Reporting

Lifecycle Management and Reporting of Private Company Equity

September 18, 2024, 10:30 AM - 11:45 AM




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Managing an equity plan is complicated for private company administrators. Issuing awards is just the beginning; you also need to understand your plan and how it interacts with your cap table at each stage of a grant's lifecycle all while maintaining detailed records.  

Without a transfer agent and broker, private company admins handle even more internal reporting than public companies. Get pro record keeping tips and learn more about the connection between your equity plan and your cap table. 


Key questions this webinar will answer:

  • How do different award types impact the cap table (stock options vs units and awards)?

  • When should you include or exclude cash awards? 

  • Which record keeping details are necessary for private companies? 

  • What private company-specific disclosures are needed for reporting? 

     

Live Broadcast

This webinar will be presented live on September 18 from 1:30 to 2:45 PM Eastern (10:30 to 11:45 AM Pacific).

If you have already registered for this webinar, you can access the broadcast at education.naspp.com.

Registration

All attendees are required to register in advance. 

  • NASPP Members: current NASPP members can attend at no cost.
  • Nonmembers: the cost for non-members is $299. 

Join or renew your membership to receive complimentary access to this program and all member benefits.

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

Recording

The recording of the webinar will be posted shortly after the conclusion of the live program.

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