From operational friction to strategic clarity: what 400 equity teams reveal

In Certent's 2026 equity management outlook, conducted with Hanover Research, 400 equity professionals revealed something critical: teams have become strategic. They shape M&A deals, board governance, and compensation decisions. Yet most teams are still buried in spreadsheets, disconnected systems, and reporting that takes hours per cycle. The systems haven't kept pace with the role. 

In this session, we'll walk through where that gap surfaces: concern for system scale, inefficient reporting despite real-time data, and AI usage vs. trust in AI — with a look at how the picture differs for private and public companies. Then we’ll turn to how teams are closing it: capabilities that shift equity management from operational friction to strategic clarity, and what it takes to operate at the level your business now demands, with a clear view of where to focus first. 

Learning objectives 

• Benchmark your equity operation against 400 peers  

• Pinpoint the system gaps costing your team the most time  

• Walk away with the two changes most worth prioritizing for your team 

Data-backed insights from 400 director-level and above equity professionals.  

This webinar is available in English.