p.m. and H4 on Friday, May 18 from 11:00 - 12:15 p.m.

This session is eligible for CPE credits

Learn how to reconcile Shareworks with your internal ledgers, after your events and transactions are completed and processed. We’ll guide you through a list of reconciliation activities, such as confirmation that wires are received, payroll has the required information and shares have been delivered. This session applies to stock option and restricted stock transactions.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in E5 on Thursday, May 17 from 11:15 - 12:30 p.m. and H7 on Friday, May 18 from 11:00 - 12:15 p.m.

This session is eligible for CPE credits

Environmental issues, market fluctuations, shifting workforce demographics, and even terrorist activities can impact a company overnight. A panel of issuers and industry pundits will explore how equity compensation is shifting and evolving because of these global events. Hear how companies are addressing these issues and adjusting their strategies. Learn how to examine your own company's plan effectiveness in this new world order.

This session is eligible for CPE and CEP credits

Growth is great but having hundreds of employees located around the world can be painful. Dealing with 701 disclosures, 409A evaluations and global vesting schedules is daunting, and your decisions now will have future consequences. Hear tips, tricks and stories from clients and Solium experts who have overcome these growth challenges and can help you do the same.

This session is eligible for CPE and CEP credits

To celebrate a successful conference, join us as we step back in time at the Carrie Nation Restaurant and Cocktail club. Our underground speakeasy themed event will include specialty cocktails, food stations and various other themed activities.

Get a demonstration of the new Expense Report 2.0. Explore the new fully customizable ad hoc-based expense report that features tranche-level detail, clearer mobility pro-ration details, DTA balance roll forward, and more. This is a great way to see what's coming and share your feedback with the product development team.

Note: This session is specific to U.S. based plans

This session is eligible for CPE credits

Join a panel of Solium Product Managers to catch up on what's new for plan administrators in Shareworks. This session will provide an opportunity for open discussion, so feel free to ask questions as we walk through many of the enhancements that were made during the past year.

Session is also offered in A1 on Wednesday, May 16 from 10:15 - 11:30 a.m.

This session is eligible for CPE credits

See some of the new and potential Shareworks features under development. This session includes an interactive demo and a discussion that will cover such functionality as accruing cash dividends, tax on retirement eligibility, retirement eligibility and termination rules, and accepting online payments from participants to cover their exercise fees and taxes.

This session is eligible for CPE credits

New to ad hoc reporting? This session will introduce you to this powerful Shareworks functionality and show you how to get started by easily building simple reports.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in A4 on Wednesday, May 16 from 10:15 - 11:30 a.m., B6 on Wednesday, May 16 from 12:45 - 2:00 p.m. and D4 on Thursday, May 17 from 9:45 - 11:00 a.m.

This session is eligible for CPE credits

This hands-on session will help you become a true ad hoc reporting expert. Learn how to apply formulas, use look-up tables and expressions, and reduce the amount of time you spend in Excel. Our panel of experts will guide you through Shareworks’ powerful features and show you how to transform your ad hoc reports.

Note: Advanced - Attendees should have attended as a minimum the intermediate ad hoc reporting session or have a very good working knowledge of how to create ad hoc reports.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in B4 on Wednesday, May 16 from 12:45 - 2:00 p.m. and D7 on Thursday, May 17 from 9:45 - 11:00 a.m.

This session is eligible for CPE credits

Finance users, this session is for you. See some of the amazing analytics you can do with Sharework ad hoc reporting. Have you ever wanted to view previous expenses by month, quarter or year? Come to this session and we'll show you how.

Note: Advanced - Attendees should have attended as a minimum the intermediate ad hoc reporting session or have a very good working knowledge of how to create ad hoc reports and run expense reports

BYOL: Bring your own laptop for a hands-on experience

Session also offered in F4 on Thursday, May 17 from 2:00 - 3:15 p.m.

This session is eligible for CPE credits

Learn the mechanics behind some of your most popular financial reports to help you speak confidently with your auditors.

Note: Introductory and Intermediate. Attendees should have a basic knowledge of running reports in Shareworks.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in F5 on Thursday, May 17 from 2:00 - 3:15 p.m.

This session is eligible for CPE credits

Learn about the biggest potential problems, things to consider and tips and tricks for surviving the year-end process. Our panelists will offer their perspectives and provide insight into how Shareworks can help.

 

This session is eligible for CPE credits

Organizations are facing increased pressure from tax regulators to correctly withhold and report income from equity compensation when participants move during the vesting life of an award. Learn how Shareworks global tax mobility can automate tax withholdings across jurisdictions, ensure compliance with global tax regulations, and prevent unwanted surprises at tax time.

This session is eligible for CPE credits

Learn how Shareworks can be tailored to provide greater integration and engagement in your organization. We'll look at how custom branding, templated messaging, custom dictionary entries, ad hoc participant reports, and single sign-on can be configured to remove any barriers to engagement. Discover the many ways you can take the participant experience to the next level.

This session is eligible for CPE credits

Take your ad hoc reporting knowledge to a new level. Our panel of experts will peel back the layers to further show you this powerful functionality. Tips will be provided to help you better utilize this tool.

Note: Intermediate. We expect attendees to have an introductory knowledge of ad hoc reporting or have attended the Introductory Ad Hoc Reporting Workshop.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in C4 on Wednesday, May 16 from 2:15 - 3:30 p.m., E4 on Thursday, May 17 from 11:15 - 12:30 p.m. and F6 on Thursday, May 17 from 2:00 - 3:15 p.m.

This session is eligible for CPE credits

In this session, you will learn about revaluing awards. Topics include how to identify when to apply new fair values, why a revaluation may be required, and how to manage the process in Shareworks.

Note: Intermediate. We expect attendees to have an introductory level of knowledge of Expense Valuation.

BYOL: Bring your own laptop for a hands-on experience

Session also offered in C5 on Wednesday, May 16 from 2:15 - 3:30 p.m.

This session is eligible for CPE credits

Some things are inevitable and taxes are at the top of that list. Learn how to reconcile the numbers in your tax forms to the transactions in Shareworks and learn where the numbers come from.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in B5 on Wednesday, May 16 from 12:45 - 2:00 p.m.

This session is eligible for CPE credits

Learn how to reconcile Shareworks with your internal ledgers after your events and transactions are complete and processed. We’ll guide you through a list of reconciliation activities, such as confirmation that wires are received, payroll has the required information and shares have been delivered. This session applies to stock option and restricted stock transactions.

Note: Introductory level

BYOL: Bring your own laptop for a hands-on experience

Session also offered in E5 on Thursday, May 17 from 11:15 - 12:30 p.m. and F7 on Thursday, May 17 from 2:00 - 3:15 p.m.

This session is eligible for CPE credits

Cameron Hall, President, Canada, will close out Synergy 2019 with highlights from the two-and-a-half days, award prizes and share an exciting announcement about Synergy 2019.