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Leadership Development in Equity Compensation Series

Establish Yourself as a Leader in Equity Compensation

Learn ways to build leadership skills in your equity compensation role within your organization. Join leaders in the field as they discuss measuring and tracking equity plan metrics, practical steps for growing your career, and integrating environmental and social factors into executive pay.


Ideal Development Opportunity For

  • Those seeking to improve the overall impact of their team.
  • Experienced professionals wanting to refresh and strengthen their skills.
  • Leaders who wish to track equity plan metrics.

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On-demand to fit your schedule

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Supplemental materials to further dive into topics

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Quizzes to test your skills and apply your knowledge


Certificate awarded upon completion

On-Demand, 2-Course Series

Course 1
Key Metrics for Equity Plan Management

Establishing and tracking metrics is essential to a successful stock compensation program. Learn what key measures you should be leveraging to optimize your plan performance, ensure value for your employees, and understand where and how it contributes to your company’s overall goals.

View Course 1 Modules

Module 1

Your Essential Equity Metrics
Learn how to create your equity plan’s value proposition and mission statement and identify which metrics to track. 

Module 2

How to Analyze the Impact of Your Equity Plans

Identify key metrics to assess the value and impact of equity plans, participant engagement, and participant education. 


Module 3

Evaluating the Equity Plan Team’s Effectiveness

Learn how to evaluate the effectiveness of the stock plan administration team and demonstrate your value proposition.

Course 2
Build Your Brand: Advocating for Yourself, Your Team and Your Company

How do senior equity compensation experts build their brand, in their firm or in the industry? Explore practical steps that can help you grow your career. Learn about resources that are available to help establish your reputation as a subject matter expert and future leader.

View Course 2 Modules

Module 1

What is a Brand?

Leaders in the field will discuss why branding is so important.


Module 2

Brand Promise

Learn how brands are established and how to develop your own.


Module 3

Perception and Expectation

Examine how the perceptions of others impact the expectations of your brand.

Module 4

Building Your Brand

Discover how to develop six habits for building and promoting your personal brand.


  • Paz Dizon, CEP / Head of Stock Plan Services, Jazz Pharmaceuticals, Inc. 

  • Stacy Fox, CEP / Equity Lead, Confluent, Inc.

  • Kelly Geerts, CEP / COO for Service Delivery, Morgan Stanley at Work  

  • Wendy Jennings, CEP / Senior Director, Stock Plan Administration, OneTrust

  • Dennis Lanham, Senior Assistant Dean of Executive Education, Santa Clara University 

  • Donna Spinola, Director of Stock Administration and Payroll, Intuitive Surgical

Enrollment Rates

All registrations are non-refundable.



Enroll Today



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Continuing Education

Certified Equity Professionals (CEPs) can earn continuing education credits for session recordings.

Maximum Credit: 2 hours (1 credit per module)

Additional Requirements: Attendees must keep their own records of their attendance, including the specific sessions they attended, so they can report this information to the CEP Institute when required.

Please contact with any comments and concerns about the course.