Go LEAN: Applying Process Efficiency Principles to Equity Plans

Go LEAN: Applying Process Efficiency Principles to Equity Plans

February 21, 2018, 1:00 PM

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Learn proven tactics gleaned from LEAN and Six Sigma programs to improve your processes. This panel will demonstrate approaches, such as fishbone diagrams and value-stream mapping, that will help you in your day-to-day job and result in direct time and cost savings.

Among many other topics, this program will cover:

  • Improving efficiencies by eliminating waste, errors and cycle times
  • How to ensure that your activities are value-added and delivering business worth or customer satisfaction
  • Discussion of LEAN's five step approach towards process improvement
  • The rationale and benefits of applying LEAN methodology and techniques in a service environment
  • Practical examples of incorporating LEAN methodologies to gain improvements specific to stock plan administration


  • Linden Bohrer, Director, US Core Market Service, Solium
  • Neta Pyasi, Director of Special Projects, Solium
  • Ed Welsh, Head of Consulting, Lean Six Sigma Canada, Inc.

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.