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

Monday, March 26, 2018

Santa Clara University, Lucas Hall room 126

Santa Clara, CA 

10:00 am—1:45 pm PT


E*TRADE Directions 2018

Tuesday, May 1—Friday, May 4

Hotel del Coronado

San Diego, California 

Industry events

Event and Speakers

Date and Location

GEO Webcast (12:00 pm ET)
Euros, Yens and Pesos: Managing Foreign Exchange Ratios, Controls and Employee Issues
February 22, 2018 
Equity Compensation Committee Forum
Managing Risk in your Incentive Plans (2:35-3:20 pm)

March 20, 2018

Nasdaq Market Site
New York, New York

14th Annual CEPI and Silicon Valley NASPP Symposium
Pavilion Sponsor

  • Session 1B – Conquering the Challenge of Change
  • Session 2B – Pirates of Stock-Based Compensation! A Treasure Hunt to Find Hidden Cost Savings in your Equity.
  • Session 3C – The Power of Choice: A Detailed Look at Equity Choice Plans 

March 27, 2018

Santa Clara University,
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

Gaylord Texan Resort and Convention Center,
Dallas, TX

Equilar Executive Compensation Summit
Diamond Sponsor

June 4-6, 2018

Westin St. Francis,
San Francisco, CA