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Stock plan administrators are required to juggle a variety of competing priorities. From managing your stock plan platform to communicating new grants, your list of to-dos can often feel like it’s endless. But is there a more efficient way of tackling your administrative tasks?
Join this masterclass to learn how you can 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.
Register now to access the Masterclass Replay
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Panelists
Geoff Hammel
Managing Director, Infinite Equity
Michelle Tomsetti
Partner, Infinite Equity
Matt Connor
Director of Global Equity Management, Lucid Motors