Help Employees to Make Smarter Equity Award Decisions

Help Employees to Make Smarter Equity Award Decisions

May 19, 2021, 1:30 PM




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Learn what motivates employees to act and empower them to make informed financial decisions with their equity awards.  This session will use a case-study approach to demonstrate strategies to implement a financial wellness program and fine tune your participant education.

Get answers to questions such as:

  • Why is financial education important?
  • What are key data points that can help you make the case for a financial wellness program?
  • How does Nvidia use financial consultants to assist employees?
  • How is Twilio helping employees with their financial wellness?
  • Have educational and financial wellness philosophies shifted as a result of the COVID pandemic?
  • What other unique and innovative approaches can be used to help employees make better decisions?

Presenters

  • Renee Kettelle, Field Vice President, Client Relationship Management, Charles Schwab & Co.
  • Suzie Bentley, Director, Global Equity Administration, Nvidia
  • Christine Zwerling, Director, Global Stock Plan Administration, Twilio

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.