Best Practices in Stock Plan Software Conversion and Implementation
From Our Equity Compensation Webinar SeriesEach one-hour Webinar features an experienced authority in the field and discusses a requested topic.
This replay was recorded on July 23, 2014.
About This MeetingThis presentation will teach you how to fly through data migrations like a pro with tips, tricks and best practices for software conversions and implementations, starting with getting your database ready all the way through reconciling the end product.
- Knowing your data
- Knowing your vendor
- Setting expectations with your vendor
- Setting expectations internally - what is your role
- Sample Milestones
- Challenges and how to avoid them
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
Sheila oversees Employee Stock Plan Services relationship managers in multiple offices across the United States. Her teams interface with corporate clients and their employee stock plans including, but not limited to, stock options, restricted stock, performance awards, and ESPP. In her over 11 years of service, Sheila has partnered with clients to help them overcome their challenges of employee recordkeeping, mobility, year-end tax and employee communications.
Sheila gained her Certified Equity Professional (CEP) certification in 2006 and is an active member speaker in the equity compensation community. Sheila is serving on the board as Secretary for the San Fernando Valley NASPP chapter. She earned her MBA degree from Pepperdine University in August 2008, and is now focused on actively volunteering in her community. Her hobbies include tennis, biking, and running.