Year-End Equity Plan Best Practices Toolkit

Review Certent's year-end webinar & access a host 

of resources to help your year close smoothly

Equity plan professionals have a host of time-sensitive tasks that must be completed  quickly after the end of the year. The various stakeholders have deadlines and must impose those deadlines on the plan administration. Understanding those requirements will help prioritize tasks and reduce stress in January. 

Join Certent’s panelists Roger Gilbert, CEP and Brooke Anderson, CEP for a 60-minute discussion as they:

· Explore stakeholder needs and deadlines

· Discuss the importance of planning ahead

· Review the data set

· Examine streamlining processes

About the Speakers

Roger Gilbert, CEP

Senior Accounting Services Manager


With over 20 years of stock plan administration experience paired with a compensation and accounting background working in both large and small companies, Roger has much to offer. Thirteen years ago, Roger became Certent’s 10th employee and created our Customer Support group. Since that time he has helped guide the development of our accounting and disclosure reports. He received his CEP designation in 2007 and has been an active volunteer with the Certified Equity Professional Institute at Santa Clara University.

Brooke Anderson, CEP

Senior Client Service Manager


Brooke Anderson, CEP has 20 years of experience in the Equity Compensation Industry. She spent 11 years as a Certent Implementation Manager, onboarding public and private companies and helping to formulate solutions for their complex plan administration needs. Brooke helped to develop online training materials for Certent clients and employees and most recently transitioned into the Administrative Services Group as a Senior Client Service Manager, supporting clients by partnering with them to help ease their administrative burdens. She is a Certified Equity Professional. 


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