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6 key challenges facing CEPs in 2025 and how Forge can help

Certified equity professionals (CEPs) are facing a new era. Forge can help them lead it.

As the private market ecosystem rapidly evolves, certified equity professionals (CEPs) find themselves at the center of massive change — from navigating “staying private longer” with complex cap tables to managing globally distributed workforces and liquidity initiatives.

In our latest report, 6 Key Challenges Facing CEPs in 2025 and How Forge Can Help, we break down the forces reshaping the CEP role and offer insights, tools and solutions designed to help equity plan management leaders stay ahead.

Whether you're planning liquidity events or modernizing outdated systems and approaches, Forge is here to support your growth — and your company’s success.

What you’ll learn in this report:

  • How private companies that are staying private longer are reshaping the secondary market — and what CEPs need to know
  • Tools and best practices for managing global equity programs and staying compliant across jurisdictions
  • How Forge’s liquidity programs offer end-to-end support, helping CEPs streamline operations
  • Insights to help CEPs evolve from financial operations managers to strategically advising senior leadership
  • Practical solutions for improving equity compensation literacy across your workforce

How Forge helps CEPs thrive in 2025 and beyond:

  • End-to-end liquidity program management offerings
  • Trusted guidance on private market best practices
  • Data insights on hundreds of private companies
  • Educational content for employees and equity teams
Authors
Jay Manciocchi
Senior Director of Content Marketing

Jay Manciocchi is a marketing and communications professional with experience in content marketing operations, digital marketing and event strategy. He most recently led these functions at BMC Software. He holds a JD from New England Law | Boston and a BS in Political Science from Northeastern University.

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Forge Global Holdings, Inc. (together with its subsidiaries, “Forge”) is a leading provider of marketplace infrastructure, data services and technology solutions for private market participants.

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