SBC Excellence in Practice: Strategic Insights from EM’s Best Practices Survey

10:00 am PT / 1:00 pm ET

Stock-based compensation (SBC) sits at the intersection of financial reporting, capital allocation, and human capital strategy. As equity usage expands and investor scrutiny rises, Finance and HR leaders alike are being asked to bring more discipline, forecasting accuracy, and governance to this complex area.

Drawing on results from Equity Methods’ 2025 SBC Best Practices Survey, which includes feedback from 364 respondents across all sectors and company sizes, this session examines how organizations are modernizing their SBC infrastructure. With a focus on finance teams, but extensive HR-centric inquiry, we cover strategic touchpoints between Finance and HR, contemporary challenges and opportunities in forecasting and analytics, team structuring and staffing, tax and international reporting, and much more.

Highlights include:

• How investors and senior management consume SBC information
• Team structures for SBC reporting, including allocation of duties and headcount metrics
• SBC forecasting and analytics best practices
• Strategic collaboration on award design, performance goal calibration, and compensation committee support
• How companies push SBC expense deep into their corporate hierarchies
• Best practices in statutory reporting, tax reporting, and stock administration

Whether you work in Finance, Legal, HR, or Equity Administration, this webcast will illuminate how best-in-class SBC management differs from rest-in-class, and what practical steps you can take now to stay ahead.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Specialized Knowledge
Program Level: Overview
Advance Preparation: none required
Prerequisites: none required
Additional CPE details