34th Annual E*TRADE Directions

An elite event bringing together thought leaders in equity compensation.

Create your own customized experience from a comprehensive selection of workshops, interactive roundtables, and hands-on labs. Check back in late March for our detailed agenda.

Monday, May 11, 2020

3:00 p.m.– 6:00 p.m.
Pre-conference training registration

Tuesday, May 12, 2020

7:30 a.m. – 4:00 p.m.
Conference registration
8:00 a.m. – 9:00 a.m.
Breakfast (pre-conference training)
9:00 a.m. – 5:00 p.m.
Pre-conference training and hands-on labs
7:00 p.m. – 9:00 p.m.
NEW! Dine-arounds

Wednesday, May 13, 2020

8:00 a.m. – 4:00 p.m.
Conference registration
8:00 a.m. – 9:00 a.m.
Breakfast
9:00 a.m. – 9:15 a.m.
E*TRADE keynote/welcome
9:15 a.m. – 9:35 a.m.
Leadership panel discussion
9:35 a.m. – 10:25 a.m.
Keynote speaker
10:25 a.m. – 10:45 a.m.
Networking break
10:45 a.m. – 11:45 a.m.
E*TRADE-led roundtable discussions
11:45 a.m. – 12:45 p.m.
Lunch
12:45 p.m. – 5:00 p.m.
Workshop sessions/hands-on labs
6:00 p.m. – 9:00 p.m.
Welcome reception at the hotel

Thursday, May 14, 2020

7:00 a.m. – 8:00 a.m.
Morning Run/Walk
7:30 a.m. – 4:00 p.m.
Conference registration
8:00 a.m. – 8:45 a.m.
Breakfast
8:45 a.m. – 9:00 a.m.
Innovator Awards Ceremony
9:00 a.m. – 9:30 a.m.
E*TRADE welcome and keynote
9:30 a.m. – 10:30 a.m.
Keynote speaker
10:30 a.m. – 11:00 a.m.
Networking break
11:00 a.m. – 12:15 p.m.
Workshop sessions and hands-on labs
12:15 p.m. – 1:30 p.m.
Geographic networking lunch
1:30 p.m. – 2:45 p.m.
Workshop sessions and hands-on labs
2:45 p.m. – 3:15 p.m.
Networking break
3:15 p.m. – 4:30 p.m.
Workshop sessions and hands-on labs
6:30 p.m. – 10:30 p.m.
Signature event at the Wildhorse Saloon

Friday, May 15, 2020

8:00 a.m. – 10:30 a.m.
Conference registration
8:00 a.m. – 8:30 a.m.
Breakfast
8:30 a.m. – 9:00 a.m.
Closing session
9:00 a.m. – 12:00 p.m.
Workshop sessions/hands-on labs
  1. 2019 E*TRADE Directions post-conference survey.
  2. As of June 14, 2019, Equity Edge Online® from E*TRADE Financial Corporate Services, Inc. was rated highest among partial administration plan sponsors in loyalty and overall satisfaction for the eighth consecutive year (2012–2019) in the 2019 Group Five Stock Plan Administration Benchmark Study and Financial Reporting Benchmark Study. Group Five, LLC is not affiliated with E*TRADE Financial Corporate Services, Inc. or the E*TRADE Financial family of companies.

E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.

Some of the content for E*TRADE Directions 2020 will be provided by third parties not affiliated with E*TRADE Financial Corporate Services, Inc. or any of its affiliates. No information contained therein will be endorsed or approved by E*TRADE Financial Corporate Services, Inc. or its affiliates and E*TRADE Financial Corporate Services, Inc. and its affiliates are not responsible for the content.

E*TRADE Financial Corporate Services, Inc. reserves the right to limit attendance at its own discretion.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

The E*TRADE Financial family of companies provides financial services that include trading, investing, banking, and managing employee stock plans.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc.

The laws, regulations, and rulings addressed by the products, services, and publications offered by E*TRADE Financial Corporate Services, Inc. and its affiliates are subject to various interpretations and frequent change. E*TRADE Financial Corporate Services, Inc. and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. E*TRADE Financial Corporate Services, Inc. and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

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