Stock & Option Solutions


Outsourcing is defined as the contracting out of a business process. The term "outsourcing", as we have learned, can mean something very different from one company to another; though the idea might be the same, the model varies significantly. The decision of determining if outsourcing is right for your company can be difficult since passing off any level of work to a third party comes with its own risks.

In this SOS Educational Webcast we will delve into:

  • Different types of co-sourcing/outsourcing models in the industry
  • What helps to make a decision on outsourcing (pros/cons)
  • How to work with your vendor(s) in preparing:
    • Employee communications
    • Management planning
    • Problem resolution
    • Financial reporting
  • Best practices for administrative challenges and frequently asked questions

Join our expert panel in this discussion that will leave you with more answers and a clearer picture on how outsourcing can work best for YOU.


“’Outsourcing has become such a commonplace term in recent years we may no longer understand what someone else means when she uses the word. In fields such as Equity Compensation, we need to have an accurate understanding of how and when certain terms are used in order to make sure we stay in compliance and derive the best solutions for our companies and participants.“   
-Susan Garvin - Stock and Option Solutions

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Outsourcing's Great Expectations - 
What to Expect When You're Expecting Others To Do It Right

SOS Educational Webcast

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

Equity Compensation Webcasts