Thought leadership to help keep you
ahead of the curve

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

Equilar Executive Long-term Incentive Plans


E*TRADE-sponsored report discussing how long-term incentives are linked to performance and what plan designers should know about balancing competing stakeholder interests

Equilar Equity Compensation Trends


E*TRADE-sponsored report covering the trends that contribute to the ongoing evolution of performance equity programs including expansion beyond the executive level

Q&A on Equity Compensation Benefits


Executive insight on ways that employers are using benefits to drive greater employee engagement featuring commentary from Scott Whatley 

Forfeiture Rate Adoption 


E*TRADE-issued guide assisting with the Equity Edge Online® forfeiture rate application resulting from Financial Accounting Standards Board Updates

Access our thought leadership

Take a few moments to tell us a little about yourself and get these reports

Access our thought leadership

Take a few moments to tell us a little about yourself and get these reports

E*TRADE regional and national events


Date and Location

E*TRADE Directions Regional Forum

March TBD

Santa Clara, CA 


E*TRADE Directions 2018

Tuesday, May 1—Friday, May 4

Hotel del Coronado

San Diego, California 

Industry events

Event and Speakers

Date and Location

Equilar Compensation Committee Forum

November 14, 2017

Nasdaq Entrepreneurial Center

San Francisco, CA

2017 Proposed Tax Reform Legislation and
Year-End Processing Webinar 

Robert Purser, Partner, PwC
Lenka Haase, Senior Manager,
E*TRADE Financial Corporate Services, Inc. 


December 13, 2017


14th Annual CEP and Silicon Valley NASPP Symposium 

March 27, 2018

Santa Clara, CA

GEO's 19th Annual Conference 

Kelly Geerts, Director,
E*TRADE Financial Corporate Services, Inc.

  • Making Wise Choices: Implementing an Employee Choice Program


April 24-26, 2018

Loews Royal Pacific Resort, Orlando, FL

WorldatWork 2018 Total Rewards
Conference and Exhibition

May 21-23, 2018

Dallas, TX