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.
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