Determining if the Latest Trend is Right for Your Equity Plan

Determining if the Latest Trend is Right for Your Equity Plan

February 17, 2021, 1:00 PM

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How do you know if the latest new design for equity plans is worth implementing or just a flash in the pan? Get guidance and a decision-making framework that will help you evaluate the pros and cons of the latest innovations for your company.  

Get answers to questions such as:

  • Paying out awards to retires: Why offer this benefit and what traps should you watch out for?
  • Equity choice programs: What are the challenges and are they worth it?
  • Cashless ESPPs: Are they a good way to encourage participation?
  • Paying dividends on equity awards: What are the pluses and minuses?
  • Working from home: what is the impact of remote working arrangements on equity plan administration?
  • Tax withholding on ESPPs: What are the pros and cons for share withholding and sell-to-cover? 


  • Zackary Crumpton, President, Global Equity Advisors
  • Marianne Friebel, Director of Global Stock Administration, Dolby Laboratories
  • Denise Glagau, Partner, Baker & McKenzie 

Continuing Education

This program qualifies for a maximum of 1 continuing education credit for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.