Board room

Services With a Flair: Meeting the Needs of Your Executives

November 09, 2023, 10:30 AM - 11:45 AM




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Get best practices for how stock plan teams can deliver operational excellence to their executives, including a review of critical updates to 10b5-1 plans, Rule 144, and Section 16 filings. Gain helpful insights into order flow and other factors that affect trade execution and market optimization.  

Key questions this webinar will answer:

  • What strategies and tools are utilized in order flows and 10b5-1 plan execution? 
  • What factors are considered for trade execution and why do they matter?
  • How are block trading and algorithms vital to market optimization?

Continuing Education

This program qualifies for continuing education 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.

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