Blog - Simple List
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Employee Education: 4 Easy Ways to Double Your Equity Plan EngagementAug 28, 2024
Equity compensation can be confusing and scary to the uninitiated. Learn 4 easy ways to educate your employees and increase engagement. -
Equity Without Access: The Growing Challenge of Liquidity in Private CompaniesAug 21, 2024
Liquidity—or the ability to convert equity into cash is a crucial part of equity compensation. It’s great to own equity worth X amount of dollars, but without the ability to liquify these shares, what do your employees really have other than a promise? -
Could a Robot Manage Your Equity Plan?Aug 14, 2024
How can AI be used to streamline equity plan administration, improve decision-making, and educate employees? Plus, concerns to be wary of. -
Growing Your Career As A Stock Plan AdministratorAug 7, 2024
As businesses increasingly look to offer equity compensation to attract top talent, so to does the demand for skilled stock plan administrators. However, to truly advance in this specialized field, you need to focus on continuous education, to consistently develop the skills needed to advance your career. -
How to Source Equity Comp Income for Mobile EmployeesJul 31, 2024
Understanding the difference between grant-to-vest and grant-to-exercising sourcing methods and when each method is used. -
Are You Sure You Want to Pause Vesting for Leaves?Jul 23, 2024
In this article we’ll be making the case as to why adjusting vesting for leaves is not advisable, highlighting the challenges, legal complexities, and impacts on employee morale and gender equity. -
What Is the Taxable Event for RSUs?Jul 17, 2024
What is the taxable event for RSUs: the vest/payout date or the date shares are deposited in employee's brokerage accounts? -
Equity Management and the Foundations of OwnershipJul 17, 2024
The goal of managing a company’s equity is fundamentally a job of managing ownership, but what is ownership? -
Around the Globe: A Guide to Equity Grants in Poland's Thriving R&D LandscapeJul 10, 2024
Around the Globe: Explore Poland's rise as an R&D hub and how companies can navigate equity grants to attract and retain top talent, ensuring compliance and leveraging Poland's dynamic growth and innovative potential. -
10 Things You Forgot to Remember Before Your IPOJul 10, 2024
During the pre-IPO process there are many things that can go wrong that can significantly impact the success of your IPO, and amid the whirlwind of activity of an initial public offering, it’s not uncommon for key areas to get overlooked. -
Down Rounds: How to Strategically Adapt Your Share Option Plan During Volatile MarketsJul 10, 2024
In this article, we’ll walk you through a number of strategies that private companies could implement to adapt and maintain their Share Option Plans during a volatile market. -
Cap Table Secrets: Organize Like a ProJul 3, 2024
Without proper organization, it gets very easy to mismanage your cap table very quickly. -
Form 4 Reporting for Performance AwardsJul 3, 2024
A few tips on Form 4 reporting of grants, vesting, and forfeitures of performance awards. -
How to Avoid Choosing the Wrong Cap Table SolutionJun 26, 2024
The cap table, or capitalization table, is a comprehensive document that outlines the ownership structure of a company and selecting the right cap table solution is a critical decision -
Establishing Critical Controls for Equity PlansJun 19, 2024
Don't let your internal controls fail you. Here are four areas in which it is critical to establish controls for your equity plan and 12 audit processes to implement. -
How to Create Your First Equity Plan in 10 StepsJun 19, 2024
Equity plays a crucial role in a startup's total compensation package, but structuring a plan demands careful decision-making -
Straight Talk on ESPP Disqualifying DispositionsJun 12, 2024
As a lifelong fan of broad-based ownership programs and the #1 cheerleader of ESPPs, I'm going to say something that may sound shocking. Qualified dispositions are overrated. -
Do Employees Have to Accept their Equity Grants?Jun 5, 2024
Reasons to consider requiring employees to accept their awards, when spousal consent might also be advisable, and enforcement mechanisms. -
Section 16: The Basics of Forms 3, 4, and 5May 29, 2024
Forms 3, 4, and 5 play a crucial role in ensuring compliance with Section 16 by providing a structured and transparent method for reporting changes in ownership of company securities. -
Innovative Ways to Attract, Retain & Incentivize Key EmployeesMay 29, 2024
Across all industries -- and companies of all sizes -- there has been a significant struggle to attract, retain and incentivize key executives in the current economy.