Stock & Option Solutions

SOS Educational Webcast: Market Trends in ESPP Design

Tuesday, February 28, 2017 11:00 AM PST

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Description:

Julie Kenia from Stock & Option Solutions is joined by Emily Cervino, CEP, Fidelity Stock Plan Services, and Liz Stoudt, CEP, Radford to explore the most recent ESPP findings from the 2016 Fidelity /Radford ESPP data analysis. Discover plan design prevalence, how plan design impacts participation, industry variances, and a look back to see how things have changed since the 2014 study. We will also analyze participation levels and shareholding patterns after purchase for various plan types and demographics. Whether your company has an ESPP already or is thinking of implementing one, you will learn how new designs or changes can help you get the most out of your ESPP.

Speakers:

Emily Cervino, CEP, Fidelity Stock Plan Services
Julie Kenia, CEP, Stock & Option Solutions, Inc.
Elizabeth Stoudt, CEP, Aon Hewitt / Radford Valuation Services

 

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

So Quotable:

"I’m excited to learn what changes have been happening in the world of ESPP Plan Design and if those changes can help me better serve clients. Both Emily and Liz have had so much experience over the years in this area of equity that they always bring a wealth of knowledge and insight to the audience.

-Julie Kenia, CEP, Stock & Option Solutions, Inc.

          

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ESPP Expensing Edge

A better way to manage ESPP accounting

ESPP Expensing Edge from SOS serves as a complement to your equity system; you exchange the spreadsheets for a solution managed entirely by our equity accounting experts, utilizing an application custom developed to make ESPP expensing easy.

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