Common Equity Mistakes for Private Companies
From Our Equity Compensation Webinar Track
- 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 November 12, 2014.
About This MeetingThis presentation will bring clarity to common mistakes made when private companies roll out equity compensation plans.
- Lack of specialized knowledge in equity comp and understanding plan documents
- IRS rules/regulations
- Modification accounting
- Effects of repricing grants
- International rules and regulations
- Identify key departments/personnel
- Lack of employee education/communication
- Failure to document
- SEC rules/regulations
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
| Common Equity Mistakes for Private Companies |
Jeannette Wheeler and Terrie Williams, Solium
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.
Account Representative - Solium
Terrie has spent the last three years responsible for satisfaction of Corporate Focus' customers. This dedication to customer success continues as part of Solium, which acquired Corporate Focus in December 2012. Terrie regularly trains and assists private companies and those that support them in the areas of corporate governance, equity tracking and financial reporting. Terrie's support of private companies also requires assisting members of the AmLaw 100 and working with auditors. She is dedicated to Solium's customers and want to ensure that the software they use for their equity administration meets their needs.
Terrie has worked in the area of corporate governance for over 15 years. Prior to joining Solium, Terrie worked as Corporate Paralegal for Hill Ward & Henderson and MacFarlane Ferguson McMullen in Tampa, Florida. Terrie holds a BS from Florida State University, is an Advanced Certified Paralegal specializing in Business Organizations and a Certified Equity Professional. She is an active member of The Paralegal Association of Florida and the NCEO