Synergy 2019 agenda.


Synergy 2019 featured 3 marquee keynote sessions, 16 Shareworks focused sessions, 11 industry sessions and 29 workshops. With such a wide array of options, you’ll be able to customize your experience to fit your company's objectives and professional interests.

    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 certification exam? If so, we’re here to help. In this session, we’ll walk you through a few key topics, share some 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 focus on certain topics, not the entire curriculum). You will need your own Wi-Fi enabled laptop with a Firefox or Google Chrome browser for this session.

This session is eligible for 1.5 CPE credits.

Amanda Howard, Diane Atteberry

If you’re a new Shareworks user who works for a private company, this session is for you. We’ll explore Shareworks features and highlight the best ways to use the tool to benefit you and your company. We’ll cover the basics of Shareworks and let you have some hands-on practice to get familiar with what it can do.

This session is eligible for 5 CPE credits.

Daniel Bracken, Katy Manch, Miguel Chavez, Tim Gow

This session is a must for new Shareworks users from public companies. This comprehensive exploration of Shareworks will highlight the best ways to use the tool to benefit you and your company. We’ll cover the basics of Shareworks and give you the opportunity to get some hands-on practice so you can become familiar with what it can do.

This session is eligible for 5 CPE credits.

Arturo Donzella, Dee Crosby, Eugene McCarthy, Jessica Townsend, Lisa Bertolet

Synergy is the ideal place to learn, share, connect and get certified. Attend this pre-conference session 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 a Firefox or Google Chrome browser. You can only take one exam at this session. To take 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.

This session is eligible for 1.5 CPE credits.

Amanda Howard, Diane Atteberry

Soak up the spectacular Gainey Ranch views and enjoy flavors of the southwest as we officially welcome you to our 10th annual conference, Synergy 2019!

Join our executive team as they welcome everyone to Scottsdale and kick-off our 10th anniversary conference. Following, Marcos Lopez, Shareworks by Morgan Stanley's CEO, will share key highlights, insights and a sneak peek of the latest developments launching soon in Shareworks.

Getting shareholder approval for your equity plans doesn't have to be difficult. This session will cover key shareholder issues to consider when designing a new plan or amending an existing one. Learn about stakeholders’ views that need to be addressed, steps a company should follow when requesting shareholder approval and best practices for getting your plan passed with ease.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

AmyLynn Flood, Cameron Abrahams O\'Neill, Dee Crosby, Michael Caputo

Is your company preparing for an IPO or thinking about going public in the future? If so, attend this session to hear from Shareworks clients who have recently gone through the IPO process. Find out what they learned, what worked well and what didn't. They’ll also offer some advice on how companies like yours can prepare for this exciting and challenging milestone.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Erin Conolly, Jacob McQuown, Jimmy Wing, Junko Swain, Mark Hansen, Mike Gould

Do you ever wonder whether some of your manual financial reporting processes could be replaced by automated functionality in Shareworks? Come to this session to find out. We'll review the top processes that users are doing manually that Shareworks can do for you. See what's possible and how you can start to change the way you manage your reporting.

This session is eligible for 1.5 CPE credits.

Aldo Comito, Cassandra Fedele, Erin Herlihy

Considering Shareworks Global Compliance or looking for ways to enhance your use of the product? In this session, you’ll hear from Teladoc about how Global Compliance is transforming the way the company manages international employees and regulatory requirements.

This session is eligible for 1.5 CPE credits.

Brenda Mueller, Darren Smith, Matt Kelly

New to ad hoc reporting? Then this workshop is for you. It’s specifically designed for public company users and will introduce the basics of the ad hoc reporting tool. See how to build a report and then try your hand at building one on your own. You’ll also get tips and shortcuts to improve performance and set yourself up for custom reporting success.

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

This session is eligible for 1.5 CPE credits.

Andrea Gunderson, Brian Drew, Joel McInnis, Josh McCabe

New to using the Shareworks Cap Table? Join us for this hands-on workshop to learn how this functionality works and try out some of its top features. You’ll also get useful tips on ways to maximize your use of this powerful tool.

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

Session also offered in F6 on Thursday, May 23 from 2:00 pm – 3:15 pm.

This session is eligible for 1.5 CPE credits.

Daniel Bracken, Jacqueline Garrett, Jann Calix, Linda Banes

This hands-on workshop is back by popular demand. We’ll guide you through some of the most common issues that can come up with data imports in Shareworks. Find out what contributes to these challenges, how they can be avoided and what solutions you can put in place to resolve them.

