NY/Boston Virtual Chapter Meeting

When:  Jun 9, 2022 from 12:00 to 13:15 (ET)

Data Driven Metrics in Stock Administration
Measuring and tracking metrics related to your equity plans can ensure your employees understand your plans, and can demonstrate to management the value and impact they bring.  It can also showcase the value of your work managing these plans has on the employees and your company as a whole.  Measuring and tracking the right metrics can help you answer the following questions.  Do you have successful, healthy equity plans?  Are your employees engaged in your education efforts and do they understand and appreciate their equity benefits?  Are employees satisfied overall with your equity plans?  Do your equity benefits have a positive impact on attracting talent to the company and on retention and reward efforts?  Do your business leaders understand the role your team plays in the advance of business goals?  Do you know what’s working well and what’s not?  Do you need to add headcount or ask for budget resources?  Join us for an in-depth discussion on the metrics to measure and how data driven metrics can improve the health and impact of your equity plans.


Wendy Jennings, Vice President Shareholder Services, DataRobot, Inc.

Donna Spinola, Director, Stock Plan Administrator & Payroll, Intuitive Surgical