Year-end Review and Audit Preparation
About This MeetingFor finance-focused professionals fall is a common time to start year-end audit preparation. Lack of preparation can result in an accounting and organizational nightmare. Presenting your firm's financial statements and related data in an easily auditable format can consume significant administrative hours, and often leads to inaccurate results despite best efforts. In the world of equity compliance there are some very specific year end tasks you can complete to not get caught in a sticky audit web. Whether you're the plan administrator, an accounting professional or an HR professional, knowing the ins-and-outs of year end and audit season activities and documentation will make your job and your life more efficient and productive.
The highlights of this webinar include:
* Data check protocols
* Year End Reporting
* 409A compliance review
* Review inputs for Black-Scholes or binomial/trinomial models
* Forfeiture Rate Assessment
* Expected term comparison SAB110 v SAB 107
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
From Our Equity Compensation Webinar Series
- Each one-hour Webinar features an experienced authority in the field and discusses a requested topic.
- Discuss current administrative and other issues with fellow practitioners without leaving your office!
- Free for NCEO members
This replay was recorded on September 7, 2011.
PresentersLisa Robinson,CPA, VP of Professional Services, OptionEase. Ms. Robinson has two decades of experience in accounting and related technologies. Prior to joining OptionEase, she had senior-level roles in accounting and finance in companies including First Interstate Bank Corporation, Orbital Sciences, Tosco (acquired by Conoco Phillips) and Peregrine Systems.
Kathleen Cleary, CEP, OptionEase. Ms. Cleary has more than 15 years of experience in equity administration working for multinational companies including Cymer, Inc., IntraLase Corporation and Verenium, Inc. Her roles have included full responsibility for all aspects of stock administration, including accounting, securities compliance and management of the stock administration team.