Help Employees to Make Smarter Equity Award Decisions
May 19, 2021, 1:30 PM
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Learn what motivates employees to act and empower them to make informed financial decisions with their equity awards. This session will use a case-study approach to demonstrate strategies to implement a financial wellness program and fine tune your participant education.
Get answers to questions such as:
- Why is financial education important?
- What are key data points that can help you make the case for a financial wellness program?
- How does Nvidia use financial consultants to assist employees?
- How is Twilio helping employees with their financial wellness?
- Have educational and financial wellness philosophies shifted as a result of the COVID pandemic?
- What other unique and innovative approaches can be used to help employees make better decisions?
Presenters
- Renee Kettelle, Field Vice President, Client Relationship Management, Charles Schwab & Co.
- Suzie Bentley, Director, Global Equity Administration, Nvidia
- Christine Zwerling, Director, Global Stock Plan Administration, Twilio
Continuing Education
This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.
