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Put Your Equity On Cruise Control

August 29, 2019

3:00 to 5:00 PM

Event Contact

John Barringer


Invintions Winery
9608 E Arapahoe Rd
Greenwood Village, CO 80112
Presented by E*Trade, This presentation will focus on the use of automated technologies to help with stock plan-related administration processes

Speaker Information

Steven Dickstein is the Senior Manager of the Automation Solutions Team within E*TRADE Financial Corporate Services, Inc. (ETCS). Steve has been with ETCS for seven years and in his current role, he helps to source and secure engagements to enable clients to maximize their experience with Equity Edge Online® and ETCS. During his tenure at E*TRADE, Steve has worked as a Senior Consulting Manager and Solutions Architect to help strategically develop proactive action plans for current clients and key target prospects as well as a Senior Project Manager on the Implementation team where he worked with many large clients on their system migration and onboarding processes. Steve has more than 17 years of experience working in the financial services industry and holds his FINRA Series 7 and 63 licenses along with his Certified Equity Professional (CEP) Level 1 certification.

Event Details

How much time do you spend each day moving data in and out of your equity compensation administration system? Are you interested in automating data exchanges between your equity and internal systems (or those of your vendors), but aren't sure where to start? Join us for a practical look at integrating equity, HR, and payroll systems to learn about the efficiencies your company can realize. We will discuss approaches for transmitting data and lead you through the benefits of flat file integration, as well discussing evolving Application Programming Interface (API) technologies.  You will leave this session knowing how to identify the best approach for your integration needs.

RSVP Via return e-amil. Registration is limited to the first 30 RSVPs

This meeting qualifies for one hour of CEP Continuing Education Credit

Fee Structure

There is no fee to attend but registrations are limited to the first 30 RSVPs. 

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


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