Wednesday, February 24, 2010 11:00 am
Pacific Standard Time (San Francisco, GMT-08:00)

Wednesday, February 24, 2010 12:00 pm
Mountain Standard Time (Denver, GMT-07:00)  

Wednesday, February 24, 2010 1:00 pm
Central Standard Time (Chicago, GMT-06:00) 

Wednesday, February 24, 2010 2:00 pm
Eastern Standard Time (New York, GMT-05:00) 

More than a few have made the mistake of assuming “once I outsource, I won’t have to worry about it!”, only to be disappointed when expectations are not met. Fingers often point everywhere but to the real cause, which is at the initial assumption.

No matter how thorough and complete your vendor search, and regardless of how excellent your provider, the plain truth is that the success of an outsourced equity compensation plan is as reliant upon the internal processes and methods of issuing companies as it on the outsourced provider.

This session will complete the circle of outsourcing responsibility, and present a holistic approach to outsourcing, focusing on the challenges (and how to overcome them), as well as the benefits (and how to maximize them) that these types of relationships present to your organization. Burning questions will be answered about

• What your team needs to succeed
• How to set things up to best leverage the strengths of your provider
• Successful partnership and communication with your outsourcer
• Implementing control and reconciliation processes to ensure operation accuracy
• Steps to take so that things don’t get missed
  This will be presented within a framework of unbiased and tested best practices, with plenty of time for Q&A to get you the information you need to know to make your program successful.

Speakers:

• Henley Hom, CEP, Principal Stock & Option Solutions
• Paula Woodman, Director, Client Services Charles Schwab Corporate Services

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)