Technically Speaking Webinar - Equity Plan Administration: From System Implementation to Platform Change

Date: September 26, 2017
Time: 10 AM PST / 1 PM EST


Post-event Downloads:


Equity & Stock Plan Administration has become essential in today's dynamically changing business environment. An effective equity system makes managing and administering an equity compensation plan less challenging. And your employees will better recognize their valuable stake in the company with an effective equity plan in place.

We invite you to join our webinar as we discuss practical and effective equity administration strategies. Whether implementing an equity platform for the first time or moving to a completely new system, you’ll benefit from the knowledge, experience, and support of our seasoned professionals.

Steve Lott, National Practice Director at Accretive Solutions, will be leading our webinar and discussing valuable insights and best practices. Eric Palmer, Senior Counsel at Age of Learning, and Karen Coletta, Senior Stock Administration Consultant representing Accretive Solutions, are prepared to share their experiences and perspectives on establishing and managing a top-notch equity program.


Join this webinar to learn:

  • How to assess and prepare for an equity system implementation
  • Cost effective, best practice strategies for equity system implementation and on-going plan administration
  • What to consider before migrating to a new equity system

Who should attend?

  • CFOs / VP of Finance
  • Head of Comp & Benefits
  • Stock Administrator
  • Corporate Controller
  • General Legal Counsel


CPE Certification
This course may be eligible for CPE based on your State Board of Accountancy requirements

  • This course may be eligible for CPE based on your State Board of Accountancy requirements
  • Field of Study: Management Advisory Services
  • Content Level: Overview
  • Delivery Method: Group Internet Based
  • Prerequisite: None