Revolutionary cloud technologies. Ever-expanding mobile capabilities. Powerful new tools that enable greater automation and easy cross-platform data sharing.
The world’s changing fast, and stock plan technology from E*TRADE Corporate Services is helping set the pace. At Directions 2019, we’ll explore all the ways you can leverage new capabilities to modernize your company’s plan and better serve your participants and key stakeholders.
It’s all about delivering the future—together. And we look forward to having you join us.
Tuesday, May 14 Main conference:
Wednesday, May 15–Friday, May 17
Don’t just take our word for it. Last year, 99% of E*TRADE Directions attendees said they would recommend the event to a peer, and 96% gave the conference an overall rating of “very good” or “excellent” in our post-conference survey. Here’s what some of them had to say:
“There is an energy to E*TRADE conferences that is unmatched. Clients, employees and industry attendees are all extremely engaged in the event. The content and the social events are always amazing.”
“It was my first conference, and everybody at E*TRADE made me feel special. I enjoyed the networking and the hands-on lab training”
“The keynote speakers were amazing, the location and networking events were excellent, and the roundtables and workshops were extremely helpful. I also enjoyed meeting the E*TRADE employees that support our account.”
“Excellent hands-on training and informative sessions.”
“Great sessions, fun events which allowed us to network, beautiful venue, high-touch client service, fantastic and inspirational keynote speakers.”
“Best conference I’ve been to in a long time where attendees are willing to network rather than look at their phones during breakout sessions.”
“What a great experience. Excellent chance to network with peers and learn what others are doing.”
“The keynote speakers were inspiring and on-point. The sessions were thoughtful and informative. The roundtable session I attended was lively and interesting. The events were fun and made for great networking. And finally, the venue was excellent.”
“This was my first Directions and I had a blast. Lots of great educational material, especially the hands-on workshops.”
Directions is one of the nation’s leading and longest-running conferences for stock plan professionals.
Join us for fresh insights into industry trends and best practices, plus a variety of opportunities to help you optimize Equity Edge Online®, our #1-rated stock plan administration platform.1 You’ll also have the chance to be inspired by dynamic speakers and industry leaders, as well as network with peers from across the country.
2. As of June 15, 2018, Group Five Stock Plan Administration Benchmark Study and Financial Reporting Benchmark Study rated Equity Edge Online® highest in Loyalty and Overall Satisfaction for the seventh consecutive year (2012–2018) among all plan sponsors who use a commercial system to manage the recordkeeping of their stock plans in-house. Group Five, LLC is not affiliated with E*TRADE Financial Corporate Services, Inc. or the E*TRADE Financial family of companies.
3. E*TRADE Directions offers continuing education credits through the Certified Equity Professional Institute at Santa Clara University. Qualifying workshops will list the applicable number of Continuing Education Units (CEUs).
4. E*TRADE Financial Corporate Services, Inc. is registered with the National Association of the State Boards of Accountancy as a sponsor of continuing education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to NASBA, 150 Fourth Ave. North, Suite 700, Nashville, TN 37219. Qualifying workshops will list the applicable number of Continuing Education Units (CEUs).
5. Attendees can receive continuing education credits with the WorldatWork professional certification program. Qualifying sessions will list the credit type and number of continuing education credits.
E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.
Some of the content for E*TRADE Directions 2019 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.