MASTERCLASS | FEBRUARY 1, 2024

Administrative Efficiencies:
Strategies for Success

Presented By:

Infinite Equity Logo

Thank you, we look forward to seeing you on
February 1, 2024 at 11 AM Pacific | 2 PM Eastern

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Join this class to master how to administer critical aspects of your plan more efficiently. We’ll cover:

  • How to effectively deliver and assign new grants in the new year — even with a global plan!
  • Improve participant understanding by communicating with them at the right time and with the right message.
  • The best way to simplify vesting events and ensure your plan is compliant.
  • Best practices for achieving and tracking your performance goals including pre-funding and automating your taxes.
  • The best ways to get valuation work into your administration system.
  • How to best report equity compensation in your proxy statement.

This masterclass will include a 45-minute session followed by a 15-minute Q & A where attendees can get their most pressing questions answered.

You will also walk away with a “tip sheet” that summarizes all of the topics covered in the session. 

Panelists

Geoff Hammel

Geoff Hammel

Managing Director, Infinite Equity 

Michelle Tomsetti

Michelle Tomasetti

Partner, Infinite Equity

Matt Connor

Matt Connor

Director of Global Equity Management, Lucid Motors

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