AI in Stock-Based Compensation

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* 1. Please provide your business email address so we can provide you with the results. Individual responses will never be shared.

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* 2. Please select which areas in the stock-based compensation (SBC) process you spend a material amount of time in.

Incentive/equity plan design, executive compensation strategy, and/or proxy disclosure

Stock plan administration (grants, vesting, exercise, participant support)

Financial reporting and accounting for SBC

Other (please specify)

Background and Organizational Context

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* 3. Approximately how many people at your organization play a material role in SBC-related work across all functions? Count all people who spend at least 10% of their time on SBC.

1 - 2

3 - 5

6 - 10

11 - 20

Greater than 20

Section 2: General AI Adoption Baseline

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* 4. To what extent is your team currently using AI tools (including general-purpose tools like ChatGPT) in the following areas of your SBC work?

	Not using AI at all	Experimenting informally (individual use; not codified)	Using AI in a limited, structured, and codified way	AI is embedded in our standard workflow
Drafting participant communications	Drafting participant communications Not using AI at all	Drafting participant communications Experimenting informally (individual use; not codified)	Drafting participant communications Using AI in a limited, structured, and codified way	Drafting participant communications AI is embedded in our standard workflow
Responding to participant questions in real-time	Responding to participant questions in real-time Not using AI at all	Responding to participant questions in real-time Experimenting informally (individual use; not codified)	Responding to participant questions in real-time Using AI in a limited, structured, and codified way	Responding to participant questions in real-time AI is embedded in our standard workflow
Analyzing or summarizing data	Analyzing or summarizing data Not using AI at all	Analyzing or summarizing data Experimenting informally (individual use; not codified)	Analyzing or summarizing data Using AI in a limited, structured, and codified way	Analyzing or summarizing data AI is embedded in our standard workflow
Answering questions about regulations or plan rules	Answering questions about regulations or plan rules Not using AI at all	Answering questions about regulations or plan rules Experimenting informally (individual use; not codified)	Answering questions about regulations or plan rules Using AI in a limited, structured, and codified way	Answering questions about regulations or plan rules AI is embedded in our standard workflow
Automating repetitive tasks or workflows	Automating repetitive tasks or workflows Not using AI at all	Automating repetitive tasks or workflows Experimenting informally (individual use; not codified)	Automating repetitive tasks or workflows Using AI in a limited, structured, and codified way	Automating repetitive tasks or workflows AI is embedded in our standard workflow

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* 5. Which statement best describes your organization's posture toward AI adoption in SBC workflows

We have an active initiative or mandate to adopt AI in our SBC processes

We're open to AI and exploring possibilities, but nothing formal yet

We're cautious (concerned about data privacy, accuracy, or compliance risk)

AI is not a priority for our team right now

Our organization has policies that restrict or prohibit AI use in this area

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* 6. Please distribute 100 points across the phases of the SBC lifecycle based on where you believe AI could create the most value for your organization. Give more points to areas with greater potential.

Incentive plan design (benchmarking, comp committee prep)

Proxy disclosure (CD&A, drafting, tables)

Stock plan administration and participant communications

Financial and tax reporting (ASC 718, compliance)