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 Corporate Services–sponsored report that studies the ongoing evolution of executive compensation packages and the various components—and challenges—of long-term incentives

Equilar Equity Compensation Trends


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

Human Resources Executive Q&A on Equity Compensation Benefits


Executive insight on current challenges HR leaders face, ideas to solve them, and our perspective on blockchain technology featuring commentary from Craig Rubino

Choice Plan GPS 


E*TRADE Corporate Services commentary on considerations for human resource professionals as they navigate the winding roads of equity compensation choice plans

The new tax reform and equity awards taxation incentive plans


The Tax Cuts and Jobs Act  includes some provisions that may affect how companies administer equity compensation plans. We explore some steps companies may want to keep in mind.

Help plan a no-surprise year-end


Closing out the year can bring stresses and uncertainties, as workloads tend to increase and deadlines creep up. But fear not—there are a few simple steps you can take to help clear your desk of year-end clutter.

Peeking in on equity award strategies


There’s bound to be some trial and error when a company’s looking for the right equity award mix. But if they find the right ingredients to concoct a well-designed strategy, others may soon be gazing their way for insight.

Serving up equity comp know-how


There’s little doubt that equity compensation is complex and the learning curve for participants is steep. But once they grasp the power of their stock plan, that knowledge can drive real value.

E*TRADE regional and national events


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

Directions Regional Forum Thursday, October 11, 2018
Chicago, IL
Directions Regional Forum Thursday, October 18, 2018
Boston, MA

Upcoming industry events

Event and Speakers

Date and Location

26th Annual NASPP Conference and Exhbition
Jade Sponsor

Tuesday, September 25—Friday, September 28, 2018

Marriot Marquis
San Diego Marina
San Diego, CA

Workday Rising
Signature Sponsor

Monday, October 1—Thursday, October 4, 2018

Mandalay Bay
Las Vagas, NV

Past industry events

Event and Speakers

Date and Location

GEO Webcast 
Euros, Yens and Pesos: Managing Foreign Exchange Ratios, Controls, and Employee Issues

February 2018 
Equity Compensation Committee Forum
Managing Risk in Your Incentive Plans

March 2018
New York, New York

14th Annual CEPI and Silicon Valley NASPP Symposium
Pavilion Sponsor

March 2018
Santa Clara, CA
GEO's 19th Annual Conference 
Making Wise Choices: Implementing an Employee Choice Program
April 2018
Orlando, FL
WorldatWork 2018 Total Rewards
Conference and Exhibition
May 2018
Dallas, TX

Equilar Executive Compensation Summit
Diamond Sponsor

June 2018
San Francisco, CA