Administrative Efficiencies:
Strategies for Success

Presented By:

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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

020124 Masterclass: Administrative Efficiencies Replay Registration

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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

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