Insights and events

We are fully invested in helping your company succeed and have what you need to simplify the complexities of equity plan management.

Contact us

Stay ahead of the curve

Tap into the collective knowledge of our team and industry experts by downloading some recent pieces.

E*TRADE sponsored reports

Equilar Executive Long-term Incentive Plans

Study outlining the continuous evolution of executive compensation packages and the considerations around long-term incentives.

Equilar Equity Compensation Trends

E*TRADE Corporate Services–sponsored report covering trends and various components that contribute to performance equity programs.

Human Resources Executive Q&A on Equity Compensation Benefits

Executive insight on current challenges HR leaders face, ideas to solve for them, and our perspective on blockchain technology.

Choice Plan GPS

Considerations for human resource professionals as they navigate the winding roads of equity compensation choice plans.

Educational articles

Taking stock of equity compensation year-end considerations

Tips to help prioritize and simplify year-end processes.

Peeking in on equity award strategies

Find the right mix for your company’s equity award mix as there’s no one-size-fits all when it comes to a well-designed strategy.

Serving up equity comp know-how

Removing the mystery of how stock plan benefits work can drive real value for participants.

Connect at live industry events

Experience thought leadership in action at our annual Directions conference, regional forums, and industry-wide events.

Event Date and location
E*TRADE Directions 2019 Tuesday, May 14—Friday, May 17, 2019
LaQuinta Resort and Club, a Waldorf Astoria Resort, Palm Springs, CA
Event Date and location
Three Key Questions in Equity Compensation April 9, 2—3 p.m. ET
GEO's 20th Annual Conference Wednesday, April 10—Friday, April 12, 2019
WorldatWork 2019 Total Rewards Conference and Exhibition Monday, May 6—Wednesday, May 8, 2019
Orlando, FL
Equilar Executive Compensation Summit 2019 Wednesday, June 19—Friday, June 21, 2019
Nashville, TN
CEP East Coast Symposium Wednesday, July 24, 2019
New York, NY
27th Annual NASPP Conference and Exhibition Monday, September 16-Thursday, September 19, 2019
New Orleans, LA
Workday Rising Monday, October 14-Thursday, October 17,2019
Orlando, FL