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.


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Thought leadership in action

Stay informed with our sponsored articles or join us in person at our live events

E*TRADE sponsored reports and articles


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.

E*TRADE Corporate Services Participant Research

This report explores the key drivers behind participant satisfaction and engagement with company stock plan benefits.

Live Events


Event Date and location
E*TRADE Directions 2020 Tuesday, May 12—Friday, May 15, 2020
Nashville, TN
CEPI West Symposium Tuesday, March 24, 2020
Santa Clara, CA
GEO Annual Conference Tuesday, April 21—Thursday, April 23, 2020 The Nashville, TN
Equilar Executive Compensation Summit Wednesday, June 3—Friday, June 5, 2020 San Diego, CA
WorldatWork Exec Comp Conference Sunday, July 12—Tuesday, July 14, 2020
Dallas, TX
CEPI East Symposium Wednesday, July 22, 2020
New York, NY
Workday Rising Conference Monday, September 21—Thursday, September 24, 2020
San Francisco, CA
NASPP Conference Tuesday, September 22—Friday, September 25, 2020
Washington, DC
HR Tech Conference Tuesday, October 13—Friday, October 16, 2020
Las Vegas, NV