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

Session also offered in H4 on Friday, May 24 from 11:00 am – 12:15 pm.

This session is eligible for 1.5 CPE credits.

Alex Scothern, Erin Lane, Joseph Fish, Max McCoy

Managing US employees in a Canadian equity plan or Canadian employees in a US plan can cause a lot of headaches. The good news is it doesn't have to. In this session, our panel will discuss the critical issues involved in operating these programs and offer some effective strategies for employee communication.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Cathy Goonetilleke, Don Drybrough, Margaret Rozowski, Sandra Cohen

The tax engine in Shareworks is one feature you should absolutely know. In this session, you’ll find out how this powerful functionality works. Learn how Shareworks handles tax reporting, from providing updates to your payroll department for daily transactions to producing year-end participant tax statements. You’ll also discover how Global Compliance fits into the picture.

This session is eligible for 1.5 CPE credits.

Jaume Guix Costa, Luca Cutrone, Rogier Kneepkens, Tim Shea

This session will focus on tender offers and the issues companies should consider when expanding liquidity opportunities for employees. Join us for a discussion on best practices, Shareworks techniques, and the lessons other private companies have learned from going through the process.

This session is eligible for 1.5 CPE credits.

Jessica Young, Jordan Rindahl, Ryan Logue

Handling senior executives is fraught with risk at every turn. Come to this session to learn more about the Shareworks solution for insider management, including preclearance, management of automated disposition plans, regulatory filings, and white-glove participant servicing. Find out how to minimize risk while saving time and making your executives happy.

This session is eligible for 1.5 CPE credits.

Dennis Varghese, Hash Vara, Matt Bezverkov

If you’re new to expensing, this workshop will teach you the basics of this important tool in Shareworks. We'll take you through the process of setting up your expense and run reports and then give you the chance to try it yourself. We'll also share some tips and shortcuts to improve performance and workflow management.

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

Session also offered in D5 on Thursday, May 23 from 9:45 am to 11:00 am.

This session is eligible for 1.5 CPE credits.

Aldo Comito, Gareth Ives, Matthew Bulkley, Samantha Lopeman

New to ad hoc reporting? Then this workshop is for you. It’s specifically designed for private company users and will introduce the basics of the ad hoc reporting tool. See how to build a report and then try your hand at building one on your own. You’ll also get tips and shortcuts to improve performance and set yourself up for custom reporting success.

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

This session is eligible for 1.5 CPE credits.

Alex Scothern, Daniel Bracken, Tim Gow

Are you getting ready to file a Form S-1 or thinking about exploring a public offering at some point in your company's future? Join us for a discussion session where we'll dive into the process and highlight valuable data stored in Shareworks. Bring your questions for our panel of experts.

This session is eligible for 1.5 CPE credits.

Erin Conolly, Katy Manch, Monika Endrizzi

Going through a quarterly or annual audit of your equity plans doesn't have to be scary. In this session, our panel of experts will walk you through the audit process, so you can pass with flying colors. If you're new to the audit process or just want some suggestions to make the process less painful, this session is for you.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Jeff Davitt, Matt McKittrick, Miguel Chavez, Scott Schwartz, Susan Kicey

Want to know more about the math behind the 409A and what it means for your company? Join us for an overview of the 409A process, including how it's used and why it's important to get it right. This session will also cover how secondary sales impact your 409A calculation and what steps you can take to mitigate negative impacts.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Betty Ma, Steve Liu, Wendy Moore

Private companies have unique challenges when it comes to attracting the best talent and motivating employees on a long-term basis. Strategizing, planning for growth and utilizing data are all essential to building a competitive pay program. This session will look at best practices in private company compensation and how to overcome common missteps.

This session is eligible for 1.5 CPE credits.

Conrad Lee, Katelyn Dennis, Leila Hyslop, Teri McFadden

Dealing with complicated termination schedules and status change rules? This session will introduce you to advanced features in Shareworks that support complex termination agreements – no more manual calculations or intervention needed. Learn how to bridge the gap between what needs to happen to outstanding awards and what Shareworks can do for you.

This session is eligible for 1.5 CPE credits.

Eugene McCarthy, Jeremy Dosemagen, Jessica Townsend

This workshop is ideal for public company users who manage restricted stock awards in Shareworks and are interested in ways to improve the release process for your team and employees. Learn the basics of the release process and the best way to prepare for an event. Try some of the features and get tips on how to make your releases run smoothly.

