Who Should Make Equity Plan Decisions? Part 1

Complexity is part of a stock plan administrator’s job—they work at the intersection of HR, legal, tax, and accounting. But they don't always have a clear map of where to go to get the decisions and provisions they need to move forward. Amy sits down (in person!) with Stacy Fox, Equity Administration Lead at Confluent; Christine Zwerling, Head of Stock Administration at Asana; and Georgina Lai, Director of Global Equity Programs at Alation, to answer the question, who should make equity plan decisions?

Om Podcasten

Equity compensation is notoriously complex for both participants and stock plan administrators. Amy Reback, Vice President of Stock Plan Services at Charles Schwab, talks candidly with guests from the stock plan world to untangle how it all works, so you can make more empowered decisions. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (0121-0YBG).