Santa Clara University

CEPI - GPS Project

GPS
Guidance |  Procedures |  Systems 

The CEPI has recognized a need for unbiased guidance on equity compensation practices.  In response to this need, in 2007 the CEPI expanded its mission to include industry related research.

  • Research guided by a Board of Review and a Technical Oversight Board
  • Research addresses needs of issuers, service providers and auditors
  • Publications benefit all equity compensation individuals and organizations
  • Current research efforts focused on internal controls and risks

Building on the success of the initial research, the CEPI's current project addresses restricted stock and restricted stock units. Research costs underwritten by Fidelity Investments, Merrill Lynch, E*TRADE Corporate Services, Smith Barney Stock Plan Services, Charles Schwab, and Computershare Plans Software.

The inaugural research publication focused on processes around non-qualified stock options.  This publication, focused on best practices and internal controls for stock options, was released in three phases in 2007.  Research costs were underwritten by Fidelity Investments.

 


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