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Tricks and Tips for Private Company Stock Plan Administration

From Our Equity Compensation Webinar Track

Have you been looking for a way to network and gain CEP continuing education hours? Why not attend the NCEO's equity compensation Webinars? In response to questions and comments from practitioners all over the U.S., the NCEO has developed these online seminars to focus on equity compensation plan administration—for administrators to ask questions, share ideas, and gain CEP continuing education hours. The Webinars last one hour (1 CEP continuing education unit per hour) and discuss a hot topic.

This replay was recorded on October 31, 2012.

About This Meeting

Private company stock plan administration can be scary. So many aspects of the core disciplines - tax, accounting, securities law, and plan design, analysis & administration - have just a slightly different application for non-public companies. Finding insider advice specific to private company administration can be like going on a treasure hunt, or like knocking on neighborhood doors hoping for a chocolate bar instead of a sour apple. Trick or Treat! This panel will delight you with Tricks and Tips to make administering equity compensation plans in privately held companies easier than Pi!

Learning objectives of this Webinar include:

This Webinar has already taken place. It is available as a free replay in the members-only area of this site.


Tricks and Tips for Private Company Stock Plan Administration
Achaessa James, NCEO


Achaessa James

presenter photologo

National Center for Employee Ownership

Achaessa is a product manager at the NCEO, where she works on broad-based equity compensation projects, writes on current regulatory and administrative issues, and advises NCEO members on equity compensation planning. She also maintains an active consulting practice to provide longer-term administrative, audit, and corporate transaction support for private companies. Achaessa is a Certified Equity Professional through the CEP Institute at Santa Clara University. She has worked in the venture capital and start-up community since 1999, supporting private stock placement transactions, IPO registrations, and administering non-public and micro-cap company equity compensation plans for several companies.

Sponsor Information

Sponsored by Equity Administration Solutions Inc. (EASi)