Raising The Bar: Insights From Stock Administration Survey Pt 1

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


Together, we’re in it to win it.


 "My favorite feature of the platform is the reports. Being able to pull up a report when requested by HR or finance and handing it off and knowing it's accurate. The biggest benefit with the platform is accuracy, time management and the support."

- Lorna G.
Black Hills Corporation


“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi-user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliot B.,
LifePoint Health


"The accuracy of the Grant Administration and the financial reporting aspect gives us access to information we didnt have with other solutions. The system has freed me up to be more strategic."

- Terry T.

About Certent

Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. Our advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve accuracy, save time, and get more done. Redefine your approach to governance, risk, and compliance with Certent. The company operates in seven countries and serves over 2,400 public, private, and pre-IPO companies around the world.

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