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Critical Equity Reporting Practices Every Private Company Should Know

About This Meeting

No matter where your privately-held company is within its equity life-cycle, having solid and scalable procedures for stock administration and equity reporting in place is critical to your success. Why? Because as your company grows beyond a small equity plan with a handful of employees, the complexity and sheer quantity of the data you must collect, track, and report on becomes more difficult, as does the level of scrutiny from your board, your auditors, your legal team, and your shareholders.

This panel will focus on the proper administration processes that every privately-held company should have in place, including industry best practices on organization techniques, appropriate documentation, and advice for preparing for your year-end audit.

Learning objectives for this Webinar are:
  • Best practices for collecting, organizing, reporting on, and sharing your critical stock administration information
  • How to prepare your company for ISO exercises and filing Form 3921
  • The proper reporting every stock administrator needs to prepare for their year-end audit
  • Real-world stock administration tips that you can put in place right away to help improve your equity reporting
  • How employee education and information distribution can positively impact your company's productivity
  • 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

    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 take place once per month for one hour (1 CEP continuing education unit per hour) and discuss a hot topic.

    This replay was recorded on December 19, 2012.


    Critical Administration Procedures for Private Companies
    Jeremy Wright, Corporate Focus and Amy Yamashiro, Independent Consultant


    Jeremy S. Wright

    presenter photologo

    Corporate Focus

    Jeremy S. Wright serves as chief operating officer for Corporate Focus. He is responsible for overseeing all product enhancements, managing the support and services group and maintaining the company's internal operations. Over the past decade, Jeremy has helped private companies with their capitalization tables, equity accounting under ASC Topic 718 (FAS 123R), and online minute books. Jeremy is an expert in the implementation of cloud solutions and was integral in moving Corporate Focus to a hosted platform and Two Step's internal business systems to cloud-based offerings, such as Salesforce and Google Apps. Jeremy frequently speaks at leading industry events and contributes to various industry publications, as well as to the Corporate Focus Insight Blog. He received his B.S. in computer science from the University of Wyoming.

    Amy Yamashiro

    presenter photo
    Amy Yamashiro began working in stock plan administration in 1997, and was excited to be a key member of a highly successful IPO team in early 2000. She has been honored to have been chosen to speak at NCEO and NASPP national conferences and chapter meetings, as well as a variety of workshops and seminars. Amy currently provides independent consulting services in stock plan administration and can be reached at amy.yamashiro@gmail.com. A member of the National Association of Stock Plan Professionals, the National Center for Employee Ownership, and the CEP Institute Society, Amy received her BA from Wellesley College and is a Certified Equity Professional in good standing.

    Sponsor Information

    Sponsored by Two Step Software/Corporate Focus.