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When and Where
  • 9/18/2024 10:30 AM PDT
  • 9/18/2024 11:45 AM PDT
  • education.naspp.com

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? 

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