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

Session also offered in G5 on Friday, May 24 from 9:30 am – 10:45 am.

This session is eligible for 1.5 CPE credits.

Diane Atteberry, Josh McCabe, Martha Scott, Max McCoy

This workshop is ideal for private company users who manage restricted stock awards in Shareworks and are interested in ways to improve the release process for your team and employees. Learn the basics of the release process as a private company and how best to prepare for an event. Try some of the features and get tips on how to make your releases run smoothly.

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

This session is eligible for 1.5 CPE credits.

David Stinson, Jessica Young, Katy Manch

This workshop will focus on building the underlying support for the Shareworks Disclosure Report using the ad hoc reporting tool. This process helps you explain the numbers used and how they impact the report. You’ll create part of a report and see the process firsthand.

Note: This session is best suited for users with intermediate to advanced expertise with the ad hoc reporting tool.

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

Session also offered in F5 on Thursday, May 23 from 2:00 pm – 3:15 pm.

This session is eligible for 1.5 CPE credits.

Babak Vahab, Cassandra Fedele, Lisa Bertolet, Monika Endrizzi

Arizona is home to some of the best microbreweries and craft beers in the world. Our Arizona Brewery Tour will take you to three breweries where an experienced guide will tell you about Arizona's unique brewery history and give you some insight into the beer-making process. The final stop is OHSO Brewery, a local hot spot for food and craft beers.

Discover Arizona’s desert like a real cowboy. Enjoy the pristine beauty of the McDowell Sonoran Preserve and the Tonto National Forest as you ride near the Rio Verde River and McDowell Mountain and Mazatzal Mountain ranges. Local cowboys will guide you as you explore this vast desert. Later, you can hang up your saddle, relax and enjoy a traditional western cookout.rnImportant Note: participants are required to wear pants or long shorts and closed toe shoes. The weight restriction for this event is 250 lbs.

Have you ever eaten cactus pad or drank a prickly pear? If not, here’s your chance. Join us in the Desert Botanical Gardens for an immersive desert dining experience. Explore the gardens’ 145 acres and learn from expert guides about the over 20,000 catalogued plants onsite. Afterwards, enjoy a custom meal that includes some of the plants and cacti you discovered on the trails.

This social event is ideal for golf lovers and beer enthusiasts alike. Topgolf is a game that anyone can play (and win). Score points by hitting microchipped golf balls at giant dartboard-like targets on an outfield. With our own private bar, a BBQ dinner and tips from an expert Topgolf coach, this is bound to be a fun night to remember.

New Kids on the Block are officially back on tour and you can join us for their most extensive tour in years: the Mixtape Tour. They will be performing with some special guests, including Salt N Pepa, Tiffany, Debbie Gibson and Naughty by Nature. Sing and dance the night away from a private hospitality suite at the Talking Stick Resort Arena.

With attention spans decreasing and information volume exploding, today’s information consumer expects a simple, compelling and interactive experience. This panel discussion will explore how innovative companies are using modern marketing practices in equity compensation to enhance employee engagement, and increase participation, retention and performance.

This session is eligible for 1 CPE credit.

Frank Garcia, James Thomas, Jennifer Bunkers

Administering performance awards can be challenging. But in this session, we’ll try to break down those challenges and show you how Shareworks can reduce the complexity. We'll give you some tips and guide you through the entire process of administering a performance award in Shareworks.

This session is eligible for 1.5 CPE credits.

Brian Drew, Lisa Bertolet, Reza Hashemitari

Participants now have many quick and convenient ways to consume information. Join us for this follow-on discussion that digs deeper into select digital tactics and how they can advance and strengthen your communication and promotion efforts. Learn how mobile devices, videos and other tools can help you convey critical information to an audience that has little time to spare.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Dee Crosby, John Hammond, Leila Hyslop, Magali Salomon

If you're a private company thinking about expanding your equity program globally, this session is a must. Our panel of experts will focus on key considerations for private companies that are opening their plans to participants in new countries. Learn how to develop an action plan and find ways to mitigate potential risks.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Darren Smith, Mary Lee, Shawn Lampron

If you’re ready to take your knowledge of ad hoc reporting in Shareworks to the next level, join us for this hands-on session that dives into advanced functionality specifically for private market users. We'll identify valuable feature sets designed to help you elevate your analytical powers and save time.

Note: This session is best suited for users with intermediate to advanced expertise with the ad hoc reporting tool.

