We Moved! As of November 17, 2014, our address is 1629 Telegraph Ave., Suite 200, Oakland, CA 94612. (Our phone numbers remain the same.)
Home » Webinars »


Performance-Linked Equity for Private Companies

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 July 31, 2013.

About This Meeting

This seminar is intended for private companies currently issuing or considering issuing Performance Awards.

Learning Objectives:
* Review of 2012 NCEO Private Co Equity Survey related to the use of Performance Awards
* Overview of Performance Awards
* Design Decisions impacting valuation and reporting
* Communication with employee
* Emerging Issues - Financial Accounting Foundation Private Company Council

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


Performance-Linked Equity for Private Companies
Jeanette Wheeler and Linda Robinson, Solium


Lisa Robinson

presenter photo


Lisa is the Vice President of Operations at Solium. She specializes in leading the im.plementations and customer services teams, working with clients on accounting for complex equity structures and contributes to the development of new features.
Lisa is a Certified Public Accountant with 20 years of experience in accounting and related technologies. She has held senior-level roles in accounting and finance companies including First Interstate Bank Corporation, Orbital Sciences, Textron and Peregrine Systems

Jeannette Wheeler

presenter photologo


Jeannette Wheeler
Senior Solutions Specialist- Solium
Jeannette is a Senior Solution Specialist at Solium. She specializes in working with clients on administrative and accounting requirements for complex equity structures, as well as contributes to the development of new features.

Jeannette earned her law degree from Thomas Jefferson School of Law and is a Certified Equity Professional with nine years of experience in equity compensation. Her background includes public and private company experience.

Sponsor Information

Solium (TSX: SUM) provides cloud-enabled services for global equity administration, financial reporting and compliance.
Company Overview
Founded in 1999, our mission is to simplify equity plan administration through leading software-as-a-service (SaaS) technology. Innovation is the fuel that powers our evolution and growth, and we continue to make significant investments in research and development to ensure our solutions and services remain well ahead of the competition.

Since our inception, we've grown organically and through strategic M&A. In 2007, Solium acquired U.S.-based Allecon Stock Associates. In 2010 and 2012, we completed the respective integrations of the Transcentive platform from Computershare and CapMx technology from Silicon Valley Bank Analytics. In late 2012, we acquired California-based OptionEase, a leading provider of SaaS applications for accounting and compliance.

In 2011, we broke ground in London - a strategic initiative that brought our pioneering spirit and professional acumen to the other side of the Atlantic. And in September 2012, we established a presence in Australia, marking our foray into Asia Pacific. We'll continue to assess opportunities and break into new markets, many of which are ready for our premium software and services.

From our roots as a Calgary-based start-up company, we've grown into a multinational public corporation with offices in the United States, Canada, the UK and Australia. Today, we are leading the evolution of global equity plan management.