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Administration & Accounting for Private Companies-The Foundation

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 September 25, 2013.

About This Meeting

The session will discuss the financial reporting needed by private companies to effectively manage their equity plans.

Learning objectives:
* The difference between plan administration and plan accounting
* The difference between equity accounting and liability accounting
* The difference between straight-line and accelerated accrual
* When to expense awards
* How to make accounting adjustments to award expense
* How to handle terminations

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


Melissa Callender

presenter photologo

E*TRADE Corporate Services

Melissa Callender, CEP - Senior Client Service Manager
Melissa is a Senior Client Service Manager at E*TRADE Financial Services located in Alpharetta, GA and is responsible for day-to-day administration of Large clients located in the eastern United States. She has 14 years of equity compensation experience and with 3 years working at E*TRADE. Prior to joining E*TRADE, Melissa spent 1 year at at Global Shares in Clonakilty, Ireland managing a team of stock plan analysts, served 6 months as the Stock Plan Administrator at Sprint/Nextel Corporation overseeing the day to day plan administration and 8 years at AST Equity Plan Solutions as a Client Relationship Manager.  Melissa holds a B.S. Degree in Agricultural Business from The Ohio State University and an MBA in Marketing from Drexel University.  Additionally, Melissa holds the designation of Certified Equity Professional.

Robert Purser

presenter photologo
Robert joined E*TRADE Financial in 2010 and is currently the Practice Leader - Reporting Solutions. Robert's consulting team provides advanced reporting solutions for E*TRADE corporate clients. Robert was previously the Finance Segment Leader in Product Management where he was responsible for the strategic vision and direction of the accounting, tax and financial reporting functionality of Equity Edge Online. Robert has over 18 years of accounting and finance experience working for both public and private companies. Robert holds a Bachelor of Science degree in Accounting from Georgia State University and is a Certified Public Accountant. Robert is a frequent speaker on equity compensation topics at financial conferences and industry events, including CFO Rising, CFO Forum, GEO, NASPP and Directions.