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From Our Equity Compensation Webinar Series

Have you been looking for a way to network and gain continuing education hours? Why not attend the NCEO's equity compensation Webinars? In response to question and comments from practitioners all over the U.S., the NCEO has developed these online seminars to focus on equity compensation plan design, administration, and compliance. Each session is designed to allow participants to ask questions, share ideas, and gain CEP, CPE, or HRCI continuing education credit hours. The Webinars take place 1-2 times per month for one hour (1 continuing education unit per hour) and discuss a hot topic in the industry.

Common Equity Mistakes for Private Companies

November 12, 2014 (10:30 am-11:30 am Pacific)

About This Meeting

This presentation will bring clarity to common mistakes made when private companies roll out equity compensation plans.

Learning Objectives:

- Lack of specialized knowledge in equity comp and understanding plan documents

- Lack of communication/coordination

- Lack of process and procedures

- Planning for IPO


10:30 AM Common Equity Mistakes for Private Companies
Jeannette Wheeler and Terrie Williams, Solium
11:30 AM Adjourn


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.

Terrie Williams

presenter photologo


Terrie Williams, ACP, CEP
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


NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

Register just once per year and be automatically registered for for all of the Equity Compensation Webinars in our 2013 series. If you are not currently a member, it only costs $90 to join for one year (sign up here). To register, either (1) use the registration form in the members' area of this site (username and password required) or (2) email equitywebinars@nceo.org.

Who Needs to Register?

Each person who logs in to a Webinar must register in advance and must log in using his or her own name. Your registration is not transferable to someone else at your company, so if someone else will log in to the Webinar, they should register themselves.

If a group of people will all watch the Webinar from one computer, using a projector and speaker phone or similar technology, only one person needs to register and log in.

If you want continuing education credit, then you must register and log in using your own name. We will not be able to provide a certificate of completion if you do not.

Viewing Replays

Webinar replays allow you to access prerecorded Webinars at your convenience, as often as you like. Replays of equity compensation Webinars are provided to NCEO members only and are free. To view replays, go to the list of upcoming and archived equity compensation Webinars in the members' area of this site (username and password required)

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Ramona Rodriguez-Brooks within the next 2 weeks. **CEP Institute accepts requests for credit on a completely self reporting basis - certificates are not required.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

CEP Credit for Certified Equity Professionals

This program has been approved for 1.00 hour toward the ongoing education requirements of the Certified Equity Professional Institute at the Leavey School of Business, Santa Clara University. For more information about certification and continuing education, please visit the CEPI home page at http://www.scu.edu/business/cepi/.

HRCI Recertification Credit

HRCI logoThe use of this seal is not an endorsement by HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for re-certification credit.

This program has been approved for 1.00 hour of recertification credit hours toward PHR and SPHR re-certification through the Human Resource Certification Institute (HRCI). For more information about certification or re-certification, please visit the HRCI home page at www.hrci.org.