Performance-Linked Equity for Private Companies
About This MeetingThis seminar is intended for private companies currently issuing or considering issuing Performance Awards.
* 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.
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 July 31, 2013.
|Performance-Linked Equity for Private Companies |
Jeanette Wheeler and Linda Robinson, Solium
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
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 InformationSolium (TSX: SUM) provides cloud-enabled services for global equity administration, financial reporting and compliance.
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.