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

This session is eligible for 1.5 CPE credits.

Daniel Bracken, Erin Conolly, Katy Manch

If you’re new to expensing, this workshop will teach you the basics of this important tool in Shareworks. We'll take you through the process of setting up your expense and run reports and then give you the chance to try it yourself. We'll also show you some tips and shortcuts to improve performance and workflow management.

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

Session also offered in B5 on Wednesday, May 22 from 12:30 pm – 1:45 pm.

This session is eligible for 1.5 CPE credits.

Aldo Comito, Gareth Ives, Matthew Bulkley, Samantha Lopeman

This workshop will cover all the activities involved in managing executives in Shareworks. We'll introduce basic tracking and reporting functionality in the system, as well as additional products that manage preclearance, automated disposition plans and SEC forms filing. You'll also get a chance to experiment with some of these features on your own.

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

This session is eligible for 1.5 CPE credits.

Babak Vahab, Matt Bezverkov, Rogier Kneepkens

This hands-on workshop will highlight the capabilities of the Shareworks termination status rule functionality for public companies. Try out some of the advanced features that support complex termination agreements and see how these powerful tools work.

Note: This session is best suited for users with intermediate to advanced expertise in Shareworks termination status rules.

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

Session also offered in G4 on Friday, May 24 from 9:30 am – 10:45 am.

This session is eligible for 1.5 CPE credits.

Ashleigh Chase, Eugene McCarthy, Jeremy Dosemagen, Jessica Townsend

This session is for people involved in financial reporting or anyone who’d like to learn more about this powerful functionality in Shareworks. Join us for a guided tour through the amazing enhancements to the suite of reports that have been made over the last year. This is your chance to see all the new features and reports.

This session is eligible for 1.5 CPE credits.

Cassandra Fedele, Erin Herlihy

More companies are opting to stay private longer or choosing not to go public at all, raising questions about how to keep employees motivated. This session looks at how companies are finding new ways to push equity program participation, increase liquidity options and introduce talent retention incentives. You’ll hear from companies that have gone through the process.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Achaessa James, Amy Rodriguez, Geetika Prasad, Peter Clarke

Looking for tips to improve participants’ interest in their performance awards? In this session, you’ll hear from a panel of experts in designing and managing performance plans about what they're seeing in performance condition trends, key shareholder and recipient concerns, and solutions to address administrative challenges.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Dan Kapinos, Dan Walter, Dee Crosby, Mark Borges

This hands-on workshop will highlight many of the advanced features of ad hoc reporting that are useful for public companies to know. You'll get the chance to try some of these powerful features, which include grant creator, lookup tables, and complex formulas and expressions.

Note: This session is best suited for users with intermediate to advanced expertise in Shareworks ad hoc reporting.

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

Session also offered in G6 on Friday, May 24 from 9:30 am – 10:45 am.

This session is eligible for 1.5 CPE credits.

Andrea Gunderson, Jon Herold, Reza Hashemitari

In this workshop, we’ll break down the components of the Shareworks Dilution Report and DTA tab, so you can explain the underlying information to your management team and auditors. You'll have a chance to test your ability to locate and identify key information in Shareworks.

Note: This session is best suited for users with intermediate to advanced expertise in Shareworks expensing.

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

This session is eligible for 1.5 CPE credits.

Andrew Hardie, Jeremy Dosemagen, Joseph Purdy, Lisa Bertolet

Interested in previewing solutions, tools and resources that can help your employees reach their financial goals? Take a walk in your employee’s shoes, exploring their needs across the award lifecycle and learn more about education and engagement resources that will drive better outcomes for your employees.

This session is eligible for 1.5 CPE credits.

Daniel Lingeza, Jason Herman, Lauren Gimlett, Sharad Ganesh

Interested in customizing Shareworks to improve employee engagement? This workshop will showcase some of the best features designed for private company users that can help you draw your employees in and make them want more. This is a hands-on session, so you can try some of these features yourself and see how they might work for your company.

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

This session is eligible for 1.5 CPE credits.

Katy Manch, Miguel Chavez, Monika Endrizzi

This fun, game-style session is back by popular demand and updated with new information that will help you learn some of the quirky regulatory requirements around the world. Come and see the lighter side of global compliance – it's there, we swear.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Darren Smith, Kathleen Martell, Marlene Zobayan

If you’re struggling to align various departments so you can manage your equity plans as a cohesive team, this session is for you. We’ll look at common communication challenges and the risks involved in not having everyone onboard. Learn about best practices to ensure stakeholders work together for mutual success and how technology can improve communication.

