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

03/2017

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

09/2016

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

04/2017

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

Forfeiture Rate Adoption 

05/2017

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

Event

Date and Location

E*TRADE Directions Regional Forum

Tuesday, August 15

Qualcomm, 5775 Morehouse Dr.

San Diego, CA

E*TRADE Directions Regional Forum

Tuesday, August 22—Wednesday, August 23

E*TRADE Menlo Site, 4500 Bohannon Dr.

Menlo Park, CA

E*TRADE Directions Regional Forum

Thursday, September 14

Tesaro, 1000 Winter St. North #3300

Waltham, MA

E*TRADE Directions Regional Forum

Thursday, September 28

OptionsHouse Site (Room 10), S. Riverside Plaza,
Suite 500

Chicago, IL 

Industry events

Event and Speakers

Date and Location

NASPP Boston/CT chapter meeting

E*TRADE Speaker: Michael Palermo, Regional Vice President

Pirates of Stock-Based Compensation!  A Treasure Hunt
to Find Hidden Cost Savings in Your Equity Plans

 

July 14, 2017

Smithfield, RI

CEP East Coast Symposium 
Premier Sponsor

E*TRADE Speaker: Craig Rubino, Director, Corporate Services

Equity Grants and Millennials: How Gen Y is Impacting
Equity Compensation Plan Design

 

August 1, 2017

New Brunswick, NJ

GEO National Equity Compensation Forum

E*TRADE Speaker: Speakers have not been announced
for this event.


September 13-15, 2017

Rancho Pal Verdes, CA

NASPP Conference and Exhibition
Titanium Sponsor (Top sponsor)

Craig Rubino, Director, Corporate Services

  • Paid for Performance: Compensating the C-Suite with
    Long-Term Incentives

Kelly Geerts, Director, Corporate Services

  • Equity Incentive Plans: Key Considerations for
    Shareholder Approval

Duane Carthy, Director, Executive Services

  • Best Practices for Insider Trading Modules

Aaron Oberg, Senior Manager, Corporate Services

  • Euros, Yens and Pesos: Managing Foreign
    Exchange Ratios, Controls, and Employee Issues
  • Knowing Your Participants

Dayana Abreu, Manager Implementation

  • Reconcilable Differences: Remedies for Reconciliations
    Across Processes & Transactions

 

 

 

 

 

 

October 17-20, 2017 

Washington, DC