MASTERCLASS | REPLAY

Administrative Efficiencies:
Strategies for Success

Presented By:

Infinite Equity Logo

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

020124 Masterclass: Administrative Efficiencies Replay Registration

By submitting this form, you agree to be contacted by Infinite Equity. You may unsubscribe at any time. Privacy Policy

Panelists

Geoff Hammel

Geoff Hammel

Managing Director, Infinite Equity 

Michelle Tomsetti

Michelle Tomsetti

Partner, Infinite Equity

Matt Connor

Matt Connor

Director of Global Equity Management, Lucid Motors

© Infinite Equity, Inc., 2024, All Rights Reserved

Privacy Policy   |   GDPR