Grant Guidelines: The Fair, the Flexible, the Future

Grant Guidelines: The Fair, the Flexible, the Future

September 14, 2021, 1:30 PM

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Are your grant guidelines flexible enough to meet recruiting and retention objectives while also fostering equality for all employee populations? Find out what key decisions factor into creating policies that are both flexible and fair as we reveal hot-off-the-press survey data from the Equity Compensation Outlook program, brought to you by the NASPP and Fidelity Investments. 


Get answers to questions such as: 

  • How much discretion do managers have over grants issued to their direct reports? 
  • What training and controls are in place to ensure manager recommendations are fair? 
  • How are grant determinations made for retention and buyout grants? 
  • ​Have companies evaluated equity programs for fairness and who is tasked with that responsibility? 


  • Emily Cervino, Head of Industry Relations and Thought Leadership, Fidelity
  • JoAnn Montgomery,  Director, Equity & Retirement Services, Syneos Health
  • Barbara Baksa, Executive Director, NASPP