Critical Equity Reporting Practices Every Private Company Should Know
About This MeetingNo 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:
This event has already taken place. It is available as a free Webinar 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 December 19, 2012.
|Critical Administration Procedures for Private Companies |
Jeremy Wright, Corporate Focus and Amy Yamashiro, Independent Consultant
Jeremy S. Wright
Corporate FocusJeremy 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.