Creating ESPP Engagement All Year: Multi-Channel, Year-Round Communication

Until recently, employees often heard about ESPP benefits from their employers once or twice a year— usually during open enrollment. However, studies have shown that frequent communication is essential for keeping ESPP benefits top of mind and reinforcing the employee value proposition. Learn more about how a multi-channel, year-round approach can keep the conversation going…

Read More

Employee Equity Pools: What are They & Why Do They Matter?

The equity incentive pool is a key way for early-stage companies to reward their talent. As a company grows, it’s crucial that the equity pool grows simultaneously, and that the equity plan strategy adapts to allow a company to scale to its full potential. We’ll take a closer look at why the equity pool matters…

Read More

Giving Equity: Considerations for Early-Stage Companies

Early-stage companies face a few unique challenges when it comes to offering equity. While it’s a powerful tool for attracting the right investors and employees, offering equity compensation also comes with dilution concerns, complexity, and required resources. We highlight some of the things early-stage companies should be aware of when implementing these types of programs.…

Read More

Explaining Sharing Ratio as Defined from “Pay versus Performance”

The new executive compensation disclosures under Item 402(v) (“Pay versus Performance”) have created new standardized disclosures that are rich for advanced analytics. This brief will summarize the mathematics to define a “Sharing Ratio” based on these new standardized disclosures. As a quick reminder, some of the data items in the new disclosures are: The pay…

Read More

5 Ways Poor Communication is Hurting Your Equity Compensation Programs

Research has shown that when an organization lacks a solid equity compensation communication strategy, equity programs can fall short of their potential, and may even struggle to attract your employees’ attention. In this white paper, our expert team examines five ways poor communication is hurting your equity compensation programs with proven solutions.

Read More

Global Foundries Case Study

GlobalFoundries (GF) is a semiconductor manufacturer (or fab), headquartered in the U.S., that employs a broad workforce from hourly workers to highly skilled engineers. GF faces tough competition for talent in the technology industry. It competes with “high techn” companies that offer competitive cash and equity compensation, but do not maintain a workforce as diverse…

Read More

Confluent Case Study

As part of going public, Confluent senior management and a cross-functional team put together a comprehensive equity strategy and technology-enabled communication program to ensure employees were aligned with new investors and shared in the opportunities afforded by their IPO. Confluent decided to allow employees holding vested stock options and Confluent common stock the ability to…

Read More

The Issuer’s Guide to Cashless Participation

Cashless Participation 101 Maybe you’ve seen Cashless Participation mentioned in a LinkedIn post, perhaps you’ve seen it show up on an industry conference agenda, or maybe you’re offering it at your company. Regardless of where you may have noticed it, Cashless Participation is working its way into the fabric of Employee Stock Purchase Plans (ESPPs)…

Read More