During the first installment of our two part webinar series we explore a key findings from the survey and related best practices. 



In order to recognize opportunities for improvement around your equity compensation processes, it’s important to know how your practices compare to those of your peers. We will examine several key results of Certent’s recent Stock Plan Administration Operational Benchmark Survey. The study provided insights into how both private and public companies manage today’s realities of offering equity compensation to employees and posed questions around staffing and team structure, responsibilities and challenges, cross-functional collaboration, and more. 

Throughout this 60 minute session, we:

  • Discuss ways to maximize the limited resources of lean teams and examine the size and structure of stock plan teams today
  • Discover strategies to overcome the challenges stock plan team members face due to additional responsibilities beyond equity plan management
  • Explore trends around which equity-related tasks companies manually process and where teams find efficiencies with outsourcing or automation
  • Discuss the pitfalls of a lack of cross-departmental collaboration and present tactics to overcome them

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About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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