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End-to-End Approval and Acceptance Processes: From Boards to Participants

From Our Equity Compensation Webinar Series

Each one-hour Webinar features an experienced authority in the field and discusses a requested topic.

This replay was recorded on March 27, 2013.

About This Meeting

This session explores equity compensation best practices for the portion of the award lifecycle that spans from board approval to employee acceptance. The session will also cover situations where administrators have found themselves in difficult situations (such as granting unapproved grants or dealing with the enforceability of unsigned grant agreements) and will suggest practices to get grants back on track. We will focus on leveraging technology to minimize risk. Stock plan software systems have undergone major improvements over the last few years that plan administrators should leverage to streamline approval and acceptance.

Learning Objectives

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


Roberta Jones

presenter photologo

Solium Corporate Focus

Roberta Jones, CEP has over 30 years' experience as a senior corporate paralegal in California law firms and high tech companies. As a Certified Equity Professional, Roberta's expertise is in the area of equity administration and capitalization reporting, having worked with hundreds of venture-backed, Silicon Valley companies. Roberta currently works at Solium in the Support & Implementation Group of Corporate Focus assisting law firms and venture-backed companies who use Corporate Focus for their corporate governance and equity reporting needs.

Bryan Wells

presenter photo

Solium OptionEase

Bryan Wells, CEP is a product manager at Solium, where he researches the business requirements for new product features and manages development from a business perspective for OptionEase. Prior to his current position, Bryan was a project manager at OptionEase, where he managed the development of key client customizations. Before that, Bryan worked as an implementation specialist at OptionEase, where he both implemented new clients and assisted clients with professional services. Prior to joining OptionEase, Bryan performed financial analysis for two early stage medical device companies. Bryan holds an MBA with a finance focus from the Paul Merage School of Business at UC Irvine and has held the CEP designation since July 2012.