Register Today
When and Where
  • Chicago Chapter
  • 6/24/2026 10:45 AM PDT
  • 6/24/2026 3:00 PM PDT
  • Steel Room, 33rd Floor, Willis Tower, 233 South Wacker Drive, Chicago, IL 60606
  • Chicago
  • Illinois
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Enhancing Employee Empowerment with Flexible Equity Choice Plans and Election Options


Andy Welt, SVP, Rewards Practice Leader, Fidelity Workplace Consulting


Organizations are always looking for ways to differentiate themselves from their competitors. One is how they manage their employees’ expectations around providing a ‘personalized experience’. Flexibility in rewards and benefits is a powerful differentiator.

Equity choice plans put employees in the driver’s seat, allowing them to shape equity awards in ways that matter most to them. This presentation will spotlight how organizations are using equity choice plans to elevate the employee experience and maximize the perceived value of their equity grants and total rewards. Specifically, how giving employees options can drive engagement, ownership, and satisfaction.


Instant Insights: The Fastest 60 Minutes in Equity Comp

Emily Cervino, CEP, FGE, Head of Industry Relationships and Thought Leadership, Fidelity Stock Plan Services 

Buckle up—this is your power hour for everything happening in equity compensation right now. We know you’re juggling grants, tax questions, plan design, and about a hundred emails… so we’re packing this session with rapid‑fire insights you can actually use. In just 60 minutes, we’ll sprint through today’s shifting equity landscape, tackle how soaring stock prices complicate delivering equity awards, and break down what you can (and absolutely cannot) do to help employees cover their taxes. We’ll demystify why retirement eligibility continues to be both mission‑critical and maddening, and share what’s next on the ESPP frontier. Come ready for quick hits, smart takeaways, and more than a few “oh wow, I didn’t know that!” moments.


Social Happy hour to follow.