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Common Equity Mistakes 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 November 12, 2014.

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

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


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