This session is eligible for 1.5 CPE and 1.25 CEP credits.

Ashleigh Chase, Henley Hom, Kathryn Nikisch-Hoffman, Sabrin Lila

This session will highlight all the tools available in Shareworks to help you engage and interact with your participants. We’ll review the key features available for your participants, show you how to get started and explain the benefits you can expect to see from promoting these features.

This session is eligible for 1.5 CPE credits.

Angela Parks, Dee Crosby, Jeff McPherson, Luca Cutrone

If you're new to managing performance awards in Shareworks, this hands-on workshop is for you. Learn the basics of the performance award functionality and get the chance to try it out yourself. You’ll also get tips on how to ensure your awards are set up properly.

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

Session also offered in H6 on Friday, May 24 from 11:00 am – 12:15 pm.

This session is eligible for 1.5 CPE credits.

Jessica Young, Jon Herold, Kelsey Krahn, Simone Mathews

This workshop will focus on building the underlying support for the Shareworks Disclosure Report using the ad hoc reporting tool. This process helps you explain the numbers used and how they impact the report. You’ll create part of a report and see the process firsthand.

Note: This session is best suited for users with intermediate to advanced expertise with the ad hoc reporting tool.

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

Session also offered in C7 on Wednesday, May 22 from 2:00 pm – 3:15 pm.

This session is eligible for 1.5 CPE credits.

Babak Vahab, Cassandra Fedele, Lisa Bertolet, Monika Endrizzi

New to using the Shareworks Cap Table? Join us for this hands-on workshop to learn how this functionality works and try out some of its top features. You’ll also get useful tips on ways to maximize your use of this powerful tool.

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

Session also offered in A6 on Wednesday, May 22 from 10:15 am – 11:30 am.

This session is eligible for 1.5 CPE credits.

Daniel Bracken, Jacqueline Garrett, Jann Calix, Linda Banes

Interested in customizing Shareworks to improve employee engagement? This workshop will showcase some of the best features designed for public company users that can help you draw your employees in and make them want more. This is a hands-on session, so you can try some of these features yourself and see how they might work for your company.

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

This session is eligible for 1.5 CPE credits.

Arturo Donzella, Erin Lane, Martha Scott, Tim Shea

The role of equity plan administrator has evolved into that of a professional who is often called on to give strategic plan input, regulatory guidance and consultative expertise. Join a panel of industry veterans to hear how they gained a seat at the table with key decision-makers and how you can apply their techniques to your own career development.

This session is eligible for 1 CPE credit.

Barb Baksa, Mary Beth Richardson, Patricia Landry, Veena Bhatia

Help us celebrate the Synergy conference's 10th anniversary! Join us at a “secret location” – the secluded Lawn Court - for a night to remember, perhaps with a surprise or two! We’ll enjoy specialty cocktails, food stations, entertainment and various other themed activities as the sun sets on the last evening of the conference.

Hear from Shareworks super users on ways to ramp up your efficiency quotient. They’ll cover a range of useful topics, including shortcuts and automation tools, tips on participant extracts and dashboard customization. Join us for this informative session to ensure you're making the most of your investment in Shareworks.

This session is eligible for 1.5 CPE credits.

Arturo Donzella, Jeff McPherson, Larissa Featherstone, Tekda Seto

Curious how money gets from Point A to Point B (or C, D, or E) once a transaction is entered? Join this session to learn what happens behind the scenes and pick up a few tips to ensure participants receive their money quickly and efficiently. The panel will also take a look at common reasons why money movement gets stopped and what you can do about it.

This session is eligible for 1.5 CPE credits.

Carol Calabrese, Frank Guido, Linda Dundas, Sean Walsh

Pulling together a board presentation can be a daunting task. This session for private companies will focus on best practices for preparing presentations using the data reporting and analysis capabilities of Shareworks. We'll explore the most important items to focus on, the best way to present information and how Shareworks makes information gathering easier.

This session is eligible for 1.5 CPE credits.

Betty Ma, Jann Calix, Kevin Swan, Linda Banes, Stephanie King

This hands-on workshop will highlight the capabilities of the Shareworks termination status rule functionality for public companies. Try out some of the advanced features that support complex termination agreements and see how these powerful tools work.

Note: This session is best suited for users with intermediate to advanced expertise in Shareworks termination status rules.

