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Equity State of Confusion

The basics of acronyms, tax rules, differences, benefits to employee and more.

From Our Equity Compensation Webinar Series

Each one-hour Webinar features an experienced authority in the field and discusses a requested topic.

This replay was recorded on January 22, 2014.

About This Meeting

This presentation will bring clarity to common complications and conflicts in equity compensation, including the basics of acronyms, tax rules, differences between core practice rules and regulations, benefits to employee and more.

Learning Objectives:

This Webinar has already taken place. It is available as a free replay in the members-only area of this site.


Marianne Snook

presenter photologo

Stock & Option Solutions

Marianne Snook, CEP, is the Chief Executive Officer at Stock & Option Solutions, Inc. (SOS). Marianne has over 25 years in equity plan management, with experience that extends from in-house administrator to director of a large-scale administration outsource service provider. Marianne was a key member of the original panel that set the CEP curriculum and defined what it means to have a CEP designation. As CEO, Marianne sets the overall strategy for the effective growth of SOS by focusing on guaranteed customer service, strong external relationships, and continuous employee involvement and education. Marianne speaks on local and national levels on various facets of stock program administration. She is also an active member of the NASPP and the NCEO.

Dan Walter

presenter photo


Dan is a managing consultant at FutureSense, a holistic human capital consulting firm. He has worked in the field of compensation since 1994. Dan was previously the founder of Performensation. His expertise includes equity compensation, performance-based pay, executive compensation, and talent management issues. He has also been the architect of software solutions and administrative and technological best practices used by many companies. Dan has coauthored several books on compensation and is a popular blogger on the topic. He also does dozens of presentations every year.