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

Session also offered in D7 on Thursday, May 23 from 9:45 am – 11:00 am.

This session is eligible for 1.5 CPE credits.

Ashleigh Chase, Eugene McCarthy, Jeremy Dosemagen, Jessica Townsend

This workshop is ideal for public company users who manage restricted stock awards in Shareworks and are interested in ways to improve the release process for your team and employees. Learn the basics of the release process and the best way to prepare for an event. Try some of the features and get tips on how to make your releases run smoothly.

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

Session also offered in C5 on Wednesday, May 22 from 2:00 pm – 3:15 pm.

This session is eligible for 1.5 CPE credits.

Diane Atteberry, Josh McCabe, Martha Scott, Max McCoy

This hands-on workshop will highlight many of the advanced features of ad hoc reporting that are useful for public companies to know. You'll get the chance to try some of these powerful features, which include grant creator, lookup tables, and complex formulas and expressions.

Note: This session is best suited for users with intermediate to advanced expertise in Shareworks ad hoc reporting.

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

Session also offered in E4 on Thursday, May 23 from 11:15 am – 12:30 pm.

This session is eligible for 1.5 CPE credits.

Andrea Gunderson, Jon Herold, Reza Hashemitari

Want to increase your knowledge about ways to manage your employee base efficiently and effectively in Shareworks? Join this hands-on session to learn various aspects of employee data management, such as post-termination extensions, leave of absence and status changes (using status rules). Get tips and tricks from the experts and then try them out on your own.

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

This session is eligible for 1.5 CPE credits.

Andrew Cunningham, David Stinson, Gareth Ives, Tim Gow

If your company pays dividends, this session is for you. Learn how the dividend functionality works and how it can save you time and prevent a few gray hairs. We'll also discuss dividend management in general and share best practices from the trenches.

This session is eligible for 1.5 CPE credits.

Charlene Kutella, Joel McInnis, Lauren Morishita, Susan Kicey

This session is ideal for any company that’s been thinking about moving to digital share certificates. The panel will review the history of digital share certificates, outline the advantages and drawbacks of issuing digital shares, talk about how Shareworks supports digital shares and look ahead to what the future holds.

This session is eligible for 1.5 CPE credits.

Caterina Benson, Jann Calix, Linda Banes, Matt Stapleton

Attend this session to learn how Shareworks can help you improve the way you manage your Section 423 ESPP. We'll take a look at the tools and shortcuts, reports and other features that can enhance your workflow management. We'll also talk about our planned enhancements for purchase plans in Shareworks.

This session is eligible for 1.5 CPE credits.

Andrew Hardie, Arturo Donzella, James Wulforst, Jeff McPherson

This hands-on workshop is back by popular demand. We’ll guide you through some of the most common issues that can come up with data imports in Shareworks. Find out what contributes to these challenges, how they can be avoided and what solutions you can put in place to resolve them.

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

Session also offered in A7 on Wednesday, May 22 from 10:15 am – 11:30 am.

This session is eligible for 1.5 CPE credits.

Alex Scothern, Erin Lane, Joseph Fish, Max McCoy

Looking to improve your management of the Global Compliance tool or interested in learning how this product could ease your compliance worries? Come to this workshop to see how the technology works and how you can use it to minimize risk with your own plans. This hands-on session also gives you a chance to try some of the key features yourself.

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

This session is eligible for 1.5 CPE credits.

Darren Smith, Jaume Guix Costa, Jeremy Dosemagen, Tim Shea

If you're new to managing performance awards in Shareworks, this hands-on workshop is for you. Learn the basics of the performance award functionality and get the chance to try it out yourself. You’ll also get tips on how to ensure your awards are set up properly.

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

Session also offered in F4 on Thursday, May 23 from 2:00 pm – 3:15 pm.

This session is eligible for 1.5 CPE credits.

Jessica Young, Jon Herold, Kelsey Krahn, Simone Mathews

There are many ways to provide liquidity to your employees, and acquisitions are one way to do so. This session will provide you with the best practices on how to execute a stress-free acquisition event using Shareworks.

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

This session is eligible for 1.5 CPE credits.

Amy Rodriguez, Monika Endrizzi, Ryan Logue

Join Cameron Hall, President of Solium Canada, as he recaps the 10th anniversary Synergy conference, awards prizes for app engagement and winds down a week of learning and fun. He'll also announce when and where Synergy 2020 will be. Don't miss out!